Third View Private Wealth, LLC Portfolio Holdings by Sector

Third View Private Wealth, LLC

$743 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs TLT SPY VUG SPYG QQQM SPYV BIL VOO 35 stocks	$78.6 Million 10.94% of portfolio	35	-	35	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO ADI TXN QCOM TSM MRVL MCHP 9 stocks	$73.6 Million 10.25% of portfolio	9	-	9	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$70.3 Million 9.79% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL SQ PLTR CCCS CRWD ADBE PANW 10 stocks	$53 Million 7.38% of portfolio	10	-	10	-	0 Calls 0 Puts
Software—Application \| Technology SHOP ADSK CRM WDAY FICO TYL SNOW UBER 17 stocks	$32.5 Million 4.52% of portfolio	17	-	17	-	0 Calls 0 Puts
Credit Services \| Financial Services V COF MA PYPL SYF AXP 6 stocks	$29.4 Million 4.09% of portfolio	6	-	6	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA 2 stocks	$27.6 Million 3.85% of portfolio	2	-	2	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS LYV 3 stocks	$26.5 Million 3.69% of portfolio	3	-	3	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM 2 stocks	$26.3 Million 3.66% of portfolio	2	-	2	-	0 Calls 0 Puts

Aerospace & Defense \| Industrials BA TDG RTX LHX NOC GD 6 stocks	$25.4 Million 3.54% of portfolio	6	-	6	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$19.9 Million 2.77% of portfolio	2	-	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX REGN NVO VCYT 4 stocks	$16.4 Million 2.29% of portfolio	4	-	4	-	0 Calls 0 Puts
Asset Management \| Financial Services APO KKR SEIC BX AMP ARES 6 stocks	$13.3 Million 1.85% of portfolio	6	-	6	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ NVS AZN LLY ABBV MRK AMGN PFE 8 stocks	$13 Million 1.81% of portfolio	8	-	8	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive MNST KO 2 stocks	$12.2 Million 1.69% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC MUFG C WFC SAN 6 stocks	$10.4 Million 1.45% of portfolio	6	-	6	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB ENB KMI 3 stocks	$9.9 Million 1.38% of portfolio	3	-	3	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX ISRG ALC 3 stocks	$9.47 Million 1.32% of portfolio	3	-	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO ILMN IDXX WAT DHR 5 stocks	$8.36 Million 1.16% of portfolio	5	-	5	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC MLM 2 stocks	$8.33 Million 1.16% of portfolio	2	-	2	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA TMUS VZ 3 stocks	$7.95 Million 1.11% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM TOTB.DE 2 stocks	$7.58 Million 1.06% of portfolio	2	-	2	-	0 Calls 0 Puts

Restaurants \| Consumer Cyclical SBUX YUM DPZ YUMC 4 stocks	$7.09 Million 0.99% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV MKL PGR WRB 4 stocks	$6.6 Million 0.92% of portfolio	4	-	4	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL RPM 3 stocks	$6.01 Million 0.84% of portfolio	3	-	3	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC BRO AJG 3 stocks	$5.41 Million 0.75% of portfolio	3	-	3	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD FND LOW ARHS 4 stocks	$4.21 Million 0.59% of portfolio	4	-	4	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS UNH 2 stocks	$4.2 Million 0.58% of portfolio	2	-	2	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT H 2 stocks	$4.18 Million 0.58% of portfolio	2	-	2	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$3.87 Million 0.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B AIG ACGL 3 stocks	$3.81 Million 0.53% of portfolio	3	-	3	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services FDS MSCI MCO SPGI 4 stocks	$3.72 Million 0.52% of portfolio	4	-	4	-	0 Calls 0 Puts

Banks—Regional \| Financial Services PNC USB FIBK CFR 4 stocks	$3.72 Million 0.52% of portfolio	4	-	4	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DTE PCG XEL NEE 4 stocks	$3.7 Million 0.51% of portfolio	4	-	4	-	0 Calls 0 Puts
Waste Management \| Industrials WM WCN 2 stocks	$3.68 Million 0.51% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH ROP AME HLIO GGG 5 stocks	$3.65 Million 0.51% of portfolio	5	-	5	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE CSGP 2 stocks	$3.57 Million 0.5% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$3.56 Million 0.5% of portfolio	2	-	2	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials EXPD FDX 2 stocks	$3.55 Million 0.49% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA PLD 2 stocks	$3.5 Million 0.49% of portfolio	2	-	2	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare HLN 1 stocks	$3.46 Million 0.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$3.38 Million 0.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET 1 stocks	$3.32 Million 0.46% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AVB ELS 2 stocks	$3.32 Million 0.46% of portfolio	2	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$2.98 Million 0.42% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE OSK 2 stocks	$2.78 Million 0.39% of portfolio	2	-	2	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$2.75 Million 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$2.68 Million 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$2.65 Million 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$2.61 Million 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$2.53 Million 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC ENTG AMAT ASML 4 stocks	$2.22 Million 0.31% of portfolio	4	-	4	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$2.04 Million 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1.74 Million 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$1.71 Million 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA GS SCHW 3 stocks	$1.63 Million 0.23% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT CTRA COP 3 stocks	$1.56 Million 0.22% of portfolio	3	-	3	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX ROST 2 stocks	$1.46 Million 0.2% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare EW ATEC MDT GKOS 4 stocks	$1.39 Million 0.19% of portfolio	4	-	4	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$1.27 Million 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$1.27 Million 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$1.26 Million 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$1.11 Million 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.1 Million 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$721,913 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$699,663 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$697,989 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials SKYX HAYW 2 stocks	$677,050 0.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services RYAN AMSF 2 stocks	$654,878 0.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$645,837 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK EXPO 2 stocks	$643,266 0.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TDY NOVT 2 stocks	$610,548 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities ATO 1 stocks	$532,728 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$331,079 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials AZZ 1 stocks	$237,940 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$234,603 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AAON 1 stocks	$234,011 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$231,027 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$224,549 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials LUV 1 stocks	$220,124 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology LFUS 1 stocks	$204,865 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services UWMC 1 stocks	$131,510 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

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Third View Private Wealth, LLC Portfolio Holdings by Sector

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