StockDriftsStockDriftsTop 50 Third View Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.35% | 297.8K | $59.6M | +14.12%(+36.85K) | $185.79(+18.66%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.78% | 128.4K | $30.6M | +1.52%(+1.92K) | $224.71(+22.36%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.7% | 80.4K | $30.0M | +16.59%(+11.44K) | $475.50(+5.73%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.67% | 83.2K | $29.7M | +1.44%(+1.18K) | $279.77(+25.63%) | 2026-06-30 | |
| TLT | ISHARES TR | 3.65% | 342.7K | $29.6M | +0.14%(+473) | $88.11(-6.49%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.24% | 46.7K | $26.3M | +2.75%(+1.25K) | $687.49(-13.20%) | 2026-06-30 | |
| TSLA | TESLA INC | 3.22% | 62.1K | $26.1M | -0.09%(-54) | $444.62(-25.37%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.78% | 63.8K | $22.6M | +3.68%(+2.27K) | $281.03(+24.72%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.73% | 76.5K | $22.1M | +9.43%(+6.59K) | $263.65(+16.32%) | 2026-06-30 | |
| V | VISA INC | 2.58% | 61.0K | $20.9M | +1.53%(+922) | $344.52(+4.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -2.61% |
| Top 20 Holdings Unweighted | — | — | — | — | -2.55% |
Third View Private Wealth, LLC reports $814.14M in US-listed equity holdings across 288 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.3%), AMZN (3.8%) and MSFT (3.7%). The top 20 holdings account for 51.89% of reported assets. Its disclosed equity book has returned -2.61% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Third View Private Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2083406). View Third View Private Wealth, LLC’s 13F filings on SEC