Third View Private Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Third View Private Wealth, LLC reported 269 stock positions worth $742.9 million. Its top holding was Nvidia (NVDA) at 6.2% of the portfolio, followed by Microsoft (MSFT, 4.1%) and Meta Platforms Class A (META, 3.7%).
- Most Recent 13F
- Q2 2026
- Location
- WESTPORT, CT
- CIK
- 0002083406
- Portfolio Value
- $742.9M (Q4 2025)
- SEC Filing
- 0002083406-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 269 stocks · $742.9M
| NVDA Nvidia Corp. | 6.22% | 247,756 | $46.2M | — |
| MSFT Microsoft Corp. | 4.06% | 62,309 | $30.1M | — |
| META Meta Platforms Inc. Class A | 3.74% | 42,099 | $27.8M | — |
| AMZN Amazon.com Inc. | 3.65% | 117,443 | $27.1M | — |
| TLT iShares 20+ Year Treasury BD | 3.64% | 310,412 | $27.1M | — |
| TSLA Tesla Inc. | 3.49% | 57,728 | $26.0M | — |
| GOOGL Alphabet Inc. Class A | 3.27% | 77,524 | $24.3M | — |
| V Visa Inc. Class A | 2.67% | 56,485 | $19.8M | — |
| AAPL Apple Inc. | 2.57% | 70,217 | $19.1M | — |
| GOOG Alphabet Inc. Class C | 2.46% | 58,238 | $18.3M | — |
| ORCL Oracle Corp. | 2.22% | 84,627 | $16.5M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.20% | 23,973 | $16.3M | — |
| NFLX Netflix Inc. | 2.19% | 173,253 | $16.2M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.84% | 28,068 | $13.7M | — |
| BA The Boeing Co. | 1.69% | 57,838 | $12.6M | — |
| SHOP Shopify Inc. Class A | 1.43% | 65,871 | $10.6M | — |
| AVGO Broadcom Inc. | 1.21% | 26,075 | $9.0M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.10% | 71,720 | $8.2M | — |
| MNST Monster Beverage Corp. | 1.06% | 102,897 | $7.9M | — |
| ADI Analog Devices Inc. | 1.04% | 28,578 | $7.8M | — |
| JPM JPMorgan Chase & Co. | 1.01% | 23,348 | $7.5M | — |
| XOM Exxon Mobil Corp. | 0.98% | 60,227 | $7.2M | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.96% | 15,717 | $7.1M | — |
| ADSK Autodesk Inc. | 0.92% | 23,045 | $6.8M | — |
| CRM Salesforce Inc. | 0.89% | 25,090 | $6.6M | — |
| VMC Vulcan Materials Co. | 0.80% | 20,714 | $5.9M | — |
| WMB Williams Cos Inc. | 0.78% | 95,974 | $5.8M | — |
| REGN Regeneron Pharmaceuticals | 0.74% | 7,149 | $5.5M | — |
| APD Air Products & Chemicals Inc. | 0.70% | 21,125 | $5.2M | — |
| BDX Becton Dickinson and Co. | 0.67% | 25,724 | $5.0M | — |
| TXN Texas Instruments Inc. | 0.61% | 26,226 | $4.5M | — |
| KO The Coca-Cola Co. | 0.58% | 61,291 | $4.3M | — |
| UL Unilever PLC-Sponsored ADR | 0.57% | 65,026 | $4.3M | — |
| COF Capital One Financial Corp. | 0.57% | 17,417 | $4.2M | — |
| ISRG Intuitive Surgical Inc. | 0.55% | 7,223 | $4.1M | — |
| CMCSA Comcast Corp. Class A | 0.55% | 136,357 | $4.1M | — |
| TMO Thermo Fisher Scientific Inc. | 0.55% | 7,001 | $4.1M | — |
| APO Apollo Global Management Inc. | 0.53% | 26,971 | $3.9M | — |
| UNP Union Pacific Corp. | 0.52% | 16,731 | $3.9M | — |
| QCOM Qualcomm Inc. | 0.51% | 22,285 | $3.8M | — |
| ENB Enbridge Inc. | 0.50% | 77,173 | $3.7M | — |
| LIN Linde PLC | 0.48% | 8,424 | $3.6M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.48% | 70,075 | $3.6M | — |
| TMUS T-Mobile US Inc. | 0.48% | 17,525 | $3.6M | — |
| JNJ Johnson & Johnson | 0.47% | 16,911 | $3.5M | — |
| HLN Haleon PLC-ADR | 0.47% | 342,380 | $3.5M | — |
| HLT Hilton Worldwide Holdings Inc. | 0.46% | 11,866 | $3.4M | — |
| HEI.A Heico Corp. Class A | 0.46% | 13,426 | $3.4M | — |
| SRE Sempra | 0.46% | 38,334 | $3.4M | — |
| EXPD Expeditors Intl Wash Inc. | 0.45% | 22,296 | $3.3M | — |
| MET Metlife Inc. | 0.45% | 42,030 | $3.3M | — |
| BN Brookfield Corp. | 0.45% | 72,090 | $3.3M | — |
| TDG Transdigm Group Inc. | 0.44% | 2,451 | $3.3M | — |
| TRV The Travelers Cos Inc. | 0.44% | 11,217 | $3.3M | — |
| PSA Public Storage | 0.44% | 12,506 | $3.2M | — |
| SBUX Starbucks Corp. | 0.42% | 37,229 | $3.1M | — |
| WM Waste Management Inc. | 0.42% | 14,267 | $3.1M | — |
| KKR KKR & Co. Inc. | 0.42% | 24,523 | $3.1M | — |
| AVB Avalonbay Communities Inc. | 0.42% | 17,171 | $3.1M | — |
| NVS Novartis AG-Sponsored ADR | 0.42% | 22,384 | $3.1M | — |
| RTX RTX Corp. | 0.41% | 16,625 | $3.0M | — |
| LHX L3HARRIS Technologies Inc. | 0.40% | 10,166 | $3.0M | — |
| AZN Astrazeneca PLC-Spons ADR | 0.40% | 32,091 | $3.0M | — |
| TEL Te Connectivity PLC | 0.40% | 12,928 | $2.9M | — |
| NOC Northrop Grumman Corp. | 0.39% | 5,063 | $2.9M | — |
| HD Home Depot Inc. | 0.38% | 8,194 | $2.8M | — |
| SEIC Sei Investments Company | 0.38% | 34,229 | $2.8M | — |
| CVS CVS Health Corp. | 0.37% | 34,895 | $2.8M | — |
| ADP Automatic Data Processing | 0.37% | 10,707 | $2.8M | — |
| AMT American Tower Corp. | 0.36% | 15,248 | $2.7M | — |
| PG The Procter & Gamble Co. | 0.36% | 18,467 | $2.6M | — |
| PNC PNC Financial Services Group | 0.35% | 12,600 | $2.6M | — |
| ORLY O'reilly Automotive Inc. | 0.35% | 28,645 | $2.6M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 8,766 | $2.6M | — |
| MRSH Marsh & McLennan Cos | 0.34% | 13,775 | $2.6M | — |
| FCX Freeport-McMoran Inc. | 0.34% | 49,842 | $2.5M | — |
| DE Deere & Co. | 0.34% | 5,379 | $2.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 4,950 | $2.5M | — |
| MKL Markel Group Inc. | 0.33% | 1,156 | $2.5M | — |
| COST Costco Wholesale Corp. | 0.33% | 2,811 | $2.4M | — |
| MLM Martin Marietta Materials | 0.33% | 3,887 | $2.4M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.31% | 21,623 | $2.3M | — |
| YUM Yum! Brands Inc. | 0.31% | 15,123 | $2.3M | — |
| ILMN Illumina Inc. | 0.29% | 16,207 | $2.1M | — |
| CBRE CBRE Group Inc. Class A | 0.28% | 13,091 | $2.1M | — |
| LYV Live Nation Entertainment Inc. | 0.28% | 14,596 | $2.1M | — |
| QQQM Invesco Nasdaq 100 ETF | 0.28% | 8,100 | $2.0M | — |
| CPRT Copart Inc. | 0.27% | 52,167 | $2.0M | — |
| XYZ Block Inc. | 0.24% | 27,847 | $1.8M | — |
| BIPC Brookfield Infrastructure-A | 0.24% | 39,667 | $1.8M | — |
| WDAY Workday Inc. Class A | 0.24% | 8,135 | $1.7M | — |
| NKE Nike Inc. Class B | 0.23% | 27,309 | $1.7M | — |
| ODFL Old Dominion Freight Line | 0.23% | 10,923 | $1.7M | — |
| MA Mastercard Inc. Class A | 0.23% | 2,954 | $1.7M | — |
| FDS Factset Research Systems Inc. | 0.22% | 5,641 | $1.6M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.22% | 28,411 | $1.6M | — |
| PYPL PayPal Holdings Inc. | 0.22% | 27,400 | $1.6M | — |
| DTE DTE Energy Company | 0.21% | 12,345 | $1.6M | — |
| BRO Brown & Brown Inc. | 0.21% | 19,865 | $1.6M | — |
| CSGP Costar Group Inc. | 0.20% | 21,836 | $1.5M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.