Filed: 1/23/2026ACC: 0001729045-26-000001
📋 What this filing means
TOWER VIEW WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 176 equity positions with a total reported market value of $202.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
176
Positions
$202.25M
Total AUM (reported)
1.01M
Total Shares
Allocation by class
COM$202.25M100.0%
Portfolio Concentration
Top 3$32.22M15.9%
4–10$54.86M27.1%
11–25$66.01M32.6%
Rest$49.16M24.3%
Top 3 weight
15.9%
Top 10 weight
43.1%
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)
Sole176
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings176
Rows:
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares38.14K
TypeSH
Market value$11.59M
5.73%
Sole
0.00
Shared
0.00
None
38.14K
ELI LILLY & CO
SOLEShares10.21K
TypeSH
Market value$10.97M
5.43%
Sole
0.00
Shared
0.00
None
10.21K
NVIDIA CORPORATION
SOLEShares51.76K
TypeSH
Market value$9.65M
4.77%
Sole
0.00
Shared
0.00
None
51.76K
SPDR SERIES TRUST STATE STREET SPD
SOLEShares118.77K
TypeSH
Market value$9.53M
4.71%
Sole
0.00
Shared
0.00
None
118.77K
MICROSOFT CORP
SOLEShares18.39K
TypeSH
Market value$8.89M
4.40%
Sole
0.00
Shared
0.00
None
18.39K
VANGUARD INDEX FDS GROWTH ETF
SOLEShares17.69K
TypeSH
Market value$8.63M
4.27%
Sole
0.00
Shared
0.00
None
17.69K
ALPHABET INC CAP STK CL C
SOLEShares25.79K
TypeSH
Market value$8.09M
4.00%
Sole
0.00
Shared
0.00
None
25.79K
AMAZON COM INC
SOLEShares30.38K
TypeSH
Market value$7.01M
3.47%
Sole
0.00
Shared
0.00
None
30.38K
VISA INC COM CL A
SOLEShares19.14K
TypeSH
Market value$6.71M
3.32%
Sole
0.00
Shared
0.00
None
19.14K
ALPHABET INC CAP STK CL A
SOLEShares19.14K
TypeSH
Market value$5.99M
2.96%
Sole
0.00
Shared
0.00
None
19.14K
COSTCO WHSL CORP NEW
SOLEShares6.86K
TypeSH
Market value$5.92M
2.93%
Sole
0.00
Shared
0.00
None
6.86K
QUANTA SVCS INC
SOLEShares13.87K
TypeSH
Market value$5.85M
2.89%
Sole
0.00
Shared
0.00
None
13.87K
NOVA LTD
SOLEShares17.40K
TypeSH
Market value$5.71M
2.83%
Sole
0.00
Shared
0.00
None
17.40K
SPDR S&P 500 ETF TR TR UNIT
SOLEShares7.88K
TypeSH
Market value$5.37M
2.66%
Sole
0.00
Shared
0.00
None
7.88K
PARKER-HANNIFIN CORP
SOLEShares5.72K
TypeSH
Market value$5.03M
2.49%
Sole
0.00
Shared
0.00
None
5.72K
MARSH & MCLENNAN COS INC
SOLEShares26.99K
TypeSH
Market value$5.01M
2.48%
Sole
0.00
Shared
0.00
None
26.99K
PHILIP MORRIS INTL INC
SOLEShares30.07K
TypeSH
Market value$4.82M
2.38%
Sole
0.00
Shared
0.00
None
30.07K
GARMIN LTD SHS
SOLEShares22.40K
TypeSH
Market value$4.54M
2.25%
Sole
0.00
Shared
0.00
None
22.40K
VANGUARD SPECIALIZED FUNDS DIV APP ETF
SOLEShares19.47K
TypeSH
Market value$4.28M
2.12%
Sole
0.00
Shared
0.00
None
19.47K
MCDONALDS CORP
SOLEShares12.17K
TypeSH
Market value$3.72M
1.84%
Sole
0.00
Shared
0.00
None
12.17K
INTUITIVE SURGICAL INC
SOLEShares5.87K
TypeSH
Market value$3.33M
1.64%
Sole
0.00
Shared
0.00
None
5.87K
LEONARDO DRS INC
SOLEShares95.45K
TypeSH
Market value$3.25M
1.61%
Sole
0.00
Shared
0.00
None
95.45K
JPMORGAN CHASE & CO.
SOLEShares9.66K
TypeSH
Market value$3.11M
1.54%
Sole
0.00
Shared
0.00
None
9.66K
HOME DEPOT INC
SOLEShares9.02K
TypeSH
Market value$3.11M
1.54%
Sole
0.00
Shared
0.00
None
9.02K
VANGUARD INDEX FDS SML CP GRW ETF
SOLEShares9.80K
TypeSH
Market value$2.96M
1.46%
Sole
0.00
Shared
0.00
None
9.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | COM | 38.14K | SH | $11.59M 5.73% | 0.00 | 0.00 | 38.14K |
ELI LILLY & COSOLE | COM | 10.21K | SH | $10.97M 5.43% | 0.00 | 0.00 | 10.21K |
NVIDIA CORPORATIONSOLE | COM | 51.76K | SH | $9.65M 4.77% | 0.00 | 0.00 | 51.76K |
SPDR SERIES TRUST STATE STREET SPDSOLE | COM | 118.77K | SH | $9.53M 4.71% | 0.00 | 0.00 | 118.77K |
MICROSOFT CORPSOLE | COM | 18.39K | SH | $8.89M 4.40% | 0.00 | 0.00 | 18.39K |
VANGUARD INDEX FDS GROWTH ETFSOLE | COM | 17.69K | SH | $8.63M 4.27% | 0.00 | 0.00 | 17.69K |
ALPHABET INC CAP STK CL CSOLE | COM | 25.79K | SH | $8.09M 4.00% | 0.00 | 0.00 | 25.79K |
AMAZON COM INCSOLE | COM | 30.38K | SH | $7.01M 3.47% | 0.00 | 0.00 | 30.38K |
VISA INC COM CL ASOLE | COM | 19.14K | SH | $6.71M 3.32% | 0.00 | 0.00 | 19.14K |
ALPHABET INC CAP STK CL ASOLE | COM | 19.14K | SH | $5.99M 2.96% | 0.00 | 0.00 | 19.14K |
COSTCO WHSL CORP NEWSOLE | COM | 6.86K | SH | $5.92M 2.93% | 0.00 | 0.00 | 6.86K |
QUANTA SVCS INCSOLE | COM | 13.87K | SH | $5.85M 2.89% | 0.00 | 0.00 | 13.87K |
NOVA LTDSOLE | COM | 17.40K | SH | $5.71M 2.83% | 0.00 | 0.00 | 17.40K |
SPDR S&P 500 ETF TR TR UNITSOLE | COM | 7.88K | SH | $5.37M 2.66% | 0.00 | 0.00 | 7.88K |
PARKER-HANNIFIN CORPSOLE | COM | 5.72K | SH | $5.03M 2.49% | 0.00 | 0.00 | 5.72K |
MARSH & MCLENNAN COS INCSOLE | COM | 26.99K | SH | $5.01M 2.48% | 0.00 | 0.00 | 26.99K |
PHILIP MORRIS INTL INCSOLE | COM | 30.07K | SH | $4.82M 2.38% | 0.00 | 0.00 | 30.07K |
GARMIN LTD SHSSOLE | COM | 22.40K | SH | $4.54M 2.25% | 0.00 | 0.00 | 22.40K |
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE | COM | 19.47K | SH | $4.28M 2.12% | 0.00 | 0.00 | 19.47K |
MCDONALDS CORPSOLE | COM | 12.17K | SH | $3.72M 1.84% | 0.00 | 0.00 | 12.17K |
INTUITIVE SURGICAL INCSOLE | COM | 5.87K | SH | $3.33M 1.64% | 0.00 | 0.00 | 5.87K |
LEONARDO DRS INCSOLE | COM | 95.45K | SH | $3.25M 1.61% | 0.00 | 0.00 | 95.45K |
JPMORGAN CHASE & CO.SOLE | COM | 9.66K | SH | $3.11M 1.54% | 0.00 | 0.00 | 9.66K |
HOME DEPOT INCSOLE | COM | 9.02K | SH | $3.11M 1.54% | 0.00 | 0.00 | 9.02K |
VANGUARD INDEX FDS SML CP GRW ETFSOLE | COM | 9.80K | SH | $2.96M 1.46% | 0.00 | 0.00 | 9.80K |
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