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CIK: 0001729045
Total reported value
$227.4M
$227.4M
194 檔
18.8%
At the close of Q2 2025, Tower View Wealth Management LLC disclosed equity holdings valued at approximately $227.4M, spread across 194 reported holdings.
In Q2 2025, Tower View Wealth Management LLC displayed an active expansion posture, initiating 10 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.06% | +1.22% | -1.71% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.72% | -0.46% | +2.74% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.30% | -0.03% | -0.06% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.08% | +0.48% | +0.42% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.01% | +0.06% | +6.83% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.58% | +0.08% | -12.05% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.52% | -0.10% | +4.59% | |
| 8 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 3.48% | -0.89% | EXIT | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.46% | -0.69% | -0.87% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.42% | -0.06% | +5.34% | |
| 11 | PM | Philip Morris International | Stock-Consumer Staples | 3.32% | -0.40% | +34.19% | |
| 12 | PWR | Quanta Services Inc | Stock-Industrials | 3.11% | -0.04% | -3.75% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 3.08% | -0.24% | +4.32% | |
| 14 | NVMI | Nova Ltd. | Stock-Other | 2.77% | -0.48% | +0.23% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.61% | -0.04% | -1.02% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.54% | +0.20% | +6.87% | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 2.52% | — | +3.47% | |
| 18 | GRMN | Garmin Ltd. | Stock-Tech | 2.36% | -0.31% | +13.01% | |
| 19 | CARR | Carrier Global CORP | Stock-Industrials | 2.27% | — | +0.22% | |
| 20 | DRS | Leonardo Drs Inc | Stock-Industrials | 2.25% | -0.36% | -7.01% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.07% | -0.11% | +0.07% | |
| 22 | PH | Parker Hannifin CORP | Stock-Industrials | 2.02% | -0.17% | +2.05% | |
| 23 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.97% | -0.95% | +50.08% | |
| 24 | BMI | Badger Meter Inc | Stock-Tech | 1.87% | — | +0.50% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.84% | +0.05% | -11.93% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | +0.15% | -0.13% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.79% | -1.05% | +1.95% | |
| 28 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.74% | -0.07% | +1.17% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.58% | -0.34% | -0.07% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.39% | +0.03% | — | |
| 31 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.30% | — | — | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.20% | — | +1.23% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.17% | +0.21% | -8.52% | |
| 34 | ADI | Analog Devices Inc | Stock-Tech | 1.13% | +0.05% | -2.24% | |
| 35 | CLBT | Cellebrite DI Ltd. | Stock-Other | 1.09% | — | -0.03% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.92% | -0.06% | -5.30% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.13% | -38.40% | |
| 38 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.60% | — | +1.06% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.10% | -3.74% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.37% | -0.01% | -82.01% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.01% | -3.61% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.30% | — | +0.12% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | -0.03% | -2.44% | |
| 44 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 0.24% | +0.06% | +44.61% | |
| 45 | MGEE | Mge Energy Inc | Stock-Other | 0.24% | -0.04% | +1.80% | |
| 46 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.21% | -0.03% | -0.81% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.21% | -0.01% | — | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.02% | +0.87% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.18% | -0.01% | EXIT | |
| 50 | RLI | Rli CORP | Stock-Financials | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOT | Vanguard Mid-cap Growth ETF | +1.4% | NEW | New buy |
| 2 | HDB | Hdfc Bank Ltd-adr | +1.3% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +1% | -0.06% | Trim |
| 4 | SPOT | Spotify Technology S.A. | +0.9% | +50.08% | Add |
| 5 | PM | Philip Morris International | +0.9% | +34.19% | Add |
| 6 | MSFT | Microsoft CORP | +0.8% | +2.74% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | -1.71% | Trim |
| 8 | NVMI | Nova Ltd. | +0.7% | +0.23% | Add |
| 9 | PWR | Quanta Services Inc | +0.7% | -3.75% | Trim |
| 10 | ARM | Arm Holdings Plc-adr | +0.5% | +1.17% | Add |
| 11 | DRS | Leonardo Drs Inc | +0.3% | -7.01% | Trim |
| 12 | AMZN | Amazon.com Inc | +0.3% | +5.34% | Add |
| 13 | ASML | ASML Holding N.V. | +0.3% | +3.47% | Add |
| 14 | BMI | Badger Meter Inc | +0.2% | +0.50% | Add |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +6.83% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | +6.87% | Add |
| 17 | HON | Honeywell International Inc | +0.2% | NEW | New buy |
| 18 | RLI | Rli CORP | +0.2% | NEW | New buy |
| 19 | AMT | American Tower CORP | +0.2% | NEW | New buy |
| 20 | NEE | Nextera Energy Inc | +0.1% | +1313.53% | Add |
| 21 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 22 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | +0.1% | +625.33% | Add |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | NEW | New buy |
| 25 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 26 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 27 | DHR | Danaher CORP | +0.1% | +428.19% | Add |
| 28 | PH | Parker Hannifin CORP | +0.1% | +2.05% | Add |
| 29 | CARR | Carrier Global CORP | +0.1% | +0.22% | Add |
| 30 | ADI | Analog Devices Inc | 0% | -2.24% | Trim |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | -0.13% | Trim |
| 32 | VGT | Vanguard Info Tech ETF | 0% | -8.52% | Trim |
| 33 | ISRG | Intuitive Surgical Inc | 0% | -0.07% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.02% | Trim |
| 35 | GRMN | Garmin Ltd. | -0.1% | +13.01% | Add |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.07% | Add |
| 37 | V | Visa Inc-class A Shares | -0.2% | +4.59% | Add |
| 38 | HD | Home Depot Inc | -0.2% | +4.32% | Add |
| 39 | VRTX | Vertex Pharmaceuticals Inc | -0.3% | +1.23% | Add |
| 40 | COST | Costco Wholesale CORP | -0.3% | -0.87% | Trim |
| 41 | VUG | Vanguard Growth ETF | -0.3% | -12.05% | Trim |
| 42 | MCD | Mcdonald's CORP | -0.3% | +1.95% | Add |
| 43 | CLBT | Cellebrite DI Ltd. | -0.4% | -0.03% | Trim |
| 44 | PEP | Pepsico Inc | -0.7% | -38.40% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.8% | +0.42% | Add |
| 46 | MRSH | Marsh & Mclennan Cos | -0.9% | +0.27% | Add |
| 47 | UBER | Uber Technologies Inc | -1% | EXIT | Sold out |
| 48 | AER | AerCap Holdings N.V. | -1.5% | EXIT | Sold out |
| 49 | MDY | State Street Spdr S&p Midcap | -1.8% | -82.01% | Trim |
| 50 | GS | Goldman Sachs Group Inc | -2.6% | -98.93% | Trim |
According to official SEC Form 13F filings, Tower View Wealth Management LLC reported a total U.S. public equity portfolio value of $227.4M across 194 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSM, MSFT, NVDA) accounted for 18.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
VOT
市值: $2.7M
Top Position Liquidated / Trimmed
AER
前期市值: $2.6M
During Q2 2025, Tower View Wealth Management LLC's top holdings by market value included TSM (5.1%)、MSFT (4.7%)、NVDA (4.3%). The largest single position, TSM, represented 5.1% of total portfolio value.
In Q2 2025, Tower View Wealth Management LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 23 positions, trimming 15 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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