Tower View Wealth Management LLC
Sector Allocation
- Technology43.1%$99.6M
- Other20.9%$48.3M
- Industrials9.6%$22.1M
- Healthcare7.1%$16.5M
- Financials6.5%$14.9M
- Consumer Staples5.4%$12.6M
- Consumer Discretionary4.3%$10.0M
- Materials1.0%$2.4M
- Energy0.8%$1.7M
- Communication Services0.7%$1.6M
AUM History
13fpro.ai/research/fund/tower-view-wealth-management-llc-1729045
Conviction and streaks
Concentrating · top 10 = 44.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
TSM
$17.2MNVDA
$12.5MLLY
$11.1M- SPDR$11.1M
MSFT
$10.0M- VANGUARD$9.1M
GOOG
$8.9MAMZN
$7.6MPWR
$7.4MV
$7.1MPH
$6.8MGOOGL
$6.8MGRMN
$6.3MCOST
$6.1MSPY
$6.0MPM
$4.7MNVMI
$4.6M- VANGUARD$4.5M
- ISHARES$3.7M
AMD
$3.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/tower-view-wealth-management-llc-1729045
Tower View Wealth Management LLC 13F holdings — Q3 2026
$231.0M portfolio (+1.6% QoQ) · 193 holdings · Q3 2026 13F · top 10 are 44% of the stock portfolio
$17.2M
7.5% of stocks
+5%This quarter+1.4%Since filed11+ qtrsHeld$12.5M
5.4% of stocks
+5%This quarter+2.4%Since filed11+ qtrsHeld$11.1M
4.8% of stocks
+0.6%This quarter+0.5%Since filed11+ qtrsHeld- 4
SPDR SERIES TRUST ST STR P500ETF - COM
$11.1M
4.8% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $10.0M
4.3% of stocks
+8%This quarter+1.5%Since filed11+ qtrsHeld- 6
VANGUARD INDEX FDS MRNGSTR GRWT ETF - COM
$9.1M
3.9% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $8.9M
3.9% of stocks
+2%This quarter-1.0%Since filed11+ qtrsHeld$7.6M
3.3% of stocks
+3%This quarter+0.4%Since filed11+ qtrsHeld$7.4M
3.2% of stocks
+2%This quarter+3.2%Since filed10 qtrsHeld$7.1M
3.1% of stocks
+7%This quarter-0.9%Since filed11+ qtrsHeld
All holdings — Tower View Wealth Management LLC (Q3 2026)
193 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Parker-Hannifin Corp | Industrials | $6.8M | 2.9% | 7,111 | +31% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $6.8M | 2.9% | 20K | +7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | GARMIN LTD | Technology | $6.3M | 2.7% | 22K | +4% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.1M | 2.6% | 6,724 | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | SPDR S&P 500 ETF TRUSTetf/fund | — | $6.0M | 2.6% | 7,832 | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Philip Morris International Inc. | Consumer Staples | $4.7M | 2.0% | 24K | +0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | NOVA LTD. | Technology | $4.6M | 2.0% | 12K | +5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD SPECIALIZED FUNDS DIV APP ETF - COMetf/fund | — | $4.5M | 1.9% | 19K | -4% | — | — | 13F |
| 19 | — | ISHARES INC MSCI STH KOR ETF - COMetf/fund | — | $3.7M | 1.6% | 20K | +5% | — | — | 13F |
| 20 | ADVANCED MICRO DEVICES INC | Technology | $3.7M | 1.6% | 5,995 | +2% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Eaton Corp plc | Industrials | $3.6M | 1.6% | 8,445 | +3% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Broadcom Inc. | Technology | $3.6M | 1.6% | 10K | +12% | 11+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Leonardo DRS, Inc. | Technology | $3.5M | 1.5% | 96K | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ANALOG DEVICES INC | Technology | $3.5M | 1.5% | 8,800 | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD WORLD FD INF TECH ETF - COMetf/fund | — | $3.5M | 1.5% | 28K | -2% | — | — | 13F |
| 26 | $JPM | JPMORGAN CHASE & CO | Financials | $3.3M | 1.4% | 10K | +9% | |||
| 27 | — | VANGUARD INDEX FDS MRNGSTR SM CP GR - COM | — | $3.3M | 1.4% | 9,877 | -0.9% | |||
| 28 | $APH | AMPHENOL CORP /DE/ | Technology | $3.3M | 1.4% | 39K | +104% | |||
| 29 | — | VANGUARD INDEX FDS MRNGSTR MD CP GR - COM | — | $3.0M | 1.3% | 10K | -3% | |||
| 30 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.9M | 1.3% | 3,236 | +40% | |||
| 31 | $ARM | ARM HOLDINGS PLC /UK | Technology | $2.6M | 1.1% | 8,843 | +6% | |||
| 32 | $LRCX | LAM RESEARCH CORP | Technology | $2.5M | 1.1% | 7,603 | +4% | |||
| 33 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $2.4M | 1.0% | 5,919 | +4% | |||
| 34 | $SXT | SENSIENT TECHNOLOGIES CORP | Materials | $2.3M | 1.0% | 18K | +0.9% | |||
| 35 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.1M | 0.9% | 19K | +3% | |||
| 36 | $MU | MICRON TECHNOLOGY INC | Technology | $2.0M | 0.9% | 1,900 | +6% | |||
| 37 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $2.0M | 0.9% | 45K | +1% | |||
| 38 | $CAT | CATERPILLAR INC | Industrials | $2.0M | 0.8% | 2,413 | +707% | |||
| 39 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $1.9M | 0.8% | 4,003 | New | |||
| 40 | $UNP | UNION PACIFIC CORP | Industrials | $1.8M | 0.8% | 6,603 | +57% | |||
| 41 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.8M | 0.8% | 6,164 | -3% | |||
| 42 | $ABBV | AbbVie Inc. | Healthcare | $1.3M | 0.6% | 4,894 | +5% | |||
| 43 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.5% | 11K | -4% | |||
| 44 | $ECHO | EchoStar CORP | Communication Services | $1.1M | 0.5% | 12K | -2% | |||
| 45 | $OII | OCEANEERING INTERNATIONAL INC | Energy | $1.0M | 0.4% | 23K | New | |||
| 46 | $CBRS | Cerebras Systems Inc. | Technology | $1.0M | 0.4% | 5,681 | -2% | |||
| 47 | $INTC | INTEL CORP | Technology | $948K | 0.4% | 7,889 | New | |||
| 48 | — | VANGUARD INDEX FDS S&P 500 ETF SHS - COM | — | $784K | 0.3% | 1,119 | -7% | |||
| 49 | — | VANGUARD WHITEHALL FDS HIGH DIV YLD - COM | — | $582K | 0.3% | 3,751 | -5% | |||
| 50 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $527K | 0.2% | 3,495 | +5% | |||
| 51 | $BRX | Brixmor Property Group Inc. | Real Estate | $514K | 0.2% | 19K | +1.0% | |||
| 52 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $501K | 0.2% | 764 | -19% | |||
| 53 | — | VANGUARD INDEX FDS MRNGSTR MID CAP - COM | — | $442K | 0.2% | 5,634 | -0.4% | |||
| 54 | $JNJ | JOHNSON & JOHNSON | Healthcare | $439K | 0.2% | 1,660 | +75% | |||
| 55 | $MA | Mastercard Inc | Financials | $415K | 0.2% | 752 | -5% | |||
| 56 | $MCD | MCDONALDS CORP | Consumer Discretionary | $381K | 0.2% | 1,651 | -75% | |||
| 57 | $PEP | PEPSICO INC | Consumer Staples | $346K | 0.1% | 2,732 | -37% | |||
| 58 | $AMGN | AMGEN INC | Healthcare | $346K | 0.1% | 820 | +4216% | |||
| 59 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $332K | 0.1% | 2,038 | -22% | |||
| 60 | $CARR | CARRIER GLOBAL Corp | Industrials | $318K | 0.1% | 5,800 | -43% | |||
| 61 | — | VANGUARD WORLD FD CONSUM STP ETF - COM | — | $305K | 0.1% | 1,400 | -4% | |||
| 62 | $MGEE | MGE ENERGY INC | Utilities | $252K | 0.1% | 3,631 | +3% | |||
| 63 | — | VANGUARD INDEX FDS MRNGSTR TTL STK - COM | — | $212K | 0.1% | 567 | +0.2% | |||
| 64 | $BLK | BlackRock, Inc. | Financials | $212K | 0.1% | 200 | — | |||
| 65 | $DIS | Walt Disney Co | Communication Services | $207K | 0.1% | 1,977 | -4% | |||
| 66 | $MRK | Merck & Co., Inc. | Healthcare | $204K | 0.1% | 1,401 | +0.7% | |||
| 67 | — | VANGUARD STAR FDS VG TL INTL STK F - COM | — | $199K | 0.1% | 2,337 | +122% | |||
| 68 | $NEE | NEXTERA ENERGY INC | Utilities | $198K | 0.1% | 2,613 | +0.1% | |||
| 69 | $PSX | Phillips 66 | Energy | $183K | 0.1% | 717 | +0.6% | |||
| 70 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $178K | 0.1% | 2,858 | +0.8% | |||
| 71 | $IBKR | Interactive Brokers Group, Inc. | Financials | $174K | 0.1% | 2,042 | +5005% | |||
| 72 | $SCHW | SCHWAB CHARLES CORP | Financials | $166K | 0.1% | 1,700 | — | |||
| 73 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $156K | 0.1% | 3,400 | New | |||
| 74 | $SYK | STRYKER CORP | Healthcare | $149K | 0.1% | 540 | +0.2% | |||
| 75 | $IRM | IRON MOUNTAIN INC | Real Estate | $148K | 0.1% | 1,334 | +0.8% | |||
| 76 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $140K | 0.1% | 112 | — | |||
| 77 | $T | AT&T INC. | Communication Services | $138K | 0.1% | 5,652 | +397% | |||
| 78 | $CME | CME GROUP INC. | Financials | $129K | 0.1% | 494 | — | |||
| 79 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | Energy | $110K | 0.1% | 2,340 | +23% | |||
| 80 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $108K | 0.1% | 744 | -21% | |||
| 81 | $KKR | KKR & Co. Inc. | Financials | $103K | 0.0% | 1,124 | -11% | |||
| 82 | — | ISHARES TR RUSSELL 3000 ETF - COM | — | $102K | 0.0% | 236 | — | |||
| 83 | — | ISHARES TR 1 3 YR TREAS BD - COM | — | $102K | 0.0% | 1,255 | +0.9% | |||
| 84 | $BNY | Bank of New York Mellon Corp | Financials | $97K | 0.0% | 671 | New | |||
| 85 | — | ISHARES TR EXPND TEC SC ETF - COM | — | $96K | 0.0% | 565 | — | |||
| 86 | $USB | US BANCORP \DE\ | Financials | $92K | 0.0% | 1,600 | New | |||
| 87 | — | VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD - COM | — | $84K | 0.0% | 1,084 | -12% | |||
| 88 | $DRTS | Alpha Tau Medical Ltd. | Healthcare | $83K | 0.0% | 5,566 | — | |||
| 89 | $WTRG | Essential Utilities, Inc. | Utilities | $83K | 0.0% | 2,110 | +0.9% | |||
| 90 | $CG | Carlyle Group Inc. | Financials | $81K | 0.0% | 2,037 | -11% | |||
| 91 | $TSLA | Tesla, Inc. | Consumer Discretionary | $78K | 0.0% | 221 | — | |||
| 92 | $FAST | FASTENAL CO | Industrials | $78K | 0.0% | 1,577 | +0.5% | |||
| 93 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $74K | 0.0% | 1,101 | +1% | |||
| 94 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $72K | 0.0% | 107 | -4% | |||
| 95 | $WM | WASTE MANAGEMENT INC | Utilities | $66K | 0.0% | 326 | +0.6% | |||
| 96 | — | VANGUARD WORLD FD MRNGSTR VAL ETF - COM | — | $65K | 0.0% | 402 | +0.5% | |||
| 97 | $COP | CONOCOPHILLIPS | Energy | $62K | 0.0% | 499 | +0.6% | |||
| 98 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $59K | 0.0% | 228 | +0.4% | |||
| 99 | $UTHR | UNITED THERAPEUTICS Corp | Healthcare | $51K | 0.0% | 95 | -97% | |||
| 100 | $DHR | DANAHER CORP /DE/ | Healthcare | $48K | 0.0% | 215 | +0.5% | |||
| 101 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $47K | 0.0% | 701 | +1% | |||
| 102 | $BX | Blackstone Inc. | Financials | $47K | 0.0% | 419 | +1.0% | |||
| 103 | — | SELECT SECTOR SPDR TR ST STR STAPL ETF - COM | — | $46K | 0.0% | 574 | +0.5% | |||
| 104 | — | VANGUARD INDEX FDS MRNGSTR SML CAP - COM | — | $45K | 0.0% | 158 | +0.6% | |||
| 105 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $45K | 0.0% | 770 | +0.9% | |||
| 106 | $ETR | ENTERGY CORP /DE/ | Utilities | $41K | 0.0% | 413 | — | |||
| 107 | — | SELECT SECTOR SPDR TR ST STR TECHN ETF - COM | — | $41K | 0.0% | 209 | — | |||
| 108 | — | VANGUARD WORLD FD UTILITIES ETF - COM | — | $40K | 0.0% | 236 | +0.9% | |||
| 109 | $XEL | XCEL ENERGY INC | Utilities | $38K | 0.0% | 543 | +0.7% | |||
| 110 | $PFE | PFIZER INC | Healthcare | $36K | 0.0% | 1,280 | +2% | |||
| 111 | — | ISHARES TR CORE S&P500 ETF - COM | — | $34K | 0.0% | 44 | — | |||
| 112 | — | SPDR SERIES TRUST ST STR SP DIV - COM | — | $32K | 0.0% | 219 | +0.5% | |||
| 113 | $CVX | CHEVRON CORP | Energy | $28K | 0.0% | 137 | -72% | |||
| 114 | — | SCHWAB STRATEGIC TR FUNDAMENTAL US B - COM | — | $28K | 0.0% | 910 | +0.3% | |||
| 115 | — | VANGUARD INDEX FDS REAL ESTATE ETF - COM | — | $28K | 0.0% | 309 | -23% | |||
| 116 | — | VANGUARD BD INDEX FDS TOTAL BND MRKT - COM | — | $26K | 0.0% | 376 | +1% | |||
| 117 | $CWT | CALIFORNIA WATER SERVICE GROUP | Utilities | $25K | 0.0% | 542 | +0.6% | |||
| 118 | — | SELECT SECTOR SPDR TR ST STR DISCR ETF - COM | — | $21K | 0.0% | 197 | +0.5% | |||
| 119 | $META | Meta Platforms, Inc. | Technology | $20K | 0.0% | 265 | +0.8% | |||
| 120 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $20K | 0.0% | 85 | — | |||
| 121 | — | SPDR INDEX SHS FDS ST STR PO EX ETF - COM | — | $20K | 0.0% | 401 | — | |||
| 122 | — | FRANKLIN TEMPLETON ETF TR FTSE SOUTH KOREA - COM | — | $20K | 0.0% | 327 | +2080% | |||
| 123 | — | ISHARES TR RUS 1000 GRW ETF - COM | — | $19K | 0.0% | 151 | -37% | |||
| 124 | $F | FORD MOTOR CO | Consumer Discretionary | $19K | 0.0% | 1,553 | +1% | |||
| 125 | — | SCHWAB STRATEGIC TR US DIVIDEND EQ - COM | — | $19K | 0.0% | 572 | -20% | |||
| 126 | — | ISHARES TR CORE MSCI EAFE - COM | — | $18K | 0.0% | 186 | — | |||
| 127 | $SSD | Simpson Manufacturing Co., Inc. | Industrials | $18K | 0.0% | 103 | — | |||
| 128 | $CRWV | CoreWeave, Inc. | Technology | $17K | 0.0% | 200 | — | |||
| 129 | — | VANGUARD INDEX FDS MRNGSTR MD CP VA - COM | — | $17K | 0.0% | 87 | — | |||
| 130 | — | VANECK ETF TRUST MRNGSTR WDE MOAT - COM | — | $17K | 0.0% | 160 | — | |||
| 131 | — | ISHARES TR CORE DIV GRWTH - COM | — | $17K | 0.0% | 220 | — | |||
| 132 | $SO | SOUTHERN CO | Utilities | $16K | 0.0% | 199 | +1% | |||
| 133 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $16K | 0.0% | 500 | — | |||
| 134 | — | SCHWAB STRATEGIC TR US LCAP GR ETF - COM | — | $15K | 0.0% | 431 | +0.2% | |||
| 135 | $ON | ON SEMICONDUCTOR CORP | Technology | $15K | 0.0% | 200 | -80% | |||
| 136 | — | SCHWAB STRATEGIC TR FUNDAMENTAL INTL - COM | — | $14K | 0.0% | 261 | — | |||
| 137 | $CALX | CALIX, INC | Communication Services | $14K | 0.0% | 400 | — | |||
| 138 | $KLAC | KLA CORP | Technology | $14K | 0.0% | 70 | -1% | |||
| 139 | — | ISHARES TR CORE S&P MCP ETF - COM | — | $14K | 0.0% | 188 | +0.5% | |||
| 140 | — | VANGUARD INDEX FDS MRNGSTR VAL ETF - COM | — | $13K | 0.0% | 59 | — | |||
| 141 | — | EVERPURE INC CL A - COM | — | $12K | 0.0% | 90 | — | |||
| 142 | $ZBH | ZIMMER BIOMET HOLDINGS, INC. | Healthcare | $12K | 0.0% | 130 | — | |||
| 143 | $ECL | ECOLAB INC. | Materials | $11K | 0.0% | 40 | — | |||
| 144 | $KDP | Keurig Dr Pepper Inc. | Consumer Staples | $10K | 0.0% | 328 | +0.9% | |||
| 145 | — | ISHARES TR RUS MDCP VAL ETF - COM | — | $10K | 0.0% | 61 | — | |||
| 146 | $EMR | EMERSON ELECTRIC CO | Industrials | $10K | 0.0% | 63 | — | |||
| 147 | — | SPDR SERIES TRUST ST STR PR SP1500 - COM | — | $9K | 0.0% | 102 | — | |||
| 148 | — | SCHWAB STRATEGIC TR US BRD MKT ETF - COM | — | $9K | 0.0% | 315 | +0.3% | |||
| 149 | — | FIDELITY COVINGTON TRUST MSCI INFO TECH I - COM | — | $9K | 0.0% | 30 | — | |||
| 150 | $CEG | Constellation Energy Corp | Utilities | $9K | 0.0% | 35 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 84 added to, 39 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$NOCNORTHROP GRUMMAN CORP /DE/$1.9M
first bought this quarter
$OIIOCEANEERING INTERNATIONAL INC$1.0M
first bought this quarter
$INTCINTEL CORP$948K
first bought this quarter
$VZVERIZON COMMUNICATIONS INC$156K
first bought this quarter
$BNYBank of New York Mellon Corp$97K
first bought this quarter
$USBUS BANCORP \DE\$92K
first bought this quarter
Added to (84)
$CATCATERPILLAR INC+707%
now $2.0M · held 6 qtrs
$APHAMPHENOL CORP /DE/+104%
now $3.3M · held 11+ qtrs, 2 adds in a row
now $6.8M · held 8 qtrs
$GSGOLDMAN SACHS GROUP INC+40%
now $2.9M · held 11+ qtrs, 4 adds in a row
now $17.2M · held 11+ qtrs
now $10.0M · held 11+ qtrs
+78 more in the Excel export
Trimmed (39)
$UTHRUNITED THERAPEUTICS Corp-97%
now $51K · held 11+ qtrs
$MCDMCDONALDS CORP-75%
now $381K · held 11+ qtrs, 3 trims in a row
$ORCLORACLE CORP-100%
now $550 · held 6 qtrs, 2 trims in a row
- VANGUARD INDEX FDS MRNGSTR GRWT ETF - COM-6%
now $9.1M
- SPDR SERIES TRUST ST STR P500ETF - COM-3%
now $11.1M
$CARRCARRIER GLOBAL Corp-43%
now $318K · held 11+ qtrs, 4 trims in a row
+33 more in the Excel export
Holdings by quarter
Every 13F Tower View Wealth Management LLC has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow Tower View Wealth Management?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Tower View Wealth Management's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+1.0%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 24% over the last 4
Top 10 weight
44%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Tower View Wealth Management LLC disclosed 193 positions worth $231.0M in its Form 13F-HR for Q3 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 7.5% of the equity portfolio, followed by $NVDA and $LLY. During the quarter the fund opened 6 new positions and exited 18 — including a new stake in $NOC and a full exit from $SPOT. The portfolio is most concentrated in Technology (43.1% of disclosed assets). All figures are sourced directly from Tower View Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1729045.
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AI-Powered Hedge Fund Analysis: Tower View Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Tower View Wealth Management LLC (SEC CIK: 1729045), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Tower View Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.