account_balance
Investment manager · 13F filer · SEC CIK 1729045
Tower View Wealth Management LLC
Reported value$231Mas of Sep 30, 2026
Positions193 6 new, 18 sold out
Top 10 weight44.2%TSM alone is 7%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
7.5%Added +5%
NVDANVIDIA Corp
5.4%Added +5%
LLYELI Lilly & Co
4.8%
SPYMSPDR Series Trust St STR P500etf
4.8%Trimmed −3%
MSFTMicrosoft Corp
4.3%Added +8%
VUGVanguard Index FDS Mrngstr GRWT ETF
3.9%Trimmed −6%
GOOGAlphabet Inc.
3.9%Added +2%
AMZNAmazon.com Inc
3.3%Added +3%
PWRQuanta Services, Inc.
3.2%
VVisa Inc.
3.1%Added +7%
PHParker-Hannifin Corp
2.9%Added +31%
GOOGLAlphabet Inc.
2.9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
7.5%Added +5%
NVDANVIDIA Corp
5.4%Added +5%
LLYELI Lilly & Co
4.8%
SPYMSPDR Series Trust St STR P500etf
4.8%−3%
MSFTMicrosoft Corp
4.3%+8%
VUGVanguard Index FDS Mrngstr GRWT ETF
3.9%
GOOGAlphabet Inc.
3.9%
AMZNAmazon.com Inc
3.3%
PWRQuanta Services, Inc.
3.2%
V3.1%PH2.9%GOOGLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 7.5% Added +5%NVDA NVIDIA Corp 5.4% Added +5%LLY ELI Lilly & Co 4.8% Held
SPYM SPDR Series Trust St STR P500etf 4.8% Trimmed −3%
MSFT Microsoft Corp 4.3% Added +8%VUG Vanguard Index FDS Mrngstr GRWT ETF 3.9% Trimmed −6%
GOOG Alphabet Inc. 3.9% Added +2%AMZN Amazon.com Inc 3.3% Added +3%PWR Quanta Services, Inc. 3.2% HeldV Visa Inc. 3.1% Added +7%PH Parker-Hannifin Corp 2.9% Added +31%GOOGL Alphabet Inc. 2.9% Added +7%What changed
Biggest moves since Jun 30, 2026
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