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Tower View Wealth Management LLC

Q3 2026 13F filing

Updated 13 days ago

193 disclosed positions worth $231M

Portfolio value
$231M
Total holdings
193
New positions
7
Closed positions
19
Increased
84
Decreased
38
Turnover
13.5%
Filed
2026-10-23

Full holdings

Every line item disclosed in Q3 2026

T

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS

+4.8%
Value
$17.2M
Shares
37.8K
% Port
7.46%
N

NVIDIA CORPORATION

+5.1%
Value
$12.5M
Shares
54.6K
% Port
5.40%
L
3.LLY

ELI LILLY & CO

+0.6%
Value
$11.1M
Shares
9.6K
% Port
4.82%
S

SPDR SERIES TRUST ST STR P500ETF

-2.9%
Value
$11.1M
Shares
123.8K
% Port
4.81%
M

MICROSOFT CORP

+8.4%
Value
$10M
Shares
19.6K
% Port
4.34%
V

VANGUARD INDEX FDS MRNGSTR GRWT ETF

-6.1%
Value
$9.1M
Shares
101.1K
% Port
3.94%
G

ALPHABET INC CAP STK CL C

+2.0%
Value
$8.9M
Shares
26.2K
% Port
3.87%
A

AMAZON COM INC

+2.6%
Value
$7.6M
Shares
30.5K
% Port
3.29%
P
9.PWR

QUANTA SVCS INC

+1.8%
Value
$7.4M
Shares
11.6K
% Port
3.22%
V
10.V

VISA INC CL A

+6.8%
Value
$7.1M
Shares
19.8K
% Port
3.07%
P
11.PH

PARKER-HANNIFIN CORP

+31.2%
Value
$6.8M
Shares
7.1K
% Port
2.94%
G

ALPHABET INC CAP STK CL A

+7.3%
Value
$6.8M
Shares
19.7K
% Port
2.93%
G
13.GRMN

GARMIN LTD SHS

+3.9%
Value
$6.3M
Shares
22.0K
% Port
2.73%
C
14.COST

COSTCO WHOLESALE CORPORATION

+4.2%
Value
$6.1M
Shares
6.7K
% Port
2.65%
S
15.SPY

STATE STR SPDR S&P 500 ETF T TR UNIT

-1.1%
Value
$6M
Shares
7.8K
% Port
2.59%
P
16.PM

PHILIP MORRIS INTL INC

+0.8%
Value
$4.7M
Shares
24.4K
% Port
2.01%
A

NOVA LTD

+5.0%
Value
$4.6M
Shares
11.9K
% Port
1.98%
B
18.BX

VANGUARD SPECIALIZED FUNDS DIV APP ETF

-3.5%
Value
$4.5M
Shares
19.2K
% Port
1.94%
E
19.ETHA

ISHARES INC MSCI STH KOR ETF

+5.4%
Value
$3.7M
Shares
20.1K
% Port
1.59%
A
20.AMD

ADVANCED MICRO DEVICES INC

+1.9%
Value
$3.7M
Shares
6.0K
% Port
1.59%
E
21.ETN

EATON CORP PLC SHS

+2.8%
Value
$3.6M
Shares
8.4K
% Port
1.57%
A
22.AVGO

BROADCOM INC

+12.4%
Value
$3.6M
Shares
10.3K
% Port
1.57%
D
23.DRS

LEONARDO DRS INC

+4.3%
Value
$3.5M
Shares
95.9K
% Port
1.52%
A
24.ADI

ANALOG DEVICES INC

+2.4%
Value
$3.5M
Shares
8.8K
% Port
1.51%
V
25.VGES

VANGUARD WORLD FD INF TECH ETF

-1.7%
Value
$3.5M
Shares
27.5K
% Port
1.50%
J

JPMORGAN CHASE & CO

+9.1%
Value
$3.3M
Shares
10.1K
% Port
1.44%
T
27.THQ

VANGUARD INDEX FDS MRNGSTR SM CP GR

-0.8%
Value
$3.3M
Shares
9.9K
% Port
1.44%
A
28.APH

AMPHENOL CORP CL A

+104.0%
Value
$3.3M
Shares
39.3K
% Port
1.43%
V
29.VGES

VANGUARD INDEX FDS MRNGSTR MD CP GR

-2.9%
Value
$3M
Shares
10.4K
% Port
1.31%
G

GOLDMAN SACHS GROUP INC

+40.3%
Value
$2.9M
Shares
3.2K
% Port
1.26%
A
31.ARM

ARM HOLDINGS PLC SPONSORED ADS

+6.4%
Value
$2.6M
Shares
8.8K
% Port
1.11%
L
32.LRCX

LAM RESEARCH CORP

+4.4%
Value
$2.5M
Shares
7.6K
% Port
1.08%
I
33.ISRG

INTUITIVE SURGICAL INC

+3.6%
Value
$2.4M
Shares
5.9K
% Port
1.04%
S
34.SXT

SENSIENT TECHNOLOGIES CORP

+0.9%
Value
$2.3M
Shares
17.9K
% Port
1.01%
C
35.CSCO

CISCO SYS INC

+2.9%
Value
$2.1M
Shares
19.1K
% Port
0.89%
M
36.MU

MICRON TECHNOLOGY INC

+5.9%
Value
$2M
Shares
1.9K
% Port
0.88%
A
37.ASX

ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS

+1.5%
Value
$2M
Shares
44.6K
% Port
0.86%
C
38.CAT

CATERPILLAR INC

+707.0%
Value
$2M
Shares
2.4K
% Port
0.85%
N
39.NOC

NORTHROP GRUMMAN CORP

Value
$1.9M
Shares
4.0K
% Port
0.84%
U
40.UNP

UNION PAC CORP

+57.3%
Value
$1.8M
Shares
6.6K
% Port
0.78%
H
41.HD

HOME DEPOT INC

-2.8%
Value
$1.8M
Shares
6.2K
% Port
0.76%
A
42.ABBV

ABBVIE INC

+5.0%
Value
$1.3M
Shares
4.9K
% Port
0.55%
W
43.WMT

WALMART INC

-3.6%
Value
$1.2M
Shares
11.4K
% Port
0.51%
E
44.ECHO

ECHOSTAR CORP CL A

-2.4%
Value
$1.1M
Shares
11.8K
% Port
0.46%
O
45.OII

OCEANEERING INTL INC

Value
$1M
Shares
23.3K
% Port
0.44%
C
46.CBRS

CEREBRAS SYSTEMS INC CL A

-1.7%
Value
$1M
Shares
5.7K
% Port
0.44%
I
47.INTC

INTEL CORP

Value
$948K
Shares
7.9K
% Port
0.41%
V
48.VGES

VANGUARD INDEX FDS S&P 500 ETF SHS

-7.0%
Value
$784K
Shares
1.1K
% Port
0.34%
V
49.VGES

VANGUARD WHITEHALL FDS HIGH DIV YLD

-4.9%
Value
$582K
Shares
3.8K
% Port
0.25%
S
50.SPCX

SPACE EXPLORATION TECHN CORP CLASS A COM STK

+5.1%
Value
$527K
Shares
3.5K
% Port
0.23%