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Third View Private Wealth, LLC

All holdings · as of Dec 31, 2025

269 positions

CompanyClassValueShares% of portfolio
PROGRESSIVE CORP/OH—$509.0K2,2350.1%
SPDR SERIES TRUST—$511.9K22,8370.1%
Alibaba Group Holding LtdBABAADR$521.2K3,5560.1%
ATMOS ENERGY CORP—$532.7K3,1780.1%
Waters Corp—$534.4K1,4070.1%
Waste Connections Inc—$541.3K3,0870.1%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$547.2K34,5010.1%
AMETEK Inc—$572.2K2,7870.1%
iShares MSCI UAE ETF—$588.8K25,5740.1%
SPDR SERIES TRUST—$593.2K12,6580.1%
ADOBE INC.—$600.6K1,7160.1%
BlackRock, Inc.—$635.8K5940.1%
United Rentals Inc—$645.8K7980.1%
BROOKFIELD RENEWABLE CORP—$646.1K16,8510.1%
CELESTICA INCCLSCommon Stock$646.2K2,1860.1%
ISHARES TR—$653.8K1,6900.1%
CrowdStrike Holdings, Inc.—$658.6K1,4050.1%
ARCH CAPITAL GROUP LTD.—$661.5K6,8960.1%
AMERICAN INTERNATIONAL GROUP, INC.—$664.8K7,7710.1%
Merck & Co., Inc.—$675.7K6,4190.1%
AbbVie Inc.—$679.8K2,9750.1%
GENERAL DYNAMICS CORP—$686.3K2,0390.1%
Fastenal Co—$698.0K17,3930.1%
CISCO SYSTEMS, INC.—$699.7K9,0830.1%
Yum China Holdings, Inc.YUMCCommon Stock$711.1K14,8940.1%
J P MORGAN EXCHANGE TRADED F—$720.8K11,4090.1%
Corteva, Inc.—$721.9K10,7700.1%
ISHARES TR—$752.7K1,0990.1%
Entegris, Inc.—$761.7K9,0410.1%
AMERICAN EXPRESS CO—$766.4K2,0720.1%
Hyatt Hotels Corp—$768.1K4,7910.1%
FLOOR & DECOR HOLDINGS INC—$782.4K12,8490.1%
Sony Group CorpSONYADR$789.2K30,8300.1%
CCC Intelligent Solutions Holdings Inc.—$792.4K99,6770.1%
KLA CORP—$793.4K6530.1%
Ares Management Corporation—$853.6K5,2810.1%
Snowflake Inc.—$881.2K4,0170.1%
Liberty Media Corp-Liberty Formula One—$887.4K9,0080.1%
FIDELITY COMWLTH TR—$914.0K10,0000.1%
Domino's Pizza Inc.—$952.9K2,2860.1%
TYLER TECHNOLOGIES, INC.—$965.6K2,1270.1%
EQT Corp—$979.2K18,2680.1%
INVESCO QQQ TR—$1.06M1,7180.1%
TJX Cos Inc/The—$1.06M6,9010.1%
LPL Financial Holdings Inc.—$1.08M3,0280.1%
VANGUARD INDEX FDS—$1.10M3,2780.1%
DIAGEO PLC—$1.11M12,8730.1%
ISHARES TR—$1.12M16,9860.2%
Walmart Inc.—$1.13M10,1670.2%
VANGUARD INDEX FDS—$1.14M1,8120.2%
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