Tower View Wealth Management LLC
Long book
$194.8M
Q1 2026
Positions
204
Top-10 weight
42%
concentration
Last quarter
—
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filingsTower View Wealth Management LLC is a diversified fundamental manager, running a $194.8M US long book across 204 positions.
The portfolio is moderately concentrated (top 10 ≈ 42% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: TAIWAN SEMICONDUCTOR-SP ADR, STE STR SPDR PT S&P 500 ETF, NVIDIA CORP, ELI LILLY & CO, VANGUARD GROWTH ETF.
We rate its filings as signal-bearing: position changes reflect genuine views.
Sector allocation
Technology 37%
Consumer discretionary 15%
Industrials 14%
Healthcare 11%
Services media 6%
Financials 5%
Other 5%
Consumer staples 4%
Long book by quarter
What does Tower View own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 51.4K | $9.0M | 4.6% | -0.6% |
| LLY ELI LILLY & CO | Healthcare | 9.7K | $8.9M | 4.6% | -5.3% |
| GOOG ALPHABET INC-CL C | Technology | 25.8K | $7.4M | 3.8% | -0.1% |
| PWR QUANTA SERVICES INC | Industrials | 12.9K | $7.1M | 3.6% | -6.8% |
| MSFT MICROSOFT CORP | Technology | 18.0K | $6.7M | 3.4% | -2.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 6.5K | $6.5M | 3.3% | -4.8% |
| NVMI NOVA LTD | Other | 14.3K | $6.2M | 3.2% | -18.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 29.7K | $6.2M | 3.2% | -2.3% |
| V VISA INC-CLASS A SHARES | Services media | 18.6K | $5.6M | 2.9% | -2.7% |
| GOOGL ALPHABET INC-CL A | Technology | 18.5K | $5.3M | 2.7% | -3.4% |
| GRMN GARMIN LTD | Technology | 21.2K | $4.9M | 2.5% | -5.4% |
| PH PARKER HANNIFIN CORP | Industrials | 5.4K | $4.9M | 2.5% | -4.7% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 27.3K | $4.5M | 2.3% | -9.2% |
| DRS LEONARDO DRS INC | Technology | 91.4K | $4.1M | 2.1% | -4.3% |
| MCD MCDONALD'S CORP | Consumer discretionary | 11.6K | $3.6M | 1.9% | -4.6% |
| ETN EATON CORP PLC | Industrials | 8.2K | $2.9M | 1.5% | -2.8% |
| JPM JPMORGAN CHASE & CO | Financials | 9.8K | $2.9M | 1.5% | +1.0% |
| ADI ANALOG DEVICES INC | Technology | 8.9K | $2.8M | 1.4% | -1.2% |
| AVGO BROADCOM INC | Technology | 9.1K | $2.8M | 1.4% | +9.3% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 5.7K | $2.6M | 1.3% | -3.4% |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 4.9K | $2.4M | 1.2% | -3.7% |
| HD HOME DEPOT INC | Consumer discretionary | 7.2K | $2.4M | 1.2% | -20.2% |
| APH AMPHENOL CORP-CL A | Technology | 17.0K | $2.1M | 1.1% | -1.7% |
| GS GOLDMAN SACHS GROUP INC | Financials | 2.1K | $1.8M | 0.9% | +2200.0% |
| MRSH MARSH & MCLENNAN COS | Financials | 10.0K | $1.7M | 0.9% | -63.0% |
| UTHR UNITED THERAPEUTICS CORP | Healthcare | 2.7K | $1.6M | 0.8% | +3544.0% |
| NFLX NETFLIX INC | Services media | 16.2K | $1.6M | 0.8% | +0.1% |
| LRCX LAM RESEARCH CORP | Industrials | 7.2K | $1.5M | 0.8% | New |
| CSCO CISCO SYSTEMS INC | Technology | 18.8K | $1.5M | 0.7% | +14.7% |
| WMT WALMART INC | Consumer discretionary | 11.4K | $1.4M | 0.7% | +24.8% |
| AMD ADVANCED MICRO DEVICES | Technology | 6.7K | $1.4M | 0.7% | New |
| ABBV ABBVIE INC | Healthcare | 5.9K | $1.3M | 0.7% | +19.8% |
| ORCL ORACLE CORP | Technology | 8.1K | $1.2M | 0.6% | -0.1% |
| UNP UNION PACIFIC CORP | Industrials | 4.5K | $1.1M | 0.6% | -18.6% |
| PEP PEPSICO INC | Consumer staples | 4.9K | $764K | 0.4% | -28.5% |
| CARR CARRIER GLOBAL CORP | Industrials | 11.5K | $649K | 0.3% | -74.2% |
| MU MICRON TECHNOLOGY INC | Technology | 1.8K | $624K | 0.3% | New |
| XOM EXXON MOBIL CORP | Energy | 2.6K | $440K | 0.2% | +31.5% |
| MA MASTERCARD INC - A | Services media | 777 | $388K | 0.2% | +7.3% |
| MGEE MGE ENERGY INC | Utilities | 4.4K | $338K | 0.2% | -13.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 2.1K | $310K | 0.2% | -47.5% |
| NEE NEXTERA ENERGY INC | Utilities | 2.6K | $242K | 0.1% | +4.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 977 | $239K | 0.1% | +17.1% |
| NI NISOURCE INC | Utilities | 4.5K | $212K | 0.1% | New |
| CAT CATERPILLAR INC | Industrials | 299 | $212K | 0.1% | +12.8% |
| BLK BLACKROCK INC | Financials | 200 | $192K | 0.1% | Held |
| SCHW SCHWAB (CHARLES) CORP | Financials | 2.0K | $188K | 0.1% | Held |
| SYK STRYKER CORP | Healthcare | 537 | $177K | 0.1% | +0.2% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 2.8K | $170K | 0.1% | +0.9% |
| MRK MERCK & CO. INC. | Healthcare | 1.4K | $166K | 0.1% | +0.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 20, 2026 | 204 | $194.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 176 | $202.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 16, 2025 | 174 | $193.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 21, 2025 | 194 | $192.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 22, 2025 | 186 | $171.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 5, 2025 | 196 | $189.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 24, 2024 | 195 | $182.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 26, 2024 | 183 | $174.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 29, 2024 | 193 | $170.9M | canonical | SEC ↗ |
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