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Third View Private Wealth, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$730.3M

Reporting period: 2026-03-31 · Number of holdings: 267

Third View Private Wealth, LLC disclosed 267 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $730.3M and a quarterly turnover rate of 17.2%.

Personality snowflake

Concentration
7.22
Portfolio Stability
17.19
Momentum/Contrarian
100
Sector conviction
45.75
Diversification
100
Sizing Uniformity
80.42

Recent moves

  • Trim ORCL

    -4.5%　-$4.6M

  • Trim MSFT

    +10.7%　-$4.6M

  • Add WMB

    +25.7%　$3.0M

  • Add TLT

    +10.2%　$2.6M

  • Add BX

    +309.1%　$2.8M

  • Trim NOC

    -91.9%　-$2.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech6.23%+0.01%+5.33%
2TLTIshares 20+ Year Treasury BdETF-Gov Bonds4.06%+0.42%+10.24%
3AMZNAmazon.com INCStock-Consumer Disc3.61%-0.04%+7.73%
4METAMeta Platforms Inc-class AStock-Comm Services3.56%-0.18%+7.92%
5MSFTMicrosoft CORPStock-Tech3.49%-0.57%+10.66%
6GOOGLAlphabet Inc-cl AStock-Comm Services3.23%-0.04%+5.74%
7TSLATesla INCStock-Consumer Disc3.16%-0.33%+7.67%
8VVisa Inc-class A SharesStock-Financials2.49%-0.18%+6.34%
9NFLXNetflix INCStock-Comm Services2.45%+0.26%+7.61%
10AAPLApple INCStock-Tech2.43%-0.14%-0.49%
11GOOGAlphabet Inc-cl CStock-Comm Services2.42%—+5.71%
12SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.17%—+1.58%
13VUGVanguard Growth ETFETF-Other1.90%—+13.20%
14BABoeing Co/theStock-Industrials1.75%—+10.78%
15ORCLOracle CORPStock-Tech1.63%-0.59%-4.48%
16ADIAnalog Devices INCStock-Tech1.25%+0.21%+0.44%
17XOMExxon Mobil CORPStock-Energy1.24%+0.26%-11.29%
18WMBWilliams Cos INCStock-Energy1.20%+0.42%+25.71%
19SHOPShopify INC - Class AStock-Tech1.15%-0.28%+7.33%
20AVGOBroadcom INCStock-Tech1.15%-0.06%+3.79%
21MNSTMonster Beverage CORPStock-Consumer Staples1.09%—+6.64%
22VRTXVertex Pharmaceuticals INCStock-Healthcare1.03%—+7.53%
23DISWalt Disney Co/theStock-Comm Services1.01%-0.09%+6.85%
24JPMJpmorgan Chase & CoStock-Financials0.98%—+3.92%
25REGNRegeneron PharmaceuticalsStock-Healthcare0.82%—+8.78%
26ADSKAutodesk INCStock-Tech0.81%-0.11%+7.44%
27APOApollo Global Management INCStock-Financials0.81%+0.28%+96.19%
28APDAir Products & Chemicals INCStock-Materials0.81%+0.11%-4.06%
29VMCVulcan Materials CoStock-Materials0.80%—+4.03%
30TXNTexas Instruments INCStock-Tech0.75%+0.14%+7.74%
31CRMSalesforce INCStock-Tech0.68%-0.21%+6.23%
32KOCoca-cola Co/theStock-Consumer Staples0.67%—+4.67%
33MRSHMarsh & Mclennan CosStock-Financials0.63%+0.29%+91.84%
34LINLinde plcStock-Materials0.61%+0.13%+5.97%
35JNJJohnson & JohnsonStock-Healthcare0.60%+0.13%+6.13%
36UNPUnion Pacific CORPStock-Industrials0.59%—+5.46%
37BDXBecton Dickinson And CoStock-Healthcare0.58%-0.09%+5.29%
38BXBlackstone INCStock-Financials0.57%+0.39%+309.11%
39CMCSAComcast Corp-class AStock-Comm Services0.57%—+5.50%
40SRESempraStock-Utilities0.56%+0.10%+9.43%
41TMUST-mobile US INCStock-Comm Services0.55%—+8.19%
42PSAPublic StorageStock-Real Estate0.54%+0.10%+16.20%
43AMTAmerican Tower CORPStock-Real Estate0.54%+0.18%+49.33%
44ULUnilever Plc-sponsored AdrStock-Consumer Staples0.54%—+5.73%
45TMOThermo Fisher Scientific INCStock-Healthcare0.51%—+7.74%
46SBUXStarbucks CORPStock-Consumer Disc0.50%—+9.77%
47NVSNovartis Ag-sponsored AdrStock-Healthcare0.50%—+6.46%
48HLNHaleon Plc-adrStock-Healthcare0.50%—+5.85%
49AZNAstraZeneca PLCStock-Healthcare0.49%+0.49%NEW
50TSMTaiwan Semiconductor-sp AdrStock-Tech0.48%+0.32%+166.96%
1–50 of 267

Holding changes this quarter

Third View Private Wealth, LLC's most significant position changes for 2026-03-31: Sold out: Enbridge INC (ENB); New buy: AstraZeneca PLC (AZN); Sold out: Avalonbay Communities INC (AVB); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Otis Worldwide CORP (OTIS).

Position changes disclosed by Third View Private Wealth, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1WMBWilliams Cos INC+0.4%+25.71%Add
2TLTIshares 20+ Year Treasury Bd+0.4%+10.24%Add
3BXBlackstone INC+0.4%+309.11%Add
4HONHoneywell International INC+0.3%+950.22%Add
5TSMTaiwan Semiconductor-sp Adr+0.3%+166.96%Add
6MRSHMarsh & Mclennan Cos+0.3%+91.84%Add
7APOApollo Global Management INC+0.3%+96.19%Add
8XOMExxon Mobil CORP+0.3%-11.29%Trim
9NFLXNetflix INC+0.3%+7.61%Add
10ADIAnalog Devices INC+0.2%+0.44%Add
11AMTAmerican Tower CORP+0.2%+49.33%Add
12WATWaters CORP+0.1%+258.56%Add
13TXNTexas Instruments INC+0.1%+7.74%Add
14JNJJohnson & Johnson+0.1%+6.13%Add
15LINLinde plc+0.1%+5.97%Add
16ADPAutomatic Data Processing+0.1%+60.53%Add
17APDAir Products & Chemicals INC+0.1%-4.06%Trim
18DEDeere & Co+0.1%+6.15%Add
19SRESempra+0.1%+9.43%Add
20PSAPublic Storage+0.1%+16.20%Add
21QQQMInvesco Nasdaq 100 ETF+0.1%+38.68%Add
22NVDANvidia CORP0%+5.33%Add
23AMZNAmazon.com INC0%+7.73%Add
24GOOGLAlphabet Inc-cl A0%+5.74%Add
25AVGOBroadcom INC-0.1%+3.79%Add
26DISWalt Disney Co/the-0.1%+6.85%Add
27BDXBecton Dickinson And Co-0.1%+5.29%Add
28ILMNIllumina INC-0.1%-25.84%Trim
29WDAYWorkday Inc-class A-0.1%+6.87%Add
30QCOMQualcomm INC-0.1%+4.28%Add
31RTXRtx CORP-0.1%-29.11%Trim
32ADSKAutodesk INC-0.1%+7.44%Add
33COFCapital One Financial CORP-0.1%+4.75%Add
34AAPLApple INC-0.1%-0.49%Trim
35METAMeta Platforms Inc-class A-0.2%+7.92%Add
36VVisa Inc-class A Shares-0.2%+6.34%Add
37CRMSalesforce INC-0.2%+6.23%Add
38SHOPShopify INC - Class A-0.3%+7.33%Add
39TSLATesla INC-0.3%+7.67%Add
40NOCNorthrop Grumman CORP-0.4%-91.88%Trim
41MSFTMicrosoft CORP-0.6%+10.66%Add
42ORCLOracle CORP-0.6%-4.48%Trim
43ENBEnbridge INC—EXITSold out
44AZNAstraZeneca PLC—NEWNew buy
45AVBAvalonbay Communities INC—EXITSold out
46AZNNAstrazeneca Plc-spons Adr—EXITSold out
47OTISOtis Worldwide CORP—NEWNew buy
48BKNGBooking Holdings INC—EXITSold out
49EQTEqt CORP—EXITSold out
50DPZDomino's Pizza INC—EXITSold out

FAQ

What is Third View Private Wealth, LLC and what type of investor is it?
Third View Private Wealth, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $730.3M, spread across 267 disclosed positions.
What are Third View Private Wealth, LLC's largest equity positions?
Based on the latest 13F filing, Third View Private Wealth, LLC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $45.5M (6.2%) 2. Ishares 20+ Year Treasury Bd (TLT) — $29.7M (4.1%) 3. Amazon.com INC (AMZN) — $26.4M (3.6%) 4. Meta Platforms Inc-class A (META) — $26.0M (3.6%) 5. Microsoft CORP (MSFT) — $25.5M (3.5%)
What changes did Third View Private Wealth, LLC make in its most recent portfolio filing?
In the latest reported quarter, Third View Private Wealth, LLC made 50 notable position adjustments: 2 new positions were initiated, 35 existing holdings were added to, 7 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Enbridge INC (ENB); New buy: AstraZeneca PLC (AZN); Sold out: Avalonbay Communities INC (AVB); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Otis Worldwide CORP (OTIS)
What sectors does Third View Private Wealth, LLC focus on?
Third View Private Wealth, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 27.4% • Communication Services: 16.3% • Financials: 13.8% • Consumer Discretionary: 11.3% • Health Care: 9.1% • Industrials: 8.0%