AiSiWhale

AI & tech investing

Third View Private Wealth, LLC

CIK 2083406

13F filing for Q2 2026・No. 2,925

Holdings
US$814.14M
Quarter change
+US$83.82M
Entries
292
Net bought (estimate)
+US$21.65M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 47
  • Sold out 26
  • Cut 144
  • Added 84
  • Corporate actions 2
  • Unchanged 13

Largest holdings

288 stocks worth US$810.82M, options and bonds left out.

StockThis quarterValueWeight
NVDANvidiaCOMAddedUS$59.59M7.35%
AMZNAmazonCOMAddedUS$30.61M3.78%
MSFTMicrosoftCOMAddedUS$29.99M3.70%
GOOGLAlphabetCAP STK CL AAddedUS$29.72M3.67%
TLTISHARES TR20 YR TR BD ETFAddedUS$29.61M3.65%
METAMetaCL AAddedUS$26.3M3.24%
TSLATeslaCOMCutUS$26.12M3.22%
GOOGALPHABET INCCAP STK CL CAddedUS$22.55M2.78%
AAPLAppleCOMAddedUS$22.13M2.73%
VVISA INCCOM CL AAddedUS$20.93M2.58%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.