Tower View Wealth Management
Tower View Wealth Management reported 193 stocks worth $231M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are TSM (7.5%), NVDA (5.4%) and LLY (4.8%). Compared with Q2 2026, the fund opened new positions in NOC, OII and INTC, added to TSM, NVDA and LLY, trimmed SPYM, VUG and SPY and sold out of SPOT, XOM and NI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $17.2M | 7.5% | 38K | +1,713 (+5%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $12.5M | 5.4% | 55K | +2,656 (+5%) | 8 of 8 | |
| 3 |  LLY Eli Lilly & Co | $11.1M | 4.8% | 9,627 | +59 (+1%) | 8 of 8 | |
| 4 |  SPYM Spdr Series Trust | $11.1M | 4.8% | 124K | −3,647 (−3%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $10M | 4.3% | 20K | +1,513 (+8%) | 8 of 8 | |
| 6 |  VUG Vanguard Index Fds | $9.1M | 3.9% | 101K | −6,581 (−6%) | 8 of 8 | |
| 7 |  GOOG Alphabet Inc | $8.9M | 3.9% | 26K | +528 (+2%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $7.6M | 3.3% | 30K | +786 (+3%) | 8 of 8 | |
| 9 |  PWR Quanta Svcs Inc | $7.4M | 3.2% | 12K | +206 (+2%) | 8 of 8 | |
| 10 |  V Visa Inc | $7.1M | 3.1% | 20K | +1,259 (+7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPOT Spotify Technology | $608K | 1,324 |
 XOM Exxon Mobil Corp | $355K | 2,597 |
 NI Nisource Inc | $218K | 4,590 |
 MDYV State Street | $94K | 993 |
 SYY Sysco Corp | $75K | 900 |
🔒 Free account: see all 19.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tower View Wealth Management 13F FAQ
What does Tower View Wealth Management own?
Tower View Wealth Management reported 193 stocks worth $231M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are TSM (7.5%), NVDA (5.4%) and LLY (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Tower View Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 84 added to, 38 trimmed and 19 sold out. New positions include NOC, OII and INTC. It sold all of SPOT, XOM and NI.
When will Tower View Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Tower View Wealth Management's portfolio worth?
The Q3 2026 filing reports $231M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.