Third View Private Wealth, LLC

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CIK 2083406

13F portfolio (2026-Q1)

$730M

Positions

267

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

267

Top 5

21.0%

Top 10

34.7%

Effective N

55.4

HHI

0.018

This quarter

27 new · 0 exit →

By sector

Information Technology24.7%

Communication Services14.4%

Unclassified12.0%

Financials11.2%

Consumer Discretionary11.0%

Industrials7.2%

Health Care6.1%

Materials4.8%

Other8.6%

By market cap

Mega (>$200B)45.3%

Large ($10–200B)37.6%

Unknown16.5%

Mid ($2–10B)0.5%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

North America85.0%

Other12.0%

Europe2.3%

Asia-Pacific0.7%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	12.34%	46
Semiconductors & Semiconductor Equipment	10.12%	9
Software & IT Services	10.11%	8
Software	9.02%	19
Specialty Retail	5.66%	12
Pharmaceuticals & Biotechnology	4.47%	12
Commercial Services & Supplies	4.24%	14
Technology Hardware & Equipment	3.90%	11
Aerospace & Defense	3.40%	8
Chemicals	3.35%	10
Automobiles & Components	3.26%	3
Media & Entertainment	3.20%	4
Utilities	2.86%	12
Capital Markets	2.78%	11
Insurance	2.65%	12
Banks	2.57%	13
Beverages	1.90%	3
Hotels, Restaurants & Leisure	1.48%	5
Oil, Gas & Consumable Fuels	1.47%	5
Entertainment	1.40%	3
Health Care Equipment & Supplies	1.22%	6
Equity Real Estate Investment Trusts (REITs)	1.13%	3
Construction Materials	1.12%	2
Road & Rail	0.90%	2
Machinery	0.77%	7
Real Estate Management & Development	0.69%	2
Diversified Telecommunication Services	0.60%	2
Communications Equipment	0.49%	3
Transportation Infrastructure	0.47%	1
Distributors	0.43%	2
Life Sciences Tools & Services	0.41%	2
Food & Staples Retailing	0.38%	1
Metals & Mining	0.34%	2
Electrical Equipment & Components	0.26%	1
Construction & Engineering	0.18%	2
Agricultural Products	0.13%	1
Airlines	0.08%	2
Household Durables	0.08%	1
Tobacco	0.05%	1
Professional Services	0.04%	2
Textiles, Apparel & Luxury Goods	0.04%	1
Food Products	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	NVDA	NVIDIA CORP	Information Technology	6.23%
2	TLT	ISHARES TR	Unclassified	4.06%
3	AMZN	AMAZON COM INC	Consumer Discretionary	3.61%
4	META	Meta Platforms, Inc.	Communication Services	3.56%
5	MSFT	MICROSOFT CORP	Information Technology	3.49%
6	GOOGL	Alphabet Inc.	Communication Services	3.23%
7	TSLA	Tesla, Inc.	Consumer Discretionary	3.16%
8	V	VISA INC.	Financials	2.49%
9	NFLX	NETFLIX INC	Communication Services	2.45%
10	AAPL	Apple Inc.	Information Technology	2.43%

222/267 names classified · sector 88.0% of weight · industry 87.7% · mkt cap 83.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 2 quarters

Information TechnologyNVDA, MSFT, AAPL, ORCL, SHOP · other

Communication ServicesMETA, GOOGL, GOOG, NFLX, DIS · other

Consumer DiscretionaryAMZN, TSLA, SBUX, HLT, TEL · other

FinancialsV, JPM, APO, COF, MRSH · other

IndustrialsBA, UNP, EXPD, WM, DE · other

Health CareVRTX, REGN, BDX, JNJ, ISRG · other

MaterialsVMC, APD, UL, LIN, HLN · other

UtilitiesWMB, SRE, BIPC, PCG, DTE · other

Consumer StaplesMNST, KO, CVS, DEO, CTVA · other

Real EstatePSA, AMT, BN, CBRE, AVB · other

EnergyXOM, ENB, EQT, TTE, CVX · other

UnclassifiedTLT, SPY, VUG, HEI.A, QQQM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 88.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (187 classified)Third View Private Wealth, LLC centroid (Large Core)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsIndustrialsHealth CareMaterialsUtilitiesEnergyReal EstateConsumer Staples

Style box summary for Third View Private Wealth, LLC: centroid Large Core. Heaviest cells: Large Growth 36.3%, Large Core 20.3%, Large Value 7.2%.

Classified: 80.8% of book weight (187/267 names) · unclassified 19.2%: TLT, SPY, VUG, MNST, UL, NVS, HLN, AZN, TSM, BN +70 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 267 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	NVDANVIDIA CORPORATION	260,972	$46M	6.2%	ADD 5%
2	TLTISHARES TR	342,204	$30M	4.1%	ADD 10%
3	AMZNAMAZON COM INC	126,525	$26M	3.6%	ADD 8%
4	METAMETA PLATFORMS INC	45,435	$26M	3.6%	ADD 8%
5	MSFTMICROSOFT CORP	68,951	$26M	3.5%	ADD 11%
6	GOOGLALPHABET INC	81,977	$24M	3.2%	ADD 6%
7	TSLATESLA INC	62,158	$23M	3.2%	ADD 8%
8	VVISA INC	60,069	$18M	2.5%	ADD 6%
9	NFLXNETFLIX INC	186,439	$18M	2.5%	ADD 8%
10	AAPLAPPLE INC	69,876	$18M	2.4%	HOLD
11	GOOGALPHABET INC	61,561	$18M	2.4%	ADD 6%
12	SPYSTATE STR SPDR S&P 500 ETF T	24,352	$16M	2.2%	HOLD
13	VUGVANGUARD INDEX FDS	31,773	$14M	1.9%	ADD 13%
14	BABOEING CO	64,071	$13M	1.7%	ADD 11%
15	ORCLORACLE CORP	80,838	$12M	1.6%	TRIM −4%
16	ADIANALOG DEVICES INC	28,704	$9M	1.3%	HOLD
17	XOMEXXON MOBIL CORP	53,425	$9M	1.2%	TRIM −11%
18	WMBWILLIAMS COS INC	120,649	$9M	1.2%	ADD 26%
19	SHOPSHOPIFY INC	70,697	$8M	1.1%	ADD 7%
20	AVGOBROADCOM INC	27,062	$8M	1.1%	ADD 4%
21	MNSTMONSTER BEVERAGE CORP NEW	109,733	$8M	1.1%	ADD 7%
22	VRTXVERTEX PHARMACEUTICALS INC	16,901	$8M	1.0%	ADD 8%
23	DISDISNEY WALT CO	76,633	$7M	1.0%	ADD 7%
24	JPMJPMORGAN CHASE & CO	24,263	$7M	1.0%	ADD 4%
25	REGNREGENERON PHARMACEUTICALS	7,777	$6M	0.8%	ADD 9%
26	ADSKAUTODESK INC	24,759	$6M	0.8%	ADD 7%
27	APOAPOLLO GLOBAL MGMT INC	52,914	$6M	0.8%	ADD 96%
28	APDAIR PRODS & CHEMS INC	20,268	$6M	0.8%	TRIM −4%
29	VMCVULCAN MATLS CO	21,548	$6M	0.8%	ADD 4%
30	TXNTEXAS INSTRS INC	28,256	$5M	0.8%	ADD 8%
31	CRMSALESFORCE INC	26,652	$5M	0.7%	ADD 6%
32	KOCOCA COLA CO	64,153	$5M	0.7%	ADD 5%
33	MRSHMARSH & MCLENNAN COS INC	26,426	$5M	0.6%	ADD 92%
34	LINLINDE PLC	8,927	$4M	0.6%	ADD 6%
35	JNJJOHNSON & JOHNSON	17,947	$4M	0.6%	ADD 6%
36	UNPUNION PAC CORP	17,644	$4M	0.6%	ADD 5%
37	BDXBECTON DICKINSON & CO	27,084	$4M	0.6%	ADD 5%
38	BXBLACKSTONE INC	36,047	$4M	0.6%	ADD 309%
39	CMCSACOMCAST CORP NEW	143,862	$4M	0.6%	ADD 6%
40	SRESEMPRA	41,947	$4M	0.6%	ADD 9%
41	TMUST-MOBILE US INC	18,961	$4M	0.5%	ADD 8%
42	PSAPUBLIC STORAGE OPER CO	14,532	$4M	0.5%	ADD 16%
43	AMTAMERICAN TOWER CORP	22,770	$4M	0.5%	ADD 49%
44	ULUNILEVER PLC	68,750	$4M	0.5%	ADD 6%
45	TMOTHERMO FISHER SCIENTIFIC INC	7,543	$4M	0.5%	ADD 8%
46	SBUXSTARBUCKS CORP	40,866	$4M	0.5%	ADD 10%
47	NVSNOVARTIS AG	23,830	$4M	0.5%	ADD 6%
48	HLNHALEON PLC	362,422	$4M	0.5%	ADD 6%
49	AZNASTRAZENECA PLC	18,064	$4M	0.5%	NEW
50	TSMTAIWAN SEMICONDUCTOR MFG LTD	10,438	$4M	0.5%	ADD 167%
51	ADPAUTOMATIC DATA PROCESSING IN	17,188	$3M	0.5%	ADD 61%
52	ISRGINTUITIVE SURGICAL INC	7,556	$3M	0.5%	ADD 5%
53	TRVTRAVELERS COMPANIES INC	11,719	$3M	0.5%	ADD 4%
54	WMWASTE MGMT INC DEL	14,829	$3M	0.5%	ADD 4%
55	EXPDEXPEDITORS INTL WASH INC	23,739	$3M	0.5%	ADD 6%
56	COFCAPITAL ONE FINL CORP	18,245	$3M	0.5%	ADD 5%
57	DEDEERE & CO	5,710	$3M	0.4%	ADD 6%
58	METMETLIFE INC	44,637	$3M	0.4%	ADD 6%
59	BNBROOKFIELD CORP	76,269	$3M	0.4%	ADD 6%
60	HLTHILTON WORLDWIDE HLDGS INC	9,964	$3M	0.4%	TRIM −16%
61	QCOMQUALCOMM INC	23,239	$3M	0.4%	ADD 4%
62	NVONOVO-NORDISK A S	80,438	$3M	0.4%	ADD 15%
63	HEI.AHEICO CORP NEW	13,915	$3M	0.4%	ADD 4%
64	TDGTRANSDIGM GROUP INC	2,515	$3M	0.4%	ADD 3%
65	HDHOME DEPOT INC	8,734	$3M	0.4%	ADD 7%
66	SEICSEI INVTS CO	36,505	$3M	0.4%	ADD 7%
67	PGPROCTER AND GAMBLE CO	19,595	$3M	0.4%	ADD 6%
68	TELTE CONNECTIVITY PLC	13,475	$3M	0.4%	ADD 4%
69	COSTCOSTCO WHSL CORP NEW	2,826	$3M	0.4%	HOLD
70	CVSCVS HEALTH CORP	38,783	$3M	0.4%	ADD 11%
71	ORLYOREILLY AUTOMOTIVE INC	30,144	$3M	0.4%	ADD 5%
72	PNCPNC FINL SVCS GROUP INC	13,320	$3M	0.4%	ADD 6%
73	LHXL3HARRIS TECHNOLOGIES INC	7,955	$3M	0.4%	TRIM −22%
74	HONHONEYWELL INTL INC	12,088	$3M	0.4%	ADD 950%
75	QQQMINVESCO EXCH TRADED FD TR II	11,233	$3M	0.4%	ADD 39%
76	LYVLIVE NATION ENTERTAINMENT IN	16,651	$3M	0.3%	ADD 14%
77	KKRKKR & CO INC	27,242	$3M	0.3%	ADD 11%
78	YUMYUM BRANDS INC	16,179	$3M	0.3%	ADD 7%
79	BRK.BBERKSHIRE HATHAWAY INC DEL	5,023	$2M	0.3%	HOLD
80	MLMMARTIN MARIETTA MATLS INC	3,977	$2M	0.3%	ADD 2%
81	ODFLOLD DOMINION FREIGHT LINE IN	11,713	$2M	0.3%	ADD 7%
82	RTXRTX CORPORATION	11,786	$2M	0.3%	TRIM −29%
83	MKLMARKEL GROUP INC	1,182	$2M	0.3%	ADD 2%
84	FCXFREEPORT MCMORAN INC	36,685	$2M	0.3%	TRIM −26%
85	IBMINTERNATIONAL BUSINESS MACHS	8,882	$2M	0.3%	HOLD
86	CBRECBRE GROUP INC	14,239	$2M	0.3%	ADD 9%
87	SPYGSPDR SERIES TRUST STATE STREET SPD	19,238	$2M	0.3%	TRIM −11%
88	OTISOTIS WORLDWIDE CORP	24,336	$2M	0.3%	NEW
89	CPRTCOPART INC	54,205	$2M	0.2%	ADD 4%
90	PCGPG&E CORP	102,104	$2M	0.2%	ADD 13%
91	XYZBLOCK INC	29,328	$2M	0.2%	ADD 5%
92	BIPCBROOKFIELD INFRASTRUCTURE CO	42,348	$2M	0.2%	ADD 7%
93	PLTRPALANTIR TECHNOLOGIES INC	10,950	$2M	0.2%	ADD 46%
94	NKENIKE INC	29,906	$2M	0.2%	ADD 10%
95	MAMASTERCARD INCORPORATED	3,062	$2M	0.2%	ADD 4%
96	BILSPDR SERIES TRUST	16,430	$2M	0.2%	ADD 16%
97	WATWATERS CORP	5,045	$2M	0.2%	ADD 259%
98	DTEDTE ENERGY CO	10,194	$1M	0.2%	TRIM −17%
99	ILMNILLUMINA INC	12,019	$1M	0.2%	TRIM −26%
100	BROBROWN & BROWN INC	22,569	$1M	0.2%	ADD 14%
101	SPYVSPDR SERIES TRUST	25,129	$1M	0.2%	TRIM −12%
102	VOOVANGUARD INDEX FDS	2,356	$1M	0.2%	ADD 30%
103	LPLALPL FINL HLDGS INC	4,640	$1M	0.2%	ADD 53%
104	MSCIMSCI INC	2,569	$1M	0.2%	ADD 16%
105	FDSFACTSET RESH SYS INC	6,087	$1M	0.2%	ADD 8%
106	PYPLPAYPAL HLDGS INC	29,110	$1M	0.2%	ADD 6%
107	BACBANK AMERICA CORP	26,886	$1M	0.2%	ADD 7%
108	UNHUNITEDHEALTH GROUP INC	4,713	$1M	0.2%	ADD 9%
109	AJGGALLAGHER ARTHUR J & CO	5,690	$1M	0.2%	ADD 16%
110	PHPARKER-HANNIFIN CORP	1,288	$1M	0.2%	TRIM −17%
111	LLYELI LILLY & CO	1,251	$1M	0.2%	ADD 11%
112	TJXTJX COS INC NEW	7,186	$1M	0.2%	ADD 4%
113	AMPAMERIPRISE FINL INC	2,543	$1M	0.2%	TRIM −2%
114	WDAYWORKDAY INC	8,694	$1M	0.2%	ADD 7%
115	WMTWALMART INC	9,042	$1M	0.2%	TRIM −11%
116	LENLENNAR CORP	12,891	$1M	0.2%	ADD 4%
117	QQQINVESCO QQQ TR	1,843	$1M	0.1%	ADD 7%
118	VEEVVEEVA SYS INC	6,053	$1M	0.1%	ADD 7%
119	VTIVANGUARD INDEX FDS	3,295	$1M	0.1%	HOLD
120	ROPROPER TECHNOLOGIES INC	2,932	$1M	0.1%	ADD 8%
121	IJHISHARES TR	15,165	$1M	0.1%	TRIM −11%
122	IDXXIDEXX LABS INC	1,808	$1M	0.1%	HOLD
123	DEODIAGEO PLC	13,564	$1M	0.1%	ADD 5%
124	SYFSYNCHRONY FINANCIAL	14,543	$989,215	0.1%	TRIM −8%
125	ENTGENTEGRIS INC	8,328	$976,394	0.1%	TRIM −8%
126	KLACKLA CORP	653	$961,484	0.1%	HOLD
127	CTVACORTEVA INC	10,964	$917,799	0.1%	HOLD
128	FICOFAIR ISAAC CORP	859	$917,017	0.1%	ADD 2%
129	CSGPCOSTAR GROUP INC	22,717	$916,404	0.1%	ADD 4%
130	FWONKLIBERTY MEDIA CORP DEL	10,764	$915,155	0.1%	ADD 19%
131	CSCOCISCO SYS INC	10,970	$851,164	0.1%	ADD 21%
132	ONEQFIDELITY COMWLTH TR	10,000	$849,100	0.1%	HOLD
133	HHYATT HOTELS CORP	5,829	$838,155	0.1%	ADD 22%
134	FASTFASTENAL CO	18,018	$836,051	0.1%	ADD 4%
135	TYLTYLER TECHNOLOGIES INC	2,420	$828,560	0.1%	ADD 14%
136	YUMCYUM CHINA HLDGS INC	15,590	$760,496	0.1%	ADD 5%
137	IVVISHARES TR	1,122	$732,902	0.1%	ADD 2%
138	CRWDCROWDSTRIKE HLDGS INC	1,866	$728,505	0.1%	ADD 33%
139	MRKMERCK & CO INC	6,046	$727,273	0.1%	TRIM −6%
140	BEPCBROOKFIELD RENEWABLE CORP	17,742	$706,647	0.1%	ADD 5%
141	BAMBROOKFIELD ASSET MANAGMT LTD	15,677	$696,861	0.1%	ADD 70%
142	GDGENERAL DYNAMICS CORP	2,030	$696,573	0.1%	HOLD
143	AXPAMERICAN EXPRESS CO	2,266	$685,360	0.1%	ADD 9%
144	FNDFLOOR & DECOR HLDGS INC	13,459	$683,717	0.1%	ADD 5%
145	ABBVABBVIE INC	3,051	$663,562	0.1%	ADD 3%
146	ARESARES MANAGEMENT CORPORATION	5,966	$650,912	0.1%	ADD 13%
147	AMEAMETEK INC	2,965	$635,581	0.1%	ADD 6%
148	URIUNITED RENTALS INC	868	$632,431	0.1%	ADD 9%
149	IWVISHARES TR	1,690	$626,449	0.1%	HOLD
150	JQUAJ P MORGAN EXCHANGE TRADED F	10,126	$620,926	0.1%	TRIM −11%
151	SONYSONY GROUP CORP	29,549	$611,664	0.1%	TRIM −4%
152	SPSMSPDR SERIES TRUST	12,227	$590,822	0.1%	TRIM −3%
153	MRVLMARVELL TECHNOLOGY INC	5,957	$590,041	0.1%	ADD 3%
154	CCITIGROUP INC	5,193	$588,886	0.1%	ADD 27%
155	SNOWSNOWFLAKE INC	3,841	$579,300	0.1%	TRIM −4%
156	CVXCHEVRON CORP NEW	2,779	$574,959	0.1%	NEW
157	CCCCCC INTELLIGENT SOLUTIONS HL	95,304	$571,824	0.1%	TRIM −4%
158	SUNBSUNBELT RENTALS HOLDINGS INC	8,776	$571,230	0.1%	NEW
159	MUFGMITSUBISHI UFJ FINANCIAL GRO	33,612	$570,396	0.1%	TRIM −3%
160	KMIKINDER MORGAN INC DEL	16,981	$569,373	0.1%	ADD 6%
161	ACGLARCH CAP GROUP LTD	5,731	$550,119	0.1%	TRIM −17%
162	VOVANGUARD INDEX FDS	1,858	$533,519	0.1%	NEW
163	VIGVANGUARD SPECIALIZED FUNDS	2,445	$525,822	0.1%	NEW
164	PANWPALO ALTO NETWORKS INC	3,201	$513,184	0.1%	ADD 20%
165	GOVTISHARES TR	22,168	$507,869	0.1%	TRIM −13%
166	MCOMOODYS CORP	1,159	$505,616	0.1%	ADD 22%
167	ROSTROSS STORES INC	2,305	$499,362	0.1%	ADD 4%
168	AMGNAMGEN INC	1,414	$497,516	0.1%	TRIM −4%
169	CLSCELESTICA INC	1,746	$491,813	0.1%	TRIM −20%
170	PVALPutnam Focased Large Cap Value ETF	10,314	$478,570	0.1%	NEW
171	AMATAPPLIED MATLS INC	1,367	$467,227	0.1%	ADD 4%
172	PFEPFIZER INC	16,571	$465,314	0.1%	ADD 4%
173	SPMBSPDR SER TR	20,558	$460,294	0.1%	TRIM −10%
174	PRMPERIMETER SOLUTIONS INC	18,607	$454,383	0.1%	ADD 5%
175	GLDSPDR GOLD TR	1,055	$453,956	0.1%	ADD 102%
176	WCNWASTE CONNECTIONS INC	2,792	$453,535	0.1%	TRIM −10%
177	MDYGSPDR SERIES TRUST	4,661	$447,270	0.1%	TRIM −12%
178	ALLALLSTATE CORP	2,149	$445,601	0.1%	NEW
179	USBUS BANCORP	8,518	$443,013	0.1%	HOLD
180	TDYTELEDYNE TECHNOLOGIES INC	727	$439,842	0.1%	TRIM −7%
181	TTETotalEnergies SE	4,819	$438,433	0.1%	TRIM −5%
182	ECLECOLAB INC	1,648	$438,401	0.1%	TRIM −4%
183	ITAIShares U.S. Aerospace & Defense ETF	2,000	$437,500	0.1%	HOLD
184	LSGRNATIXIS ETF TRUST II	11,061	$435,693	0.1%	NEW
185	QGROAmerican Century U.S. Quality Growth - ETF	4,121	$432,880	0.1%	TRIM −2%
186	XELXCEL ENERGY INC	5,446	$432,630	0.1%	ADD 6%
187	DFUVDIMENSIONAL ETF TRUST	8,864	$429,549	0.1%	HOLD
188	PGRPROGRESSIVE CORP	2,127	$421,656	0.1%	TRIM −5%
189	ATOATMOS ENERGY CORP	2,259	$417,282	0.1%	TRIM −29%
190	BABAALIBABA GROUP HLDG LTD	3,324	$417,029	0.1%	TRIM −7%
191	NEENEXTERA ENERGY INC	4,356	$404,580	0.1%	ADD 30%
192	COPCONOCOPHILLIPS	3,041	$401,401	0.1%	ADD 22%
193	ASMLASML HOLDING N V	296	$390,966	0.1%	TRIM −5%
194	GMGENERAL MTRS CO	5,243	$390,615	0.1%	ADD 19%
195	MDYVSPDR SERIES TRUST	4,587	$390,583	0.1%	TRIM −11%
196	VYMVANGUARD WHITEHALL FDS	2,617	$387,578	0.1%	HOLD
197	GSGOLDMAN SACHS GROUP INC	456	$385,740	0.1%	ADD 16%
198	VZVERIZON COMMUNICATIONS INC	7,666	$384,857	0.1%	HOLD
199	UBERUBER TECHNOLOGIES INC	5,243	$377,129	0.1%	TRIM −3%
200	EWEDWARDS LIFESCIENCES CORP	4,687	$375,335	0.1%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NVDANVIDIA CORPORATION

—

248K

261K

$46M

TLTISHARES TR

—

310K

342K

$30M

AMZNAMAZON COM INC

—

117K

127K

$26M

METAMETA PLATFORMS INC

—

42K

45K

$26M

MSFTMICROSOFT CORP

—

62K

69K

$26M

GOOGLALPHABET INC

—

78K

82K

$24M

TSLATESLA INC

—

58K

62K

$23M

VVISA INC

—

56K

60K

$18M

NFLXNETFLIX INC

—

173K

186K

$18M

AAPLAPPLE INC

—

70K

$18M

GOOGALPHABET INC

—

58K

62K

$18M

SPYSTATE STR SPDR S&P 500 ETF T

—

24K

$16M

VUGVANGUARD INDEX FDS

—

28K

32K

$14M

BABOEING CO

—

58K

64K

$13M

ORCLORACLE CORP

—

85K

81K

$12M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Third View Private Wealth, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 267 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Third View Private Wealth, LLC