Third View Private Wealth, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Third View Private Wealth, LLC reported 288 stock positions worth $810.8 million. Its top holding was Nvidia (NVDA) at 7.3% of the portfolio, followed by Amazon.com (AMZN, 3.8%) and Microsoft (MSFT, 3.7%). Compared with Q1 2026, it opened 45 new positions, sold out of 25, added to 84 and reduced 146. The biggest buy was Nvidia (NVDA, shares +14%) and the biggest sale Qualcomm (QCOM, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- WESTPORT, CT
- CIK
- 0002083406
- Portfolio Value
- $810.8M (Q2 2026)
- SEC Filing
- 0002083406-26-000003 ↗ filed Jul 27, 2026
Holdings Value
Holdings 288 stocks · $810.8M
| NVDA Nvidia Corp. | 7.35% | 297,826 | $59.6M | Add +14.1% |
| AMZN Amazon.com Inc. | 3.78% | 128,447 | $30.6M | Add +1.5% |
| MSFT Microsoft Corp. | 3.70% | 80,393 | $30.0M | Add +16.6% |
| GOOGL Alphabet Inc. Class A | 3.67% | 83,154 | $29.7M | Add +1.4% |
| TLT iShares 20+ Year Treasury BD | 3.65% | 342,677 | $29.6M | Add +0.1% |
| META Meta Platforms Inc. Class A | 3.24% | 46,684 | $26.3M | Add +2.8% |
| TSLA Tesla Inc. | 3.22% | 62,104 | $26.1M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 2.78% | 63,827 | $22.6M | Add +3.7% |
| AAPL Apple Inc. | 2.73% | 76,464 | $22.1M | Add +9.4% |
| V Visa Inc. Class A | 2.58% | 60,991 | $20.9M | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.20% | 23,886 | $17.8M | Reduce -1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.11% | 198,544 | $17.1M | Add +4.2% |
| BA The Boeing Co. | 1.72% | 64,580 | $14.0M | Add +0.8% |
| NFLX Netflix Inc. | 1.65% | 187,137 | $13.4M | Add +0.4% |
| ORCL Oracle Corp. | 1.48% | 81,709 | $12.0M | Add +1.1% |
| ADI Analog Devices Inc. | 1.40% | 28,643 | $11.4M | Reduce -0.2% |
| MNST Monster Beverage Corp. | 1.30% | 109,821 | $10.6M | Add +0.1% |
| XOM Exxon Mobil Corp. | 1.13% | 66,729 | $9.1M | Add +24.9% |
| WMB Williams Cos Inc. | 1.11% | 120,954 | $9.0M | Add +0.3% |
| VRTX Vertex Pharmaceuticals Inc. | 1.09% | 17,866 | $8.9M | Add +5.7% |
| JPM JPMorgan Chase & Co. | 1.00% | 24,775 | $8.1M | Add +2.1% |
| SHOP Shopify Inc. Class A | 0.99% | 70,241 | $8.0M | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.98% | 20,987 | $7.9M | Reduce -22.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.85% | 71,868 | $6.9M | Reduce -6.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.81% | 13,792 | $6.6M | Add +32.1% |
| APO Apollo Global Management Inc. | 0.79% | 53,954 | $6.4M | Add +2.0% |
| VMC Vulcan Materials Co. | 0.78% | 21,355 | $6.3M | Reduce -0.9% |
| APD Air Products & Chemicals Inc. | 0.69% | 19,016 | $5.6M | Reduce -6.2% |
| KO The Coca-Cola Co. | 0.66% | 65,922 | $5.4M | Add +2.8% |
| MRSH Marsh & McLennan Cos | 0.66% | 31,989 | $5.3M | Add +21.1% |
| TXN Texas Instruments Inc. | 0.63% | 17,065 | $5.1M | Reduce -39.6% |
| BX Blackstone Inc. | 0.62% | 42,537 | $5.0M | Add +18.0% |
| REGN Regeneron Pharmaceuticals | 0.62% | 8,027 | $5.0M | Add +3.2% |
| ADSK Autodesk Inc. | 0.60% | 24,917 | $4.8M | Add +0.6% |
| UL Unilever PLC-Sponsored ADR | 0.59% | 79,702 | $4.8M | Add +15.9% |
| UNP Union Pacific Corp. | 0.56% | 16,693 | $4.5M | Reduce -5.4% |
| PSA Public Storage | 0.55% | 13,935 | $4.4M | Reduce -4.1% |
| JNJ Johnson & Johnson | 0.55% | 17,404 | $4.4M | Reduce -3.0% |
| LIN Linde PLC | 0.54% | 8,456 | $4.4M | Reduce -5.3% |
| BDX Becton Dickinson and Co. | 0.49% | 26,483 | $4.0M | Reduce -2.2% |
| SBUX Starbucks Corp. | 0.49% | 39,081 | $4.0M | Reduce -4.4% |
| OTIS Otis Worldwide Corp. | 0.49% | 55,533 | $4.0M | Add +128.2% |
| CRM Salesforce Inc. | 0.49% | 25,260 | $4.0M | Reduce -5.2% |
| CVS CVS Health Corp. | 0.48% | 37,575 | $3.9M | Reduce -3.1% |
| HLN Haleon PLC-ADR | 0.47% | 412,429 | $3.8M | Add +13.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 7,673 | $3.8M | Add +52.8% |
| CMCSA Comcast Corp. Class A | 0.47% | 156,205 | $3.8M | Add +8.6% |
| ADP Automatic Data Processing | 0.46% | 16,504 | $3.7M | Reduce -4.0% |
| EXPD Expeditors Intl Wash Inc. | 0.45% | 22,534 | $3.7M | Reduce -5.1% |
| TMO Thermo Fisher Scientific Inc. | 0.45% | 7,251 | $3.6M | Reduce -3.9% |
| SRE Sempra | 0.45% | 39,091 | $3.6M | Reduce -6.8% |
| NVS Novartis AG-Sponsored ADR | 0.44% | 22,936 | $3.6M | Reduce -3.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.44% | 74,210 | $3.6M | Reduce -7.7% |
| TRV The Travelers Cos Inc. | 0.44% | 10,777 | $3.6M | Reduce -8.0% |
| MET Metlife Inc. | 0.44% | 42,023 | $3.6M | Reduce -5.9% |
| AMT American Tower Corp. | 0.43% | 21,469 | $3.5M | Reduce -5.7% |
| COF Capital One Financial Corp. | 0.43% | 17,225 | $3.5M | Reduce -5.6% |
| DE Deere & Co. | 0.42% | 5,400 | $3.4M | Reduce -5.4% |
| TDG Transdigm Group Inc. | 0.42% | 2,564 | $3.4M | Add +1.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.42% | 11,233 | $3.4M | No change |
| HEI.A Heico Corp. Class A | 0.40% | 12,703 | $3.3M | Reduce -8.7% |
| WM Waste Management Inc. | 0.39% | 14,155 | $3.2M | Reduce -4.5% |
| AZN Astrazeneca PLC | 0.38% | 16,205 | $3.1M | Reduce -10.3% |
| PNC PNC Financial Services Group | 0.38% | 12,397 | $3.1M | Reduce -6.9% |
| TMUS T-Mobile US Inc. | 0.37% | 18,087 | $3.0M | Reduce -4.6% |
| LYV Live Nation Entertainment Inc. | 0.37% | 16,555 | $3.0M | Reduce -0.6% |
| SEIC Sei Investments Company | 0.37% | 34,268 | $3.0M | Reduce -6.1% |
| ISRG Intuitive Surgical Inc. | 0.37% | 7,509 | $3.0M | Reduce -0.6% |
| HD Home Depot Inc. | 0.35% | 8,111 | $2.9M | Reduce -7.1% |
| COST Costco Wholesale Corp. | 0.35% | 3,050 | $2.9M | Add +7.9% |
| BN Brookfield Corp. | 0.34% | 65,669 | $2.8M | Reduce -13.9% |
| VOO Vanguard S&P 500 ETF | 0.34% | 4,028 | $2.8M | Add +71.0% |
| HLT Hilton Worldwide Holdings Inc. | 0.33% | 8,132 | $2.7M | Reduce -18.4% |
| PG The Procter & Gamble Co. | 0.33% | 18,257 | $2.7M | Reduce -6.8% |
| KKR KKR & Co. Inc. | 0.32% | 28,588 | $2.6M | Add +4.9% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.32% | 27,964 | $2.6M | New |
| TEL Te Connectivity PLC | 0.31% | 12,613 | $2.5M | Reduce -6.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 8,995 | $2.5M | Add +1.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 3,302 | $2.5M | Add +77.0% |
| KLAC KLA Corp. | 0.30% | 8,180 | $2.5M | Add +25.3% |
| YUM Yum! Brands Inc. | 0.30% | 15,198 | $2.4M | Reduce -6.1% |
| ODFL Old Dominion Freight Line | 0.29% | 10,984 | $2.4M | Reduce -6.2% |
| RTX RTX Corp. | 0.29% | 12,503 | $2.4M | Add +6.1% |
| LLY Eli Lilly & Co. | 0.29% | 1,938 | $2.3M | Add +54.9% |
| ORLY O'reilly Automotive Inc. | 0.28% | 24,887 | $2.3M | Reduce -17.4% |
| MRVL Marvell Technology Inc. | 0.28% | 7,490 | $2.2M | Add +25.7% |
| MLM Martin Marietta Materials | 0.27% | 3,861 | $2.2M | Reduce -2.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 18,606 | $2.2M | Reduce -3.3% |
| SPCX Space Exploration Techn Class A | 0.27% | 12,931 | $2.2M | New |
| MU Micron Technology Inc. | 0.26% | 1,838 | $2.1M | New |
| XYZ Block Inc. | 0.26% | 27,508 | $2.1M | Reduce -6.2% |
| MKL Markel Group Inc. | 0.25% | 1,019 | $2.0M | Reduce -13.8% |
| CBRE CBRE Group Inc. Class A | 0.23% | 13,873 | $1.9M | Reduce -2.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.22% | 29,400 | $1.8M | Add +17.0% |
| MA Mastercard Inc. Class A | 0.20% | 3,139 | $1.6M | Add +2.5% |
| BAC Bank of America Corp. | 0.20% | 28,240 | $1.6M | Add +5.0% |
| PCG P G & E Corp. | 0.20% | 95,573 | $1.6M | Reduce -6.4% |
| PANW Palo Alto Networks Inc. | 0.19% | 4,621 | $1.6M | Add +44.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.19% | 17,182 | $1.6M | Add +4.6% |
| AMD Advanced Micro Devices | 0.19% | 2,677 | $1.6M | New |
Options reported separately and not counted above: SPY puts ($2.3M), AAPL puts ($984K), CRM calls ($16K).
Portfolio Sells Q1 2026 → Q2 2026
| QCOM Qualcomm Inc. | Reduce -89.1% | 0.06% | −0.35 |
| LHX L3HARRIS Technologies Inc. | Reduce -86.2% | 0.04% | −0.34 |
| HON Honeywell International Inc. | Reduce -5.8% | 0.16% | −0.22 |
| CPRT Copart Inc. | Reduce -77.7% | 0.04% | −0.20 |
| DTE DTE Energy Company | Sold out | 0.00% | −0.20 |
| CRM Salesforce Inc. | Reduce -5.2% | 0.49% | −0.19 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.18 |
| TMUS T-Mobile US Inc. | Reduce -4.6% | 0.37% | −0.17 |
| AVGO Broadcom Inc. | Reduce -22.4% | 0.98% | −0.17 |
| SHOP Shopify Inc. Class A | Reduce -0.7% | 0.99% | −0.16 |
| DIS The Walt Disney Co. | Reduce -6.2% | 0.85% | −0.16 |
| FCX Freeport-McMoran Inc. | Reduce -50.8% | 0.14% | −0.16 |
| WAT Waters Corp. | Reduce -74.6% | 0.06% | −0.15 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.14 |
| TXN Texas Instruments Inc. | Reduce -39.6% | 0.63% | −0.12 |
| APD Air Products & Chemicals Inc. | Reduce -6.2% | 0.69% | −0.12 |
| SRE Sempra | Reduce -6.8% | 0.45% | −0.11 |
| AZN Astrazeneca PLC | Reduce -10.3% | 0.38% | −0.11 |
| ISRG Intuitive Surgical Inc. | Reduce -0.6% | 0.37% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -72.7% | 0.07% | −0.11 |
| AMT American Tower Corp. | Reduce -5.7% | 0.43% | −0.10 |
| ORLY O'reilly Automotive Inc. | Reduce -17.4% | 0.28% | −0.10 |
| BDX Becton Dickinson and Co. | Reduce -2.2% | 0.49% | −0.09 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -18.4% | 0.33% | −0.08 |
| CCC CCC Intelligent Solutions Ho | Sold out | 0.00% | −0.08 |
| BN Brookfield Corp. | Reduce -13.9% | 0.34% | −0.08 |
| WM Waste Management Inc. | Reduce -4.5% | 0.39% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.07 |
| CSGP Costar Group Inc. | Reduce -32.8% | 0.05% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.07 |
| TEL Te Connectivity PLC | Reduce -6.4% | 0.31% | −0.07 |
| BIPC Brookfield Infrastructure-A | Reduce -21.5% | 0.16% | −0.07 |
| YUMC Yum China Holdings Inc. | Reduce -57.2% | 0.03% | −0.07 |
| BRO Brown & Brown Inc. | Reduce -25.1% | 0.13% | −0.07 |
| NKE Nike Inc. Class B | Reduce -1.5% | 0.15% | −0.07 |
| LIN Linde PLC | Reduce -5.3% | 0.54% | −0.06 |
| MKL Markel Group Inc. | Reduce -13.8% | 0.25% | −0.06 |
| LPLA LPL Financial Holdings Inc. | Reduce -19.6% | 0.13% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.9% | 0.45% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -6.8% | 0.33% | −0.06 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.06 |
| ATO Atmos Energy Corp. | Sold out | 0.00% | −0.06 |
| JNJ Johnson & Johnson | Reduce -3.0% | 0.55% | −0.06 |
| NVS Novartis AG-Sponsored ADR | Reduce -3.8% | 0.44% | −0.06 |
| ROP Roper Technologies Inc. | Reduce -26.5% | 0.09% | −0.05 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.05 |
| PCG P G & E Corp. | Reduce -6.4% | 0.20% | −0.05 |
| BEPC Brookfield Renewable Corp. | Reduce -38.4% | 0.05% | −0.05 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.05 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Add +14.1% | 7.35% | +1.12 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 3.67% | +0.44 |
| GOOG Alphabet Inc. Class C | Add +3.7% | 2.78% | +0.36 |
| TSM Taiwan Semiconductor-SP ADR | Add +32.1% | 0.81% | +0.33 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | New | 0.32% | +0.32 |
| AAPL Apple Inc. | Add +9.4% | 2.73% | +0.30 |
| SPCX Space Exploration Techn Class A | New | 0.27% | +0.27 |
| MU Micron Technology Inc. | New | 0.26% | +0.26 |
| OTIS Otis Worldwide Corp. | Add +128.2% | 0.49% | +0.23 |
| MNST Monster Beverage Corp. | Add +0.1% | 1.30% | +0.21 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +77.0% | 0.31% | +0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.2% | 2.11% | +0.21 |
| MSFT Microsoft Corp. | Add +16.6% | 3.70% | +0.20 |
| MRVL Marvell Technology Inc. | Add +25.7% | 0.28% | +0.19 |
| AMD Advanced Micro Devices | New | 0.19% | +0.19 |
| KLAC KLA Corp. | Add +25.3% | 0.30% | +0.17 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.17% | +0.17 |
| AMZN Amazon.com Inc. | Add +1.5% | 3.78% | +0.17 |
| DRAM Roundhill Memory ETF | New | 0.15% | +0.15 |
| VOO Vanguard S&P 500 ETF | Add +71.0% | 0.34% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +52.8% | 0.47% | +0.14 |
| LLY Eli Lilly & Co. | Add +54.9% | 0.29% | +0.13 |
| RSP Invesco S&P 500 Equal Weight | New | 0.13% | +0.13 |
| PANW Palo Alto Networks Inc. | Add +44.4% | 0.19% | +0.12 |
| AGG iShares Core U.S. Aggregate | New | 0.12% | +0.12 |
| GEV GE Vernova Inc. | New | 0.10% | +0.10 |
| V Visa Inc. Class A | Add +1.5% | 2.58% | +0.09 |
| SNDK Sandisk Corp. | New | 0.08% | +0.08 |
| VGIT Vanguard Intermediate-Term T | New | 0.08% | +0.08 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| AMAT Applied Materials Inc. | Add +11.5% | 0.14% | +0.07 |
| PTF Invesco Dorsey Wright Tech | New | 0.07% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +71.0% | 0.12% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +112.1% | 0.12% | +0.07 |
| STRL Sterling Infrastructure Inc. | New | 0.07% | +0.07 |
| IVW iShares S&P 500 Growth ETF | New | 0.07% | +0.07 |
| STX Seagate Technology Holdings | Add +11.6% | 0.11% | +0.06 |
| INTC Intel Corp. | New | 0.06% | +0.06 |
| WELL Welltower Inc. | New | 0.06% | +0.06 |
| PWR Quanta Services Inc. | New | 0.06% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Add +5.7% | 1.09% | +0.06 |
| WDC Western Digital Corp. | New | 0.06% | +0.06 |
| UL Unilever PLC-Sponsored ADR | Add +15.9% | 0.59% | +0.05 |
| LMT Lockheed Martin Corp. | New | 0.05% | +0.05 |
| LITE Lumentum Holdings Inc. | New | 0.05% | +0.05 |
| URI United Rentals Inc. | Add +14.1% | 0.14% | +0.05 |
| VEA Vanguard Ftse Developed ETF | New | 0.05% | +0.05 |
| BX Blackstone Inc. | Add +18.0% | 0.62% | +0.05 |
| HWM Howmet Aerospace Inc. | New | 0.05% | +0.05 |
| DELL Dell Technologies -C | New | 0.05% | +0.05 |
Options Activity Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 3,100 | $2.3M |
| AAPL Apple Inc. | put | New | 3,400 | $984K |
| CRM Salesforce Inc. | call | New | 100 | $16K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.