Filed: 4/20/2026ACC: 0001729045-26-000002
📋 What this filing means
TOWER VIEW WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 204 equity positions with a total reported market value of $194.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
204
Positions
$194.80M
Total AUM (reported)
930.14K
Total Shares
Allocation by class
COM$194.80M100.0%
Portfolio Concentration
Top 3$30.83M15.8%
4–10$50.53M25.9%
11–25$63.57M32.6%
Rest$49.87M25.6%
Top 3 weight
15.8%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 930.14K
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
930.14K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole204
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings204
Rows:
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS
SOLEShares36.58K
TypeSH
Market value$12.36M
6.35%
Sole
0.00
Shared
0.00
None
36.58K
SPDR SERIES TRUST STATE STREET SPD
SOLEShares124.05K
TypeSH
Market value$9.49M
4.87%
Sole
0.00
Shared
0.00
None
124.05K
NVIDIA CORPORATION
SOLEShares51.43K
TypeSH
Market value$8.97M
4.60%
Sole
0.00
Shared
0.00
None
51.43K
ELI LILLY & CO
SOLEShares9.67K
TypeSH
Market value$8.89M
4.57%
Sole
0.00
Shared
0.00
None
9.67K
VANGUARD INDEX FDS GROWTH ETF
SOLEShares17.84K
TypeSH
Market value$7.79M
4.00%
Sole
0.00
Shared
0.00
None
17.84K
ALPHABET INC CAP STK CL C
SOLEShares25.76K
TypeSH
Market value$7.39M
3.79%
Sole
0.00
Shared
0.00
None
25.76K
QUANTA SVCS INC
SOLEShares12.92K
TypeSH
Market value$7.10M
3.64%
Sole
0.00
Shared
0.00
None
12.92K
MICROSOFT CORP
SOLEShares18K
TypeSH
Market value$6.66M
3.42%
Sole
0.00
Shared
0.00
None
18K
COSTCO WHOLESALE CORPORATION
SOLEShares6.54K
TypeSH
Market value$6.51M
3.34%
Sole
0.00
Shared
0.00
None
6.54K
NOVA LTD
SOLEShares14.26K
TypeSH
Market value$6.19M
3.18%
Sole
0.00
Shared
0.00
None
14.26K
AMAZON COM INC
SOLEShares29.69K
TypeSH
Market value$6.18M
3.17%
Sole
0.00
Shared
0.00
None
29.69K
VISA INC CL A
SOLEShares18.62K
TypeSH
Market value$5.63M
2.89%
Sole
0.00
Shared
0.00
None
18.62K
ALPHABET INC CAP STK CL A
SOLEShares18.49K
TypeSH
Market value$5.32M
2.73%
Sole
0.00
Shared
0.00
None
18.49K
STATE STR SPDR S&P 500 ETF T TR UNIT
SOLEShares7.91K
TypeSH
Market value$5.14M
2.64%
Sole
0.00
Shared
0.00
None
7.91K
GARMIN LTD SHS
SOLEShares21.18K
TypeSH
Market value$4.92M
2.52%
Sole
0.00
Shared
0.00
None
21.18K
PARKER-HANNIFIN CORP
SOLEShares5.45K
TypeSH
Market value$4.88M
2.50%
Sole
0.00
Shared
0.00
None
5.45K
PHILIP MORRIS INTL INC
SOLEShares27.29K
TypeSH
Market value$4.51M
2.32%
Sole
0.00
Shared
0.00
None
27.29K
VANGUARD SPECIALIZED FUNDS DIV APP ETF
SOLEShares19.74K
TypeSH
Market value$4.24M
2.18%
Sole
0.00
Shared
0.00
None
19.74K
LEONARDO DRS INC
SOLEShares91.38K
TypeSH
Market value$4.07M
2.09%
Sole
0.00
Shared
0.00
None
91.38K
MCDONALDS CORP
SOLEShares11.60K
TypeSH
Market value$3.61M
1.85%
Sole
0.00
Shared
0.00
None
11.60K
ISHARES INC MSCI STH KOR ETF
SOLEShares27.85K
TypeSH
Market value$3.43M
1.76%
Sole
0.00
Shared
0.00
None
27.85K
VANGUARD INDEX FDS SML CP GRW ETF
SOLEShares9.97K
TypeSH
Market value$3.01M
1.55%
Sole
0.00
Shared
0.00
None
9.97K
EATON CORP PLC SHS
SOLEShares8.22K
TypeSH
Market value$2.94M
1.51%
Sole
0.00
Shared
0.00
None
8.22K
JPMORGAN CHASE & CO
SOLEShares9.76K
TypeSH
Market value$2.87M
1.47%
Sole
0.00
Shared
0.00
None
9.76K
ANALOG DEVICES INC
SOLEShares8.86K
TypeSH
Market value$2.82M
1.45%
Sole
0.00
Shared
0.00
None
8.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADSSOLE | COM | 36.58K | SH | $12.36M 6.35% | 0.00 | 0.00 | 36.58K |
SPDR SERIES TRUST STATE STREET SPDSOLE | COM | 124.05K | SH | $9.49M 4.87% | 0.00 | 0.00 | 124.05K |
NVIDIA CORPORATIONSOLE | COM | 51.43K | SH | $8.97M 4.60% | 0.00 | 0.00 | 51.43K |
ELI LILLY & COSOLE | COM | 9.67K | SH | $8.89M 4.57% | 0.00 | 0.00 | 9.67K |
VANGUARD INDEX FDS GROWTH ETFSOLE | COM | 17.84K | SH | $7.79M 4.00% | 0.00 | 0.00 | 17.84K |
ALPHABET INC CAP STK CL CSOLE | COM | 25.76K | SH | $7.39M 3.79% | 0.00 | 0.00 | 25.76K |
QUANTA SVCS INCSOLE | COM | 12.92K | SH | $7.10M 3.64% | 0.00 | 0.00 | 12.92K |
MICROSOFT CORPSOLE | COM | 18K | SH | $6.66M 3.42% | 0.00 | 0.00 | 18K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.54K | SH | $6.51M 3.34% | 0.00 | 0.00 | 6.54K |
NOVA LTDSOLE | COM | 14.26K | SH | $6.19M 3.18% | 0.00 | 0.00 | 14.26K |
AMAZON COM INCSOLE | COM | 29.69K | SH | $6.18M 3.17% | 0.00 | 0.00 | 29.69K |
VISA INC CL ASOLE | COM | 18.62K | SH | $5.63M 2.89% | 0.00 | 0.00 | 18.62K |
ALPHABET INC CAP STK CL ASOLE | COM | 18.49K | SH | $5.32M 2.73% | 0.00 | 0.00 | 18.49K |
STATE STR SPDR S&P 500 ETF T TR UNITSOLE | COM | 7.91K | SH | $5.14M 2.64% | 0.00 | 0.00 | 7.91K |
GARMIN LTD SHSSOLE | COM | 21.18K | SH | $4.92M 2.52% | 0.00 | 0.00 | 21.18K |
PARKER-HANNIFIN CORPSOLE | COM | 5.45K | SH | $4.88M 2.50% | 0.00 | 0.00 | 5.45K |
PHILIP MORRIS INTL INCSOLE | COM | 27.29K | SH | $4.51M 2.32% | 0.00 | 0.00 | 27.29K |
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE | COM | 19.74K | SH | $4.24M 2.18% | 0.00 | 0.00 | 19.74K |
LEONARDO DRS INCSOLE | COM | 91.38K | SH | $4.07M 2.09% | 0.00 | 0.00 | 91.38K |
MCDONALDS CORPSOLE | COM | 11.60K | SH | $3.61M 1.85% | 0.00 | 0.00 | 11.60K |
ISHARES INC MSCI STH KOR ETFSOLE | COM | 27.85K | SH | $3.43M 1.76% | 0.00 | 0.00 | 27.85K |
VANGUARD INDEX FDS SML CP GRW ETFSOLE | COM | 9.97K | SH | $3.01M 1.55% | 0.00 | 0.00 | 9.97K |
EATON CORP PLC SHSSOLE | COM | 8.22K | SH | $2.94M 1.51% | 0.00 | 0.00 | 8.22K |
JPMORGAN CHASE & COSOLE | COM | 9.76K | SH | $2.87M 1.47% | 0.00 | 0.00 | 9.76K |
ANALOG DEVICES INCSOLE | COM | 8.86K | SH | $2.82M 1.45% | 0.00 | 0.00 | 8.86K |
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