Tower View Wealth Management LLC

13F filer · CIK 0001729045

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$227MU.S. long equity reported on 13F

Positions1469 new · 13 closed

Net flow last quarter-$5.32MBuys minus sells

Top 10 positions weight39.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026146 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$17.2M	7.57%	0.00%	-1.4%	Q4 2019
LLYELI LILLY & Co	$11.5M	5.05%	0.00%	-1.1%	Q4 2017
NVDANvidia Corp	$10.4M	4.57%	0.00%	+0.9%	Q4 2017
GOOGAlphabet Inc.	$9.08M	3.99%	Not reported	-0.2%	Q4 2017
PWRQuanta Services, Inc.	$8.19M	3.60%	0.01%	-12.0%	Q2 2024
AMZNAmazon Com Inc	$7.08M	3.11%	0.00%	+0.1%	Q4 2017
MSFTMicrosoft Corp	$6.73M	2.96%	0.00%	+0.3%	Q4 2017
GOOGLAlphabet Inc.	$6.55M	2.88%	0.00%	-0.9%	Q4 2017
VVisa Inc.	$6.35M	2.79%	0.00%	-0.7%	Q4 2017
NVMINova Ltd.	$6.14M	2.70%	0.04%	-20.6%	Q3 2020
COSTCostco Wholesale Corp	$6.03M	2.65%	0.00%	-1.3%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$5.91M	2.60%	Not reported	+0.1%	Q4 2017
PHParker-Hannifin Corp	$5.3M	2.33%	0.00%	-0.6%	Q4 2024
GRMNGarmin Ltd	$5.03M	2.21%	0.01%	-0.1%	Q4 2024
PMPhilip Morris International Inc.	$4.38M	1.92%	0.00%	-11.4%	Q4 2017
DRSLeonardo DRS, Inc.	$3.92M	1.73%	0.03%	+0.6%	Q1 2023
ETNEaton Corp plc	$3.5M	1.54%	0.00%	-0.1%	Q4 2017
AVGOBroadcom Inc.	$3.47M	1.53%	0.00%	+1.1%	Q2 2023
AMDAdvanced Micro Devices Inc	$3.42M	1.50%	0.00%	-12.2%	Q1 2024
ADIAnalog Devices Inc	$3.41M	1.50%	0.00%	-3.0%	Q3 2020
APHAmphenol Corp	$3.39M	1.49%	0.00%	+13.3%	Q2 2020
VOTVan Kampen Municipal Opportunity Trust II	$3.27M	1.44%	Not reported	+0.3%	Q2 2025
LRCXLam Research Corp	$3.16M	1.39%	0.00%	+1.6%	Q1 2026
JPMJPMorgan Chase & Co	$3.03M	1.33%	0.00%	-5.3%	Q4 2017
ARMArm Holdings PLC	$2.95M	1.30%	0.00%	-53.0%	Q1 2024
GSGoldman Sachs Group Inc	$2.33M	1.03%	0.00%	+11.4%	Q1 2023
ISRGIntuitive Surgical Inc	$2.27M	1.00%	0.00%	+0.7%	Q4 2018
HDHome Depot, Inc.	$2.24M	0.98%	0.00%	-12.0%	Q4 2017
SXTSensient Technologies Corp	$2.19M	0.96%	0.04%	New	Q2 2026
CSCOCisco Systems, Inc.	$2.17M	0.96%	0.00%	-1.3%	Q2 2020
MUMicron Technology Inc	$2.07M	0.91%	0.00%	-2.9%	Q2 2018
ASXASE Technology Holding Co., Ltd.	$1.98M	0.87%	0.00%	New	Q2 2026
MCDMcdonalds Corp	$1.81M	0.80%	0.00%	-42.3%	Q4 2017
UTHRUNITED THERAPEUTICS Corp	$1.63M	0.72%	0.01%	+10.0%	Q3 2018
WMTWalmart Inc.	$1.34M	0.59%	0.00%	+3.6%	Q4 2017
BIDUBaidu, Inc.	$1.32M	0.58%	Not reported	+0.4%	Q4 2025
CBRSCerebras Systems Inc.	$1.28M	0.56%	Not reported	New	Q2 2026
ECHOEchoStar CORP	$1.23M	0.54%	0.03%	New	Q2 2026
ABBVAbbVie Inc.	$1.17M	0.52%	0.00%	-21.0%	Q4 2017
ORCLOracle Corp	$1.17M	0.52%	0.00%	-1.4%	Q4 2017
NFLXNetflix Inc	$1.15M	0.51%	0.00%	-0.2%	Q4 2017
UNPUnion Pacific Corp	$1.14M	0.50%	0.00%	-7.4%	Q4 2017
CARRCARRIER GLOBAL Corp	$747K	0.33%	0.00%	-11.7%	Q3 2022
MDYSPDR S&P Midcap 400 ETF Trust	$667K	0.29%	Not reported	Not reported	Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$624K	0.27%	Not reported	-0.5%	Q4 2017
SPOTSpotify Technology S.A.	$608K	0.27%	0.00%	-73.0%	Q3 2018
PEPPepsico Inc	$592K	0.26%	0.00%	-11.2%	Q4 2017
BRXBrixmor Property Group Inc.	$582K	0.26%	0.01%	+34.8%	Q1 2025
SPCXSpace Exploration Technologies Corp	$568K	0.25%	Not reported	New	Q2 2026
MAMastercard Inc	$405K	0.18%	0.00%	+1.4%	Q4 2017

Q1 2026Reported Apr 20, 2026150 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.4M	6.35%	0.00%	-4.1%	Q4 2019
NVDANvidia Corp	$8.97M	4.60%	0.00%	-0.6%	Q4 2017
LLYELI LILLY & Co	$8.89M	4.57%	0.00%	-5.3%	Q4 2017
GOOGAlphabet Inc.	$7.39M	3.79%	Not reported	-0.1%	Q4 2017
PWRQuanta Services, Inc.	$7.1M	3.64%	0.01%	-6.8%	Q2 2024
MSFTMicrosoft Corp	$6.66M	3.42%	0.00%	-2.1%	Q4 2017
COSTCostco Wholesale Corp	$6.51M	3.34%	0.00%	-4.8%	Q1 2019
NVMINova Ltd.	$6.19M	3.18%	0.04%	-18.1%	Q3 2020
AMZNAmazon Com Inc	$6.18M	3.17%	0.00%	-2.3%	Q4 2017
VVisa Inc.	$5.63M	2.89%	0.00%	-2.7%	Q4 2017
GOOGLAlphabet Inc.	$5.32M	2.73%	0.00%	-3.4%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$5.14M	2.64%	Not reported	+0.4%	Q4 2017
GRMNGarmin Ltd	$4.92M	2.52%	0.01%	-5.4%	Q4 2024
PHParker-Hannifin Corp	$4.88M	2.50%	0.00%	-4.7%	Q4 2024
PMPhilip Morris International Inc.	$4.51M	2.32%	0.00%	-9.2%	Q4 2017
DRSLeonardo DRS, Inc.	$4.07M	2.09%	0.03%	-4.3%	Q1 2023
MCDMcdonalds Corp	$3.61M	1.85%	0.00%	-4.6%	Q4 2017
ETNEaton Corp plc	$2.94M	1.51%	0.00%	-2.8%	Q4 2017
JPMJPMorgan Chase & Co	$2.87M	1.47%	0.00%	+1.0%	Q4 2017
ADIAnalog Devices Inc	$2.82M	1.45%	0.00%	-1.2%	Q3 2020
AVGOBroadcom Inc.	$2.81M	1.44%	0.00%	+9.3%	Q2 2023
VOTVan Kampen Municipal Opportunity Trust II	$2.74M	1.41%	Not reported	+2.2%	Q2 2025
ARMArm Holdings PLC	$2.68M	1.37%	0.00%	-12.2%	Q1 2024
ISRGIntuitive Surgical Inc	$2.61M	1.34%	0.00%	-3.4%	Q4 2018
SPOTSpotify Technology S.A.	$2.38M	1.22%	0.00%	-3.7%	Q3 2018
HDHome Depot, Inc.	$2.37M	1.22%	0.00%	-20.2%	Q4 2017
APHAmphenol Corp	$2.15M	1.10%	0.00%	-1.7%	Q2 2020
GSGoldman Sachs Group Inc	$1.75M	0.90%	0.00%	+2200.0%	Q1 2023
MRSHMarsh & Mclennan Companies, Inc.	$1.73M	0.89%	0.00%	-63.0%	Q4 2017
UTHRUNITED THERAPEUTICS Corp	$1.62M	0.83%	0.01%	+3544.0%	Q3 2018
NFLXNetflix Inc	$1.56M	0.80%	0.00%	+0.1%	Q4 2017
LRCXLam Research Corp	$1.53M	0.79%	0.00%	New	Q1 2026
CSCOCisco Systems, Inc.	$1.45M	0.75%	0.00%	+14.7%	Q2 2020
WMTWalmart Inc.	$1.42M	0.73%	0.00%	+24.8%	Q4 2017
AMDAdvanced Micro Devices Inc	$1.36M	0.70%	0.00%	Not reported	Q1 2024
ABBVAbbVie Inc.	$1.28M	0.66%	0.00%	+19.8%	Q4 2017
BIDUBaidu, Inc.	$1.28M	0.66%	Not reported	+9.9%	Q4 2025
ORCLOracle Corp	$1.19M	0.61%	0.00%	-0.2%	Q4 2017
UNPUnion Pacific Corp	$1.1M	0.56%	0.00%	-18.6%	Q4 2017
PEPPepsico Inc	$764K	0.39%	0.00%	-28.5%	Q4 2017
CARRCARRIER GLOBAL Corp	$649K	0.33%	0.00%	-74.2%	Q3 2022
MUMicron Technology Inc	$624K	0.32%	0.00%	Not reported	Q2 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$587K	0.30%	Not reported	+8.5%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$585K	0.30%	Not reported	-0.4%	Q4 2017
XOMExxonMobil Holdings Corp	$440K	0.23%	0.00%	+31.5%	Q4 2017
BRXBrixmor Property Group Inc.	$394K	0.20%	0.00%	-36.2%	Q1 2025
MAMastercard Inc	$388K	0.20%	0.00%	+7.3%	Q4 2017
MGEEMge Energy Inc	$338K	0.17%	0.01%	-13.0%	Q4 2017
PGPROCTER & GAMBLE Co	$310K	0.16%	0.00%	-47.5%	Q1 2020
NEENextera Energy Inc	$242K	0.12%	0.00%	+4.0%	Q2 2020

Q4 2025Reported Jan 23, 2026127 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.6M	5.73%	0.00%	-11.0%	Q4 2019
LLYELI LILLY & Co	$11M	5.43%	0.00%	0.0%	Q4 2017
NVDANvidia Corp	$9.65M	4.77%	0.00%	-1.2%	Q4 2017
MSFTMicrosoft Corp	$8.89M	4.40%	0.00%	+0.3%	Q4 2017
GOOGAlphabet Inc.	$8.09M	4.00%	Not reported	-6.7%	Q4 2017
AMZNAmazon Com Inc	$7.01M	3.47%	0.00%	+1.2%	Q4 2017
VVisa Inc.	$6.71M	3.32%	0.00%	0.0%	Q4 2017
GOOGLAlphabet Inc.	$5.99M	2.96%	0.00%	-3.7%	Q4 2017
COSTCostco Wholesale Corp	$5.92M	2.93%	0.00%	+0.6%	Q1 2019
PWRQuanta Services, Inc.	$5.85M	2.89%	0.01%	-13.0%	Q2 2024
NVMINova Ltd.	$5.71M	2.83%	0.05%	-11.0%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$5.37M	2.66%	Not reported	-1.4%	Q4 2017
PHParker-Hannifin Corp	$5.03M	2.49%	0.00%	+1.1%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$5.01M	2.48%	0.01%	-13.1%	Q4 2017
PMPhilip Morris International Inc.	$4.82M	2.38%	0.00%	-16.0%	Q4 2017
GRMNGarmin Ltd	$4.54M	2.25%	0.01%	+1.5%	Q4 2024
MCDMcdonalds Corp	$3.72M	1.84%	0.00%	+2.0%	Q4 2017
ISRGIntuitive Surgical Inc	$3.33M	1.64%	0.00%	+1.0%	Q4 2018
DRSLeonardo DRS, Inc.	$3.25M	1.61%	0.04%	+1.2%	Q1 2023
JPMJPMorgan Chase & Co	$3.11M	1.54%	0.00%	+3349.6%	Q4 2017
HDHome Depot, Inc.	$3.11M	1.54%	0.00%	-44.7%	Q4 2017
SPOTSpotify Technology S.A.	$2.96M	1.46%	0.00%	+1.0%	Q3 2018
VOTVan Kampen Municipal Opportunity Trust II	$2.91M	1.44%	Not reported	-2.0%	Q2 2025
AVGOBroadcom Inc.	$2.88M	1.42%	0.00%	+10164.2%	Q2 2023
BMIBadger Meter Inc	$2.77M	1.37%	0.04%	+2.4%	Q3 2023
ETNEaton Corp plc	$2.69M	1.33%	0.00%	Not reported	Q4 2017
ADIAnalog Devices Inc	$2.43M	1.20%	0.00%	-1.6%	Q3 2020
CARRCARRIER GLOBAL Corp	$2.36M	1.17%	0.01%	-27.6%	Q3 2022
APHAmphenol Corp	$2.34M	1.16%	0.00%	+2.5%	Q2 2020
ARMArm Holdings PLC	$2.2M	1.09%	0.00%	-5.2%	Q1 2024
ORCLOracle Corp	$1.58M	0.78%	0.00%	+807.1%	Q4 2017
TATTTat Technologies Ltd	$1.57M	0.78%	0.27%	New	Q4 2025
NFLXNetflix Inc	$1.52M	0.75%	0.00%	+17.0%	Q4 2017
BIDUBaidu, Inc.	$1.37M	0.68%	Not reported	New	Q4 2025
UNPUnion Pacific Corp	$1.29M	0.64%	0.00%	-25.7%	Q4 2017
CSCOCisco Systems, Inc.	$1.26M	0.62%	0.00%	+2865.9%	Q2 2020
ABBVAbbVie Inc.	$1.13M	0.56%	0.00%	+445.6%	Q4 2017
WMTWalmart Inc.	$1.02M	0.50%	0.00%	+636.0%	Q4 2017
PEPPepsico Inc	$988K	0.49%	0.00%	-14.2%	Q4 2017
PGPROCTER & GAMBLE Co	$586K	0.29%	0.00%	-32.8%	Q1 2020
MDYSPDR S&P Midcap 400 ETF Trust	$575K	0.28%	Not reported	-4.4%	Q4 2017
BRXBrixmor Property Group Inc.	$562K	0.28%	0.01%	+35.1%	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$524K	0.26%	Not reported	-5.0%	Q4 2017
MAMastercard Inc	$413K	0.20%	0.00%	+2.8%	Q4 2017
MGEEMge Energy Inc	$394K	0.19%	0.01%	-3.6%	Q4 2017
XOMExxonMobil Holdings Corp	$237K	0.12%	0.00%	-19.7%	Q4 2017
BLKBlackRock, Inc.	$214K	0.11%	0.00%	Not reported	Q4 2021
NEENextera Energy Inc	$201K	0.10%	0.00%	-3.6%	Q2 2020
SCHWSchwab Charles Corp	$200K	0.10%	0.00%	Not reported	Q4 2017
SYKStryker Corp	$188K	0.09%	0.00%	+0.2%	Q4 2017

Q3 2025Reported Oct 16, 2025127 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12M	6.19%	0.00%	-0.6%	Q4 2019
NVDANvidia Corp	$9.77M	5.05%	0.00%	-0.3%	Q4 2017
MSFTMicrosoft Corp	$9.5M	4.91%	0.00%	+0.2%	Q4 2017
LLYELI LILLY & Co	$7.79M	4.03%	0.00%	+1.1%	Q4 2017
GOOGAlphabet Inc.	$6.73M	3.48%	Not reported	0.0%	Q4 2017
HDHome Depot, Inc.	$6.61M	3.42%	0.00%	+0.7%	Q4 2017
PWRQuanta Services, Inc.	$6.6M	3.42%	0.01%	+0.3%	Q2 2024
AMZNAmazon Com Inc	$6.59M	3.41%	0.00%	-0.2%	Q4 2017
VVisa Inc.	$6.53M	3.38%	0.00%	+0.2%	Q4 2017
COSTCostco Wholesale Corp	$6.31M	3.26%	0.00%	+1.2%	Q1 2019
MRSHMarsh & Mclennan Companies, Inc.	$6.26M	3.24%	0.01%	+1.1%	Q4 2017
NVMINova Ltd.	$6.25M	3.23%	0.07%	+0.8%	Q3 2020
PMPhilip Morris International Inc.	$5.8M	3.00%	0.00%	+1.8%	Q4 2017
GRMNGarmin Ltd	$5.44M	2.81%	0.01%	+1.3%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$5.32M	2.75%	Not reported	-1.9%	Q4 2017
GOOGLAlphabet Inc.	$4.83M	2.50%	0.00%	+0.2%	Q4 2017
PHParker-Hannifin Corp	$4.29M	2.22%	0.00%	+1.2%	Q4 2024
DRSLeonardo DRS, Inc.	$4.28M	2.21%	0.04%	+0.9%	Q1 2023
CARRCARRIER GLOBAL Corp	$3.69M	1.91%	0.01%	+3.4%	Q3 2022
MCDMcdonalds Corp	$3.62M	1.87%	0.00%	+1.1%	Q4 2017
SPOTSpotify Technology S.A.	$3.52M	1.82%	0.00%	+1.9%	Q3 2018
VOTVan Kampen Municipal Opportunity Trust II	$3.12M	1.62%	Not reported	+13.0%	Q2 2025
HDBHDFC Bank Ltd	$3.03M	1.57%	0.00%	+35.2%	Q1 2018
ARMArm Holdings PLC	$3.01M	1.56%	0.00%	+2.1%	Q1 2024
BMIBadger Meter Inc	$2.77M	1.43%	0.05%	+5.2%	Q3 2023
ISRGIntuitive Surgical Inc	$2.6M	1.35%	0.00%	+3.4%	Q4 2018
ADIAnalog Devices Inc	$2.24M	1.16%	0.00%	-0.8%	Q3 2020
APHAmphenol Corp	$2.09M	1.08%	0.00%	+18223.9%	Q2 2020
UNPUnion Pacific Corp	$1.77M	0.92%	0.00%	-2.5%	Q4 2017
NFLXNetflix Inc	$1.66M	0.86%	0.00%	+6181.8%	Q4 2017
PEPPepsico Inc	$1.13M	0.58%	0.00%	-13.5%	Q4 2017
PGPROCTER & GAMBLE Co	$935K	0.48%	0.00%	-3.6%	Q1 2020
MDYSPDR S&P Midcap 400 ETF Trust	$594K	0.31%	Not reported	-21.1%	Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$542K	0.28%	Not reported	-4.9%	Q4 2017
BRXBrixmor Property Group Inc.	$439K	0.23%	0.01%	-11.2%	Q1 2025
MGEEMge Energy Inc	$439K	0.23%	0.01%	+1.1%	Q4 2017
MAMastercard Inc	$400K	0.21%	0.00%	+1.3%	Q4 2017
MKCMccormick & Co Inc	$399K	0.21%	Not reported	-21.7%	Q4 2023
XOMExxonMobil Holdings Corp	$277K	0.14%	0.00%	-7.2%	Q4 2017
ORCLOracle Corp	$252K	0.13%	0.00%	Not reported	Q4 2017
ADPAutomatic Data Processing Inc	$249K	0.13%	0.00%	Not reported	Q1 2019
JNJJohnson & Johnson	$236K	0.12%	0.00%	-23.5%	Q4 2017
BLKBlackRock, Inc.	$233K	0.12%	0.00%	Not reported	Q4 2021
KKRKKR & Co. Inc.	$213K	0.11%	0.00%	+0.2%	Q3 2021
ABBVAbbVie Inc.	$209K	0.11%	0.00%	-11.3%	Q4 2017
SYKStryker Corp	$198K	0.10%	0.00%	+0.2%	Q4 2017
NEENextera Energy Inc	$196K	0.10%	0.00%	-39.3%	Q2 2020
SCHWSchwab Charles Corp	$191K	0.10%	0.00%	-13.9%	Q4 2017
DISWalt Disney Co	$185K	0.10%	0.00%	+12.3%	Q4 2017
TXNTexas Instruments Inc	$184K	0.10%	0.00%	-24.2%	Q2 2025

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