Third View Private Wealth, LLC

Q2 2026 13F Holdings

Location
Westport, CT
Holdings as of
6/30/2026
Value
$814M
Value excl. options
$811M
Num holdings
291
Date filed
7/27/2026
Form type
13F-HR
Prev filing
4/15/2026
Next filing
10/30/2026
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type