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Tower View Wealth Management LLC
hedge fundUpdated 13 days agoManaged by Tower View Wealth Management Llc • Latest filing Q3 2026
Portfolio value
$231M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
19.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $202.2M |
| Q1 2026 | $194.8M |
| Q2 2026 | $227.4M |
| Q3 2026 | $231M |
Top holdings
193 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $17.2M | 37.8K | 7.46% | Added(+4.8%) | |
| 2 | $12.5M | 54.6K | 5.40% | Added(+5.1%) | |
| 3 | $11.1M | 9.6K | 4.82% | Added(+0.6%) | |
| 4 | $11.1M | 123.8K | 4.81% | Trimmed(-2.9%) | |
| 5 | $10M | 19.6K | 4.34% | Added(+8.4%) | |
| 6 | $9.1M | 101.1K | 3.94% | Trimmed(-6.1%) | |
| 7 | $8.9M | 26.2K | 3.87% | Added(+2.0%) | |
| 8 | $7.6M | 30.5K | 3.29% | Added(+2.6%) | |
| 9 | $7.4M | 11.6K | 3.22% | Added(+1.8%) | |
| 10 | $7.1M | 19.8K | 3.07% | Added(+6.8%) | |
| 11 | $6.8M | 7.1K | 2.94% | Added(+31.2%) | |
| 12 | $6.8M | 19.7K | 2.93% | Added(+7.3%) | |
| 13 | $6.3M | 22.0K | 2.73% | Added(+3.9%) | |
| 14 | $6.1M | 6.7K | 2.65% | Added(+4.2%) | |
| 15 | $6M | 7.8K | 2.59% | Trimmed(-1.1%) | |
| 16 | $4.7M | 24.4K | 2.01% | Added(+0.8%) | |
| 17 | $4.6M | 11.9K | 1.98% | Added(+5.0%) | |
| 18 | $4.5M | 19.2K | 1.94% | Trimmed(-3.5%) | |
| 19 | $3.7M | 20.1K | 1.59% | Added(+5.4%) | |
| 20 | $3.7M | 6.0K | 1.59% | Added(+1.9%) |