Q3 2026 13F · SEC CIK 1729045

Tower View Wealth Management LLC

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $231.0M
Reported positions: 191
Top holdings a year, 3 yrs: +24.1%
Assets under management: $317.9M

Tower View Wealth Management LLC is a wealth manager that reported 191 positions worth $231.0M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 7.5%), Nvidia Corporation (NVDA, 5.4%), Eli Lilly & Co (LLY, 4.8%). A portfolio copying its top holdings returned 24.1% a year over the last 3 years, against 20.4% for the S&P 500.

Tower View Wealth Management LLC holdings largest 50 of 191 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tower View Wealth Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	7.5%	7.6%	37,780	+4.7%	$17.2M
NVDANvidia Corporation	5.4%	4.6%	54,575	+5.1%	$12.5M
LLYEli Lilly & Co	4.8%	5.0%	9,627	+0.6%	$11.1M
SPLGSpdr Series Trust	4.8%	4.9%	123,799	-2.9%	$11.1M
MSFTMicrosoft Corp	4.3%	3.0%	19,561	+8.4%	$10.0M
VUGVanguard Index Fds	3.9%	4.1%	101,129	-6.1%	$9.1M
GOOGAlphabet Inc	3.9%	4.0%	26,233	+2.1%	$8.9M
AMZNAmazon Com Inc	3.3%	3.1%	30,499	+2.6%	$7.6M
PWRQuanta Svcs Inc	3.2%	3.6%	11,577	+1.8%	$7.4M
VVisa Inc	3.1%	2.8%	19,753	+6.8%	$7.1M
PHParker-Hannifin Corp	2.9%	2.3%	7,111	+31.2%	$6.8M
GOOGLAlphabet Inc	2.9%	2.9%	19,661	+7.2%	$6.8M
GRMNGarmin Ltd	2.7%	2.2%	21,981	+3.9%	$6.3M
COSTCostco Wholesale Corporation	2.6%	2.7%	6,724	+4.2%	$6.1M
SPYState Str Spdr S&p 500 ETF T	2.6%	2.6%	7,832	-1.0%	$6.0M
PMPhilip Morris Intl Inc	2.0%	1.9%	24,391	+0.8%	$4.7M
NVMINova Ltd	2.0%	2.7%	11,885	+5.0%	$4.6M
VIGVanguard Specialized Funds	1.9%	2.1%	19,240	-3.5%	$4.5M
EWYIshares Inc	1.6%	1.7%	20,084	+5.4%	$3.7M
AMDAdvanced Micro Devices Inc	1.6%	1.5%	5,995	+1.9%	$3.7M
ETNEaton Corp PLC	1.6%	1.5%	8,445	+2.8%	$3.6M
AVGOBroadcom Inc	1.6%	1.5%	10,323	+12.4%	$3.6M
DRSLeonardo Drs Inc	1.5%	1.7%	95,871	+4.3%	$3.5M
ADIAnalog Devices Inc	1.5%	1.5%	8,800	+2.4%	$3.5M
VGTVanguard World Fd	1.5%	1.5%	27,524	-1.7%	$3.5M
JPMJpmorgan Chase & Co	1.4%	1.3%	10,086	+9.1%	$3.3M
VBKVanguard Index Fds	1.4%	1.6%	9,877	-0.9%	$3.3M
APHAmphenol Corp	1.4%	1.5%	39,272	+104.0%	$3.3M
VOTVanguard Index Fds	1.3%	1.4%	10,370	-2.9%	$3.0M
GSGoldman Sachs Group Inc	1.3%	1.0%	3,236	+40.3%	$2.9M
ARMArm Holdings PLC	1.1%	1.3%	8,843	+6.4%	$2.6M
LRCXLam Research Corp	1.1%	1.4%	7,603	+4.4%	$2.5M
ISRGIntuitive Surgical Inc	1.0%	1.0%	5,919	+3.6%	$2.4M
SXTSensient Technologies Corp	1.0%	1.0%	17,902	+0.9%	$2.3M
CSCOCisco Sys Inc	0.9%	1.0%	19,051	+2.9%	$2.1M
MUMicron Technology Inc	0.9%	0.9%	1,900	+5.9%	$2.0M
ASXAse Technology Hldg Co Ltd	0.9%	0.9%	44,646	+1.5%	$2.0M
CATCaterpillar Inc	0.8%	—	2,413	—	$2.0M
NOCNorthrop Grumman Corp	0.8%	—	4,003	—	$1.9M
UNPUnion Pac Corp	0.8%	0.5%	6,603	+57.3%	$1.8M
HDHome Depot Inc	0.8%	1.0%	6,164	-2.8%	$1.8M
ABBVAbbvie Inc	0.6%	0.5%	4,894	+5.0%	$1.3M
WMTWalmart Inc	0.5%	0.6%	11,393	-3.6%	$1.2M
ECHOEchoStar Corp	0.5%	0.5%	11,813	-2.4%	$1.1M
OIIOceaneering Intl Inc	0.4%	—	23,281	—	$1.0M
CBRSCerebras Systems Inc	0.4%	0.6%	5,681	-1.7%	$1.0M
INTCIntel Corp	0.4%	—	7,889	—	$948K
VOOVanguard Index Fds	0.3%	0.4%	1,119	-7.0%	$784K
VYMVanguard Whitehall Fds	0.3%	—	3,751	—	$582K
SPCXSpace Exploration Techn Corp	0.2%	—	3,495	—	$527K

What Tower View Wealth Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +29.9% /yr; S&P 500 +20.1%
3 years: +24.1% /yr; S&P 500 +20.4%
5 years: +13.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$231.0M	191
Q2 2026	$227.4M	205
Q1 2026	$194.8M	204
Q4 2025	$202.2M	176
Q3 2025	$193.3M	174
Q2 2025	$192.9M	194
Q1 2025	$171.7M	186
Q4 2024	$189.2M	196
Q3 2024	$182.7M	194
Q2 2024	$174.2M	182
Q1 2024	$170.9M	192
Q4 2023	$161.3M	179

Questions about Tower View Wealth Management LLC's portfolio

What stocks does Tower View Wealth Management LLC own?

Tower View Wealth Management LLC's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 191 positions worth $231.0M. The largest are Taiwan Semiconductor Manufac (TSM) at 7.5%, Nvidia Corporation (NVDA) at 5.4%, Eli Lilly & Co (LLY) at 4.8%, Spdr Series Trust (SPLG) at 4.8% and Microsoft Corp (MSFT) at 4.3%.

What did Tower View Wealth Management LLC buy last quarter?

In Q3 2026, Tower View Wealth Management LLC added Amphenol Corp (APH) (+104.0% shares), Union Pac Corp (UNP) (+57.3% shares) and Goldman Sachs Group Inc (GS) (+40.3% shares), compared with its Q2 2026 filing.

What did Tower View Wealth Management LLC sell last quarter?

In Q3 2026, Tower View Wealth Management LLC cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 United Therapeutics Corp Del (UTHR), cut from its top 50 Baidu Inc (BIDU), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Netflix Inc. (NFLX), Vanguard Index Fds (VOO) (-7.0% shares) and Vanguard Index Fds (VUG) (-6.1% shares), compared with its Q2 2026 filing.

How has Tower View Wealth Management LLC's portfolio performed?

A portfolio copying Tower View Wealth Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +29.9% against +20.1%. Over 5 years: +13.0% a year against +11.6%.

When is Tower View Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tower View Wealth Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Tower View Wealth Management LLC manage?

Tower View Wealth Management LLC reported $317.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $231.0M.