§ 13F · FUND PROFILE
Tower View Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $193M (13F)Positions · 194Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | 37K | $12M | 6.3% | −4% |
| 2 | SPYM | SPDR SERIES TRUST STATE STREET SPD | 124K | $9M | 4.9% | +4% |
| 3 | NVDA | NVIDIA CORPORATION | 51K | $9M | 4.6% | −1% |
| 4 | LLY | ELI LILLY & CO | 10K | $9M | 4.6% | −5% |
| 5 | VUG | VANGUARD INDEX FDS GROWTH ETF | 18K | $8M | 4.0% | +1% |
| 6 | GOOG | ALPHABET INC CAP STK CL C | 26K | $7M | 3.8% | ±0% |
| 7 | PWR | QUANTA SVCS INC | 13K | $7M | 3.6% | −7% |
| 8 | MSFT | MICROSOFT CORP | 18K | $7M | 3.4% | −2% |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 7K | $7M | 3.3% | −5% |
| 10 | NVMI | NOVA LTD | 14K | $6M | 3.2% | −18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWER SIGNAL
AC read
Tower View Wealth Management LLC is a Other fund managing $193 million in assets. The fund runs a portfolio of 194 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed