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TVPW
Third View Private Wealth Portfolio holdings
AUM
$814M
This Fund
S&P 500
This Quarter
Est. Return
+1.76%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$743M
AUM Growth
–
Cap. Flow
+$740M
Cap. Flow
% of AUM
99.63%
Top 10 Holdings %
Top 10 Hldgs %
35.76%
Holding
269
New
269
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$46.1M |
| 2 |
Microsoft
MSFT
|
+$31.2M |
| 3 |
Meta Platforms (Facebook)
META
|
+$28.1M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$27.8M |
| 5 |
Amazon
AMZN
|
+$26.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.02% |
| 2 | Communication Services | 14.31% |
| 3 | Financials | 11.65% |
| 4 | Consumer Discretionary | 10.47% |
| 5 | Healthcare | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Brookfield Asset Management
BAM
$83.8B
| $483K | 0.07% |
+9,215
| New | +$495K |
|
177
Amgen
AMGN
$222B
| $482K | 0.06% |
+1,474
| New | +$468K |
|
178
Citigroup
C
$226B
| $476K | 0.06% |
+4,077
| New | +$423K |
|
179
US Bancorp
USB
$99.6B
| $463K | 0.06% |
+8,672
| New | +$427K |
|
180
Ecolab
ECL
$79.9B
| $453K | 0.06% |
+1,724
| New | +$459K |
|
181
iShares Bitcoin Trust
IBIT
$47.8B
| $449K | 0.06% |
+9,034
| New | +$513K |
|
182
Danaher
DHR
$144B
| $442K | 0.06% |
+1,931
| New | +$424K |
|
183
Uber
UBER
$153B
| $441K | 0.06% |
+5,401
| New | +$486K |
|
184
SKYX Platforms
SKYX
$164M
| $441K | 0.06% |
+203,000
| New | +$362K |
|
185
Kinder Morgan
KMI
$68.7B
| $440K | 0.06% |
+16,004
| New | +$432K |
|
186
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.83B
| $438K | 0.06% |
+5,176
| New | +$433K |
|
187
Synopsys
SNPS
$79.7B
| $435K | 0.06% |
+926
| New | +$411K |
|
188
iShares US Aerospace & Defense ETF
ITA
$14.7B
| $429K | 0.06% |
+2,000
| New | +$419K |
|
189
AppFolio
APPF
$7.04B
| $419K | 0.06% |
+1,799
| New | +$428K |
|
190
Dimensional US Marketwide Value ETF
DFUV
$15.8B
| $413K | 0.06% |
+8,864
| New | +$402K |
|
191
Liberty Media Series A
FWONA
$23.6B
| $411K | 0.06% |
+4,599
| New | +$413K |
|
192
Teledyne Technologies
TDY
$32B
| $400K | 0.05% |
+784
| New | +$413K |
|
193
Edwards Lifesciences
EW
$51.7B
| $399K | 0.05% |
+4,682
| New | +$384K |
|
194
Ross Stores
ROST
$81.9B
| $399K | 0.05% |
+2,214
| New | +$369K |
|
195
Pfizer
PFE
$153B
| $399K | 0.05% |
+16,009
| New | +$404K |
|
196
Alcon
ALC
$35B
| $389K | 0.05% |
+4,941
| New | +$380K |
|
|
CWAN
197
DELISTED
Clearwater Analytics
CWAN
| $389K | 0.05% |
+16,142
| New | +$323K |
|
198
Accenture
ACN
$108B
| $385K | 0.05% |
+1,435
| New | +$365K |
|
199
Vanguard High Dividend Yield ETF
VYM
$82.8B
| $381K | 0.05% |
+2,658
| New | +$378K |
|
200
Xcel Energy
XEL
$48.8B
| $381K | 0.05% |
+5,154
| New | +$406K |
|
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Third View Private Wealth's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Third View Private Wealth, which disclosed 269 positions worth $743M. Its ten largest holdings account for 36% of the portfolio.
Its largest position is NVIDIA: 247,756 shares worth $46.2M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, followed by Communication Services and Financials.
- Third View Private Wealth's largest Q4 2025 buy was NVIDIA: 247,756 shares worth $46.2M.
- Third View Private Wealth's ten largest holdings make up 36% of its $743M portfolio in Q4 2025.
- Third View Private Wealth disclosed 269 positions in Q4 2025, its first 13F filing on record.
Based on Third View Private Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.