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CIK: 0002083406
Total reported value
$814.1M
$814.1M
267 檔
18.8%
During the Q1 2026 filing period, Third View Private Wealth, LLC (CIK: 0002083406) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $814.1M across 267 reported positions.
In Q1 2026, Third View Private Wealth, LLC displayed an active expansion posture, initiating 26 new positions and adding to 107 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.23% | +1.09% | +5.33% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.06% | -0.42% | +10.24% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.61% | +0.15% | +7.73% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.56% | -0.33% | +7.92% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | +0.19% | +10.66% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.23% | +0.42% | +5.74% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.16% | +0.05% | +7.67% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.49% | +0.08% | +6.34% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 2.45% | -0.81% | +7.61% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.43% | +0.41% | -0.49% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.42% | +0.35% | +5.71% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.17% | +0.31% | +1.58% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.90% | +0.20% | +13.20% | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 1.75% | -0.03% | +10.78% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.63% | -0.16% | -4.48% | |
| 16 | ADI | Analog Devices Inc | Stock-Tech | 1.25% | +0.15% | +0.44% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.24% | -0.12% | -11.29% | |
| 18 | WMB | Williams Cos Inc | Stock-Energy | 1.20% | -0.10% | +25.71% | |
| 19 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.15% | -0.16% | +7.33% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | -0.18% | +3.79% | |
| 21 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.09% | +0.21% | +6.64% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.03% | +0.06% | +7.53% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.01% | -0.16% | +6.85% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | +0.02% | +3.92% | |
| 25 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.82% | -0.21% | +8.78% | |
| 26 | ADSK | Autodesk Inc | Stock-Tech | 0.81% | -0.21% | +7.44% | |
| 27 | APO | Apollo Global Management Inc | Stock-Financials | 0.81% | -0.03% | +96.19% | |
| 28 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.81% | -0.13% | -4.06% | |
| 29 | VMC | Vulcan Materials Co | Stock-Materials | 0.80% | -0.03% | +4.03% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.75% | -0.13% | +7.74% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.19% | +6.23% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.67% | -0.01% | +4.67% | |
| 33 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.63% | +0.02% | +91.84% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.61% | -0.07% | +5.97% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.06% | +6.13% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | -0.03% | +5.46% | |
| 37 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.58% | -0.09% | +5.29% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.57% | +0.04% | +309.11% | |
| 39 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.57% | -0.10% | +5.50% | |
| 40 | SRE | Sempra | Stock-Utilities | 0.56% | -0.11% | +9.43% | |
| 41 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.55% | -0.18% | +8.19% | |
| 42 | PSA | Public Storage | Stock-Real Estate | 0.54% | — | +16.20% | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | 0.54% | -0.11% | +49.33% | |
| 44 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.54% | +0.05% | +5.73% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.51% | -0.06% | +7.74% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.50% | -0.01% | +9.77% | |
| 47 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.50% | -0.06% | +6.46% | |
| 48 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.50% | -0.03% | +5.85% | |
| 49 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.49% | -0.11% | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.48% | +0.33% | +166.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMB | Williams Cos Inc | +0.4% | +25.71% | Add |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +10.24% | Add |
| 3 | BX | Blackstone Inc | +0.4% | +309.11% | Add |
| 4 | HON | Honeywell International Inc | +0.3% | +950.22% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +166.96% | Add |
| 6 | MRSH | Marsh & Mclennan Cos | +0.3% | +91.84% | Add |
| 7 | APO | Apollo Global Management Inc | +0.3% | +96.19% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.3% | -11.29% | Trim |
| 9 | NFLX | Netflix Inc | +0.3% | +7.61% | Add |
| 10 | ADI | Analog Devices Inc | +0.2% | +0.44% | Add |
| 11 | AMT | American Tower CORP | +0.2% | +49.33% | Add |
| 12 | WAT | Waters CORP | +0.1% | +258.56% | Add |
| 13 | TXN | Texas Instruments Inc | +0.1% | +7.74% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +6.13% | Add |
| 15 | LIN | Linde plc | +0.1% | +5.97% | Add |
| 16 | ADP | Automatic Data Processing | +0.1% | +60.53% | Add |
| 17 | APD | Air Products & Chemicals Inc | +0.1% | -4.06% | Trim |
| 18 | DE | Deere & Co | +0.1% | +6.15% | Add |
| 19 | SRE | Sempra | +0.1% | +9.43% | Add |
| 20 | PSA | Public Storage | +0.1% | +16.20% | Add |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +38.68% | Add |
| 22 | KO | Coca-cola Co/the | +0.1% | +4.67% | Add |
| 23 | ODFL | Old Dominion Freight Line | +0.1% | +7.23% | Add |
| 24 | NVS | Novartis Ag-sponsored Adr | +0.1% | +6.46% | Add |
| 25 | SBUX | Starbucks CORP | +0.1% | +9.77% | Add |
| 26 | REGN | Regeneron Pharmaceuticals | +0.1% | +8.78% | Add |
| 27 | LYV | Live Nation Entertainment In | +0.1% | +14.08% | Add |
| 28 | TMUS | T-mobile US Inc | +0.1% | +8.19% | Add |
| 29 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +7.53% | Add |
| 30 | UNP | Union Pacific CORP | +0.1% | +5.46% | Add |
| 31 | COST | Costco Wholesale CORP | +0.1% | +0.53% | Add |
| 32 | BA | Boeing Co/the | +0.1% | +10.78% | Add |
| 33 | VUG | Vanguard Growth ETF | +0.1% | +13.20% | Add |
| 34 | PCG | P G & E CORP | +0.1% | +12.70% | Add |
| 35 | WM | Waste Management Inc | +0.1% | +3.94% | Add |
| 36 | LPLA | Lpl Financial Holdings Inc | 0% | +53.24% | Add |
| 37 | PLTR | Palantir Technologies Inc-a | 0% | +46.41% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +30.02% | Add |
| 39 | BAM | Brookfield Asset Mgmt-a | 0% | +70.12% | Add |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +16.05% | Add |
| 41 | GLD | Spdr Gold Shares | 0% | +102.11% | Add |
| 42 | YUM | Yum! Brands Inc | 0% | +6.98% | Add |
| 43 | ENTG | Entegris Inc | 0% | -7.89% | Trim |
| 44 | CTVA | Corteva Inc | 0% | +1.80% | Add |
| 45 | PG | Procter & Gamble Co/the | 0% | +6.11% | Add |
| 46 | ORLY | O'reilly Automotive Inc | 0% | +5.23% | Add |
| 47 | COP | Conocophillips | 0% | +21.59% | Add |
| 48 | HLN | Haleon Plc-adr | 0% | +5.85% | Add |
| 49 | TRV | Travelers Cos Inc/the | 0% | +4.48% | Add |
| 50 | CSCO | Cisco Systems Inc | 0% | +20.78% | Add |
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 267 disclosed positions in Q1 2026.
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, TLT, AMZN) accounted for 18.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $3.6M
Top Position Liquidated / Trimmed
ENB
前期市值: $3.7M
During Q1 2026, Third View Private Wealth, LLC's top holdings by market value included NVDA (6.2%)、TLT (4.1%)、AMZN (3.6%). The largest single position, NVDA, represented 6.2% of total portfolio value.
In Q1 2026, Third View Private Wealth, LLC made 198 total portfolio adjustments, initiating 26 new buys, adding to 107 positions, trimming 36 holdings, and fully liquidating 29 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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