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Portfolio (Quarterly) Guide ↗

Third View Private Wealth, LLC

· CIK 0002083406
13F Portfolio $814M AUM 292 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 291 New
Page 15 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,690.0 $222K 0.03% NEW $131.58 +5.4%
282 VZ VERIZON COMMUNICATIONS INC Communication Services 5,199.0 $220K 0.03% NEW $42.34 +16.6%
283 CME CME GROUP INC Financial Services 996.0 $220K 0.03% NEW $220.83 +20.9%
284 CGDV CAPITAL GROUP DIVIDEND VALUE 4,361.0 $215K 0.03% NEW $49.28 +2.2%
285 AGX ARGAN INC Industrials 268.0 $214K 0.03% NEW $798.55 -33.9%
286 UMC UNITED MICROELECTRONICS CORP Technology 7,683.0 $209K 0.03% NEW $27.21 -33.4%
287 AEM AGNICO EAGLE MINES LTD Basic Materials 1,347.0 $209K 0.03% NEW $155.14 +33.9%
288 SKYX SKYX PLATFORMS CORP Industrials 103,000.0 $114K 0.01% NEW $1.10 +4.5%
289 UWMC UWM HOLDINGS CORPORATION Financial Services 23,775.0 $54K 0.01% NEW $2.29 -34.9%
290 CRM CALL SALESFORCE INC Technology 100.0 $16K 0.00% NEW $156.66 +31.6%
291 HMR HEIDMAR MARITIME HLDGS CORP Industrials 10,000.0 $13K 0.00% NEW $1.28 +6.2%
Page 15 of 15  ·  291 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 15.6%
Communication Services 15.5%
Consumer Cyclical 11.0%
Healthcare 8.2%
Industrials 7.9%
Consumer Defensive 3.3%
Basic Materials 3.0%
Energy 2.8%
Real Estate 1.6%