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CIK: 0001729045
Total reported value
$231.0M
$231.0M
204 檔
20.6%
In Q1 2026, Tower View Wealth Management LLC's U.S. equity holdings reached a combined market value of $231.0M, distributed across 204 disclosed stock positions.
In Q1 2026, Tower View Wealth Management LLC displayed an active expansion posture, initiating 32 new positions and adding to 67 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.35% | -0.11% | -4.09% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.87% | -0.12% | +4.45% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.60% | +0.83% | -0.63% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.57% | -0.23% | -5.31% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.00% | -0.14% | +0.83% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.79% | -0.12% | -0.14% | |
| 7 | PWR | Quanta Services Inc | Stock-Industrials | 3.64% | -0.38% | -6.81% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | +1.38% | -2.13% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.34% | — | -4.75% | |
| 10 | NVMI | Nova Ltd. | Stock-Other | 3.18% | -0.72% | -18.07% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.17% | +0.18% | -2.25% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.89% | +0.28% | -2.72% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.05% | -3.39% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.64% | -0.01% | +0.42% | |
| 15 | GRMN | Garmin Ltd. | Stock-Tech | 2.52% | +0.52% | -5.43% | |
| 16 | PH | Parker Hannifin CORP | Stock-Industrials | 2.50% | +0.61% | -4.70% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 2.32% | +0.09% | -9.23% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.18% | -0.13% | +1.37% | |
| 19 | DRS | Leonardo Drs Inc | Stock-Industrials | 2.09% | -0.21% | -4.26% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.85% | -0.63% | -4.63% | |
| 21 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.76% | -0.10% | +84.55% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.55% | -0.16% | +1.73% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.51% | +0.03% | -2.84% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | +0.11% | +1.01% | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 1.45% | +0.01% | -1.18% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.04% | +9.29% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.41% | -0.13% | +2.17% | |
| 28 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.37% | -0.19% | -12.19% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.34% | +0.04% | -3.42% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.26% | +0.03% | +1.82% | |
| 31 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.22% | -0.27% | EXIT | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 1.22% | -0.22% | -20.17% | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 1.10% | -0.06% | -1.72% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.90% | +0.23% | +2200.00% | |
| 35 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.89% | — | -63.02% | |
| 36 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.83% | -0.70% | +3544.00% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | -0.51% | +0.07% | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 0.79% | -0.31% | — | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.75% | -0.07% | +14.73% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.08% | +24.79% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.70% | +0.09% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.03% | +19.77% | |
| 43 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.66% | -0.58% | +9.85% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.52% | -0.15% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | +0.28% | -18.63% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.11% | -28.52% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.02% | -0.25% | |
| 48 | CARR | Carrier Global CORP | Stock-Industrials | 0.33% | -0.19% | -74.24% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.32% | -0.03% | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.30% | -0.02% | +8.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EWY | Ishares Msci South Korea ETF | +1% | +84.55% | Add |
| 2 | GS | Goldman Sachs Group Inc | +0.9% | +2200.00% | Add |
| 3 | UTHR | United Therapeutics CORP | +0.8% | +3544.00% | Add |
| 4 | PWR | Quanta Services Inc | +0.8% | -6.81% | Trim |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -4.09% | Trim |
| 6 | DRS | Leonardo Drs Inc | +0.5% | -4.26% | Trim |
| 7 | COST | Costco Wholesale CORP | +0.4% | -4.75% | Trim |
| 8 | NVMI | Nova Ltd. | +0.4% | -18.07% | Trim |
| 9 | ARM | Arm Holdings Plc-adr | +0.3% | -12.19% | Trim |
| 10 | GRMN | Garmin Ltd. | +0.3% | -5.43% | Trim |
| 11 | ADI | Analog Devices Inc | +0.3% | -1.18% | Trim |
| 12 | WMT | Walmart Inc | +0.2% | +24.79% | Add |
| 13 | ETN | Eaton Corporation plc | +0.2% | -2.84% | Trim |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +4.45% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +14.73% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +31.52% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | +19.77% | Add |
| 18 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +1.73% | Add |
| 19 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +1.37% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | +0.07% | Add |
| 21 | CVX | Chevron CORP | 0% | +560.81% | Add |
| 22 | VYM | Vanguard High Dvd Yield ETF | 0% | +8.51% | Add |
| 23 | JNJ | Johnson & Johnson | 0% | +17.15% | Add |
| 24 | CAT | Caterpillar Inc | 0% | +12.83% | Add |
| 25 | PSX | Phillips 66 | 0% | +25.49% | Add |
| 26 | PH | Parker Hannifin CORP | 0% | -4.70% | Trim |
| 27 | AVGO | Broadcom Inc | 0% | +9.29% | Add |
| 28 | NEE | Nextera Energy Inc | 0% | +3.99% | Add |
| 29 | VNQ | Vanguard Real Estate ETF | 0% | +320.00% | Add |
| 30 | IRM | Iron Mountain Inc | 0% | +1.08% | Add |
| 31 | MRK | Merck & Co. Inc. | 0% | +0.73% | Add |
| 32 | BMY | Bristol-myers Squibb Co | 0% | +0.93% | Add |
| 33 | MDY | State Street Spdr S&p Midcap | 0% | -0.42% | Trim |
| 34 | MCD | Mcdonald's CORP | 0% | -4.63% | Trim |
| 35 | VPU | Vanguard Utilities ETF | 0% | +186.42% | Add |
| 36 | AMGN | Amgen Inc | 0% | +331.58% | Add |
| 37 | COP | Conocophillips | 0% | +0.61% | Add |
| 38 | LOW | Lowe's Cos Inc | 0% | +566.67% | Add |
| 39 | GWW | Ww Grainger Inc | 0% | +5.66% | Add |
| 40 | ✓ | Alpha Tau Medical LTD | 0% | — | Unchanged |
| 41 | FAST | Fastenal Co | 0% | +0.52% | Add |
| 42 | MO | Altria Group Inc | 0% | +1.81% | Add |
| 43 | T | At&t Inc | 0% | +0.99% | Add |
| 44 | VO | Vanguard Mid-cap ETF | 0% | -0.07% | Trim |
| 45 | XEL | Xcel Energy Inc | 0% | +0.63% | Add |
| 46 | WM | Waste Management Inc | 0% | +0.31% | Add |
| 47 | KLAC | Kla CORP | 0% | — | Unchanged |
| 48 | SDY | Ss Spdr S&p Dividend ETF | 0% | +0.47% | Add |
| 49 | VOO | Vanguard S&p 500 ETF | — | -0.25% | Trim |
| 50 | MA | Mastercard Inc - A | — | +7.32% | Add |
According to official SEC Form 13F filings, Tower View Wealth Management LLC reported a total U.S. public equity portfolio value of $231.0M across 204 disclosed positions in Q1 2026.
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, SPYM, NVDA) accounted for 20.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
LRCX
市值: $1.5M
Top Position Liquidated / Trimmed
BMI
前期市值: $2.8M
During Q1 2026, Tower View Wealth Management LLC's top holdings by market value included TSM (6.3%)、SPYM (4.9%)、NVDA (4.6%). The largest single position, TSM, represented 6.3% of total portfolio value.
In Q1 2026, Tower View Wealth Management LLC made 146 total portfolio adjustments, initiating 32 new buys, adding to 67 positions, trimming 43 holdings, and fully liquidating 4 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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