Third View Private Wealth, LLC holds a diversified book of 288 stocks worth $810.8M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Pimco 0-5 Year H/y Corp Bond and trimmed Tesla Inc. Their largest long position is Nvidia Corp at 7% of the equity book. They also disclosed $3.3M in put options (a bearish bet) and $16K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2026 would be -2% (-4.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Third View Private Wealth, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Third View Private Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $59.6M | 297.8K | 7.3% | ▲+14% Added · +37K sh | |
| 2 | Amazon Com Inc COM | $30.6M | 128.4K | 3.8% | ▲+1.5% Added · +2K sh | |
| 3 | Microsoft Corp COM | $30.0M | 80.4K | 3.7% | ▲+17% Added · +11K sh | |
| 4 | Alphabet Inc CAP STK CL A | $29.7M | 83.2K | 3.7% | ▲+1.4% Added · +1K sh | |
| 5 | Ishares TR 20 YR TR BD ETF | $29.6M | 342.7K | 3.7% | ▲+0.1% Added · +473 sh | |
| 6 | Meta Platforms Inc CL A | $26.3M | 46.7K | 3.2% | ▲+2.7% Added · +1K sh | |
| 7 | Tesla Inc COM | $26.1M | 62.1K | 3.2% | ▼−0.1% Reduced · −54 sh | |
| 8 | Alphabet Inc CAP STK CL C | $22.6M | 63.8K | 2.8% | ▲+3.7% Added · +2K sh | |
| 9 | Apple Inc COM | $22.1M | 76.5K | 2.7% | ▲+9.4% Added · +7K sh | |
| 10 | Visa Inc COM CL A | $20.9M | 61.0K | 2.6% | ▲+1.5% Added · +922 sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $17.8M | 23.9K | 2.2% | ▼−1.9% Reduced · −466 sh | |
| 12 | Vanguard Index FDS GROWTH ETF | $17.1M | 198.5K | 2.1% | ▲+525% Added · +167K sh | |
| 13 | Boeing Co COM | $14.0M | 64.6K | 1.7% | ▲+0.8% Added · +509 sh | |
| 14 | Netflix Inc. COM | $13.4M | 187.1K | 1.6% | ▲+0.4% Added · +698 sh | |
| 15 | Oracle Corp COM | $12.0M | 81.7K | 1.5% | ▲+1.1% Added · +871 sh | |
| 16 | Analog Devices Inc COM | $11.4M | 28.6K | 1.4% | ▼−0.2% Reduced · −61 sh | |
| 17 | Monster Beverage Corp New COM | $10.6M | 109.8K | 1.3% | ▲+0.1% Added · +88 sh | |
| 18 | Exxon Mobil Corp COM | $9.1M | 66.7K | 1.1% | ▲+25% Added · +13K sh | |
| 19 | Williams Cos Inc COM | $9.0M | 121.0K | 1.1% | ▲+0.3% Added · +305 sh | |
| 20 | Vertex Pharmaceuticals Inc COM | $8.9M | 17.9K | 1.1% | ▲+5.7% Added · +965 sh | |
| 21 | JPMorgan Chase & Co COM | $8.1M | 24.8K | 1.0% | ▲+2.1% Added · +512 sh | |
| 22 | Shopify Inc CL A SUB VTG SHS | $8.0M | 70.2K | 1.0% | ▼−0.6% Reduced · −456 sh | |
| 23 | Broadcom Inc COM | $7.9M | 21.0K | 1.0% | ▼−22% Reduced · −6K sh | |
| 24 | Disney Walt Co COM | $6.9M | 71.9K | 0.9% | ▼−6.2% Reduced · −5K sh | |
| 25 | Taiwan Semiconductor Manufac SPONSORED ADS | $6.6M | 13.8K | 0.8% | ▲+32% Added · +3K sh | |
| 26 | Apollo Global Mgmt Inc COM | $6.4M | 54.0K | 0.8% | ▲+2.0% Added · +1K sh | |
| 27 | Vulcan Matls Co COM | $6.3M | 21.4K | 0.8% | ▼−0.9% Reduced · −193 sh | |
| 28 | Air Products And Chemicals I COM | $5.6M | 19.0K | 0.7% | ▼−6.2% Reduced · −1K sh | |
| 29 | Coca Cola Co COM | $5.4M | 65.9K | 0.7% | ▲+2.8% Added · +2K sh | |
| 30 | Marsh & McLennan Cos Inc COM | $5.3M | 32.0K | 0.7% | ▲+21% Added · +6K sh | |
| 31 | Texas Instrs Inc COM | $5.1M | 17.1K | 0.6% | ▼−40% Reduced · −11K sh | |
| 32 | Blackstone Inc COM | $5.0M | 42.5K | 0.6% | ▲+18% Added · +6K sh | |
| 33 | Regeneron Pharmaceuticals COM | $5.0M | 8.0K | 0.6% | ▲+3.2% Added · +250 sh | |
| 34 | Autodesk Inc COM | $4.8M | 24.9K | 0.6% | ▲+0.6% Added · +158 sh | |
| 35 | Unilever PLC SPON ADR NEW | $4.8M | 79.7K | 0.6% | ▲+16% Added · +11K sh | |
| 36 | Union Pac Corp COM | $4.5M | 16.7K | 0.6% | ▼−5.4% Reduced · −951 sh | |
| 37 | Public Storage COM | $4.4M | 13.9K | 0.5% | ▼−4.1% Reduced · −597 sh | |
| 38 | Johnson & Johnson COM | $4.4M | 17.4K | 0.5% | ▼−3.0% Reduced · −543 sh | |
| 39 | Linde PLC SHS | $4.4M | 8.5K | 0.5% | ▼−5.3% Reduced · −471 sh | |
| 40 | Becton Dickinson & Co COM | $4.0M | 26.5K | 0.5% | ▼−2.2% Reduced · −601 sh | |
| 41 | Starbucks Corp COM | $4.0M | 39.1K | 0.5% | ▼−4.4% Reduced · −2K sh | |
| 42 | Otis Worldwide Corp COM | $4.0M | 55.5K | 0.5% | ▲+128% Added · +31K sh | |
| 43 | Salesforce Inc COM | $4.0M | 25.3K | 0.5% | ▼−5.2% Reduced · −1K sh | |
| 44 | CVS Health Corp COM | $3.9M | 37.6K | 0.5% | ▼−3.1% Reduced · −1K sh | |
| 45 | Haleon PLC SPON ADS | $3.8M | 412.4K | 0.5% | ▲+14% Added · +50K sh | |
| 46 | Berkshire Hathaway Inc Del CL B NEW | $3.8M | 7.7K | 0.5% | ▲+53% Added · +3K sh | |
| 47 | Comcast Corp New CL A | $3.8M | 156.2K | 0.5% | ▲+8.6% Added · +12K sh | |
| 48 | Automatic Data Processing In COM | $3.7M | 16.5K | 0.5% | ▼−4.0% Reduced · −684 sh | |
| 49 | Expeditors Intl Wash Inc COM | $3.7M | 22.5K | 0.5% | ▼−5.1% Reduced · −1K sh | |
| 50 | Thermo Fisher Scientific Inc COM | $3.6M | 7.3K | 0.4% | ▼−3.9% Reduced · −292 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $2.3M | 3K |
| PUT · bearish | APPLE INCAAPL | $984K | 3K |
| CALL · bullish | SALESFORCE INCCRM | $16K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.