Third View Private Wealth, LLC
291 holdingsFiling period: 2026-06-30Current AUM: $848.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 297.8K | $59.6M | $63.2M | 7.44% | +36.9K | 2026-06-30 |
| 2 | AMZN | AMAZON COM INC | 128.4K | $30.6M | $31.9M | 3.76% | +1.9K | 2026-06-30 |
| 3 | MSFT | MICROSOFT CORP | 80.4K | $30.0M | $40.0M | 4.71% | +11.4K | 2026-06-30 |
| 4 | GOOGL | ALPHABET INC | 83.2K | $29.7M | $28.7M | 3.38% | +1.2K | 2026-06-30 |
| 5 | TLT | ISHARES TR | 342.7K | $29.6M | $27.7M | 3.26% | +473 | 2026-06-30 |
| 6 | META | META PLATFORMS INC | 46.7K | $26.3M | $31.3M | 3.69% | +1.2K | 2026-06-30 |
| 7 | TSLA | TESLA INC | 62.1K | $26.1M | $22.1M | 2.61% | -54 | 2026-06-30 |
| 8 | AAPL | APPLE INC | 79.9K | $23.1M | $26.5M | 3.12% | +10.0K | 2026-06-30 |
| 9 | GOOG | ALPHABET INC | 63.8K | $22.6M | $21.8M | 2.57% | +2.3K | 2026-06-30 |
| 10 | V | VISA INC | 61.0K | $20.9M | $22.9M | 2.70% | +922 | 2026-06-30 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 27.0K | $20.2M | $20.4M | 2.41% | +2.6K | 2026-06-30 |
| 12 | VUG | VANGUARD INDEX FDS | 198.5K | $17.1M | $17.3M | 2.04% | +166.8K | 2026-06-30 |
| 13 | BA | BOEING CO | 64.6K | $14.0M | $13.5M | 1.60% | +509 | 2026-06-30 |
| 14 | NFLX | NETFLIX INC. | 187.1K | $13.4M | $14.6M | 1.72% | +698 | 2026-06-30 |
| 15 | ORCL | ORACLE CORP | 81.7K | $12.0M | $11.5M | 1.35% | +871 | 2026-06-30 |
| 16 | ADI | ANALOG DEVICES INC | 28.6K | $11.4M | $10.4M | 1.22% | -61 | 2026-06-30 |
| 17 | MNST | MONSTER BEVERAGE CORP NEW | 109.8K | $10.6M | $9.8M | 1.15% | +88 | 2026-06-30 |
| 18 | XOM | EXXON MOBIL CORP | 66.7K | $9.1M | $11.3M | 1.33% | +13.3K | 2026-06-30 |
| 19 | XOM | EXXON MOBIL CORP | 66.7K | $9.1M | $11.3M | 1.33% | +13.3K | 2026-06-30 |
| 20 | WMB | WILLIAMS COS INC | 121.0K | $9.0M | $8.7M | 1.02% | +305 | 2026-06-30 |
| 21 | VRTX | VERTEX PHARMACEUTICALS INC | 17.9K | $8.9M | $9.2M | 1.08% | +965 | 2026-06-30 |
| 22 | JPM | JPMORGAN CHASE & CO | 24.8K | $8.1M | $8.7M | 1.03% | +512 | 2026-06-30 |
| 23 | SHOP | SHOPIFY INC | 70.2K | $8.0M | $9.1M | 1.07% | -456 | 2026-06-30 |
| 24 | AVGO | BROADCOM INC | 21.0K | $7.9M | $7.1M | 0.84% | -6,075 | 2026-06-30 |
| 25 | DIS | DISNEY WALT CO | 71.9K | $6.9M | $7.6M | 0.90% | -4,765 | 2026-06-30 |
← Scroll →
Page 1 of 12