Third View Private Wealth, LLC

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
Aaron Larson - Compliance Consultant
Location
Westport, CT
Holdings as of
31 Dec 2025
Value $
$742,915,167
Num holdings
269
Filing time
23 Jan 2026, 14:20:38 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included NVDA, MSFT, META, AMZN, and TLT.
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Aaron Larson Compliance Consultant Waukesha, Wisconsin 23 Jan 2026

Other Included Managers (1):

Num Name Location File Number
1 TOWNSQUARE CAPITAL LLC Lehi, UT