Third View Private Wealth, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Third View Private Wealth, LLC reported 267 stock positions worth $730.3 million. Its top holding was Nvidia (NVDA) at 6.2% of the portfolio, followed by iShares 20+ Year Treasury BD (TLT, 4.1%) and Amazon.com (AMZN, 3.6%). Compared with Q4 2025, it opened 26 new positions, sold out of 28, added to 158 and reduced 73. The biggest buy was Williams Cos (WMB, shares +26%) and the biggest sale Oracle (ORCL, shares −4%).

Most Recent 13F
Q2 2026
Location
WESTPORT, CT
CIK
0002083406
Portfolio Value
$730.3M (Q1 2026)
SEC Filing
0002083406-26-000002 ↗ filed Apr 15, 2026

Holdings Value

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

Holdings 267 stocks · $730.3M
NVDA Nvidia Corp. 6.23% 260,972 $45.5M Add +5.3%
TLT iShares 20+ Year Treasury BD 4.06% 342,204 $29.7M Add +10.2%
AMZN Amazon.com Inc. 3.61% 126,525 $26.4M Add +7.7%
META Meta Platforms Inc. Class A 3.56% 45,435 $26.0M Add +7.9%
MSFT Microsoft Corp. 3.49% 68,951 $25.5M Add +10.7%
GOOGL Alphabet Inc. Class A 3.23% 81,977 $23.6M Add +5.7%
TSLA Tesla Inc. 3.16% 62,158 $23.1M Add +7.7%
V Visa Inc. Class A 2.49% 60,069 $18.2M Add +6.3%
NFLX Netflix Inc. 2.45% 186,439 $17.9M Add +7.6%
AAPL Apple Inc. 2.43% 69,876 $17.7M Reduce -0.5%
GOOG Alphabet Inc. Class C 2.42% 61,561 $17.7M Add +5.7%
SPY SS SPDR S&P 500 ETF Trust-US 2.17% 24,352 $15.8M Add +1.6%
VUG Vanguard Mrngstar GR ETF-Sui 1.90% 31,773 $13.9M Add +13.2%
BA The Boeing Co. 1.75% 64,071 $12.8M Add +10.8%
ORCL Oracle Corp. 1.63% 80,838 $11.9M Reduce -4.5%
ADI Analog Devices Inc. 1.25% 28,704 $9.1M Add +0.4%
XOM Exxon Mobil Corp. 1.24% 53,425 $9.1M Reduce -11.3%
WMB Williams Cos Inc. 1.20% 120,649 $8.8M Add +25.7%
SHOP Shopify Inc. Class A 1.15% 70,697 $8.4M Add +7.3%
AVGO Broadcom Inc. 1.15% 27,062 $8.4M Add +3.8%
MNST Monster Beverage Corp. 1.09% 109,733 $8.0M Add +6.6%
VRTX Vertex Pharmaceuticals Inc. 1.03% 16,901 $7.5M Add +7.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.01% 76,633 $7.4M Add +6.8%
JPM JPMorgan Chase & Co. 0.98% 24,263 $7.1M Add +3.9%
REGN Regeneron Pharmaceuticals 0.82% 7,777 $6.0M Add +8.8%
ADSK Autodesk Inc. 0.81% 24,759 $5.9M Add +7.4%
APO Apollo Global Management Inc. 0.81% 52,914 $5.9M Add +96.2%
APD Air Products & Chemicals Inc. 0.81% 20,268 $5.9M Reduce -4.1%
VMC Vulcan Materials Co. 0.80% 21,548 $5.9M Add +4.0%
TXN Texas Instruments Inc. 0.75% 28,256 $5.5M Add +7.7%
CRM Salesforce Inc. 0.68% 26,652 $5.0M Add +6.2%
KO The Coca-Cola Co. 0.67% 64,153 $4.9M Add +4.7%
MRSH Marsh & McLennan Cos 0.63% 26,426 $4.6M Add +91.8%
LIN Linde PLC 0.61% 8,927 $4.4M Add +6.0%
JNJ Johnson & Johnson 0.60% 17,947 $4.4M Add +6.1%
UNP Union Pacific Corp. 0.59% 17,644 $4.3M Add +5.5%
BDX Becton Dickinson and Co. 0.58% 27,084 $4.3M Add +5.3%
BX Blackstone Inc. 0.57% 36,047 $4.1M Add +309.1%
CMCSA Comcast Corp. Class A 0.57% 143,862 $4.1M Add +5.5%
SRE Sempra 0.56% 41,947 $4.1M Add +9.4%
TMUS T-Mobile US Inc. 0.55% 18,961 $4.0M Add +8.2%
PSA Public Storage 0.54% 14,532 $3.9M Add +16.2%
AMT American Tower Corp. 0.54% 22,770 $3.9M Add +49.3%
UL Unilever PLC-Sponsored ADR 0.54% 68,750 $3.9M Add +5.7%
TMO Thermo Fisher Scientific Inc. 0.51% 7,543 $3.7M Add +7.7%
SBUX Starbucks Corp. 0.50% 40,866 $3.7M Add +9.8%
NVS Novartis AG-Sponsored ADR 0.50% 23,830 $3.6M Add +6.5%
HLN Haleon PLC-ADR 0.50% 362,422 $3.6M Add +5.8%
AZN Astrazeneca PLC 0.49% 18,064 $3.6M Add +12.6%
TSM Taiwan Semiconductor-SP ADR 0.48% 10,438 $3.5M Add +167.0%
ADP Automatic Data Processing 0.48% 17,188 $3.5M Add +60.5%
ISRG Intuitive Surgical Inc. 0.48% 7,556 $3.5M Add +4.6%
TRV The Travelers Cos Inc. 0.47% 11,719 $3.4M Add +4.5%
WM Waste Management Inc. 0.47% 14,829 $3.4M Add +3.9%
EXPD Expeditors Intl Wash Inc. 0.47% 23,739 $3.4M Add +6.5%
COF Capital One Financial Corp. 0.46% 18,245 $3.3M Add +4.8%
DE Deere & Co. 0.44% 5,710 $3.2M Add +6.2%
MET Metlife Inc. 0.43% 44,637 $3.2M Add +6.2%
BN Brookfield Corp. 0.42% 76,269 $3.1M Add +5.8%
HLT Hilton Worldwide Holdings Inc. 0.41% 9,964 $3.0M Reduce -16.0%
QCOM Qualcomm Inc. 0.41% 23,239 $3.0M Add +4.3%
NVO Novo-Nordisk A/S-Spons ADR 0.40% 80,438 $3.0M Add +14.8%
HEI.A Heico Corp. Class A 0.40% 13,915 $2.9M Add +3.6%
TDG Transdigm Group Inc. 0.40% 2,515 $2.9M Add +2.6%
HD Home Depot Inc. 0.39% 8,734 $2.9M Add +6.6%
SEIC Sei Investments Company 0.39% 36,505 $2.9M Add +6.7%
PG The Procter & Gamble Co. 0.39% 19,595 $2.8M Add +6.1%
TEL Te Connectivity PLC 0.39% 13,475 $2.8M Add +4.2%
COST Costco Wholesale Corp. 0.39% 2,826 $2.8M Add +0.5%
CVS CVS Health Corp. 0.38% 38,783 $2.8M Add +11.1%
ORLY O'reilly Automotive Inc. 0.38% 30,144 $2.8M Add +5.2%
PNC PNC Financial Services Group 0.38% 13,320 $2.8M Add +5.7%
LHX L3HARRIS Technologies Inc. 0.38% 7,955 $2.7M Reduce -21.8%
HON Honeywell International Inc. 0.37% 12,088 $2.7M Add +950.2%
QQQM Invesco Nasdaq 100 ETF 0.37% 11,233 $2.7M Add +38.7%
LYV Live Nation Entertainment Inc. 0.35% 16,651 $2.5M Add +14.1%
KKR KKR & Co. Inc. 0.34% 27,242 $2.5M Add +11.1%
YUM Yum! Brands Inc. 0.34% 16,179 $2.5M Add +7.0%
BRK.B Berkshire Hathaway Inc. Class B 0.33% 5,023 $2.4M Add +1.5%
MLM Martin Marietta Materials 0.32% 3,977 $2.3M Add +2.3%
ODFL Old Dominion Freight Line 0.31% 11,713 $2.3M Add +7.2%
RTX RTX Corp. 0.31% 11,786 $2.3M Reduce -29.1%
MKL Markel Group Inc. 0.31% 1,182 $2.3M Add +2.3%
FCX Freeport-McMoran Inc. 0.30% 36,685 $2.2M Reduce -26.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.29% 8,882 $2.2M Add +1.3%
CBRE CBRE Group Inc. Class A 0.26% 14,239 $1.9M Add +8.8%
SPYG SS SPDR P S&P 500 Growth ETF 0.26% 19,238 $1.9M Reduce -11.0%
OTIS Otis Worldwide Corp. 0.26% 24,336 $1.9M New
CPRT Copart Inc. 0.25% 54,205 $1.8M Add +3.9%
PCG P G & E Corp. 0.25% 102,104 $1.8M Add +12.7%
XYZ Block Inc. 0.24% 29,328 $1.8M Add +5.3%
BIPC Brookfield Infrastructure-A 0.23% 42,348 $1.7M Add +6.8%
PLTR Palantir Technologies Inc. Class A 0.22% 10,950 $1.6M Add +46.4%
NKE Nike Inc. Class B 0.22% 29,906 $1.6M Add +9.5%
MA Mastercard Inc. Class A 0.21% 3,062 $1.5M Add +3.7%
BIL SS SPDR BB 1-3M T-Bill ETF 0.21% 16,430 $1.5M Add +16.1%
WAT Waters Corp. 0.21% 5,045 $1.5M Add +258.6%
DTE DTE Energy Company 0.20% 10,194 $1.5M Reduce -17.4%
ILMN Illumina Inc. 0.20% 12,019 $1.5M Reduce -25.8%
BRO Brown & Brown Inc. 0.20% 22,569 $1.5M Add +13.6%

Show all 267 holdings

Portfolio Sells Q4 2025 → Q1 2026
ORCL Oracle Corp. Reduce -4.5% 1.63% −0.59
ENB Enbridge Inc. Sold out 0.00% −0.50
AVB Avalonbay Communities Inc. Sold out 0.00% −0.42
NOC Northrop Grumman Corp. Reduce -91.9% 0.04% −0.35
BKNG Booking Holdings Inc. Sold out 0.00% −0.17
AAPL Apple Inc. Reduce -0.5% 2.43% −0.14
EQT Eqt Corp. Sold out 0.00% −0.13
DPZ Domino's Pizza Inc. Sold out 0.00% −0.13
RTX RTX Corp. Reduce -29.1% 0.31% −0.10
ILMN Illumina Inc. Reduce -25.8% 0.20% −0.08
SPYG SS SPDR P S&P 500 Growth ETF Reduce -11.0% 0.26% −0.05
CWAN Clearwater Analytics HDS-A Sold out 0.00% −0.05
ACN Accenture PLC Class A Sold out 0.00% −0.05
INTU Intuit Inc. Sold out 0.00% −0.05
WRB WR Berkley Corp. Sold out 0.00% −0.05
CTRA Coterra Energy Inc. Sold out 0.00% −0.05
ATS Ats Corp. Sold out 0.00% −0.05
FCX Freeport-McMoran Inc. Reduce -26.4% 0.30% −0.05
HLT Hilton Worldwide Holdings Inc. Reduce -16.0% 0.41% −0.04
GKOS Glaukos Corp. Sold out 0.00% −0.04
SYF Synchrony Financial Reduce -8.1% 0.14% −0.04
AIG American International Group Reduce -40.6% 0.05% −0.04
GTLB Gitlab Inc. Class A Sold out 0.00% −0.04
MU Micron Technology Inc. Sold out 0.00% −0.04
SNOW Snowflake Inc. Reduce -4.4% 0.08% −0.04
VCIT Vanguard Int-Term Corporate Sold out 0.00% −0.04
AMSF Amerisafe Inc. Sold out 0.00% −0.04
BLK BlackRock Inc. Reduce -38.2% 0.05% −0.04
FROG Jfrog Ltd. Sold out 0.00% −0.04
HLIO Helios Technologies Inc. Sold out 0.00% −0.04
BL Blackline Inc. Sold out 0.00% −0.04
AZZ Azz Inc. Sold out 0.00% −0.03
VCYT Veracyte Inc. Sold out 0.00% −0.03
AAON Aaon Inc. Sold out 0.00% −0.03
CGDV Cap Group Dividend Value Sold out 0.00% −0.03
ADBE Adobe Inc. Reduce -10.2% 0.05% −0.03
CCC CCC Intelligent Solutions Ho Reduce -4.4% 0.08% −0.03
NOVT Novanta Inc. Sold out 0.00% −0.03
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.03
LFUS Littelfuse Inc. Sold out 0.00% −0.03
ELS Equity Lifestyle Properties Sold out 0.00% −0.03
PH Parker Hannifin Corp. Reduce -17.2% 0.16% −0.03
LHX L3HARRIS Technologies Inc. Reduce -21.8% 0.38% −0.03
ATEC Alphatec Holdings Inc. Reduce -14.0% 0.02% −0.02
SPYV SS SPDR P S&P 500 Value ETF Reduce -11.6% 0.19% −0.02
SONY Sony Group Corp. - SP ADR Reduce -4.2% 0.08% −0.02
RYAN Ryan Specialty Holdings Inc. Reduce -15.0% 0.03% −0.02
ARHS Arhaus Inc. Reduce -27.9% 0.02% −0.02
CLS Celestica Inc. Reduce -20.1% 0.07% −0.02
AMP Ameriprise Financial Inc. Reduce -2.1% 0.15% −0.02

Portfolio Buys Q4 2025 → Q1 2026
WMB Williams Cos Inc. Add +25.7% 1.20% +0.43
TLT iShares 20+ Year Treasury BD Add +10.2% 4.06% +0.42
BX Blackstone Inc. Add +309.1% 0.57% +0.38
HON Honeywell International Inc. Add +950.2% 0.37% +0.34
TSM Taiwan Semiconductor-SP ADR Add +167.0% 0.48% +0.32
MRSH Marsh & McLennan Cos Add +91.8% 0.63% +0.28
APO Apollo Global Management Inc. Add +96.2% 0.81% +0.28
NFLX Netflix Inc. Add +7.6% 2.45% +0.27
OTIS Otis Worldwide Corp. New 0.26% +0.26
ADI Analog Devices Inc. Add +0.4% 1.25% +0.21
AMT American Tower Corp. Add +49.3% 0.54% +0.18
TXN Texas Instruments Inc. Add +7.7% 0.75% +0.14
WAT Waters Corp. Add +258.6% 0.21% +0.13
JNJ Johnson & Johnson Add +6.1% 0.60% +0.13
LIN Linde PLC Add +6.0% 0.61% +0.12
ADP Automatic Data Processing Add +60.5% 0.48% +0.11
DE Deere & Co. Add +6.2% 0.44% +0.10
SRE Sempra Add +9.4% 0.56% +0.10
PSA Public Storage Add +16.2% 0.54% +0.10
KO The Coca-Cola Co. Add +4.7% 0.67% +0.09
AZN Astrazeneca PLC Add +12.6% 0.49% +0.09
QQQM Invesco Nasdaq 100 ETF Add +38.7% 0.37% +0.09
NVS Novartis AG-Sponsored ADR Add +6.5% 0.50% +0.08
ODFL Old Dominion Freight Line Add +7.2% 0.31% +0.08
REGN Regeneron Pharmaceuticals Add +8.8% 0.82% +0.08
SBUX Starbucks Corp. Add +9.8% 0.50% +0.08
CVX Chevron Corp. New 0.08% +0.08
SUNB Sunbelt Rentals Holdings Inc. New 0.08% +0.08
VRTX Vertex Pharmaceuticals Inc. Add +7.5% 1.03% +0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.07% +0.07
VIG Vanguard Dividend Apprec ETF New 0.07% +0.07
LYV Live Nation Entertainment Inc. Add +14.1% 0.35% +0.07
TMUS T-Mobile US Inc. Add +8.2% 0.55% +0.07
PVAL Putnam Focused LRG Cap Value New 0.07% +0.07
UNP Union Pacific Corp. Add +5.5% 0.59% +0.07
ALL Allstate Corp. New 0.06% +0.06
LSGR Natixis Loomis Focused Grwth New 0.06% +0.06
COST Costco Wholesale Corp. Add +0.5% 0.39% +0.06
VUG Vanguard Mrngstar GR ETF-Sui Add +13.2% 1.90% +0.06
BA The Boeing Co. Add +10.8% 1.75% +0.06
PCG P G & E Corp. Add +12.7% 0.25% +0.05
MSI Motorola Solutions Inc. New 0.05% +0.05
AEM Agnico Eagle Mines Ltd. New 0.05% +0.05
LPLA LPL Financial Holdings Inc. Add +53.2% 0.19% +0.05
WM Waste Management Inc. Add +3.9% 0.47% +0.04
IWD iShares Russell 1000 Value E New 0.04% +0.04
STX Seagate Technology Holdings New 0.04% +0.04
PLTR Palantir Technologies Inc. Class A Add +46.4% 0.22% +0.04
VOO Vanguard S&P 500 ETF Add +30.0% 0.19% +0.04
SCHG Schwab US Large-Cap Growth New 0.04% +0.04

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