Third View Private Wealth, LLC
CIK: 0002083406SEC EDGAR →
Portfolio Value
$742.9M
Holdings
269
As of
Q4 2025
New Positions
269
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 247,756 | $46.2M | 6.22% |
| 2 | MICROSOFT CORP | 62,309 | $30.1M | 4.06% |
| 3 | AMAZON COM INC | 117,443 | $27.1M | 3.65% |
| 4 | ISHARES TR | 310,412 | $27.1M | 3.64% |
| 5 | TESLA INC | 57,728 | $26.0M | 3.49% |
| 6 | ALPHABET INC | 77,524 | $24.3M | 3.27% |
| 7 | VISA INC | 56,485 | $19.8M | 2.67% |
| 8 | APPLE INC | 70,217 | $19.1M | 2.57% |
| 9 | ALPHABET INC | 58,238 | $18.3M | 2.46% |
| 10 | ORACLE CORP | 84,627 | $16.5M | 2.22% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 48 | $187.0M | 28.4% |
| Financial Services | 76 | $137.3M | 20.9% |
| Communication Services | 11 | $78.2M | 11.9% |
| Consumer Cyclical | 20 | $76.5M | 11.6% |
| Industrials | 33 | $49.2M | 7.5% |
| Healthcare | 28 | $38.7M | 5.9% |
| Consumer Defensive | 7 | $21.3M | 3.2% |
| Basic Materials | 9 | $19.3M | 2.9% |
| Energy | 8 | $19.0M | 2.9% |
| Real Estate | 7 | $13.1M | 2.0% |
| Utilities | 8 | $10.1M | 1.5% |
| Unknown | 14 | $7.9M | 1.2% |