13F

Investor

Third View Private Wealth, LLC

CIK 0002083406 · filed 2026-01-23 · SEC filing

13F book

$742.9M

Positions

269

Largest name

6.2%

Nvidia Corp · NVDA

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA247.8K$46.2M6.2%Held
Microsoft CorpMSFT62.3K$30.1M4.1%Held
Meta Platforms, Inc.META42.1K$27.8M3.7%Held
Amazon Com IncAMZN117.4K$27.1M3.6%Held
Ishares Tr310.4K$27.1M3.6%Held
Tesla, Inc.TSLA57.7K$26M3.5%Held
Alphabet Inc77.5K$24.3M3.3%Held
Visa Inc.V56.5K$19.8M2.7%Held
Apple Inc.AAPL70.2K$19.1M2.6%Held
Alphabet Inc58.2K$18.3M2.5%Held
Oracle Corp84.6K$16.5M2.2%Held
Spdr S&P 500 Etf Tr24K$16.3M2.2%Held
Netflix IncNFLX173.3K$16.2M2.2%Held
Vanguard Growth Etf28.1K$13.7M1.8%Held
Boeing Co57.8K$12.6M1.7%Held
Shopify Inc.SHOP65.9K$10.6M1.4%Held
Broadcom Inc.AVGO26.1K$9.02M1.2%Held
Disney Walt Co71.7K$8.16M1.1%Held
Monster Beverage Corp New102.9K$7.89M1.1%Held
Analog Devices IncADI28.6K$7.75M1.0%Held
Jpmorgan Chase & Co.23.3K$7.52M1.0%Held
Exxon Mobil Corp60.2K$7.25M1.0%Held
Vertex Pharmaceuticals Inc15.7K$7.13M1.0%Held
Autodesk, Inc.ADSK23K$6.82M0.9%Held
Salesforce, Inc.CRM25.1K$6.65M0.9%Held
Vulcan Matls Co20.7K$5.91M0.8%Held
Williams Cos Inc96K$5.77M0.8%Held
Regeneron Pharmaceuticals, Inc.REGN7.15K$5.52M0.7%Held
Air Prods & Chems Inc21.1K$5.22M0.7%Held
Becton Dickinson & CoBDX25.7K$4.99M0.7%Held
Texas Instrs Inc26.2K$4.55M0.6%Held
Coca Cola CoKO61.3K$4.28M0.6%Held
Unilever Plc65K$4.25M0.6%Held
Capital One Finl Corp17.4K$4.22M0.6%Held
Intuitive Surgical IncISRG7.22K$4.09M0.6%Held
Comcast Corp New136.4K$4.08M0.5%Held
Thermo Fisher Scientific Inc.TMO7K$4.06M0.5%Held
Apollo Global Mgmt Inc27K$3.9M0.5%Held
Union Pac Corp16.7K$3.87M0.5%Held
Qualcomm Inc22.3K$3.81M0.5%Held
Enbridge Inc77.2K$3.69M0.5%Held
Linde PlcLIN8.42K$3.59M0.5%Held
Novo-Nordisk A S70.1K$3.57M0.5%Held
T-Mobile Us Inc17.5K$3.56M0.5%Held
Johnson & JohnsonJNJ16.9K$3.5M0.5%Held
Haleon Plc342.4K$3.46M0.5%Held
Hilton Worldwide Hldgs Inc11.9K$3.41M0.5%Held
Heico Corp New13.4K$3.39M0.5%Held
Sempra38.3K$3.38M0.5%Held
Expeditors Intl Wash Inc22.3K$3.32M0.4%Held
Metlife Inc42K$3.32M0.4%Held
Brookfield Corp72.1K$3.31M0.4%Held
Transdigm Group IncTDG2.45K$3.26M0.4%Held
Travelers Companies, Inc.TRV11.2K$3.25M0.4%Held
Public Storage Oper Co12.5K$3.25M0.4%Held
Starbucks CorpSBUX37.2K$3.14M0.4%Held
Waste Mgmt Inc Del14.3K$3.13M0.4%Held
Kkr & Co Inc24.5K$3.13M0.4%Held
Avalonbay Cmntys Inc17.2K$3.11M0.4%Held
Novartis Ag22.4K$3.09M0.4%Held
RTX CorpRTX16.6K$3.05M0.4%Held
L3harris Technologies Inc10.2K$2.98M0.4%Held
AstraZeneca PLCAZN32.1K$2.95M0.4%Held
Te Connectivity PlcTEL12.9K$2.94M0.4%Held
Northrop Grumman Corp5.06K$2.89M0.4%Held
Home Depot, Inc.HD8.19K$2.82M0.4%Held
Sei Invts Co34.2K$2.81M0.4%Held
Cvs Health CorpCVS34.9K$2.77M0.4%Held
Automatic Data Processing In10.7K$2.75M0.4%Held
American Tower Corp New15.2K$2.68M0.4%Held
Procter And Gamble CoPG18.5K$2.65M0.4%Held
Pnc Finl Svcs Group Inc12.6K$2.63M0.4%Held
Oreilly Automotive Inc28.6K$2.61M0.4%Held
International Business Machs8.77K$2.6M0.4%Held
Marsh & Mclennan Cos Inc13.8K$2.56M0.3%Held
Freeport-Mcmoran IncFCX49.8K$2.53M0.3%Held
Deere & CoDE5.38K$2.5M0.3%Held
Berkshire Hathaway Inc Del4.95K$2.49M0.3%Held
Markel Group Inc.MKL1.16K$2.48M0.3%Held
Costco Whsl Corp New2.81K$2.42M0.3%Held
Martin Marietta Matls Inc3.89K$2.42M0.3%Held
Spdr Series Trust21.6K$2.31M0.3%Held
Yum Brands IncYUM15.1K$2.29M0.3%Held
Illumina, Inc.ILMN16.2K$2.13M0.3%Held
Cbre Group, Inc.CBRE13.1K$2.1M0.3%Held
Live Nation Entertainment In14.6K$2.08M0.3%Held
Invesco Exch Traded Fd Tr Ii8.1K$2.05M0.3%Held
Copart IncCPRT52.2K$2.04M0.3%Held
Block Inc27.8K$1.81M0.2%Held
Brookfield Infrastructure CorpBIPC39.7K$1.8M0.2%Held
Workday, Inc.WDAY8.13K$1.75M0.2%Held
NIKE, Inc.NKE27.3K$1.74M0.2%Held
Old Dominion Freight Line In10.9K$1.71M0.2%Held
Mastercard IncMA2.95K$1.69M0.2%Held
Factset Resh Sys Inc5.64K$1.64M0.2%Held
Spdr Series Trust28.4K$1.61M0.2%Held
Paypal Hldgs Inc27.4K$1.6M0.2%Held
Dte Energy Co12.3K$1.59M0.2%Held
Brown & Brown, Inc.BRO19.9K$1.58M0.2%Held
Costar Group, Inc.CSGP21.8K$1.47M0.2%Held
Pg&E Corp90.6K$1.46M0.2%Held
Unitedhealth Group IncUNH4.34K$1.43M0.2%Held
Fair Isaac CorpFICO839$1.42M0.2%Held
Bank America Corp25.2K$1.39M0.2%Held
Parker-Hannifin CorpPH1.55K$1.37M0.2%Held
Blackstone Inc.BX8.81K$1.36M0.2%Held
Palantir Technologies Inc.PLTR7.48K$1.33M0.2%Held
Synchrony Financial15.8K$1.32M0.2%Held
Spdr Series Trust14.2K$1.29M0.2%Held
Ameriprise Finl Inc2.6K$1.27M0.2%Held
Lennar Corp12.3K$1.27M0.2%Held
Veeva Sys Inc5.68K$1.27M0.2%Held
Gallagher Arthur J & Co4.9K$1.27M0.2%Held
MSCI Inc.MSCI2.21K$1.27M0.2%Held
Booking Holdings Inc.BKNG235$1.26M0.2%Held
Eli Lilly & CoLLY1.13K$1.21M0.2%Held
Idexx Labs Inc1.78K$1.21M0.2%Held
Roper Technologies IncROP2.71K$1.2M0.2%Held
Taiwan Semiconductor Mfg Ltd3.91K$1.19M0.2%Held
Vanguard Index Fds1.81K$1.14M0.2%Held
Walmart Inc.WMT10.2K$1.13M0.2%Held
Ishares Tr17K$1.12M0.2%Held
Diageo Plc12.9K$1.11M0.1%Held
Vanguard Index Fds3.28K$1.1M0.1%Held
Lpl Finl Hldgs Inc3.03K$1.08M0.1%Held
Tjx Cos Inc New6.9K$1.06M0.1%Held
Invesco Qqq Tr1.72K$1.06M0.1%Held
Eqt CorpEQT18.3K$979.2K0.1%Held
Tyler Technologies IncTYL2.13K$965.6K0.1%Held
Dominos Pizza IncDPZ2.29K$952.9K0.1%Held
Fidelity Comwlth Tr10K$914K0.1%Held
Liberty Media Corp Del9.01K$887.4K0.1%Held
Snowflake Inc.SNOW4.02K$881.2K0.1%Held
Ares Management Corporation5.28K$853.6K0.1%Held
Kla CorpKLAC653$793.4K0.1%Held
Ccc Intelligent Solutions Hl99.7K$792.4K0.1%Held
Sony Group Corp30.8K$789.2K0.1%Held
Floor & Decor Hldgs Inc12.8K$782.4K0.1%Held
Hyatt Hotels CorpH4.79K$768.1K0.1%Held
American Express CoAXP2.07K$766.4K0.1%Held
Entegris IncENTG9.04K$761.7K0.1%Held
Ishares Tr1.1K$752.7K0.1%Held
Corteva, Inc.CTVA10.8K$721.9K0.1%Held
J P Morgan Exchange Traded F11.4K$720.8K0.1%Held
Yum China Hldgs Inc14.9K$711.1K0.1%Held
Cisco Sys Inc9.08K$699.7K0.1%Held
Fastenal CoFAST17.4K$698K0.1%Held
General Dynamics CorpGD2.04K$686.3K0.1%Held
AbbVie Inc.ABBV2.98K$679.8K0.1%Held
Merck & Co., Inc.MRK6.42K$675.7K0.1%Held
American Intl Group Inc7.77K$664.8K0.1%Held
Arch Cap Group Ltd6.9K$661.5K0.1%Held
Crowdstrike Hldgs Inc1.41K$658.6K0.1%Held
Ishares Tr1.69K$653.8K0.1%Held
Celestica IncCLS2.19K$646.2K0.1%Held
Brookfield Renewable CorpBEPC16.9K$646.1K0.1%Held
United Rentals, Inc.URI798$645.8K0.1%Held
BlackRock, Inc.BLK594$635.8K0.1%Held
Adobe Inc.ADBE1.72K$600.6K0.1%Held
Spdr Series Trust12.7K$593.2K0.1%Held
Ishares Tr25.6K$588.8K0.1%Held
Ametek Inc/AME2.79K$572.2K0.1%Held
Mitsubishi Ufj Finl Group In34.5K$547.2K0.1%Held
Waste Connections, Inc.WCN3.09K$541.3K0.1%Held
Waters Corp1.41K$534.4K0.1%Held
Atmos Energy CorpATO3.18K$532.7K0.1%Held
Alibaba Group Hldg Ltd3.56K$521.2K0.1%Held
Spdr Series Trust22.8K$511.9K0.1%Held
Progressive Corp2.23K$509K0.1%Held
Palo Alto Networks IncPANW2.68K$493.3K0.1%Held
Spdr Series Trust5.3K$490.2K0.1%Held
Marvell Technology, Inc.MRVL5.76K$489.2K0.1%Held
Moodys Corp951$485.8K0.1%Held
Perimeter Solutions, Inc.PRM17.6K$485.7K0.1%Held
American Centy Etf Tr4.23K$484K0.1%Held
Brookfield Asset Managmt Ltd9.21K$482.8K0.1%Held
Amgen IncAMGN1.47K$482.5K0.1%Held
Citigroup Inc4.08K$475.7K0.1%Held
Us Bancorp Del8.67K$462.7K0.1%Held
Ecolab Inc.ECL1.72K$452.6K0.1%Held
Ishares Bitcoin Trust EtfIBIT9.03K$448.5K0.1%Held
Danaher Corporation1.93K$442.1K0.1%Held
Uber Technologies, IncUBER5.4K$441.3K0.1%Held
SKYX Platforms Corp.SKYX203K$440.5K0.1%Held
Kinder Morgan Inc Del16K$439.9K0.1%Held
Spdr Series Trust5.18K$438.1K0.1%Held
Synopsys IncSNPS926$435K0.1%Held
Ishares Tr2K$429.4K0.1%Held
Appfolio IncAPPF1.8K$418.5K0.1%Held
Dimensional Etf Trust8.86K$413K0.1%Held
Liberty Media Corp Del4.6K$411.1K0.1%Held
Teledyne Technologies IncTDY784$400.4K0.1%Held
Edwards Lifesciences CorpEW4.68K$399.1K0.1%Held
Ross Stores, Inc.ROST2.21K$398.9K0.1%Held
Pfizer IncPFE16K$398.6K0.1%Held
Alcon IncALC4.94K$389.4K0.1%Held
Clearwater Analytics Hldgs I16.1K$389.3K0.1%Held
Accenture Plc Ireland1.44K$385K0.1%Held
Vanguard Whitehall Fds2.66K$381.5K0.1%Held
Xcel Energy Inc5.15K$380.7K0.1%Held
Spdr Series Trust4.16K$378.4K0.1%Held
Intuit Inc.INTU570$377.9K0.1%Held
Procore Technologies, Inc.PCOR5.18K$376.8K0.1%Held
Ryan Specialty Holdings, Inc.RYAN7.25K$374.4K0.1%Held
Ishares Tr8.73K$374.1K0.1%Held
Spdr Series Trust3.92K$369.1K0.1%Held
Wells Fargo Co New3.85K$359K0.0%Held
General Mtrs Co4.41K$358.5K0.0%Held
Cadence Design System Inc1.14K$357.3K0.0%Held
Berkley W R Corp5.04K$353.6K0.0%Held
Select Sector Spdr Tr6.36K$348.2K0.0%Held
First Intst Bancsystem Inc10K$347.5K0.0%Held
Goldman Sachs Group Inc394$346.3K0.0%Held
Coterra Energy Inc13.1K$344.4K0.0%Held
Rpm Intl Inc3.29K$342.3K0.0%Held
Ats Corporation12.3K$337.8K0.0%Held
Applied Matls Inc1.31K$337.2K0.0%Held
Verisk Analytics, Inc.VRSK1.51K$336.9K0.0%Held
Wisdomtree Tr3.76K$336.2K0.0%Held
Alphatec Hldgs Inc15.9K$335K0.0%Held
S&P Global Inc.SPGI640$334.5K0.0%Held
Medtronic PlcMDT3.46K$332.6K0.0%Held
Totalenergies SeTTE5.07K$331.9K0.0%Held
Asml Holding N V310$331.7K0.0%Held
American Wtr Wks Co Inc New2.54K$331.1K0.0%Held
Glaukos CorpGKOS2.83K$319.5K0.0%Held
Lowes Cos Inc1.32K$319.4K0.0%Held
Microchip Technology Inc.4.99K$318.2K0.0%Held
Verizon Communications IncVZ7.81K$318K0.0%Held
Gitlab Inc.GTLB8.19K$307.2K0.0%Held
Exponent IncEXPO4.41K$306.4K0.0%Held
Micron Technology IncMU1.05K$299.7K0.0%Held
Toast, Inc.TOST8.44K$299.6K0.0%Held
Spdr Series Trust11K$290.5K0.0%Held
Arhaus, Inc.ARHS25.8K$289.7K0.0%Held
Vanguard Scottsdale Fds3.46K$289.7K0.0%Held
Ishares Tr1.42K$283.3K0.0%Held
Amerisafe IncAMSF7.3K$280.5K0.0%Held
Jfrog LtdFROG4.43K$276.6K0.0%Held
Cullen Frost Bankers Inc2.18K$276.3K0.0%Held
Dimensional Etf Trust4.64K$276.1K0.0%Held
Oshkosh CorpOSK2.17K$272.9K0.0%Held
Nextera Energy Inc3.35K$269.3K0.0%Held
Helios Technologies, Inc.HLIO5.03K$269.1K0.0%Held
Blackline, Inc.BL4.77K$263.5K0.0%Held
Prologis Inc.2K$254.8K0.0%Held
Liberty Live Holdings Inc2.91K$242.2K0.0%Held
Azz IncAZZ2.22K$237.9K0.0%Held
Graco IncGGG2.89K$236.7K0.0%Held
Hayward Hldgs Inc15.3K$236.5K0.0%Held
Veracyte, Inc.VCYT5.58K$235K0.0%Held
Mckesson CorpMCK286$234.6K0.0%Held
ConocophillipsCOP2.5K$234.1K0.0%Held
Aaon, Inc.AAON3.07K$234K0.0%Held
Philip Morris Intl Inc1.44K$231K0.0%Held
Fedex CorpFDX788$227.6K0.0%Held
Capital Group Dividend Value5.17K$225.5K0.0%Held
Honeywell Intl Inc1.15K$224.5K0.0%Held
Southwest Airls Co5.33K$220.1K0.0%Held
Novanta Inc1.77K$210.1K0.0%Held
Sap Se856$207.9K0.0%Held
Schwab Charles Corp2.07K$207.1K0.0%Held
Spdr Gold Tr522$206.9K0.0%Held
Invesco Exchange Traded Fd T4.38K$205.5K0.0%Held
Littelfuse Inc810$204.9K0.0%Held
Equity Lifestyle Pptys IncELS3.37K$204.3K0.0%Held
UWM Holdings CorpUWMC30K$131.5K0.0%Held
Banco Santander Sa10.1K$118.4K0.0%Held
Heidmar Maritime Hldgs Corp10K$7.83K0.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.