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Third View Private Wealth, LLC

All holdings · as of Dec 31, 2025

269 positions

CompanyClassValueShares% of portfolio
SPDR SERIES TRUST—$378.4K4,1600.1%
INTUIT INC.—$377.9K5700.1%
PROCORE TECHNOLOGIES, INC.—$376.8K5,1800.1%
RYAN SPECIALTY HOLDINGS, INC.—$374.4K7,2510.1%
ISHARES TR—$374.1K8,7270.1%
SPDR SERIES TRUST—$369.1K3,9190.0%
WELLS FARGO & COMPANY/MN—$359.0K3,8520.0%
General Motors Co—$358.5K4,4080.0%
CADENCE DESIGN SYSTEMS INC—$357.3K1,1430.0%
W. R. Berkley Corporation—$353.6K5,0430.0%
SELECT SECTOR SPDR TR—$348.2K6,3580.0%
FIRST INTERSTATE BANCSYSTEM INC—$347.5K10,0440.0%
THE GOLDMAN SACHS GROUP, INC.—$346.3K3940.0%
Coterra Energy Inc.—$344.4K13,0860.0%
RPM International Inc—$342.3K3,2910.0%
ATS Corp /ATS—$337.8K12,2640.0%
APPLIED MATERIALS INC /DE—$337.2K1,3120.0%
Verisk Analytics, Inc.—$336.9K1,5060.0%
WISDOMTREE TR—$336.2K3,7590.0%
Alphatec Holdings, Inc.ATECCommon Stock$335.0K15,9210.0%
S&P Global Inc.—$334.5K6400.0%
Medtronic plc—$332.6K3,4620.0%
TotalEnergies SE—$331.9K5,0730.0%
ASML HOLDING N V—$331.7K3100.0%
American Water Works Company, Inc.—$331.1K2,5370.0%
Glaukos Corp—$319.5K2,8300.0%
LOWES COMPANIES INC—$319.4K1,3240.0%
MICROCHIP TECHNOLOGY INC—$318.2K4,9930.0%
VERIZON COMMUNICATIONS INC—$318.0K7,8080.0%
Gitlab Inc.—$307.2K8,1860.0%
EXPONENT INC—$306.4K4,4110.0%
MICRON TECHNOLOGY INC—$299.7K1,0500.0%
Toast, Inc.—$299.6K8,4360.0%
SPDR SERIES TRUST—$290.5K10,9760.0%
Arhaus, Inc.—$289.7K25,8430.0%
VANGUARD SCOTTSDALE FDS—$289.7K3,4590.0%
ISHARES TR—$283.3K1,4190.0%
AMERISAFE Inc—$280.5K7,3030.0%
JFrog Ltd—$276.6K4,4290.0%
CULLEN/FROST BANKERS, INC.—$276.3K2,1820.0%
DIMENSIONAL ETF TRUST—$276.1K4,6380.0%
OSHKOSH CORP—$272.9K2,1720.0%
NEXTERA ENERGY INC—$269.3K3,3550.0%
Helios Technologies Inc—$269.1K5,0300.0%
BLACKLINE, INC.—$263.5K4,7660.0%
Prologis Inc—$254.8K1,9960.0%
Liberty Live Holdings, Inc.—$242.2K2,9120.0%
AZZ INC—$237.9K2,2200.0%
GRACO INC—$236.7K2,8880.0%
Hayward Holdings, Inc.—$236.5K15,3100.0%
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