Tower View Wealth Management LLC
•CIK: 1729045•Filing: Q4 2025
**Tower View Wealth Management LLC** manages $202M across a diversified portfolio of 176 positions. The fund exhibits significant concentration in technology and growth sectors, highlighted by top holdings including TSM ($11.6M), LLY ($11.0M), and NVDA ($9.7M). Notable allocations also include large positions in SPYM ($9.5M), MSFT ($8.9M), and VUG ($8.6M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$202.2M
QoQ Performance
+4.6%
Positions
170
Top 10 Concentration
43.1%
Latest Filing
Q4 2025
Top Holdings Allocation
TSM
LLY
TSM5.7%
LLY5.4%
NVDA4.8%
SPYM4.7%
MSFT4.4%
VUG4.3%
GOOG4.0%
AMZN3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.2%
Technology19.0%
Consumer10.3%
Healthcare6.3%
Financial5.3%
ETF3.0%
Communication2.3%
Industrial0.7%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW14 new positions
↑76 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023