7 registered advisors · 51 reported ETFs · $102.5M reported ETF value · $1.2B regulatory AUM
Third View Private Wealth, LLC is an investment adviser that files Form ADV with the SEC in Westport, CT, with 7 registered advisors, reporting $1.2B in regulatory assets under management. Its 13F filings report 51 ETF positions worth $102.5M.
Last updated 2026-08-10 (latest Form ADV filing)
Scale
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
This firm's strongest reported position on each research ranking. Institution-level evidence, not an individual advisor or client holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $214.9K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $214.9K | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $236.6K | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | DRAM — Roundhill Memory ETF | $1.2M | Top 98.6% | Replicability (R²) 43.0% · Residual Sharpe 0.27 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Form ADV facts as filed, most recently 2026-08-10. Figures are the firm's own reported numbers.
Identity
Item 1 and registration status.
Size
Items 5.A through 5.D.
Assets
Item 5.F and custody.
Clients
Item 5.D, by reported assets.
Practice
Items 4 through 9.
Source: SEC Form ADV filed by CRD 335591. View the official SEC IAPD record
| Fund | Reported value | Share of reported ETF value | Fund research |
|---|---|---|---|
| TLT — iShares 20+ Year Treasury Bond ETF | $29.6M | 28.9% | Research alternatives to TLT · TLT institutional holders |
| SPY — SPDR S&P 500 ETF TRUST | $17.8M | 17.4% | Research alternatives to SPY · SPY institutional holders |
| VUG — Vanguard Morningstar Growth ETF | $17.1M | 16.7% | Research alternatives to VUG · VUG institutional holders |
| QQQM — Invesco NASDAQ 100 ETF | $3.4M | 3.3% | Research alternatives to QQQM · QQQM institutional holders |
| VOO — Vanguard S&P 500 ETF | $2.8M | 2.7% | Research alternatives to VOO · VOO institutional holders |
| HYS — PIMCO 0-5 Year High Yield Corporat Bond Index Exchange-Traded Fund | $2.6M | 2.6% | Research alternatives to HYS · HYS institutional holders |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $2.2M | 2.2% | Research alternatives to SPYG · SPYG institutional holders |
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $1.8M | 1.7% | Research alternatives to SPYV · SPYV institutional holders |
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $1.6M | 1.5% | Research alternatives to BIL · BIL institutional holders |
| QQQ — Invesco QQQ Trust, Series 1 | $1.4M | 1.3% | Research alternatives to QQQ · QQQ institutional holders |
| BAI — iShares A.I. Innovation and Tech Active ETF | $1.4M | 1.3% | Research alternatives to BAI · BAI institutional holders |
| VTI — Vanguard Morningstar Total Stock Market ETF | $1.3M | 1.3% | Research alternatives to VTI · VTI institutional holders |
| DRAM — Roundhill Memory ETF | $1.2M | 1.2% | Research alternatives to DRAM · DRAM institutional holders |
| RSP — Invesco S&P 500 Equal Weight ETF | $1M | 1.0% | Research alternatives to RSP · RSP institutional holders |
| ONEQ — Fidelity Nasdaq Composite Index ETF | $1M | 1.0% | Research alternatives to ONEQ · ONEQ institutional holders |
| AGG — iShares Core U.S. Aggregate Bond ETF | $978.2K | 1.0% | Research alternatives to AGG · AGG institutional holders |
| IJH — iShares Core S&P Mid-Cap ETF | $953.3K | 0.9% | Research alternatives to IJH · IJH institutional holders |
| IVV — iShares Core S&P 500 ETF | $830.5K | 0.8% | Research alternatives to IVV · IVV institutional holders |
| IWV — iShares Russell 3000 Fund | $720.6K | 0.7% | Research alternatives to IWV · IWV institutional holders |
| JQUA — JPMorgan U.S. Quality Factor ETF | $704K | 0.7% | Research alternatives to JQUA · JQUA institutional holders |
| SPSM — State Street SPDR Portfolio S&P 600 Small Cap ETF | $698.5K | 0.7% | Research alternatives to SPSM · SPSM institutional holders |
| VGIT — Vanguard Intermediate-Term Treasury ETF | $681K | 0.7% | Research alternatives to VGIT · VGIT institutional holders |
| PVAL — Putnam Focused Large Cap Value ETF | $619.7K | 0.6% | Research alternatives to PVAL · PVAL institutional holders |
| IVW — iShares S&P 500 Growth ETF | $528.7K | 0.5% | Research alternatives to IVW · IVW institutional holders |
| MDYG — State Street SPDR S&P 400 Mid Cap Growth ETF | $501K | 0.5% | Research alternatives to MDYG · MDYG institutional holders |
| DFUV — Dimensional US Marketwide Value ETF | $487.6K | 0.5% | Research alternatives to DFUV · DFUV institutional holders |
| ITA — iShares U.S. Aerospace & Defense ETF | $484.8K | 0.5% | Research alternatives to ITA · ITA institutional holders |
| GOVT — iShares U.S. Treasury Bond ETF | $473.3K | 0.5% | Research alternatives to GOVT · GOVT institutional holders |
| QGRO — American Century U.S. Quality Growth ETF | $464.7K | 0.5% | Research alternatives to QGRO · QGRO institutional holders |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $458.2K | 0.4% | Research alternatives to SCHG · SCHG institutional holders |
| SPMB — State Street SPDR Portfolio Mortgage Backed Bond ETF | $429.8K | 0.4% | Research alternatives to SPMB · SPMB institutional holders |
| MDYV — State Street SPDR S&P 400 Mid Cap Value ETF | $418.6K | 0.4% | Research alternatives to MDYV · MDYV institutional holders |
| VEA — Vanguard FTSE Developed Markets ETF | $409K | 0.4% | Research alternatives to VEA · VEA institutional holders |
| SLYG — State Street SPDR S&P 600 Small Cap Growth ETF | $398.5K | 0.4% | Research alternatives to SLYG · SLYG institutional holders |
| VYM — Vanguard High Dividend Yield ETF | $392.1K | 0.4% | Research alternatives to VYM · VYM institutional holders |
| SLYV — State Street SPDR S&P 600 Small Cap Value ETF | $384.8K | 0.4% | Research alternatives to SLYV · SLYV institutional holders |
| IYW — iShares U.S. Technology ETF | $359.7K | 0.4% | Research alternatives to IYW · IYW institutional holders |
| VTV — Vanguard Morningstar Value ETF | $357.2K | 0.3% | Research alternatives to VTV · VTV institutional holders |
| DFAT — U.S. Targeted Value Portfolio ETF Class Shares | $324.2K | 0.3% | Research alternatives to DFAT · DFAT institutional holders |
| SHYG — iShares 0-5 Year High Yield Corporate Bond ETF | $313.2K | 0.3% | Research alternatives to SHYG · SHYG institutional holders |
| DGRW — WisdomTree U.S. Quality Dividend Growth Fund | $309.2K | 0.3% | Research alternatives to DGRW · DGRW institutional holders |
| XLF — State Street Financial Select Sector SPDR ETF | $295.3K | 0.3% | Research alternatives to XLF · XLF institutional holders |
| MLPX — Global X MLP & Energy Infrastructure ETF | $288.4K | 0.3% | Research alternatives to MLPX · MLPX institutional holders |
| RONB — Baron First Principles ETF | $284K | 0.3% | Research alternatives to RONB · RONB institutional holders |
| GLD — SPDR Gold Shares | $274.1K | 0.3% | Research alternatives to GLD · GLD institutional holders |
| SCHB — Schwab U.S. Broad Market ETF | $259.8K | 0.3% | Research alternatives to SCHB · SCHB institutional holders |
| SPTL — State Street SPDR Portfolio Long Term Treasury ETF | $243.2K | 0.2% | Research alternatives to SPTL · SPTL institutional holders |
| PRF — Invesco RAFI US 1000 ETF | $236.6K | 0.2% | Research alternatives to PRF · PRF institutional holders |
| BND — Vanguard Total Bond Market ETF | $228K | 0.2% | Research alternatives to BND · BND institutional holders |
| XLI — State Street Industrial Select Sector SPDR ETF | $224.1K | 0.2% | Research alternatives to XLI · XLI institutional holders |
| CGDV — Capital Group Dividend Value ETF | $214.9K | 0.2% | Research alternatives to CGDV · CGDV institutional holders |
| Address | City | State | Advisors |
|---|---|---|---|
| 257 Riverside Avenue | Westport | CT | 7 |
| Scarsdale, NY | Scarsdale | NY | 1 |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30