Third View Private Wealth, LLC
CIK: 0002083406SEC EDGAR →
Portfolio Value
$742.9M
Holdings
269
As of
Q4 2025
New Positions
269
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
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 | META PLATFORMS INC | 42,099 | $27.8M | 3.74% |
| 4 | AMAZON COM INC | 117,443 | $27.1M | 3.65% |
| 5 | ISHARES TR | 310,412 | $27.1M | 3.64% |
| 6 | TESLA INC | 57,728 | $26.0M | 3.49% |
| 7 | ALPHABET INC | 77,524 | $24.3M | 3.27% |
| 8 | VISA INC | 56,485 | $19.8M | 2.67% |
| 9 | APPLE INC | 70,217 | $19.1M | 2.57% |
| 10 | ALPHABET INC | 58,238 | $18.3M | 2.46% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 48 | $188.4M | 25.4% |
| Financial Services | 76 | $160.2M | 21.6% |
| Communication Services | 11 | $106.0M | 14.3% |
| Consumer Cyclical | 20 | $77.8M | 10.5% |
| Healthcare | 28 | $54.7M | 7.4% |
| Industrials | 33 | $53.5M | 7.2% |
| Consumer Defensive | 7 | $23.7M | 3.2% |
| Basic Materials | 9 | $21.7M | 2.9% |
| Energy | 8 | $19.0M | 2.6% |
| Unknown | 14 | $14.7M | 2.0% |
| Real Estate | 7 | $13.1M | 1.8% |
| Utilities | 8 | $10.1M | 1.4% |