Filed: 10/16/2025ACC: 0001729045-25-000008
📋 What this filing means
TOWER VIEW WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 174 equity positions with a total reported market value of $193.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
174
Positions
$193.32M
Total AUM (reported)
1.01M
Total Shares
Allocation by class
COM$193.32M100.0%
Portfolio Concentration
Top 3$31.23M16.2%
4–10$50.74M26.2%
11–25$73.67M38.1%
Rest$37.68M19.5%
Top 3 weight
16.2%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 1.01M
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
1.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole174
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings174
Rows:
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares42.84K
TypeSH
Market value$11.96M
6.19%
Sole
0.00
Shared
0.00
None
42.84K
NVIDIA CORPORATION
SOLEShares52.37K
TypeSH
Market value$9.77M
5.05%
Sole
0.00
Shared
0.00
None
52.37K
MICROSOFT CORP
SOLEShares18.34K
TypeSH
Market value$9.50M
4.91%
Sole
0.00
Shared
0.00
None
18.34K
SPDR SERIES TRUST PORTFOLIO S&P500
SOLEShares111.50K
TypeSH
Market value$8.73M
4.52%
Sole
0.00
Shared
0.00
None
111.50K
ELI LILLY & CO
SOLEShares10.21K
TypeSH
Market value$7.79M
4.03%
Sole
0.00
Shared
0.00
None
10.21K
VANGUARD INDEX FDS GROWTH ETF
SOLEShares16.01K
TypeSH
Market value$7.68M
3.97%
Sole
0.00
Shared
0.00
None
16.01K
ALPHABET INC CAP STK CL C
SOLEShares27.64K
TypeSH
Market value$6.73M
3.48%
Sole
0.00
Shared
0.00
None
27.64K
HOME DEPOT INC
SOLEShares16.31K
TypeSH
Market value$6.61M
3.42%
Sole
0.00
Shared
0.00
None
16.31K
QUANTA SVCS INC
SOLEShares15.93K
TypeSH
Market value$6.60M
3.42%
Sole
0.00
Shared
0.00
None
15.93K
AMAZON COM INC
SOLEShares30.01K
TypeSH
Market value$6.59M
3.41%
Sole
0.00
Shared
0.00
None
30.01K
VISA INC CL A
SOLEShares19.14K
TypeSH
Market value$6.53M
3.38%
Sole
0.00
Shared
0.00
None
19.14K
COSTCO WHSL CORP NEW
SOLEShares6.82K
TypeSH
Market value$6.31M
3.26%
Sole
0.00
Shared
0.00
None
6.82K
MARSH & MCLENNAN COS INC
SOLEShares31.05K
TypeSH
Market value$6.26M
3.24%
Sole
0.00
Shared
0.00
None
31.05K
NOVA LTD
SOLEShares19.56K
TypeSH
Market value$6.25M
3.23%
Sole
0.00
Shared
0.00
None
19.56K
PHILIP MORRIS INTL INC
SOLEShares35.78K
TypeSH
Market value$5.80M
3.00%
Sole
0.00
Shared
0.00
None
35.78K
GARMIN LTD SHS
SOLEShares22.07K
TypeSH
Market value$5.44M
2.81%
Sole
0.00
Shared
0.00
None
22.07K
SPDR S&P 500 ETF TR TR UNIT
SOLEShares7.99K
TypeSH
Market value$5.32M
2.75%
Sole
0.00
Shared
0.00
None
7.99K
ALPHABET INC CAP STK CL A
SOLEShares19.87K
TypeSH
Market value$4.83M
2.50%
Sole
0.00
Shared
0.00
None
19.87K
PARKER-HANNIFIN CORP
SOLEShares5.66K
TypeSH
Market value$4.29M
2.22%
Sole
0.00
Shared
0.00
None
5.66K
LEONARDO DRS INC
SOLEShares94.29K
TypeSH
Market value$4.28M
2.21%
Sole
0.00
Shared
0.00
None
94.29K
VANGUARD SPECIALIZED FUNDS DIV APP ETF
SOLEShares19.77K
TypeSH
Market value$4.27M
2.21%
Sole
0.00
Shared
0.00
None
19.77K
CARRIER GLOBAL CORPORATION
SOLEShares61.78K
TypeSH
Market value$3.69M
1.91%
Sole
0.00
Shared
0.00
None
61.78K
MCDONALDS CORP
SOLEShares11.92K
TypeSH
Market value$3.62M
1.87%
Sole
0.00
Shared
0.00
None
11.92K
SPOTIFY TECHNOLOGY S A SHS
SOLEShares5.04K
TypeSH
Market value$3.52M
1.82%
Sole
0.00
Shared
0.00
None
5.04K
VANGUARD INDEX FDS SML CP GRW ETF
SOLEShares10.95K
TypeSH
Market value$3.26M
1.69%
Sole
0.00
Shared
0.00
None
10.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | COM | 42.84K | SH | $11.96M 6.19% | 0.00 | 0.00 | 42.84K |
NVIDIA CORPORATIONSOLE | COM | 52.37K | SH | $9.77M 5.05% | 0.00 | 0.00 | 52.37K |
MICROSOFT CORPSOLE | COM | 18.34K | SH | $9.50M 4.91% | 0.00 | 0.00 | 18.34K |
SPDR SERIES TRUST PORTFOLIO S&P500SOLE | COM | 111.50K | SH | $8.73M 4.52% | 0.00 | 0.00 | 111.50K |
ELI LILLY & COSOLE | COM | 10.21K | SH | $7.79M 4.03% | 0.00 | 0.00 | 10.21K |
VANGUARD INDEX FDS GROWTH ETFSOLE | COM | 16.01K | SH | $7.68M 3.97% | 0.00 | 0.00 | 16.01K |
ALPHABET INC CAP STK CL CSOLE | COM | 27.64K | SH | $6.73M 3.48% | 0.00 | 0.00 | 27.64K |
HOME DEPOT INCSOLE | COM | 16.31K | SH | $6.61M 3.42% | 0.00 | 0.00 | 16.31K |
QUANTA SVCS INCSOLE | COM | 15.93K | SH | $6.60M 3.42% | 0.00 | 0.00 | 15.93K |
AMAZON COM INCSOLE | COM | 30.01K | SH | $6.59M 3.41% | 0.00 | 0.00 | 30.01K |
VISA INC CL ASOLE | COM | 19.14K | SH | $6.53M 3.38% | 0.00 | 0.00 | 19.14K |
COSTCO WHSL CORP NEWSOLE | COM | 6.82K | SH | $6.31M 3.26% | 0.00 | 0.00 | 6.82K |
MARSH & MCLENNAN COS INCSOLE | COM | 31.05K | SH | $6.26M 3.24% | 0.00 | 0.00 | 31.05K |
NOVA LTDSOLE | COM | 19.56K | SH | $6.25M 3.23% | 0.00 | 0.00 | 19.56K |
PHILIP MORRIS INTL INCSOLE | COM | 35.78K | SH | $5.80M 3.00% | 0.00 | 0.00 | 35.78K |
GARMIN LTD SHSSOLE | COM | 22.07K | SH | $5.44M 2.81% | 0.00 | 0.00 | 22.07K |
SPDR S&P 500 ETF TR TR UNITSOLE | COM | 7.99K | SH | $5.32M 2.75% | 0.00 | 0.00 | 7.99K |
ALPHABET INC CAP STK CL ASOLE | COM | 19.87K | SH | $4.83M 2.50% | 0.00 | 0.00 | 19.87K |
PARKER-HANNIFIN CORPSOLE | COM | 5.66K | SH | $4.29M 2.22% | 0.00 | 0.00 | 5.66K |
LEONARDO DRS INCSOLE | COM | 94.29K | SH | $4.28M 2.21% | 0.00 | 0.00 | 94.29K |
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE | COM | 19.77K | SH | $4.27M 2.21% | 0.00 | 0.00 | 19.77K |
CARRIER GLOBAL CORPORATIONSOLE | COM | 61.78K | SH | $3.69M 1.91% | 0.00 | 0.00 | 61.78K |
MCDONALDS CORPSOLE | COM | 11.92K | SH | $3.62M 1.87% | 0.00 | 0.00 | 11.92K |
SPOTIFY TECHNOLOGY S A SHSSOLE | COM | 5.04K | SH | $3.52M 1.82% | 0.00 | 0.00 | 5.04K |
VANGUARD INDEX FDS SML CP GRW ETFSOLE | COM | 10.95K | SH | $3.26M 1.69% | 0.00 | 0.00 | 10.95K |
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