Q2 2026 13F · SEC CIK 2083406

Third View Private Wealth, LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $810.8M
Reported positions: 288
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.2B

Third View Private Wealth, LLC is a wealth manager that reported 288 positions worth $810.8M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Nvidia Corporation (NVDA, 7.3%), Amazon Com Inc (AMZN, 3.8%), Microsoft Corp (MSFT, 3.7%).

Third View Private Wealth, LLC holdings largest 50 of 288 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Third View Private Wealth, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.3%	6.2%	297,826	+14.1%	$59.6M
AMZNAmazon Com Inc	3.8%	3.6%	128,447	+1.5%	$30.6M
MSFTMicrosoft Corp	3.7%	3.5%	80,393	+16.6%	$30.0M
GOOGLAlphabet Inc	3.7%	3.2%	83,154	+1.4%	$29.7M
TLTIshares Tr	3.7%	4.1%	342,677	+0.1%	$29.6M
METAMeta Platforms Inc	3.2%	3.6%	46,684	+2.7%	$26.3M
TSLATesla Inc	3.2%	3.2%	62,104	-0.1%	$26.1M
GOOGAlphabet Inc	2.8%	2.4%	63,827	+3.7%	$22.6M
AAPLApple Inc	2.7%	2.4%	76,464	+9.4%	$22.1M
VVisa Inc	2.6%	2.5%	60,991	+1.5%	$20.9M
SPYState Str Spdr S&p 500 ETF T	2.2%	2.2%	23,886	-1.9%	$17.8M
VUGVanguard Index Fds	2.1%	1.9%	198,544	+524.9%	$17.1M
BABoeing Co	1.7%	1.7%	64,580	+0.8%	$14.0M
NFLXNetflix Inc.	1.6%	2.5%	187,137	+0.4%	$13.4M
ORCLOracle Corp	1.5%	1.6%	81,709	+1.1%	$12.0M
ADIAnalog Devices Inc	1.4%	1.3%	28,643	-0.2%	$11.4M
MNSTMonster Beverage Corp New	1.3%	1.1%	109,821	+0.1%	$10.6M
XOMExxon Mobil Corp	1.1%	1.2%	66,729	+24.9%	$9.1M
WMBWilliams Cos	1.1%	1.2%	120,954	+0.3%	$9.0M
VRTXVertex Pharmaceuticals Inc	1.1%	1.0%	17,866	+5.7%	$8.9M
JPMJpmorgan Chase & Co	1.0%	1.0%	24,775	+2.1%	$8.1M
SHOPShopify Inc	1.0%	1.1%	70,241	-0.6%	$8.0M
AVGOBroadcom Inc	1.0%	1.1%	20,987	-22.4%	$7.9M
DISDisney Walt Co	0.9%	1.0%	71,868	-6.2%	$6.9M
TSMTaiwan Semiconductor Manufac	0.8%	0.5%	13,792	+32.1%	$6.6M
APOApollo Global Management Inc	0.8%	0.8%	53,954	+2.0%	$6.4M
VMCVulcan Matls Co	0.8%	0.8%	21,355	-0.9%	$6.3M
APDAir Products and Chemicals I	0.7%	0.8%	19,016	-6.2%	$5.6M
KOCoca Cola Co	0.7%	0.7%	65,922	+2.8%	$5.4M
MRSHMarsh & Mclennan Cos	0.7%	0.6%	31,989	+21.1%	$5.3M
TXNTexas Instrs Inc	0.6%	0.8%	17,065	-39.6%	$5.1M
BXBlackstone Inc	0.6%	0.6%	42,537	+18.0%	$5.0M
REGNRegeneron Pharmaceuticals	0.6%	0.8%	8,027	+3.2%	$5.0M
ADSKAutodesk Inc	0.6%	0.8%	24,917	+0.6%	$4.8M
ULUnilever PLC	0.6%	0.5%	79,702	+15.9%	$4.8M
UNPUnion Pac Corp	0.6%	0.6%	16,693	-5.4%	$4.5M
PSAPublic Storage	0.5%	0.5%	13,935	-4.1%	$4.4M
JNJJohnson & Johnson	0.5%	0.6%	17,404	-3.0%	$4.4M
LINLinde PLC	0.5%	0.6%	8,456	-5.3%	$4.4M
BDXBecton Dickinson & Co	0.5%	0.6%	26,483	-2.2%	$4.0M
SBUXStarbucks Corp	0.5%	0.5%	39,081	-4.4%	$4.0M
OTISOtis Worldwide Corp	0.5%	—	55,533	—	$4.0M
CRMSalesforce Inc	0.5%	0.7%	25,260	-5.2%	$4.0M
CVSCvs Health Corp	0.5%	—	37,575	—	$3.9M
HLNHaleon PLC	0.5%	0.5%	412,429	+13.8%	$3.8M
BRK-BBerkshire Hathaway Inc Del	0.5%	—	7,673	—	$3.8M
CMCSAComcast Corp New	0.5%	0.6%	156,205	+8.6%	$3.8M
ADPAutomatic Data Processing in	0.5%	—	16,504	—	$3.7M
EXPDExpeditors Intl Wash Inc	0.5%	—	22,534	—	$3.7M
TMOThermo Fisher Scientific Inc	0.4%	0.5%	7,251	-3.9%	$3.6M

What Third View Private Wealth, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+524.9% shares
TSM Taiwan Semiconductor Manufac+32.1% shares
XOM Exxon Mobil Corp+24.9% shares
MRSH Marsh & Mclennan Cos+21.1% shares
BX Blackstone Inc+18.0% shares
MSFT Microsoft Corp+16.6% shares
UL Unilever PLC+15.9% shares
NVDA Nvidia Corporation+14.1% shares

Reduced

TXN Texas Instrs Inc-39.6% shares
AVGO Broadcom Inc-22.4% shares
DIS Disney Walt Co-6.2% shares
APD Air Products and Chemicals I-6.2% shares
UNP Union Pac Corp-5.4% shares
LIN Linde PLC-5.3% shares
CRM Salesforce Inc-5.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$810.8M	288
Q1 2026	$730.3M	267
Q4 2025	$742.9M	269

Questions about Third View Private Wealth, LLC's portfolio

What stocks does Third View Private Wealth, LLC own?

Third View Private Wealth, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 288 positions worth $810.8M. The largest are Nvidia Corporation (NVDA) at 7.3%, Amazon Com Inc (AMZN) at 3.8%, Microsoft Corp (MSFT) at 3.7%, Alphabet Inc (GOOGL) at 3.7% and Ishares Tr (TLT) at 3.7%.

What did Third View Private Wealth, LLC buy last quarter?

In Q2 2026, Third View Private Wealth, LLC added Vanguard Index Fds (VUG) (+524.9% shares), Taiwan Semiconductor Manufac (TSM) (+32.1% shares) and Exxon Mobil Corp (XOM) (+24.9% shares), compared with its Q1 2026 filing.

What did Third View Private Wealth, LLC sell last quarter?

In Q2 2026, Third View Private Wealth, LLC cut from its top 50 Sempra (SRE), cut from its top 50 T-Mobile US Inc (TMUS), cut from its top 50 American Tower Corp (AMT), cut from its top 50 Novartis AG (NVS), cut from its top 50 Astrazeneca PLC (AZN), Texas Instrs Inc (TXN) (-39.6% shares), Broadcom Inc (AVGO) (-22.4% shares) and Disney Walt Co (DIS) (-6.2% shares), compared with its Q1 2026 filing.

When is Third View Private Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Third View Private Wealth, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Third View Private Wealth, LLC manage?

Third View Private Wealth, LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $810.8M.