Third View Private Wealth, LLC

**Third View Private Wealth, LLC** manages $743M across a diversified portfolio of 269 positions. The strategy exhibits significant conviction in mega-cap technology and fixed income, evidenced by top holdings including NVDA at $46.2M and MSFT at $30.1M. Notable allocations also include substantial positions in META ($27.8M), AMZN ($27.1M), and TLT ($27.1M). This concentration suggests a tactical approach balancing high-growth equities with defensive fixed-income exposure.

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