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CIK: 0002083406
Total reported value
$814.1M
$814.1M
269 檔
19.4%
At the close of Q4 2025, Third View Private Wealth, LLC disclosed equity holdings valued at approximately $814.1M, spread across 269 reported holdings.
During Q4 2025, Third View Private Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 269 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.22% | +1.09% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.06% | +0.19% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.74% | -0.33% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.65% | +0.15% | — | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.64% | -0.42% | — | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.49% | +0.05% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.27% | +0.42% | — | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.67% | +0.08% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.57% | +0.41% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.46% | +0.35% | — | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 2.22% | -0.16% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.20% | +0.31% | — | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 2.19% | -0.81% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.84% | +0.20% | — | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 1.69% | -0.03% | — | |
| 16 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.43% | -0.16% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | -0.18% | — | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.10% | -0.16% | — | |
| 19 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.06% | +0.21% | — | |
| 20 | ADI | Analog Devices Inc | Stock-Tech | 1.04% | +0.15% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | +0.02% | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.12% | — | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.96% | +0.06% | — | |
| 24 | ADSK | Autodesk Inc | Stock-Tech | 0.92% | -0.21% | — | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.89% | -0.19% | — | |
| 26 | VMC | Vulcan Materials Co | Stock-Materials | 0.80% | -0.03% | — | |
| 27 | WMB | Williams Cos Inc | Stock-Energy | 0.78% | -0.10% | — | |
| 28 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.74% | -0.21% | — | |
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.70% | -0.13% | — | |
| 30 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.67% | -0.09% | — | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.61% | -0.13% | — | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | -0.01% | — | |
| 33 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.57% | +0.05% | — | |
| 34 | COF | Capital One Financial CORP | Stock-Financials | 0.57% | -0.04% | — | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.55% | -0.11% | — | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.55% | -0.10% | — | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.55% | -0.06% | — | |
| 38 | APO | Apollo Global Management Inc | Stock-Financials | 0.53% | -0.03% | — | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.52% | -0.03% | — | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.51% | -0.35% | — | |
| 41 | ENB | Enbridge Inc | Stock-Energy | 0.50% | — | — | |
| 42 | LIN | Linde plc | Stock-Materials | 0.48% | -0.07% | — | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.48% | +0.04% | — | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.48% | -0.18% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.06% | — | |
| 46 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.47% | -0.03% | — | |
| 47 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.46% | -0.08% | — | |
| 48 | HEI-A | Heico Corp-class A | Stock-Other | 0.46% | — | — | |
| 49 | SRE | Sempra | Stock-Utilities | 0.46% | -0.11% | — | |
| 50 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.45% | -0.02% | — |
According to official SEC Form 13F filings, Third View Private Wealth, LLC reported a total U.S. public equity portfolio value of $814.1M across 269 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, META) accounted for 19.4% of total reported equity market value during Q4 2025.
During Q4 2025, Third View Private Wealth, LLC's top holdings by market value included NVDA (6.2%)、MSFT (4.1%)、META (3.7%). The largest single position, NVDA, represented 6.2% of total portfolio value.
In Q4 2025, Third View Private Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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