Third View Private Wealth, LLC reported 233 positions worth $706.98M for the quarter ended Jun 30, 2026, up 9.5% on the prior quarter. It opened 31 new positions, added to 71, trimmed 126 and exited 22. Its largest holding is Nvidia Corp at 8.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| NVDA Nvidia Corp | +36.9K +14.1% | $7.37M | 8.43% |
| MSFT Microsoft Corp | +11.4K +16.6% | $4.27M | 4.24% |
| OTIS Otis Worldwide Corp | +31.2K +128.2% | $2.23M | 0.562% |
| SPCX Space Exploration Technologies Corp | +12.9K | $2.21M | 0.313% |
| MU Micron Technology Inc | +1,838 | $2.12M | 0.3% |
| AAPL Apple Inc. | +6,588 +9.4% | $1.91M | 3.13% |
| XOM ExxonMobil Holdings Corp | +13.3K +24.9% | $1.82M | 1.29% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +3,354 +32.1% | $1.60M | 0.932% |
| AMD Advanced Micro Devices Inc | +2,677 | $1.56M | 0.22% |
| BRK-B Berkshire Hathaway Inc | +2,650 +52.8% | $1.33M | 0.543% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| QCOM Qualcomm Inc | -20.7K -89.1% | $3.83M | 0.066% |
| TXN Texas Instruments Inc | -11.2K -39.6% | $3.34M | 0.719% |
| AVGO Broadcom Inc. | -6,075 -22.4% | $2.29M | 1.12% |
| LHX L3Harris Technologies, Inc. | -6,860 -86.2% | $1.99M | 0.045% |
| DTE Dte Energy Co | -10.2K -100.0% | $1.49M | Exited |
| UNH Unitedhealth Group Inc | -3,425 -72.7% | $1.42M | 0.076% |
| WAT Waters Corp | -3,765 -74.6% | $1.41M | 0.068% |
| PYPL PayPal Holdings, Inc. | -29.1K -100.0% | $1.32M | Exited |
| CPRT Copart Inc | -42.1K -77.7% | $1.19M | 0.048% |
| FCX Freeport-Mcmoran Inc | -18.6K -50.8% | $1.17M | 0.16% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +12.9K | $2.21M | 0.313% |
| MU Micron Technology Inc | +1,838 | $2.12M | 0.3% |
| AMD Advanced Micro Devices Inc | +2,677 | $1.56M | 0.22% |
| HONA Honeywell Aerospace Inc. | +5,619 | $1.24M | 0.176% |
| GEV GE Vernova Inc. | +724 | $850.60K | 0.12% |
| SNDK Sandisk Corp | +301 | $684.39K | 0.097% |
| LRCX Lam Research Corp | +1,350 | $584.84K | 0.083% |
| STRL Sterling Infrastructure, Inc. | +651 | $546.42K | 0.077% |
| INTC Intel Corp | +3,701 | $516.73K | 0.073% |
| WELL Welltower Inc. | +2,210 | $501.60K | 0.071% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DTE Dte Energy Co | -10.2K | $1.49M | 0.231% |
| PYPL PayPal Holdings, Inc. | -29.1K | $1.32M | 0.204% |
| DEO Diageo Plc | -13.6K | $1.01M | 0.156% |
| CCC CCC Intelligent Solutions Holdings Inc. | -95.3K | $571.82K | 0.089% |
| ATO Atmos Energy Corp | -2,259 | $417.28K | 0.065% |
| BABA Alibaba Group Holding Ltd | -3,324 | $417.03K | 0.065% |
| BLK BlackRock, Inc. | -367 | $352.90K | 0.055% |
| IBIT iShares Bitcoin Trust ETF | -8,857 | $340.29K | 0.053% |
| DHR Danaher Corp | -1,772 | $335.99K | 0.052% |
| PCOR Procore Technologies, Inc. | -5,437 | $309.91K | 0.048% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 297.8K | $59.59M | 8.43% | +36.9K | +14.1% | Added | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 128.4K | $30.61M | 4.33% | +1,922 | +1.5% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 80.4K | $29.99M | 4.24% | +11.4K | +16.6% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 83.2K | $29.72M | 4.2% | +1,177 | +1.4% | Added | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 46.7K | $26.30M | 3.72% | +1,249 | +2.7% | Added | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 62.1K | $26.12M | 3.69% | -54 | -0.1% | Reduced | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 63.8K | $22.55M | 3.19% | +2,266 | +3.7% | Added | 0% |
| 8 | AAPL Apple Inc. | Technology | 76.5K | $22.13M | 3.13% | +6,588 | +9.4% | Added | 0% |
| 9 | V Visa Inc. | Financial Services | 61.0K | $20.93M | 2.96% | +922 | +1.5% | Added | 0% |
| 10 | BA Boeing Co | Industrials | 64.6K | $13.98M | 1.98% | +509 | +0.8% | Added | 0.01% |
| 11 | NFLX Netflix Inc | Technology | 187.1K | $13.36M | 1.89% | +698 | +0.4% | Added | 0% |
| 12 | ORCL Oracle Corp | Technology | 81.7K | $11.97M | 1.69% | +871 | +1.1% | Added | 0% |
| 13 | ADI Analog Devices Inc | Technology | 28.6K | $11.38M | 1.61% | -61 | -0.2% | Reduced | 0.01% |
| 14 | MNST Monster Beverage Corp | Consumer Staples | 219.6K | $10.56M | 1.49% | +176 | +0.1% | Added | 0.01% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 66.7K | $9.12M | 1.29% | +13.3K | +24.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Third View Private Wealth.
As of its Q2 2026 13F filing, Third View Private Wealth, LLC’s five largest positions were Nvidia Corp (NVDA) at 8.4%, Amazon Com Inc (AMZN) at 4.3%, Microsoft Corp (MSFT) at 4.2%, Alphabet Inc. (GOOGL) at 4.2%, Meta Platforms, Inc. (META) at 3.7% of the reported portfolio.
Third View Private Wealth, LLC reported a 13F portfolio worth $706.98M across 233 positions for Q2 2026. That is up 9.5% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($7.37M), Microsoft Corp ($4.27M), Otis Worldwide Corp ($2.23M). It opened 31 new positions.
Its largest sales by value were Qualcomm Inc ($3.83M), Texas Instruments Inc ($3.34M), Broadcom Inc. ($2.29M). It exited 22 positions entirely.
From the Form 13F-HR reports Third View Private Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.