Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $59.6M | 7.3% |
| Amazon Com Inc.COM | COM | $30.6M | 3.8% |
| Microsoft Corp.COM | COM | $30M | 3.7% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $29.7M | 3.7% |
| iShares TR20 YR TR BD ETF | 20 YR TR BD ETF | $29.6M | 3.6% |
| Meta Platforms Inc.CL A | CL A | $26.3M | 3.2% |
| Tesla Inc.COM | COM | $26.1M | 3.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $22.6M | 2.8% |
| Apple Inc.COM | COM | $22.1M | 2.7% |
| Visa Inc.COM CL A | COM CL A | $20.9M | 2.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $17.8M | 2.2% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $17.1M | 2.1% |
| Boeing COCOM | COM | $14M | 1.7% |
| Netflix Inc..COM | COM | $13.4M | 1.6% |
| Oracle Corp.COM | COM | $12M | 1.5% |
| Analog Devices Inc.COM | COM | $11.4M | 1.4% |
| Monster Beverage Corp. NewCOM | COM | $10.6M | 1.3% |
| Exxon Mobil Corp.COM | COM | $9.12M | 1.1% |
| Williams Cos Inc.COM | COM | $8.99M | 1.1% |
| Vertex Pharmaceuticals Inc.COM | COM | $8.87M | 1.1% |
| JPMORGAN Chase & COCOM | COM | $8.11M | 1.0% |
| Shopify Inc.CL A SUB VTG SHS | CL A SUB VTG SHS | $8.02M | 1.0% |
| Broadcom Inc.COM | COM | $7.93M | 1.0% |
| Disney Walt COCOM | COM | $6.92M | 0.8% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $6.59M | 0.8% |
| Apollo Global Mgmt Inc.COM | COM | $6.38M | 0.8% |
| Vulcan Matls COCOM | COM | $6.3M | 0.8% |
| Air Products And Chemicals ICOM | COM | $5.58M | 0.7% |
| Coca Cola COCOM | COM | $5.36M | 0.7% |
| Marsh & Mclennan Cos Inc.COM | COM | $5.33M | 0.7% |
| Texas Instrs Inc.COM | COM | $5.09M | 0.6% |
| Blackstone Inc.COM | COM | $5.01M | 0.6% |
| Regeneron PharmaceuticalsCOM | COM | $5.01M | 0.6% |
| Autodesk Inc.COM | COM | $4.84M | 0.6% |
| Unilever PLCSPON ADR NEW | SPON ADR NEW | $4.79M | 0.6% |
| Union Pac Corp.COM | COM | $4.54M | 0.6% |
| Public StorageCOM | COM | $4.44M | 0.5% |
| Johnson & JohnsonCOM | COM | $4.42M | 0.5% |
| Linde PLCSHS | SHS | $4.39M | 0.5% |
| Becton Dickinson & COCOM | COM | $4.01M | 0.5% |
| Starbucks Corp.COM | COM | $3.99M | 0.5% |
| Otis Worldwide Corp.COM | COM | $3.98M | 0.5% |
| Salesforce Inc.COM | COM | $3.96M | 0.5% |
| CVS Health Corp.COM | COM | $3.89M | 0.5% |
| Haleon PLCSPON ADS | SPON ADS | $3.85M | 0.5% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $3.84M | 0.5% |
| Comcast Corp. NewCL A | CL A | $3.83M | 0.5% |
| Automatic Data Processing INCOM | COM | $3.7M | 0.5% |
| Expeditors Intl Wash Inc.COM | COM | $3.67M | 0.5% |
| Thermo Fisher Scientific Inc.COM | COM | $3.64M | 0.4% |
Nvidia CorporationCOM$59.6M
- Class
- COM
- Share
- 7.3%
Amazon Com Inc.COM$30.6M
- Class
- COM
- Share
- 3.8%
Microsoft Corp.COM$30M
- Class
- COM
- Share
- 3.7%
Alphabet Inc.CAP STK CL A$29.7M
- Class
- CAP STK CL A
- Share
- 3.7%
iShares TR20 YR TR BD ETF$29.6M
- Class
- 20 YR TR BD ETF
- Share
- 3.6%
Meta Platforms Inc.CL A$26.3M
- Class
- CL A
- Share
- 3.2%
Tesla Inc.COM$26.1M
- Class
- COM
- Share
- 3.2%
Alphabet Inc.CAP STK CL C$22.6M
- Class
- CAP STK CL C
- Share
- 2.8%
Apple Inc.COM$22.1M
- Class
- COM
- Share
- 2.7%
Visa Inc.COM CL A$20.9M
- Class
- COM CL A
- Share
- 2.6%
State Str SPDR S&P 500 ETF TTR UNIT$17.8M
- Class
- TR UNIT
- Share
- 2.2%
Vanguard Index FdsGROWTH ETF$17.1M
- Class
- GROWTH ETF
- Share
- 2.1%
Boeing COCOM$14M
- Class
- COM
- Share
- 1.7%
Netflix Inc..COM$13.4M
- Class
- COM
- Share
- 1.6%
Oracle Corp.COM$12M
- Class
- COM
- Share
- 1.5%
Analog Devices Inc.COM$11.4M
- Class
- COM
- Share
- 1.4%
Monster Beverage Corp. NewCOM$10.6M
- Class
- COM
- Share
- 1.3%
Exxon Mobil Corp.COM$9.12M
- Class
- COM
- Share
- 1.1%
Williams Cos Inc.COM$8.99M
- Class
- COM
- Share
- 1.1%
Vertex Pharmaceuticals Inc.COM$8.87M
- Class
- COM
- Share
- 1.1%
JPMORGAN Chase & COCOM$8.11M
- Class
- COM
- Share
- 1.0%
Shopify Inc.CL A SUB VTG SHS$8.02M
- Class
- CL A SUB VTG SHS
- Share
- 1.0%
Broadcom Inc.COM$7.93M
- Class
- COM
- Share
- 1.0%
Disney Walt COCOM$6.92M
- Class
- COM
- Share
- 0.8%
Taiwan Semiconductor ManufacSPONSORED ADS$6.59M
- Class
- SPONSORED ADS
- Share
- 0.8%
Apollo Global Mgmt Inc.COM$6.38M
- Class
- COM
- Share
- 0.8%
Vulcan Matls COCOM$6.3M
- Class
- COM
- Share
- 0.8%
Air Products And Chemicals ICOM$5.58M
- Class
- COM
- Share
- 0.7%
Coca Cola COCOM$5.36M
- Class
- COM
- Share
- 0.7%
Marsh & Mclennan Cos Inc.COM$5.33M
- Class
- COM
- Share
- 0.7%
Texas Instrs Inc.COM$5.09M
- Class
- COM
- Share
- 0.6%
Blackstone Inc.COM$5.01M
- Class
- COM
- Share
- 0.6%
Regeneron PharmaceuticalsCOM$5.01M
- Class
- COM
- Share
- 0.6%
Autodesk Inc.COM$4.84M
- Class
- COM
- Share
- 0.6%
Unilever PLCSPON ADR NEW$4.79M
- Class
- SPON ADR NEW
- Share
- 0.6%
Union Pac Corp.COM$4.54M
- Class
- COM
- Share
- 0.6%
Public StorageCOM$4.44M
- Class
- COM
- Share
- 0.5%
Johnson & JohnsonCOM$4.42M
- Class
- COM
- Share
- 0.5%
Linde PLCSHS$4.39M
- Class
- SHS
- Share
- 0.5%
Becton Dickinson & COCOM$4.01M
- Class
- COM
- Share
- 0.5%
Starbucks Corp.COM$3.99M
- Class
- COM
- Share
- 0.5%
Otis Worldwide Corp.COM$3.98M
- Class
- COM
- Share
- 0.5%
Salesforce Inc.COM$3.96M
- Class
- COM
- Share
- 0.5%
CVS Health Corp.COM$3.89M
- Class
- COM
- Share
- 0.5%
Haleon PLCSPON ADS$3.85M
- Class
- SPON ADS
- Share
- 0.5%
Berkshire Hathaway Inc. DelCL B NEW$3.84M
- Class
- CL B NEW
- Share
- 0.5%
Comcast Corp. NewCL A$3.83M
- Class
- CL A
- Share
- 0.5%
Automatic Data Processing INCOM$3.7M
- Class
- COM
- Share
- 0.5%
Expeditors Intl Wash Inc.COM$3.67M
- Class
- COM
- Share
- 0.5%
Thermo Fisher Scientific Inc.COM$3.64M
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 291 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2083406
- File number
- 028-25964
- Options
- 1 call, 2 put
- In the 25 largest
- 56.3%
- Prior quarter
- $730M at 31 March 2026
- Positions opened
- 50
- Positions closed
- 26
Common questions
What are Third View Private Wealth’s 13F holdings worth?
$814 million across 291 positions for the quarter ended 30 June 2026.
What is Third View Private Wealth’s largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $59.6 million, or 7.3% of reported 13F value, as of 30 June 2026.
How concentrated is Third View Private Wealth’s 13F portfolio?
The ten largest positions accounted for 36.5% of reported value and the twenty-five largest for 56.3%, across 291 positions as of 30 June 2026.
Does Form 13F show everything Third View Private Wealth manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Third View Private Wealth file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.