ETF Holders

Third View Private Wealth, LLC ETF holdings

Westport, CT

Reported $103.8M in 54 ETFs in its Form 13F for June 30, 2026.

ETF value
$103.8M
ETFs held
54
Change from prior quarter
+22.5%
With price moves
ETFs as a share of its 13F
12.8%
of $810.8M

Top 10 of 54 ETF holdings

TickerFundValueSharesChange
TLTiShares 20+ Year Treasury Bond ETF$29.6M342,677+473 shares
SPYState Street SPDR S&P 500 ETF Trust$17.8M23,886−466 shares
VUGVanguard Morningstar Growth ETF$17.1M198,544+166,771 shares
QQQMInvesco NASDAQ 100 ETF$3.4M11,233No change
VOOVanguard S&P 500 ETF$2.8M4,028+1,672 shares
HYSPIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded ETF$2.6M27,964New position
SPYGState Street SPDR Portfolio S&P 500 Growth ETF$2.2M18,606−632 shares
SPYVState Street SPDR Portfolio S&P 500 Value ETF$1.8M29,400+4,271 shares
BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF$1.6M17,182+752 shares
QQQInvesco QQQ Trust$1.4M1,862+19 shares
44 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002083406. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Third View Private Wealth, LLC own?

Third View Private Wealth, LLC reported 54 ETF positions worth $103.8M in its Form 13F for June 30, 2026. The largest was TLT, at $29.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.