Holders — by stockHoldings — by fund
Third View Private Wealth, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2083406
$814.1M
disclosed book value
288
positions
7.3%
largest position share
Positions, as of 2026-06-30
top 100 of 288 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 297,826 | $59.6M | 7.3% |
| 2 | AMZNAMAZON COM INC | 128,447 | $30.6M | 3.8% |
| 3 | MSFTMICROSOFT CORP | 80,393 | $30.0M | 3.7% |
| 4 | GOOGLALPHABET INC | 83,154 | $29.7M | 3.7% |
| 5 | TLTISHARES TR | 342,677 | $29.6M | 3.6% |
| 6 | METAMETA PLATFORMS INC | 46,684 | $26.3M | 3.2% |
| 7 | TSLATESLA INC | 62,104 | $26.1M | 3.2% |
| 8 | GOOGALPHABET INC | 63,827 | $22.6M | 2.8% |
| 9 | AAPLAPPLE INC | 76,464 | $22.1M | 2.7% |
| 10 | VVISA INC | 60,991 | $20.9M | 2.6% |
| 11 | SPYSTATE STR SPDR S&P 500 ETF T | 23,886 | $17.8M | 2.2% |
| 12 | VUGVANGUARD INDEX FDS | 198,544 | $17.1M | 2.1% |
| 13 | BABOEING CO | 64,580 | $14.0M | 1.7% |
| 14 | NFLXNETFLIX INC. | 187,137 | $13.4M | 1.6% |
| 15 | ORCLORACLE CORP | 81,709 | $12.0M | 1.5% |
| 16 | ADIANALOG DEVICES INC | 28,643 | $11.4M | 1.4% |
| 17 | MNSTMONSTER BEVERAGE CORP NEW | 109,821 | $10.6M | 1.3% |
| 18 | EXMOCEXXON MOBIL CORP | 66,729 | $9.1M | 1.1% |
| 19 | WMBWILLIAMS COS INC | 120,954 | $9.0M | 1.1% |
| 20 | VRTXVERTEX PHARMACEUTICALS INC | 17,866 | $8.9M | 1.1% |
| 21 | JPMJPMORGAN CHASE & CO | 24,775 | $8.1M | 1% |
| 22 | SHOPSHOPIFY INC | 70,241 | $8.0M | 1% |
| 23 | AVGOBROADCOM INC | 20,987 | $7.9M | 1% |
| 24 | DISDISNEY WALT CO | 71,868 | $6.9M | 0.8% |
| 25 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 13,792 | $6.6M | 0.8% |
| 26 | APOAPOLLO GLOBAL MGMT INC | 53,954 | $6.4M | 0.8% |
| 27 | VMCVULCAN MATLS CO | 21,355 | $6.3M | 0.8% |
| 28 | APDAIR PRODUCTS AND CHEMICALS I | 19,016 | $5.6M | 0.7% |
| 29 | KOCOCA COLA CO | 65,922 | $5.4M | 0.7% |
| 30 | MRSHMARSH & MCLENNAN COS INC | 31,989 | $5.3M | 0.7% |
| 31 | TXNTEXAS INSTRS INC | 17,065 | $5.1M | 0.6% |
| 32 | BXBLACKSTONE INC | 42,537 | $5.0M | 0.6% |
| 33 | REGNREGENERON PHARMACEUTICALS | 8,027 | $5.0M | 0.6% |
| 34 | ADSKAUTODESK INC | 24,917 | $4.8M | 0.6% |
| 35 | ULUNILEVER PLC | 79,702 | $4.8M | 0.6% |
| 36 | UNPUNION PAC CORP | 16,693 | $4.5M | 0.6% |
| 37 | PSAPUBLIC STORAGE | 13,935 | $4.4M | 0.5% |
| 38 | JNJJOHNSON & JOHNSON | 17,404 | $4.4M | 0.5% |
| 39 | LINDE PLC | 8,456 | $4.4M | 0.5% |
| 40 | BDXBECTON DICKINSON & CO | 26,483 | $4.0M | 0.5% |
| 41 | SBUXSTARBUCKS CORP | 39,081 | $4.0M | 0.5% |
| 42 | OTISOTIS WORLDWIDE CORP | 55,533 | $4.0M | 0.5% |
| 43 | CRMSALESFORCE INC | 25,260 | $4.0M | 0.5% |
| 44 | CVSCVS HEALTH CORP | 37,575 | $3.9M | 0.5% |
| 45 | HLNHALEON PLC | 412,429 | $3.8M | 0.5% |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,673 | $3.8M | 0.5% |
| 47 | CMCSACOMCAST CORP NEW | 156,205 | $3.8M | 0.5% |
| 48 | ADPAUTOMATIC DATA PROCESSING IN | 16,504 | $3.7M | 0.5% |
| 49 | EXPDEXPEDITORS INTL WASH INC | 22,534 | $3.7M | 0.5% |
| 50 | TMOTHERMO FISHER SCIENTIFIC INC | 7,251 | $3.6M | 0.4% |
| 51 | SRESEMPRA | 39,091 | $3.6M | 0.4% |
| 52 | NVSNOVARTIS AG | 22,936 | $3.6M | 0.4% |
| 53 | NVONOVO-NORDISK A S | 74,210 | $3.6M | 0.4% |
| 54 | TRVTRAVELERS COMPANIES INC | 10,777 | $3.6M | 0.4% |
| 55 | METMETLIFE INC | 42,023 | $3.6M | 0.4% |
| 56 | AMTAMERICAN TOWER CORP | 21,469 | $3.5M | 0.4% |
| 57 | COFCAPITAL ONE FINL CORP | 17,225 | $3.5M | 0.4% |
| 58 | DEDEERE & CO | 5,400 | $3.4M | 0.4% |
| 59 | TDGTRANSDIGM GROUP INC | 2,564 | $3.4M | 0.4% |
| 60 | QQQMINVESCO EXCH TRADED FD TR II | 11,233 | $3.4M | 0.4% |
| 61 | HEI/AHEICO CORP NEW | 12,703 | $3.3M | 0.4% |
| 62 | WMWASTE MGMT INC DEL | 14,155 | $3.2M | 0.4% |
| 63 | ASTRAZENECA PLC | 16,205 | $3.1M | 0.4% |
| 64 | PNCPNC FINL SVCS GROUP INC | 12,397 | $3.1M | 0.4% |
| 65 | TMUST-MOBILE US INC | 18,087 | $3.0M | 0.4% |
| 66 | LYVLIVE NATION ENTERTAINMENT IN | 16,555 | $3.0M | 0.4% |
| 67 | SEICSEI INVTS CO | 34,268 | $3.0M | 0.4% |
| 68 | ISRGINTUITIVE SURGICAL INC | 7,509 | $3.0M | 0.4% |
| 69 | HDHOME DEPOT INC | 8,111 | $2.9M | 0.4% |
| 70 | COSTCOSTCO WHOLESALE CORPORATION | 3,050 | $2.9M | 0.4% |
| 71 | BNBROOKFIELD CORP | 65,669 | $2.8M | 0.3% |
| 72 | VOOVANGUARD INDEX FDS | 4,028 | $2.8M | 0.3% |
| 73 | HLTHILTON WORLDWIDE HLDGS INC | 8,132 | $2.7M | 0.3% |
| 74 | PGPROCTER & GAMBLE CO | 18,257 | $2.7M | 0.3% |
| 75 | KKRKKR & CO INC | 28,588 | $2.6M | 0.3% |
| 76 | HYSPIMCO ETF TR | 27,964 | $2.6M | 0.3% |
| 77 | TE CONNECTIVITY PLC | 12,613 | $2.5M | 0.3% |
| 78 | IBMINTERNATIONAL BUSINESS MACHS | 8,995 | $2.5M | 0.3% |
| 79 | CRWDCROWDSTRIKE HLDGS INC | 3,302 | $2.5M | 0.3% |
| 80 | KLACKLA CORP | 8,180 | $2.5M | 0.3% |
| 81 | YUMYUM BRANDS INC | 15,198 | $2.4M | 0.3% |
| 82 | ODFLOLD DOMINION FREIGHT LINE IN | 10,984 | $2.4M | 0.3% |
| 83 | RTXRTX CORPORATION | 12,503 | $2.4M | 0.3% |
| 84 | LLYELI LILLY & CO | 1,938 | $2.3M | 0.3% |
| 85 | SPYSTATE STR SPDR S&P 500 ETF TPUT | 3,100 | $2.3M | 0.3% |
| 86 | ORLYOREILLY AUTOMOTIVE INC | 24,887 | $2.3M | 0.3% |
| 87 | MRVLMARVELL TECHNOLOGY INC | 7,490 | $2.2M | 0.3% |
| 88 | MLMMARTIN MARIETTA MATLS INC | 3,861 | $2.2M | 0.3% |
| 89 | SPYGSPDR SERIES TRUST | 18,606 | $2.2M | 0.3% |
| 90 | SPCXSPACE EXPLORATION TECHN CORP | 12,931 | $2.2M | 0.3% |
| 91 | MUMICRON TECHNOLOGY INC | 1,838 | $2.1M | 0.3% |
| 92 | XYZBLOCK INC | 27,508 | $2.1M | 0.3% |
| 93 | MKLMARKEL GROUP INC | 1,019 | $2.0M | 0.2% |
| 94 | CBRECBRE GROUP INC | 13,873 | $1.9M | 0.2% |
| 95 | SPYVSPDR SERIES TRUST | 29,400 | $1.8M | 0.2% |
| 96 | MAMASTERCARD INCORPORATED | 3,139 | $1.6M | 0.2% |
| 97 | BACBANK OF AMER CORP | 28,240 | $1.6M | 0.2% |
| 98 | PCGPG&E CORP | 95,573 | $1.6M | 0.2% |
| 99 | PANWPALO ALTO NETWORKS INC | 4,621 | $1.6M | 0.2% |
| 100 | BILSPDR SERIES TRUST | 17,182 | $1.6M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.