Third View Private Wealth, LLC
269 holdingsFiling period: 2026-03-31Current AUM: $805.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 261.0K | $45.5M | $52.4M | 6.50% | +13.2K | 2026-03-31 |
| 2 | TLT | ISHARES TR | 342.2K | $29.7M | $28.1M | 3.49% | +31.8K | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 126.5K | $26.4M | $34.4M | 4.26% | +9.1K | 2026-03-31 |
| 4 | META | META PLATFORMS INC | 45.4K | $26.0M | $25.3M | 3.14% | +3.3K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 69.0K | $25.5M | $32.0M | 3.98% | +6.6K | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 82.0K | $23.6M | $29.2M | 3.62% | +4.5K | 2026-03-31 |
| 7 | TSLA | TESLA INC | 62.2K | $23.1M | $19.3M | 2.40% | +4.4K | 2026-03-31 |
| 8 | V | VISA INC | 60.1K | $18.2M | $22.0M | 2.73% | +3.6K | 2026-03-31 |
| 9 | NFLX | NETFLIX INC. | 186.4K | $17.9M | $13.4M | 1.66% | +13.2K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 69.9K | $17.7M | $21.6M | 2.68% | -341 | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 61.6K | $17.7M | $22.0M | 2.73% | +3.3K | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 24.4K | $15.8M | $18.2M | 2.26% | +379 | 2026-03-31 |
| 13 | VUG | VANGUARD INDEX FDS | 31.8K | $13.9M | $16.2M | 2.02% | +3.7K | 2026-03-31 |
| 14 | BA | BOEING CO | 64.1K | $12.8M | $13.8M | 1.72% | +6.2K | 2026-03-31 |
| 15 | ORCL | ORACLE CORP | 80.8K | $11.9M | $10.5M | 1.30% | -3,789 | 2026-03-31 |
| 16 | ADI | ANALOG DEVICES INC | 28.7K | $9.1M | $10.5M | 1.31% | +126 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 53.4K | $9.1M | $8.3M | 1.03% | -6,802 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 53.4K | $9.1M | $8.3M | 1.03% | -6,802 | 2026-03-31 |
| 19 | WMB | WILLIAMS COS INC | 120.6K | $8.8M | $8.6M | 1.07% | +24.7K | 2026-03-31 |
| 20 | SHOP | SHOPIFY INC | 70.7K | $8.4M | $8.3M | 1.03% | +4.8K | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 27.1K | $8.4M | $10.5M | 1.31% | +987 | 2026-03-31 |
| 22 | MNST | MONSTER BEVERAGE CORP NEW | 109.7K | $8.0M | $10.6M | 1.31% | +6.8K | 2026-03-31 |
| 23 | VRTX | VERTEX PHARMACEUTICALS INC | 16.9K | $7.5M | $8.1M | 1.00% | +1.2K | 2026-03-31 |
| 24 | DIS | DISNEY WALT CO | 76.6K | $7.4M | $7.4M | 0.91% | +4.9K | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 24.3K | $7.1M | $8.5M | 1.06% | +915 | 2026-03-31 |
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