StockDriftsStockDriftsTop 50 Tower View Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | 7.46% | 37.8K | $17.2M | +4.75%(+1.71K) | $72.70(+500.96%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.4% | 54.6K | $12.5M | +5.12%(+2.66K) | $16.91(+1188.93%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 4.82% | 9.6K | $11.1M | +0.62%(+59) | $148.66(+762.31%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST ST STR P500ETF | 4.81% | 123.8K | $11.1M | -2.86%(-3.65K) | $67.90(+33.44%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.34% | 19.6K | $10.0M | +8.38%(+1.51K) | $188.68(+181.61%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS MRNGSTR GRWT ETF | 3.94% | 101.1K | $9.1M | -6.11%(-6.58K) | $46.00(+92.41%) | 2026-09-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 3.87% | 26.2K | $8.9M | +2.05%(+528) | $65.59(+383.07%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.29% | 30.5K | $7.6M | +2.65%(+786) | $99.39(+154.66%) | 2026-09-30 | |
| PWR | QUANTA SVCS INC | 3.22% | 11.6K | $7.4M | +1.81%(+206) | $270.08(+114.32%) | 2026-09-30 | |
| V | VISA INC CL A | 3.07% | 19.8K | $7.1M | +6.81%(+1.26K) | $95.86(+319.20%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.17% | +86.86% | +12.82% | +82.79% |
| Top 20 Holdings Unweighted | +22.96% | +85.91% | +12.68% | +81.62% |
Tower View Wealth Management LLC reports $231.00M in US-listed equity holdings across 193 positions in its most recent 13F filing. Its largest disclosed positions are TSM (7.5%), NVDA (5.4%) and LLY (4.8%). The top 20 holdings account for 67.17% of reported assets. Its disclosed equity book has returned +86.86% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tower View Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729045). View Tower View Wealth Management LLC’s 13F filings on SEC