EdgeMarket › What Third View Private Wealth, Llc reported owning
What Third View Private Wealth, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
730.3MPositions
267Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 45.5M | 6.2% | 261.0K | 214.72 | +22.4% |
| TLT iShares 20 Year Treasury Bond ETF | 29.7M | 4.1% | 342.2K | 82.05 | -5.5% |
| AMZN AMAZON COM INC | 26.4M | 3.6% | 126.5K | 258.63 | +15.6% |
| META Meta Platforms, Inc. | 26.0M | 3.6% | 45.4K | 549.90 | -26.5% |
| MSFT MICROSOFT CORP | 25.5M | 3.5% | 69.0K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 23.6M | 3.2% | 82.0K | 344.82 | +73.0% |
| TSLA Tesla, Inc. | 23.1M | 3.2% | 62.2K | 362.86 | +12.0% |
| V VISA INC. | 18.2M | 2.5% | 60.1K | 371.04 | +7.9% |
| NFLX NETFLIX INC | 17.9M | 2.5% | 186.4K | 79.59 | -34.4% |
| AAPL Apple Inc. | 17.7M | 2.4% | 69.9K | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 17.7M | 2.4% | 61.6K | 341.75 | +70.7% |
| SPY SPDR S&P 500 ETF TRUST | 15.8M | 2.2% | 24.4K | 765.72 | +20.0% |
| VUG Vanguard Morningstar Growth ETF | 13.9M | 1.9% | 31.8K | 87.50 | +15.9% |
| BA BOEING CO | 12.8M | 1.7% | 64.1K | 214.20 | -5.1% |
| ORCL ORACLE CORP | 11.9M | 1.6% | 80.8K | 146.47 | -37.7% |
| ADI ANALOG DEVICES INC | 9.1M | 1.3% | 28.7K | 373.09 | +52.4% |
| XOM ExxonMobil Holdings Corp | 9.1M | 1.2% | 53.4K | 165.11 | +52.1% |
| WMB WILLIAMS COMPANIES, INC. | 8.8M | 1.2% | 120.6K | 70.49 | +23.2% |
| SHOP SHOPIFY INC. | 8.4M | 1.1% | 70.7K | 149.25 | +8.7% |
| AVGO Broadcom Inc. | 8.4M | 1.1% | 27.1K | 368.45 | +26.5% |
| MNST Monster Beverage Corp | 8.0M | 1.1% | 109.7K | 47.79 | -25.8% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 7.5M | 1.0% | 16.9K | 548.05 | +39.0% |
| DIS Walt Disney Co | 7.4M | 1.0% | 76.6K | 107.78 | -7.9% |
| JPM JPMORGAN CHASE & CO | 7.1M | 1.0% | 24.3K | 351.58 | +20.3% |
| REGN REGENERON PHARMACEUTICALS, INC. | 6.0M | 0.8% | 7.8K | 834.04 | +41.1% |
| ADSK Autodesk, Inc. | 5.9M | 0.8% | 24.8K | 253.82 | -12.1% |
| APO Apollo Global Management, Inc. | 5.9M | 0.8% | 52.9K | 132.69 | -2.0% |
| APD Air Products & Chemicals, Inc. | 5.9M | 0.8% | 20.3K | 305.10 | +4.4% |
| VMC Vulcan Materials CO | 5.9M | 0.8% | 21.5K | 276.04 | -3.6% |
| TXN TEXAS INSTRUMENTS INC | 5.5M | 0.8% | 28.3K | 264.36 | +31.7% |
| CRM Salesforce, Inc. | 5.0M | 0.7% | 26.7K | 209.17 | -15.1% |
| KO COCA COLA CO | 4.9M | 0.7% | 64.2K | 91.10 | +28.9% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 4.6M | 0.6% | 26.4K | 192.01 | -9.1% |
| LIN LINDE PLC | 4.4M | 0.6% | 8.9K | 487.57 | +1.1% |
| JNJ JOHNSON & JOHNSON | 4.4M | 0.6% | 17.9K | 270.24 | +51.1% |
| UNP UNION PACIFIC CORP | 4.3M | 0.6% | 17.6K | 308.05 | +36.5% |
| BDX BECTON DICKINSON & CO | 4.3M | 0.6% | 27.1K | 192.00 | -3.6% |
| BX Blackstone Inc. | 4.1M | 0.6% | 36.0K | 143.38 | -12.8% |
| CMCSA COMCAST CORP | 4.1M | 0.6% | 143.9K | 26.85 | -19.3% |
| SRE SEMPRA | 4.1M | 0.6% | 41.9K | 82.89 | +0.6% |
| TMUS T-Mobile US, Inc. | 4.0M | 0.5% | 19.0K | 183.04 | -29.3% |
| PSA Public Storage | 3.9M | 0.5% | 14.5K | 322.49 | +12.4% |
| AMT AMERICAN TOWER CORP /MA/ | 3.9M | 0.5% | 22.8K | 175.80 | -16.1% |
| UL UNILEVER PLC | 3.9M | 0.5% | 68.8K | 64.14 | -10.3% |
| TMO THERMO FISHER SCIENTIFIC INC. | 3.7M | 0.5% | 7.5K | 629.27 | +27.2% |
| SBUX STARBUCKS CORP | 3.7M | 0.5% | 40.9K | 107.08 | +19.6% |
| NVS NOVARTIS AG | 3.6M | 0.5% | 23.8K | 158.86 | +24.8% |
| HLN Haleon plc | 3.6M | 0.5% | 362.4K | 10.00 | +0.9% |
| AZN ASTRAZENECA PLC | 3.6M | 0.5% | 18.1K | 165.98 | — |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 3.5M | 0.5% | 10.4K | 418.95 | +83.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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