Filed: 7/21/2025ACC: 0001729045-25-000006
📋 What this filing means
TOWER VIEW WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 194 equity positions with a total reported market value of $192.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
194
Positions
$192.95M
Total AUM (reported)
1.10M
Total Shares
Allocation by class
COM$192.95M100.0%
Portfolio Concentration
Top 3$27.17M14.1%
4–10$49.27M25.5%
11–25$70.60M36.6%
Rest$45.91M23.8%
Top 3 weight
14.1%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 1.10M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.10M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole194
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings194
Rows:
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares43.09K
TypeSH
Market value$9.76M
5.06%
Sole
0.00
Shared
0.00
None
43.09K
MICROSOFT CORP
SOLEShares18.30K
TypeSH
Market value$9.10M
4.72%
Sole
0.00
Shared
0.00
None
18.30K
NVIDIA CORPORATION
SOLEShares52.55K
TypeSH
Market value$8.30M
4.30%
Sole
0.00
Shared
0.00
None
52.55K
ELI LILLY & CO
SOLEShares10.10K
TypeSH
Market value$7.87M
4.08%
Sole
0.00
Shared
0.00
None
10.10K
SPDR SERIES TRUST PORTFOLIO S&P500
SOLEShares106.35K
TypeSH
Market value$7.73M
4.01%
Sole
0.00
Shared
0.00
None
106.35K
VANGUARD INDEX FDS GROWTH ETF
SOLEShares15.75K
TypeSH
Market value$6.90M
3.58%
Sole
0.00
Shared
0.00
None
15.75K
VISA INC CL A
SOLEShares19.11K
TypeSH
Market value$6.78M
3.52%
Sole
0.00
Shared
0.00
None
19.11K
MARSH & MCLENNAN COS INC
SOLEShares30.71K
TypeSH
Market value$6.71M
3.48%
Sole
0.00
Shared
0.00
None
30.71K
COSTCO WHSL CORP NEW
SOLEShares6.74K
TypeSH
Market value$6.67M
3.46%
Sole
0.00
Shared
0.00
None
6.74K
AMAZON COM INC
SOLEShares30.08K
TypeSH
Market value$6.60M
3.42%
Sole
0.00
Shared
0.00
None
30.08K
PHILIP MORRIS INTL INC
SOLEShares35.16K
TypeSH
Market value$6.40M
3.32%
Sole
0.00
Shared
0.00
None
35.16K
QUANTA SVCS INC
SOLEShares15.89K
TypeSH
Market value$6.01M
3.11%
Sole
0.00
Shared
0.00
None
15.89K
HOME DEPOT INC
SOLEShares16.20K
TypeSH
Market value$5.94M
3.08%
Sole
0.00
Shared
0.00
None
16.20K
NOVA LTD
SOLEShares19.39K
TypeSH
Market value$5.34M
2.77%
Sole
0.00
Shared
0.00
None
19.39K
SPDR S&P 500 ETF TR TR UNIT
SOLEShares8.14K
TypeSH
Market value$5.03M
2.61%
Sole
0.00
Shared
0.00
None
8.14K
ALPHABET INC CAP STK CL C
SOLEShares27.64K
TypeSH
Market value$4.90M
2.54%
Sole
0.00
Shared
0.00
None
27.64K
ASML HOLDING N V N Y REGISTRY SHS
SOLEShares6.06K
TypeSH
Market value$4.86M
2.52%
Sole
0.00
Shared
0.00
None
6.06K
GARMIN LTD SHS
SOLEShares21.80K
TypeSH
Market value$4.55M
2.36%
Sole
0.00
Shared
0.00
None
21.80K
CARRIER GLOBAL CORPORATION
SOLEShares59.73K
TypeSH
Market value$4.37M
2.27%
Sole
0.00
Shared
0.00
None
59.73K
LEONARDO DRS INC
SOLEShares93.43K
TypeSH
Market value$4.34M
2.25%
Sole
0.00
Shared
0.00
None
93.43K
VANGUARD SPECIALIZED FUNDS DIV APP ETF
SOLEShares19.55K
TypeSH
Market value$4.00M
2.07%
Sole
0.00
Shared
0.00
None
19.55K
PARKER-HANNIFIN CORP
SOLEShares5.59K
TypeSH
Market value$3.90M
2.02%
Sole
0.00
Shared
0.00
None
5.59K
SPOTIFY TECHNOLOGY S A SHS
SOLEShares4.95K
TypeSH
Market value$3.79M
1.97%
Sole
0.00
Shared
0.00
None
4.95K
BADGER METER INC
SOLEShares14.75K
TypeSH
Market value$3.61M
1.87%
Sole
0.00
Shared
0.00
None
14.75K
VANGUARD INDEX FDS SML CP GRW ETF
SOLEShares12.81K
TypeSH
Market value$3.55M
1.84%
Sole
0.00
Shared
0.00
None
12.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | COM | 43.09K | SH | $9.76M 5.06% | 0.00 | 0.00 | 43.09K |
MICROSOFT CORPSOLE | COM | 18.30K | SH | $9.10M 4.72% | 0.00 | 0.00 | 18.30K |
NVIDIA CORPORATIONSOLE | COM | 52.55K | SH | $8.30M 4.30% | 0.00 | 0.00 | 52.55K |
ELI LILLY & COSOLE | COM | 10.10K | SH | $7.87M 4.08% | 0.00 | 0.00 | 10.10K |
SPDR SERIES TRUST PORTFOLIO S&P500SOLE | COM | 106.35K | SH | $7.73M 4.01% | 0.00 | 0.00 | 106.35K |
VANGUARD INDEX FDS GROWTH ETFSOLE | COM | 15.75K | SH | $6.90M 3.58% | 0.00 | 0.00 | 15.75K |
VISA INC CL ASOLE | COM | 19.11K | SH | $6.78M 3.52% | 0.00 | 0.00 | 19.11K |
MARSH & MCLENNAN COS INCSOLE | COM | 30.71K | SH | $6.71M 3.48% | 0.00 | 0.00 | 30.71K |
COSTCO WHSL CORP NEWSOLE | COM | 6.74K | SH | $6.67M 3.46% | 0.00 | 0.00 | 6.74K |
AMAZON COM INCSOLE | COM | 30.08K | SH | $6.60M 3.42% | 0.00 | 0.00 | 30.08K |
PHILIP MORRIS INTL INCSOLE | COM | 35.16K | SH | $6.40M 3.32% | 0.00 | 0.00 | 35.16K |
QUANTA SVCS INCSOLE | COM | 15.89K | SH | $6.01M 3.11% | 0.00 | 0.00 | 15.89K |
HOME DEPOT INCSOLE | COM | 16.20K | SH | $5.94M 3.08% | 0.00 | 0.00 | 16.20K |
NOVA LTDSOLE | COM | 19.39K | SH | $5.34M 2.77% | 0.00 | 0.00 | 19.39K |
SPDR S&P 500 ETF TR TR UNITSOLE | COM | 8.14K | SH | $5.03M 2.61% | 0.00 | 0.00 | 8.14K |
ALPHABET INC CAP STK CL CSOLE | COM | 27.64K | SH | $4.90M 2.54% | 0.00 | 0.00 | 27.64K |
ASML HOLDING N V N Y REGISTRY SHSSOLE | COM | 6.06K | SH | $4.86M 2.52% | 0.00 | 0.00 | 6.06K |
GARMIN LTD SHSSOLE | COM | 21.80K | SH | $4.55M 2.36% | 0.00 | 0.00 | 21.80K |
CARRIER GLOBAL CORPORATIONSOLE | COM | 59.73K | SH | $4.37M 2.27% | 0.00 | 0.00 | 59.73K |
LEONARDO DRS INCSOLE | COM | 93.43K | SH | $4.34M 2.25% | 0.00 | 0.00 | 93.43K |
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE | COM | 19.55K | SH | $4.00M 2.07% | 0.00 | 0.00 | 19.55K |
PARKER-HANNIFIN CORPSOLE | COM | 5.59K | SH | $3.90M 2.02% | 0.00 | 0.00 | 5.59K |
SPOTIFY TECHNOLOGY S A SHSSOLE | COM | 4.95K | SH | $3.79M 1.97% | 0.00 | 0.00 | 4.95K |
BADGER METER INCSOLE | COM | 14.75K | SH | $3.61M 1.87% | 0.00 | 0.00 | 14.75K |
VANGUARD INDEX FDS SML CP GRW ETFSOLE | COM | 12.81K | SH | $3.55M 1.84% | 0.00 | 0.00 | 12.81K |
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