Tower View Wealth Management LLC
SEC Form 13F institutional filer · CIK 0001729045
13F-HR · 120 reported holdings · 2026-03-31
Reported long-US-equity value
$0.14B
Top-10 concentration
51.0%
Tower View Wealth Management LLC — $141M AUM allocation strategy
Tower View Wealth Management LLC files SEC Form 13F and reports $141M of long US equity value across 120 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.0%, followed by Consumer Discretionary 13.3% and Industrials 10.6%.
The top 10 holdings account for 51% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Tower View Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$141M
total across 120 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
51% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPYM +5.28K sh · −$32.7K+$CSCO +2.41K sh · +$196K+$WMT +2.27K sh · +$399K
Biggest trims (shares)
−$CARR −33.2K sh · −$1.71M−$MRSH −17K sh · −$3.28M−$DHI −4.07K sh · +$814K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.3%—
- Interactive Media & Services9.0%—
- Pharmaceuticals6.3%—
- Construction & Engineering5.0%—
- Systems Software4.7%—
- Consumer Staples Merchandise Retail4.6%—
- Broadline Retail4.4%—
- Transaction & Payment Processing Services4.0%—
- Other holdings51.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 51.4K | $8.97M | -326 | 6.3% |
| $LLY | Eli Lilly and Company | 9.67K | $8.89M | -542 | 6.3% |
| $GOOGL | Alphabet Inc | 25.8K | $7.39M | -35 | 5.2% |
| $PWR | Quanta Services Inc | 12.9K | $7.1M | -944 | 5.0% |
| $MSFT | Microsoft Corporation | 18K | $6.66M | -391 | 4.7% |
| $COST | Costco Wholesale Corporation | 6.54K | $6.51M | -326 | 4.6% |
| $AMZN | Amazon.com Inc | 29.7K | $6.18M | -685 | 4.4% |
| $V | Visa Inc | 18.6K | $5.63M | -521 | 4.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 18.5K | $5.32M | -648 | 3.8% |
…and 111 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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