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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q4 2025: $742.9M $742.9M Q4 2025 Q1 2026: $730.3M Q1 2026 Q2 2026: $810.8M Q2 2026

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 —
PCG P G & E Corp. 0.20% 90,599 $1.5M —
UNH Unitedhealth Group Inc. 0.19% 4,336 $1.4M —
FICO Fair Isaac Corp. 0.19% 839 $1.4M —
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 25,227 $1.4M —
PH Parker Hannifin Corp. 0.18% 1,555 $1.4M —
BX Blackstone Inc. 0.18% 8,811 $1.4M —
PLTR Palantir Technologies Inc. Class A 0.18% 7,479 $1.3M —
SYF Synchrony Financial 0.18% 15,827 $1.3M —
BIL SS SPDR BB 1-3M T-Bill ETF 0.17% 14,158 $1.3M —
AMP Ameriprise Financial Inc. 0.17% 2,598 $1.3M —
LEN Lennar Corp. Class A 0.17% 12,344 $1.3M —
VEEV Veeva Systems Inc. Class A 0.17% 5,680 $1.3M —
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.17% 4,899 $1.3M —
MSCI MSCI Inc. 0.17% 2,208 $1.3M —
BKNG Booking Holdings Inc. 0.17% 235 $1.3M —
LLY Eli Lilly & Co. 0.16% 1,126 $1.2M —
IDXX Idexx Laboratories Inc. 0.16% 1,782 $1.2M —
ROP Roper Technologies Inc. 0.16% 2,706 $1.2M —
TSM Taiwan Semiconductor-SP ADR 0.16% 3,910 $1.2M —
VOO Vanguard S&P 500 ETF 0.15% 1,812 $1.1M —
WMT Walmart Inc. 0.15% 10,167 $1.1M —
IJH iShares Core S&P Midcap ETF 0.15% 16,986 $1.1M —
DEO Diageo PLC-Sponsored ADR 0.15% 12,873 $1.1M —
VTI VG Morningstar TS MKT ETF-US 0.15% 3,278 $1.1M —
LPLA LPL Financial Holdings Inc. 0.15% 3,028 $1.1M —
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 6,901 $1.1M —
QQQ Invesco QQQ Trust Series 1 0.14% 1,718 $1.1M —
EQT Eqt Corp. 0.13% 18,268 $979K —
TYL Tyler Technologies Inc. 0.13% 2,127 $966K —
DPZ Domino's Pizza Inc. 0.13% 2,286 $953K —
ONEQ Fidelity Nasdaq Comp Indx 0.12% 10,000 $914K —
FWONK Liberty Media Corp. Class C 0.12% 9,008 $887K —
SNOW Snowflake Inc. 0.12% 4,017 $881K —
ARES Ares Management Corp. Class A 0.11% 5,281 $854K —
KLAC KLA Corp. 0.11% 653 $793K —
CCC CCC Intelligent Solutions Ho 0.11% 99,677 $792K —
SONY Sony Group Corp. - SP ADR 0.11% 30,830 $789K —
FND Floor & Decor Holdings Inc. Class A 0.11% 12,849 $782K —
H Hyatt Hotels Corp. Class A 0.10% 4,791 $768K —
AXP American Express Co. 0.10% 2,072 $766K —
ENTG Entegris Inc. 0.10% 9,041 $762K —
IVV iShares Core S&P 500 ETF 0.10% 1,099 $753K —
CTVA Corteva Inc. 0.10% 10,770 $722K —
JQUA JPMorgan US Quality Factor 0.10% 11,409 $721K —
YUMC Yum China Holdings Inc. 0.10% 14,894 $711K —
CSCO Cisco Systems Inc. 0.09% 9,083 $700K —
FAST Fastenal Co. 0.09% 17,393 $698K —
GD General Dynamics Corp. 0.09% 2,039 $686K —
ABBV Abbvie Inc. 0.09% 2,975 $680K —
MRK Merck & Co. Inc. 0.09% 6,419 $676K —
AIG American International Group 0.09% 7,771 $665K —
ACGL Arch Capital Group Ltd. 0.09% 6,896 $661K —
CRWD CrowdStrike Holdings Inc. Class A 0.09% 1,405 $659K —
IWV iShares Russell 3000 ETF 0.09% 1,690 $654K —
CLS Celestica Inc. 0.09% 2,186 $646K —
BEPC Brookfield Renewable Corp. 0.09% 16,851 $646K —
URI United Rentals Inc. 0.09% 798 $646K —
BLK BlackRock Inc. 0.09% 594 $636K —
ADBE Adobe Inc. 0.08% 1,716 $601K —
SPSM SS SPDR P S&P 600 Small Cap 0.08% 12,658 $593K —
GOVT iShares US Treasury Bond ETF 0.08% 25,574 $589K —
AME Ametek Inc. 0.08% 2,787 $572K —
MUFG Mitsubishi Ufj Finl-Spon ADR 0.07% 34,501 $547K —
WCN Waste Connections Inc. 0.07% 3,087 $541K —
WAT Waters Corp. 0.07% 1,407 $534K —
ATO Atmos Energy Corp. 0.07% 3,178 $533K —
BABA Alibaba Group Holding-SP ADR 0.07% 3,556 $521K —
SPMB SS SPDR P Mort Back Bond ETF 0.07% 22,837 $512K —
PGR Progressive Corp. 0.07% 2,235 $509K —
PANW Palo Alto Networks Inc. 0.07% 2,678 $493K —
MDYG SS SPDR S&P 400 MC GR ETF 0.07% 5,303 $490K —
MRVL Marvell Technology Inc. 0.07% 5,757 $489K —
MCO Moody's Corp. 0.07% 951 $486K —
PRM Perimeter Solutions Inc. 0.07% 17,643 $486K —
QGRO American Century US Quality 0.07% 4,226 $484K —
BAM Brookfield Asset Mgmt-A 0.07% 9,215 $483K —
AMGN Amgen Inc. 0.06% 1,474 $482K —
C Citigroup Inc. 0.06% 4,077 $476K —
USB US Bancorp 0.06% 8,672 $463K —
ECL Ecolab Inc. 0.06% 1,724 $453K —
IBIT iShares Bitcoin Trust ETF 0.06% 9,034 $449K —
DHR Danaher Corp. 0.06% 1,931 $442K —
UBER Uber Technologies Inc. 0.06% 5,401 $441K —
SKYX SKYX Platforms Corp. 0.06% 203,000 $441K —
KMI Kinder Morgan Inc. 0.06% 16,004 $440K —
MDYV SS SPDR S&P 400 MC Val ETF 0.06% 5,176 $438K —
SNPS Synopsys Inc. 0.06% 926 $435K —
ITA iShares U.S. Aerospace & Def 0.06% 2,000 $429K —
APPF Appfolio Inc. Class A 0.06% 1,799 $419K —
DFUV Dimensional US Marketwide Va 0.06% 8,864 $413K —
FWONA Liberty Media Corp. Class A 0.06% 4,599 $411K —
TDY Teledyne Technologies Inc. 0.05% 784 $400K —
EW Edwards Lifesciences Corp. 0.05% 4,682 $399K —
ROST Ross Stores Inc. 0.05% 2,214 $399K —
PFE Pfizer Inc. 0.05% 16,009 $399K —
ALC Alcon Inc. filed as ALCON AG 0.05% 4,941 $389K —
CWAN Clearwater Analytics HDS-A 0.05% 16,142 $389K —
ACN Accenture PLC Class A 0.05% 1,435 $385K —
VYM Vanguard High DVD Yield ETF 0.05% 2,658 $381K —
XEL Xcel Energy Inc. 0.05% 5,154 $381K —
SLYV SS SPDR S&P 600 SC Val ETF 0.05% 4,160 $378K —
INTU Intuit Inc. 0.05% 570 $378K —
PCOR Procore Technologies Inc. 0.05% 5,180 $377K —
RYAN Ryan Specialty Holdings Inc. 0.05% 7,251 $374K —
SHYG iShares 0-5 YR HY Corp. Bond 0.05% 8,727 $374K —
SLYG SS SPDR S&P 600 SC GR ETF 0.05% 3,919 $369K —
WFC Wells Fargo & Co. 0.05% 3,852 $359K —
GM General Motors Co. 0.05% 4,408 $358K —
CDNS Cadence Design SYS Inc. 0.05% 1,143 $357K —
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.05% 5,043 $354K —
XLF SS Financial Select Sector 0.05% 6,358 $348K —
FIBK First Interstate Bancsys-A 0.05% 10,044 $348K —
GS Goldman Sachs Group Inc. 0.05% 394 $346K —
CTRA Coterra Energy Inc. 0.05% 13,086 $344K —
RPM RPM International Inc. 0.05% 3,291 $342K —
ATS Ats Corp. 0.05% 12,264 $338K —
AMAT Applied Materials Inc. 0.05% 1,312 $337K —
VRSK Verisk Analytics Inc. 0.05% 1,506 $337K —
DGRW Wisdomtree U.S. Quality Divi 0.05% 3,759 $336K —
ATEC Alphatec Holdings Inc. 0.05% 15,921 $335K —
SPGI S&P Global Inc. 0.04% 640 $334K —
MDT Medtronic PLC 0.04% 3,462 $333K —
TTE Totalenergies SE 0.04% 5,073 $332K —
ASML ASML Holding NV-NY Reg SHS 0.04% 310 $332K —
AWK American Water Works Co. Inc. 0.04% 2,537 $331K —
GKOS Glaukos Corp. 0.04% 2,830 $320K —
LOW Lowe's Cos Inc. 0.04% 1,324 $319K —
MCHP Microchip Technology Inc. 0.04% 4,993 $318K —
VZ Verizon Communications Inc. 0.04% 7,808 $318K —
GTLB Gitlab Inc. Class A 0.04% 8,186 $307K —
EXPO Exponent Inc. 0.04% 4,411 $306K —
MU Micron Technology Inc. 0.04% 1,050 $300K —
TOST Toast Inc. Class A 0.04% 8,436 $300K —
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.04% 10,976 $291K —
ARHS Arhaus Inc. 0.04% 25,843 $290K —
VCIT Vanguard Int-Term Corporate 0.04% 3,459 $290K —
IYW iShares Ustechnology ETF 0.04% 1,419 $283K —
AMSF Amerisafe Inc. 0.04% 7,303 $281K —
FROG Jfrog Ltd. 0.04% 4,429 $277K —
CFR Cullen/Frost Bankers Inc. 0.04% 2,182 $276K —
DFAT Dimensional US Target Value 0.04% 4,638 $276K —
OSK Oshkosh Corp. 0.04% 2,172 $273K —
NEE Nextera Energy Inc. 0.04% 3,355 $269K —
HLIO Helios Technologies Inc. 0.04% 5,030 $269K —
BL Blackline Inc. 0.04% 4,766 $264K —
PLD Prologis Inc. 0.03% 1,996 $255K —
LLYVK Liberty Live Holdings Class C 0.03% 2,912 $242K —
AZZ Azz Inc. 0.03% 2,220 $238K —
GGG Graco Inc. 0.03% 2,888 $237K —
HAYW Hayward Holdings Inc. 0.03% 15,310 $237K —
VCYT Veracyte Inc. 0.03% 5,583 $235K —
MCK McKesson Corp. 0.03% 286 $235K —
COP Conocophillips 0.03% 2,501 $234K —
AAON Aaon Inc. 0.03% 3,069 $234K —
PM Philip Morris International 0.03% 1,440 $231K —
FDX FedEx Corp. 0.03% 788 $228K —
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.03% 5,168 $226K —
HON Honeywell International Inc. 0.03% 1,151 $225K —
LUV Southwest Airlines Co. 0.03% 5,326 $220K —
NOVT Novanta Inc. 0.03% 1,766 $210K —
SAP Sap SE-Sponsored ADR 0.03% 856 $208K —
SCHW Schwab (charles) Corp. 0.03% 2,073 $207K —
GLD SPDR Gold Shares 0.03% 522 $207K —
PRF Invesco Rafi US 1000 ETF 0.03% 4,379 $205K —
LFUS Littelfuse Inc. 0.03% 810 $205K —
ELS Equity Lifestyle Properties 0.03% 3,371 $204K —
UWMC Uwm Holdings Corp. 0.02% 30,025 $132K —
SAN Banco Santander SA-Spon ADR 0.02% 10,095 $118K —
HMR Heidmar Maritime Holdings Co. 0.00% 10,000 $8K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 288$810.8MNVDA, AMZN, MSFT, GOOGL, TLT
Q1 2026 267$730.3MNVDA, TLT, AMZN, META, MSFT
Q4 2025 269$742.9MNVDA, MSFT, META, AMZN, TLT