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Third View Private Wealth, LLC

All holdings · as of Dec 31, 2025

269 positions

CompanyClassValueShares% of portfolio
PG&E Corp—$1.46M90,5990.2%
UNITEDHEALTH GROUP INC—$1.43M4,3360.2%
FAIR ISAAC CORP—$1.42M8390.2%
BANK OF AMERICA CORP /DE—$1.39M25,2270.2%
Parker-Hannifin Corp—$1.37M1,5550.2%
Blackstone Inc—$1.36M8,8110.2%
Palantir Technologies Inc—$1.33M7,4790.2%
Synchrony Financial—$1.32M15,8270.2%
SPDR SERIES TRUST—$1.29M14,1580.2%
AMERIPRISE FINANCIAL INC—$1.27M2,5980.2%
LENNAR CORP /NEW—$1.27M12,3440.2%
VEEVA SYSTEMS INC—$1.27M5,6800.2%
Arthur J. Gallagher & Co.—$1.27M4,8990.2%
MSCI Inc.—$1.27M2,2080.2%
Booking Holdings Inc—$1.26M2350.2%
ELI LILLY & Co—$1.21M1,1260.2%
IDEXX LABORATORIES INC /DE—$1.21M1,7820.2%
ROPER TECHNOLOGIES INC—$1.20M2,7060.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$1.19M3,9100.2%
VANGUARD INDEX FDS—$1.14M1,8120.2%
Walmart Inc.—$1.13M10,1670.2%
ISHARES TR—$1.12M16,9860.2%
DIAGEO PLC—$1.11M12,8730.1%
VANGUARD INDEX FDS—$1.10M3,2780.1%
LPL Financial Holdings Inc.—$1.08M3,0280.1%
TJX Cos Inc/The—$1.06M6,9010.1%
INVESCO QQQ TR—$1.06M1,7180.1%
EQT Corp—$979.2K18,2680.1%
TYLER TECHNOLOGIES, INC.—$965.6K2,1270.1%
Domino's Pizza Inc.—$952.9K2,2860.1%
FIDELITY COMWLTH TR—$914.0K10,0000.1%
Liberty Media Corp-Liberty Formula One—$887.4K9,0080.1%
Snowflake Inc.—$881.2K4,0170.1%
Ares Management Corporation—$853.6K5,2810.1%
KLA CORP—$793.4K6530.1%
CCC Intelligent Solutions Holdings Inc.—$792.4K99,6770.1%
Sony Group CorpSONYADR$789.2K30,8300.1%
FLOOR & DECOR HOLDINGS INC—$782.4K12,8490.1%
Hyatt Hotels Corp—$768.1K4,7910.1%
AMERICAN EXPRESS CO—$766.4K2,0720.1%
Entegris, Inc.—$761.7K9,0410.1%
ISHARES TR—$752.7K1,0990.1%
Corteva, Inc.—$721.9K10,7700.1%
J P MORGAN EXCHANGE TRADED F—$720.8K11,4090.1%
Yum China Holdings, Inc.YUMCCommon Stock$711.1K14,8940.1%
CISCO SYSTEMS, INC.—$699.7K9,0830.1%
Fastenal Co—$698.0K17,3930.1%
GENERAL DYNAMICS CORP—$686.3K2,0390.1%
AbbVie Inc.—$679.8K2,9750.1%
Merck & Co., Inc.—$675.7K6,4190.1%
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