Third View Private Wealth, LLC holds a diversified book of 288 reported positions worth $810.8M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; 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 reported non-option 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 non-option book. Cloning the disclosed picks since 2026 would be +3% (+4.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Third View Private Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Third View Private Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with 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.
87% mapped to company sectors
+5 sectors below the cut, 8% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Third View Private Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| BlueSpruce Investments, LP | 10 / 80 | $640.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $448.5M |
| Prospect Hill Management, LLC | 10 / 80 | $247.6M |
| Evelyn Partners Group Ltd | 67 / 80 | $44.6B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Uhlmann Price Securities, LLC | 35 / 80 | $2.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Third View Private Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Third View Private Wealth, LLC's latest holdings, largest changes, and filing provenance.
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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.