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Third View Private Wealth, LLC

Q2 2026 13F filing

Updated 46 days ago

292 disclosed positions worth $814.1M

Portfolio value
$814.1M
Total holdings
292
New positions
47
Closed positions
26
Increased
83
Decreased
145
Turnover
25.0%
Filed
2026-07-27

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

+14.1%
Value
$59.6M
Shares
297.8K
% Port
7.32%
A

AMAZON COM INC

+1.5%
Value
$30.6M
Shares
128.4K
% Port
3.76%
M

MICROSOFT CORP

+16.6%
Value
$30M
Shares
80.4K
% Port
3.68%
G

ALPHABET INC

+1.4%
Value
$29.7M
Shares
83.2K
% Port
3.65%
E

ISHARES TR

+0.1%
Value
$29.6M
Shares
342.7K
% Port
3.64%
M

META PLATFORMS INC

+2.8%
Value
$26.3M
Shares
46.7K
% Port
3.23%
T

TESLA INC

-0.1%
Value
$26.1M
Shares
62.1K
% Port
3.21%
G

ALPHABET INC

+3.7%
Value
$22.6M
Shares
63.8K
% Port
2.77%
A

APPLE INC

+9.4%
Value
$22.1M
Shares
76.5K
% Port
2.72%
V
10.V

VISA INC

+1.5%
Value
$20.9M
Shares
61.0K
% Port
2.57%
S
11.SPY

STATE STR SPDR S&P 500 ETF T

-1.9%
Value
$17.8M
Shares
23.9K
% Port
2.19%
V
12.VGES

VANGUARD INDEX FDS

+524.9%
Value
$17.1M
Shares
198.5K
% Port
2.10%
B

BOEING CO

+0.8%
Value
$14M
Shares
64.6K
% Port
1.72%
N
14.NFLX

NETFLIX INC.

+0.4%
Value
$13.4M
Shares
187.1K
% Port
1.64%
O

ORACLE CORP

+1.1%
Value
$12M
Shares
81.7K
% Port
1.47%
A
16.ADI

ANALOG DEVICES INC

-0.2%
Value
$11.4M
Shares
28.6K
% Port
1.40%
M
17.MNST

MONSTER BEVERAGE CORP NEW

+0.1%
Value
$10.6M
Shares
109.8K
% Port
1.30%
X
18.XOM

EXXON MOBIL CORP

+24.9%
Value
$9.1M
Shares
66.7K
% Port
1.12%
F
19.FBTC

WILLIAMS COS INC

+0.3%
Value
$9M
Shares
121.0K
% Port
1.10%
V
20.VRTX

VERTEX PHARMACEUTICALS INC

+5.7%
Value
$8.9M
Shares
17.9K
% Port
1.09%
J

JPMORGAN CHASE & CO

+2.1%
Value
$8.1M
Shares
24.8K
% Port
1.00%
S
22.SHOP

SHOPIFY INC

-0.7%
Value
$8M
Shares
70.2K
% Port
0.99%
A
23.AVGO

BROADCOM INC

-22.4%
Value
$7.9M
Shares
21.0K
% Port
0.97%
D
24.DIS

DISNEY WALT CO

-6.2%
Value
$6.9M
Shares
71.9K
% Port
0.85%
T

TAIWAN SEMICONDUCTOR MANUFAC

+32.1%
Value
$6.6M
Shares
13.8K
% Port
0.81%
A
26.APOS

APOLLO GLOBAL MGMT INC

+2.0%
Value
$6.4M
Shares
54.0K
% Port
0.78%
V
27.VMC

VULCAN MATLS CO

-0.9%
Value
$6.3M
Shares
21.4K
% Port
0.77%
A
28.APD

AIR PRODUCTS AND CHEMICALS I

-6.2%
Value
$5.6M
Shares
19.0K
% Port
0.68%
K
29.KO

COCA COLA CO

+2.8%
Value
$5.4M
Shares
65.9K
% Port
0.66%
M
30.MRSH

MARSH & MCLENNAN COS INC

+21.1%
Value
$5.3M
Shares
32.0K
% Port
0.65%
T
31.TXN

TEXAS INSTRS INC

-39.6%
Value
$5.1M
Shares
17.1K
% Port
0.62%
B
32.BX

BLACKSTONE INC

+18.0%
Value
$5M
Shares
42.5K
% Port
0.61%
R
33.REGN

REGENERON PHARMACEUTICALS

+3.2%
Value
$5M
Shares
8.0K
% Port
0.61%
A
34.ADSK

AUTODESK INC

+0.6%
Value
$4.8M
Shares
24.9K
% Port
0.59%
U

UNILEVER PLC

+15.9%
Value
$4.8M
Shares
79.7K
% Port
0.59%
U
36.UNP

UNION PAC CORP

-5.4%
Value
$4.5M
Shares
16.7K
% Port
0.56%
P

PUBLIC STORAGE

-4.1%
Value
$4.4M
Shares
13.9K
% Port
0.54%
J
38.JNJ

JOHNSON & JOHNSON

-3.0%
Value
$4.4M
Shares
17.4K
% Port
0.54%
L
39.LIN

LINDE PLC

-5.3%
Value
$4.4M
Shares
8.5K
% Port
0.54%
B
40.BDX

BECTON DICKINSON & CO

-2.2%
Value
$4M
Shares
26.5K
% Port
0.49%
S
41.SBUX

STARBUCKS CORP

-4.4%
Value
$4M
Shares
39.1K
% Port
0.49%
O
42.OTIS

OTIS WORLDWIDE CORP

+128.2%
Value
$4M
Shares
55.5K
% Port
0.49%
C
43.CRM

SALESFORCE INC

-5.2%
Value
$4M
Shares
25.3K
% Port
0.49%
C
44.CVS

CVS HEALTH CORP

-3.1%
Value
$3.9M
Shares
37.6K
% Port
0.48%
H

HALEON PLC

+13.8%
Value
$3.8M
Shares
412.4K
% Port
0.47%
B

BERKSHIRE HATHAWAY INC DEL

+52.8%
Value
$3.8M
Shares
7.7K
% Port
0.47%
C
47.CCZ

COMCAST CORP NEW

+8.6%
Value
$3.8M
Shares
156.2K
% Port
0.47%
A
48.ADP

AUTOMATIC DATA PROCESSING IN

-4.0%
Value
$3.7M
Shares
16.5K
% Port
0.45%
E
49.EXPD

EXPEDITORS INTL WASH INC

-5.1%
Value
$3.7M
Shares
22.5K
% Port
0.45%
T
50.TMO

THERMO FISHER SCIENTIFIC INC

-3.9%
Value
$3.6M
Shares
7.3K
% Port
0.45%