Third View Private Wealth, LLC
All 13F Filings
- Location
- Westport, CT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 848,604
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 274 | 848,604 | 13F-HR | Third View Private Wealth, LLC |
| Q2 2026 | 7/27/2026 | 291 | 814,139 | 13F-HR | Third View Private Wealth, LLC |
| Q1 2026 | 4/15/2026 | 267 | 730,323 | 13F-HR | Third View Private Wealth, LLC |
| Q4 2025 | 1/23/2026 | 269 | 742,915 | 13F-HR | Third View Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5.197 K
(0.6% of total reported value)
· QoQ Δ:
+1.883 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 729.7 K | 86.5% | 21.15 K | 0 | 21.15 K |
| ETFs | 113.7 K | 13.5% | 11.43 K | 0 | 11.43 K |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
848,604
Holdings
274
QoQ value change ($000)
34,465
(4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.