13F filer

Third View Private Wealth

As of Jun 30, 2026 Filed Jul 27, 2026 CIK 2083406 SEC filings ↗
13F Value
$814.1M
Positions
291
Top Position
NVDA7.3%
Top 5
22.1%

Latest filing changes

vs Mar 31, 2026
1 NVDA NVIDIA +14.1%+$7.4M
2 MSFT Microsoft +16.6%+$4.3M
3 OTIS Otis Worldwide +128.2%+$2.2M
4 AAPL Apple +9.4%+$1.9M
5 XOM ExxonMobil +24.9%+$1.8M
Holdings291
# Trend (4Q)
1 NVDA 7.3% $59.6M +14.1% 297.8K 6.2% Common Stock
2 AMZN 3.8% $30.6M +1.5% 128.4K 3.6% Common Stock
3 MSFT 3.7% $30.0M +16.6% 80.4K 3.5% Common Stock
4 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 83,154 reported quantity $29,716,879 reported value
3.7% $29.7M +1.4% 83.2K 3.2% Common Stock
5 TLT 3.6% $29.6M +0.1% 342.7K 4.1% ETF
6 META 3.2% $26.3M +2.7% 46.7K 3.6% Common Stock
7 TSLA 3.2% $26.1M -0.1% 62.1K 3.2% Common Stock
8 GOOG 2.8% $22.6M +3.7% 63.8K 2.4% Common Stock
9 AAPL 2.7% $22.1M +9.4% 76.5K 2.4% Common Stock
10 V 2.6% $20.9M +1.5% 61.0K 2.5% Common Stock
11 SPY 2.2% $17.8M -1.9% 23.9K 2.2% ETF
12 VUG 2.1% $17.1M — 198.5K 1.9% — ETF
13 BA 1.7% $14.0M +0.8% 64.6K 1.7% Common Stock
14 NFLX 1.6% $13.4M +0.4% 187.1K 2.5% Common Stock
15 ORCL 1.5% $12.0M +1.1% 81.7K 1.6% Common Stock
16 ADI 1.4% $11.4M -0.2% 28.6K 1.3% Common Stock
17 MNST 1.3% $10.6M +0.1% 109.8K 1.1% Common Stock
18 XOM
Filing details
  • 30231G102 Jun 30, 2026 66,729 reported quantity $9,123,133 reported value
1.1% $9.1M +24.9% 66.7K 1.2% Common Stock
19 WMB 1.1% $9.0M +0.3% 121.0K 1.2% Common Stock
20 VRTX 1.1% $8.9M +5.7% 17.9K 1.0% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing25
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.