Tower View Wealth Management LLC — 13F Holdings & Portfolio
CIK 1729045 · latest 13F-HR filed 2026-04-20
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$194.8M
Long-equity book
Holdings
204
Distinct positions
Period
2026-03-31
Filed 2026-04-20
Q/Q Activity
+32 / −4 / ↑56 / ↓71
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES INC MSCI STH KOR ETF$2.0M +133.5%
- GOLDMAN SACHS GROUP INC$1.7M +2120.9%
- UNITED THERAPEUTICS CORP DEL$1.6M +4334.7%
- QUANTA SVCS INC$1.2M +21.2%
- LEONARDO DRS INC$814.4K +25.0%
Top Trims
- MARSH & MCLENNAN COS INC-$3.3M -65.4%
- MICROSOFT CORP-$2.2M -25.1%
- ELI LILLY & CO-$2.1M -19.0%
- CARRIER GLOBAL CORPORATION-$1.7M -72.6%
- VISA INC CL A-$1.1M -16.2%
New Positions
- LAM RESEARCH CORP$1.5M
- ADVANCED MICRO DEVICES INC$1.4M
- MICRON TECHNOLOGY INC$624.3K
- NISOURCE INC$212.3K
- ISHARES TR EXPND TEC SC ETF$67.0K
Exited Positions
- BADGER METER INC$2.8M
- TAT TECHNOLOGIES LTD ORD NEW$1.6M
- SALESFORCE INC$16.1K
- ISHARES TR RUS MD CP GR ETF$2.5K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | TSM | 874039100 | $12.4M | 6.35% | 36,579 | SH |
| 2 | SPDR SERIES TRUST STATE STREET SPD | SPYM | 78464A854 | $9.5M | 4.87% | 124,052 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $9.0M | 4.60% | 51,433 | SH |
| 4 | ELI LILLY & CO | LLY | 532457108 | $8.9M | 4.57% | 9,670 | SH |
| 5 | VANGUARD INDEX FDS GROWTH ETF | VUG | 922908736 | $7.8M | 4.00% | 17,838 | SH |
| 6 | ALPHABET INC CAP STK CL C | GOOG | 02079K107 | $7.4M | 3.79% | 25,758 | SH |
| 7 | QUANTA SVCS INC | PWR | 74762E102 | $7.1M | 3.64% | 12,924 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $6.7M | 3.42% | 17,998 | SH |
| 9 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $6.5M | 3.34% | 6,535 | SH |
| 10 | NOVA LTD | NVMI | M7516K103 | $6.2M | 3.18% | 14,256 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $6.2M | 3.17% | 29,692 | SH |
| 12 | VISA INC CL A | V | 92826C839 | $5.6M | 2.89% | 18,619 | SH |
| 13 | ALPHABET INC CAP STK CL A | GOOGL | 02079K305 | $5.3M | 2.73% | 18,490 | SH |
| 14 | STATE STR SPDR S&P 500 ETF T TR UNIT | SPY | 78462F103 | $5.1M | 2.64% | 7,909 | SH |
| 15 | GARMIN LTD SHS | GRMN | H2906T109 | $4.9M | 2.52% | 21,185 | SH |
| 16 | PARKER-HANNIFIN CORP | PH | 701094104 | $4.9M | 2.50% | 5,449 | SH |
| 17 | PHILIP MORRIS INTL INC | PM | 718172109 | $4.5M | 2.32% | 27,294 | SH |
| 18 | VANGUARD SPECIALIZED FUNDS DIV APP ETF | VIG | 921908844 | $4.2M | 2.18% | 19,738 | SH |
| 19 | LEONARDO DRS INC | DRS | 52661A108 | $4.1M | 2.09% | 91,381 | SH |
| 20 | MCDONALDS CORP | MCD | 580135101 | $3.6M | 1.85% | 11,603 | SH |
| 21 | ISHARES INC MSCI STH KOR ETF | EWY | 464286772 | $3.4M | 1.76% | 27,848 | SH |
| 22 | VANGUARD INDEX FDS SML CP GRW ETF | VBK | 922908595 | $3.0M | 1.55% | 9,973 | SH |
| 23 | EATON CORP PLC SHS | ETN | G29183103 | $2.9M | 1.51% | 8,220 | SH |
| 24 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.9M | 1.47% | 9,757 | SH |
| 25 | ANALOG DEVICES INC | ADI | 032654105 | $2.8M | 1.45% | 8,858 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $2.8M | 1.44% | 9,086 | SH |
| 27 | VANGUARD INDEX FDS MCAP GR IDXVIP | VOT | 922908538 | $2.7M | 1.41% | 10,642 | SH |
| 28 | ARM HOLDINGS PLC SPONSORED ADS | ARM | 042068205 | $2.7M | 1.37% | 17,695 | SH |
| 29 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $2.6M | 1.34% | 5,672 | SH |
| 30 | VANGUARD WORLD FD INF TECH ETF | VGT | 92204A702 | $2.5M | 1.26% | 3,523 | SH |
| 31 | SPOTIFY TECHNOLOGY S A SHS | SPOT | L8681T102 | $2.4M | 1.22% | 4,906 | SH |
| 32 | HOME DEPOT INC | HD | 437076102 | $2.4M | 1.22% | 7,204 | SH |
| 33 | AMPHENOL CORP CL A | APH | 032095101 | $2.1M | 1.10% | 16,988 | SH |
| 34 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $1.8M | 0.90% | 2,070 | SH |
| 35 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $1.7M | 0.89% | 9,981 | SH |
| 36 | UNITED THERAPEUTICS CORP DEL | UTHR | 91307C102 | $1.6M | 0.83% | 2,733 | SH |
| 37 | NETFLIX INC. | NFLX | 64110L106 | $1.6M | 0.80% | 16,187 | SH |
| 38 | LAM RESEARCH CORP | LRCX | 512807306 | $1.5M | 0.79% | 7,170 | SH |
| 39 | CISCO SYS INC | CSCO | 17275R102 | $1.5M | 0.75% | 18,750 | SH |
| 40 | WALMART INC | WMT | 931142103 | $1.4M | 0.73% | 11,407 | SH |
| 41 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.4M | 0.70% | 6,705 | SH |
| 42 | ABBVIE INC | ABBV | 00287Y109 | $1.3M | 0.66% | 5,901 | SH |
| 43 | BAIDU INC SPON ADR REP A | BIDU | 056752108 | $1.3M | 0.66% | 11,495 | SH |
| 44 | ORACLE CORP | ORCL | 68389X105 | $1.2M | 0.61% | 8,116 | SH |
| 45 | UNION PAC CORP | UNP | 907818108 | $1.1M | 0.56% | 4,530 | SH |
| 46 | PEPSICO INC | PEP | 713448108 | $764.2K | 0.39% | 4,921 | SH |
| 47 | VANGUARD INDEX FDS S&P 500 ETF SHS | VOO | 922908363 | $714.7K | 0.37% | 1,196 | SH |
| 48 | CARRIER GLOBAL CORPORATION | CARR | 14448C104 | $648.7K | 0.33% | 11,520 | SH |
| 49 | MICRON TECHNOLOGY INC | MU | 595112103 | $624.3K | 0.32% | 1,848 | SH |
| 50 | VANGUARD WHITEHALL FDS HIGH DIV YLD | VYM | 921946406 | $587.1K | 0.30% | 3,964 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $194.8M | 204 | 0001729045-26-000002 |
| 2025-12-31 | 2026-01-23 | $202.2M | 176 | 0001729045-26-000001 |