Third View Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Third View Private Wealth, LLC held in its portfolio 260 assets valued at $742,915,167 (i.e. $742.92M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($46.21M), MICROSOFT CORP ($30.13M), and META PLATFORMS INC ($27.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 260 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Third View Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 247756 | 46206517 | COM |
| MICROSOFT CORP | 62309 | 30133665 | COM |
| META PLATFORMS INC | 42099 | 27789080 | CL A |
| AMAZON COM INC | 117443 | 27108205 | COM |
| ISHARES TR | 310412 | 27055508 | 20 YR TR BD ETF |
| TESLA INC | 57728 | 25961436 | COM |
| ALPHABET INC | 77524 | 24265132 | CAP STK CL A |
| VISA INC | 56485 | 19809892 | COM CL A |
| APPLE INC | 70217 | 19089138 | COM |
| ALPHABET INC | 58238 | 18275173 | CAP STK CL C |
| ORACLE CORP | 84627 | 16494720 | COM |
| SPDR S&P 500 ETF TR | 23973 | 16347922 | TR UNIT |
| NETFLIX INC | 173253 | 16244201 | COM |
| VANGUARD INDEX FDS | 28068 | 13693342 | GROWTH ETF |
| BOEING CO | 57838 | 12557813 | COM |
| SHOPIFY INC | 65871 | 10603255 | CL A SUB VTG SHS |
| BROADCOM INC | 26075 | 9024441 | COM |
| SPDR SERIES TRUST | 129221 | 8286432 | STATE STREET SPD |
| DISNEY WALT CO | 71720 | 8159563 | COM |
| MONSTER BEVERAGE CORP NEW | 102897 | 7889113 | COM |
| ANALOG DEVICES INC | 28578 | 7750332 | COM |
| JPMORGAN CHASE & CO. | 23348 | 7523051 | COM |
| EXXON MOBIL CORP | 60227 | 7247666 | COM |
| VERTEX PHARMACEUTICALS INC | 15717 | 7125459 | COM |
| AUTODESK INC | 23045 | 6821550 | COM |
| SALESFORCE INC | 25090 | 6646636 | COM |
| VULCAN MATLS CO | 20714 | 5908095 | COM |
| WILLIAMS COS INC | 95974 | 5768978 | COM |
| REGENERON PHARMACEUTICALS | 7149 | 5518114 | COM |
| AIR PRODS & CHEMS INC | 21125 | 5218355 | COM |
| BECTON DICKINSON & CO | 25724 | 4992166 | COM |
| TEXAS INSTRS INC | 26226 | 4549999 | COM |
| COCA COLA CO | 61291 | 4284823 | COM |
| UNILEVER PLC | 65026 | 4252700 | SPON ADR NEW |
| CAPITAL ONE FINL CORP | 17417 | 4221116 | COM |
| INTUITIVE SURGICAL INC | 7223 | 4090818 | COM NEW |
| COMCAST CORP NEW | 136357 | 4075722 | CL A |
| THERMO FISHER SCIENTIFIC INC | 7001 | 4056739 | COM |
| APOLLO GLOBAL MGMT INC | 26971 | 3904254 | COM |
| UNION PAC CORP | 16731 | 3870316 | COM |
| QUALCOMM INC | 22285 | 3811774 | COM |
| ENBRIDGE INC | 77173 | 3691202 | COM |
| LINDE PLC | 8424 | 3591978 | SHS |
| NOVO-NORDISK A S | 70075 | 3565416 | ADR |
| T-MOBILE US INC | 17525 | 3558366 | COM |
| JOHNSON & JOHNSON | 16911 | 3499743 | COM |
| HALEON PLC | 342380 | 3461465 | SPON ADS |
| HILTON WORLDWIDE HLDGS INC | 11866 | 3408509 | COM |
| HEICO CORP NEW | 13426 | 3389125 | CL A |
| SEMPRA | 38334 | 3384479 | COM |
| EXPEDITORS INTL WASH INC | 22296 | 3322383 | COM |
| METLIFE INC | 42030 | 3317879 | COM |
| BROOKFIELD CORP | 72090 | 3308215 | CL A LTD VT SH |
| TRANSDIGM GROUP INC | 2451 | 3259462 | COM |
| TRAVELERS COMPANIES INC | 11217 | 3253477 | COM |
| PUBLIC STORAGE OPER CO | 12506 | 3245262 | COM |
| STARBUCKS CORP | 37229 | 3135016 | COM |
| WASTE MGMT INC DEL | 14267 | 3134662 | COM |
| KKR & CO INC | 24523 | 3126192 | COM |
| AVALONBAY CMNTYS INC | 17171 | 3113198 | COM |
| NOVARTIS AG | 22384 | 3086041 | SPONSORED ADR |
| RTX CORPORATION | 16625 | 3049062 | COM |
| L3HARRIS TECHNOLOGIES INC | 10166 | 2984454 | COM |
| ASTRAZENECA PLC | 32091 | 2950110 | SPONSORED ADR |
| TE CONNECTIVITY PLC | 12928 | 2941267 | ORD SHS |
| NORTHROP GRUMMAN CORP | 5063 | 2887042 | COM |
| HOME DEPOT INC | 8194 | 2819590 | COM |
| SEI INVTS CO | 34229 | 2807494 | COM |
| CVS HEALTH CORP | 34895 | 2769291 | COM |
| AUTOMATIC DATA PROCESSING IN | 10707 | 2754162 | COM |
| AMERICAN TOWER CORP NEW | 15248 | 2677134 | COM |
| PROCTER AND GAMBLE CO | 18467 | 2646452 | COM |
| PNC FINL SVCS GROUP INC | 12600 | 2630042 | COM |
| OREILLY AUTOMOTIVE INC | 28645 | 2612710 | COM |
| INTERNATIONAL BUSINESS MACHS | 8766 | 2596550 | COM |
| MARSH & MCLENNAN COS INC | 13775 | 2555493 | COM |
| FREEPORT-MCMORAN INC | 49842 | 2531468 | CL B |
| DEERE & CO | 5379 | 2504327 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4950 | 2488073 | CL B NEW |
| MARKEL GROUP INC | 1156 | 2484995 | COM |
| COSTCO WHSL CORP NEW | 2811 | 2424050 | COM |
| MARTIN MARIETTA MATLS INC | 3887 | 2420284 | COM |
| YUM BRANDS INC | 15123 | 2287868 | COM |
| ILLUMINA INC | 16207 | 2125710 | COM |
| CBRE GROUP INC | 13091 | 2104902 | CL A |
| LIVE NATION ENTERTAINMENT IN | 14596 | 2079930 | COM |
| INVESCO EXCH TRADED FD TR II | 8100 | 2048652 | NASDAQ 100 ETF |
| COPART INC | 52167 | 2042338 | COM |
| BLOCK INC | 27847 | 1812561 | CL A |
| BROOKFIELD INFRASTRUCTURE CO | 39667 | 1800866 | COM SUB VTG A |
| WORKDAY INC | 8135 | 1747235 | CL A |
| NIKE INC | 27309 | 1739855 | CL B |
| OLD DOMINION FREIGHT LINE IN | 10923 | 1712729 | COM |
| MASTERCARD INCORPORATED | 2954 | 1686380 | CL A |
| FACTSET RESH SYS INC | 5641 | 1636973 | COM |
| PAYPAL HLDGS INC | 27400 | 1599615 | COM |
| DTE ENERGY CO | 12345 | 1592196 | COM |
| BROWN & BROWN INC | 19865 | 1583241 | COM |
| COSTAR GROUP INC | 21836 | 1468253 | COM |
| PG&E CORP | 90599 | 1455926 | COM |
| UNITEDHEALTH GROUP INC | 4336 | 1431270 | COM |
| FAIR ISAAC CORP | 839 | 1418430 | COM |
| BANK AMERICA CORP | 25227 | 1387486 | COM |
| PARKER-HANNIFIN CORP | 1555 | 1366783 | COM |
| BLACKSTONE INC | 8811 | 1358138 | COM |
| PALANTIR TECHNOLOGIES INC | 7479 | 1329392 | CL A |
| SYNCHRONY FINANCIAL | 15827 | 1320447 | COM |
| AMERIPRISE FINL INC | 2598 | 1273903 | COM |
| LENNAR CORP | 12344 | 1268963 | CL A |
| VEEVA SYS INC | 5680 | 1267946 | CL A COM |
| GALLAGHER ARTHUR J & CO | 4899 | 1267812 | COM |
| MSCI INC | 2208 | 1266836 | COM |
| BOOKING HOLDINGS INC | 235 | 1258503 | COM |
| ELI LILLY & CO | 1126 | 1210469 | COM |
| IDEXX LABS INC | 1782 | 1205576 | COM |
| ROPER TECHNOLOGIES INC | 2706 | 1204522 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 3910 | 1188226 | SPONSORED ADS |
| VANGUARD INDEX FDS | 1812 | 1136121 | S&P 500 ETF SHS |
| WALMART INC | 10167 | 1132689 | COM |
| ISHARES TR | 16986 | 1121085 | CORE S&P MCP ETF |
| DIAGEO PLC | 12873 | 1110592 | SPON ADR NEW |
| VANGUARD INDEX FDS | 3278 | 1099083 | TOTAL STK MKT |
| LPL FINL HLDGS INC | 3028 | 1081512 | COM |
| TJX COS INC NEW | 6901 | 1060063 | COM |
| INVESCO QQQ TR | 1718 | 1055598 | UNIT SER 1 |
| EQT CORP | 18268 | 979187 | COM |
| TYLER TECHNOLOGIES INC | 2127 | 965552 | COM |
| DOMINOS PIZZA INC | 2286 | 952857 | COM |
| FIDELITY COMWLTH TR | 10000 | 914000 | NASDAQ COMPSIT |
| LIBERTY MEDIA CORP DEL | 9008 | 887378 | COM LBTY ONE S C |
| SNOWFLAKE INC | 4017 | 881169 | COM SHS |
| ARES MANAGEMENT CORPORATION | 5281 | 853579 | CL A COM STK |
| KLA CORP | 653 | 793447 | COM NEW |
| CCC INTELLIGENT SOLUTIONS HL | 99677 | 792432 | COM |
| SONY GROUP CORP | 30830 | 789248 | SPONSORED ADR |
| FLOOR & DECOR HLDGS INC | 12849 | 782376 | CL A |
| HYATT HOTELS CORP | 4791 | 768095 | COM CL A |
| AMERICAN EXPRESS CO | 2072 | 766401 | COM |
| ENTEGRIS INC | 9041 | 761717 | COM |
| ISHARES TR | 1099 | 752749 | CORE S&P500 ETF |
| CORTEVA INC | 10770 | 721913 | COM |
| J P MORGAN EXCHANGE TRADED F | 11409 | 720821 | US QUALTY FCTR |
| YUM CHINA HLDGS INC | 14894 | 711063 | COM |
| CISCO SYS INC | 9083 | 699663 | COM |
| FASTENAL CO | 17393 | 697989 | COM |
| GENERAL DYNAMICS CORP | 2039 | 686289 | COM |
| ABBVIE INC | 2975 | 679758 | COM |
| MERCK & CO INC | 6419 | 675664 | COM |
| AMERICAN INTL GROUP INC | 7771 | 664809 | COM NEW |
| ARCH CAP GROUP LTD | 6896 | 661464 | ORD |
| CROWDSTRIKE HLDGS INC | 1405 | 658608 | CL A |
| ISHARES TR | 1690 | 653777 | RUSSELL 3000 ETF |
| CELESTICA INC | 2186 | 646203 | COM |
| BROOKFIELD RENEWABLE CORP | 16851 | 646078 | CL A EX SUB VTG |
| UNITED RENTALS INC | 798 | 645837 | COM |
| BLACKROCK INC | 594 | 635782 | COM |
| ADOBE INC | 1716 | 600583 | COM |
| ISHARES TR | 25574 | 588841 | US TREAS BD ETF |
| AMETEK INC | 2787 | 572201 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 34501 | 547186 | SPONSORED ADS |
| WASTE CONNECTIONS INC | 3087 | 541338 | COM |
| WATERS CORP | 1407 | 534421 | COM |
| ATMOS ENERGY CORP | 3178 | 532728 | COM |
| ALIBABA GROUP HLDG LTD | 3556 | 521238 | SPONSORED ADS |
| PROGRESSIVE CORP | 2235 | 508954 | COM |
| PALO ALTO NETWORKS INC | 2678 | 493288 | COM |
| MARVELL TECHNOLOGY INC | 5757 | 489230 | COM |
| MOODYS CORP | 951 | 485819 | COM |
| PERIMETER SOLUTIONS INC | 17643 | 485712 | COMMON STOCK |
| AMERICAN CENTY ETF TR | 4226 | 484014 | US QUALITY GROW |
| BROOKFIELD ASSET MANAGMT LTD | 9215 | 482781 | CL A LMT VTG SHS |
| AMGEN INC | 1474 | 482455 | COM |
| CITIGROUP INC | 4077 | 475745 | COM NEW |
| US BANCORP DEL | 8672 | 462730 | COM NEW |
| ECOLAB INC | 1724 | 452584 | COM |
| ISHARES BITCOIN TRUST ETF | 9034 | 448538 | SHS BEN INT |
| DANAHER CORPORATION | 1931 | 442067 | COM |
| UBER TECHNOLOGIES INC | 5401 | 441316 | COM |
| SKYX PLATFORMS CORP | 203000 | 440510 | COM |
| KINDER MORGAN INC DEL | 16004 | 439950 | COM |
| SYNOPSYS INC | 926 | 434961 | COM |
| ISHARES TR | 2000 | 429380 | US AER DEF ETF |
| APPFOLIO INC | 1799 | 418537 | COM CL A |
| DIMENSIONAL ETF TRUST | 8864 | 412974 | US MKTWIDE VALUE |
| LIBERTY MEDIA CORP DEL | 4599 | 411059 | COM LBTY ONE S A |
| TELEDYNE TECHNOLOGIES INC | 784 | 400412 | COM |
| EDWARDS LIFESCIENCES CORP | 4682 | 399141 | COM |
| ROSS STORES INC | 2214 | 398853 | COM |
| PFIZER INC | 16009 | 398624 | COM |
| ALCON AG | 4941 | 389400 | ORD SHS |
| CLEARWATER ANALYTICS HLDGS I | 16142 | 389345 | CL A |
| ACCENTURE PLC IRELAND | 1435 | 385011 | SHS CLASS A |
| VANGUARD WHITEHALL FDS | 2658 | 381476 | HIGH DIV YLD |
| XCEL ENERGY INC | 5154 | 380674 | COM |
| INTUIT | 570 | 377891 | COM |
| PROCORE TECHNOLOGIES INC | 5180 | 376793 | COM |
| RYAN SPECIALTY HOLDINGS INC | 7251 | 374370 | CL A |
| ISHARES TR | 8727 | 374126 | 0-5YR HI YL CP |
| WELLS FARGO CO NEW | 3852 | 358980 | COM |
| GENERAL MTRS CO | 4408 | 358459 | COM |
| CADENCE DESIGN SYSTEM INC | 1143 | 357279 | COM |
| BERKLEY W R CORP | 5043 | 353629 | COM |
| SELECT SECTOR SPDR TR | 6358 | 348248 | STATE STREET FIN |
| FIRST INTST BANCSYSTEM INC | 10044 | 347522 | COM |
| GOLDMAN SACHS GROUP INC | 394 | 346326 | COM |
| COTERRA ENERGY INC | 13086 | 344424 | COM |
| RPM INTL INC | 3291 | 342264 | COM |
| ATS CORPORATION | 12264 | 337751 | COM |
| APPLIED MATLS INC | 1312 | 337171 | COM |
| VERISK ANALYTICS INC | 1506 | 336878 | COM |
| WISDOMTREE TR | 3759 | 336167 | US QTLY DIV GRT |
| ALPHATEC HLDGS INC | 15921 | 334978 | COM NEW |
| S&P GLOBAL INC | 640 | 334458 | COM |
| MEDTRONIC PLC | 3462 | 332560 | SHS |
| TOTALENERGIES SE | 5073 | 331876 | ACT |
| ASML HOLDING N V | 310 | 331657 | N Y REGISTRY SHS |
| AMERICAN WTR WKS CO INC NEW | 2537 | 331079 | COM |
| GLAUKOS CORP | 2830 | 319535 | COM |
| LOWES COS INC | 1324 | 319371 | COM |
| MICROCHIP TECHNOLOGY INC. | 4993 | 318154 | COM |
| VERIZON COMMUNICATIONS INC | 7808 | 318013 | COM |
| GITLAB INC | 8186 | 307221 | CLASS A COM |
| EXPONENT INC | 4411 | 306388 | COM |
| MICRON TECHNOLOGY INC | 1050 | 299681 | COM |
| TOAST INC | 8436 | 299562 | CL A |
| ARHAUS INC | 25843 | 289700 | COM CL A |
| VANGUARD SCOTTSDALE FDS | 3459 | 289691 | INT-TERM CORP |
| ISHARES TR | 1419 | 283346 | U.S. TECH ETF |
| AMERISAFE INC | 7303 | 280508 | COM |
| JFROG LTD | 4429 | 276635 | ORD SHS |
| CULLEN FROST BANKERS INC | 2182 | 276307 | COM |
| DIMENSIONAL ETF TRUST | 4638 | 276147 | US TARGETED VLU |
| OSHKOSH CORP | 2172 | 272868 | COM |
| NEXTERA ENERGY INC | 3355 | 269339 | COM |
| HELIOS TECHNOLOGIES INC | 5030 | 269055 | COM |
| BLACKLINE INC | 4766 | 263512 | COM |
| PROLOGIS INC. | 1996 | 254809 | COM |
| LIBERTY LIVE HOLDINGS INC | 2912 | 242162 | COM SHS SER C |
| AZZ INC | 2220 | 237940 | COM |
| GRACO INC | 2888 | 236731 | COM |
| HAYWARD HLDGS INC | 15310 | 236540 | COM |
| VERACYTE INC | 5583 | 235044 | COM |
| MCKESSON CORP | 286 | 234603 | COM |
| CONOCOPHILLIPS | 2501 | 234119 | COM |
| AAON INC | 3069 | 234011 | COM PAR $0.004 |
| PHILIP MORRIS INTL INC | 1440 | 231027 | COM |
| FEDEX CORP | 788 | 227616 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 5168 | 225532 | SHS CREATION UNI |
| HONEYWELL INTL INC | 1151 | 224549 | COM |
| SOUTHWEST AIRLS CO | 5326 | 220124 | COM |
| NOVANTA INC | 1766 | 210136 | COM |
| SAP SE | 856 | 207931 | SPON ADR |
| SCHWAB CHARLES CORP | 2073 | 207113 | COM |
| SPDR GOLD TR | 522 | 206874 | GOLD SHS |
| INVESCO EXCHANGE TRADED FD T | 4379 | 205463 | RAFI US 1000 ETF |
| LITTELFUSE INC | 810 | 204865 | COM |
| EQUITY LIFESTYLE PPTYS INC | 3371 | 204316 | COM |
| UWM HOLDINGS CORPORATION | 30025 | 131510 | COM CL A |
| BANCO SANTANDER SA | 10095 | 118414 | ADR |
| HEIDMAR MARITIME HLDGS CORP | 10000 | 7832 | COM |
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