Institutional Fund
Tower View Wealth Management LLC
Shorewood, WICIK 17290455 filings on record
Portfolio Value
$194.80M
Q1 2026
Holdings
204
Reported positions
New Buys
32
Opened this quarter
QoQ Change
-3.7%
from $202.25M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd6.3%
- Spdr Series Trust4.9%
- Nvidia Corporation4.6%
- Eli Lilly & Co4.6%
- Vanguard Index Fds4.0%
- Alphabet Inc3.8%
- Other71.8%
Portfolio Holdings
204 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 36.6K | $12.36M | 6.3% | −1.6K | Reduced |
| 2 | Spdr Series Trust | 124.1K | $9.49M | 4.9% | +5.3K | Added |
| 3 | Nvidia Corporation | 51.4K | $8.97M | 4.6% | −326 | Reduced |
| 4 | Eli Lilly & Co | 9.7K | $8.89M | 4.6% | −542 | Reduced |
| 5 | Vanguard Index Fds | 17.8K | $7.79M | 4.0% | +146 | Added |
| 6 | Alphabet Inc | 25.8K | $7.39M | 3.8% | −35 | Reduced |
| 7 | Quanta Svcs Inc | 12.9K | $7.10M | 3.6% | −944 | Reduced |
| 8 | Microsoft Corp | 18.0K | $6.66M | 3.4% | −391 | Reduced |
| 9 | Costco Whsl Corp New | 6.5K | $6.51M | 3.3% | −326 | Reduced |
| 10 | Nova Ltd | 14.3K | $6.19M | 3.2% | −3.1K | Reduced |
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