Tower View Wealth Management LLC

CIK 0001729045 · SHOREWOOD, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Tower View Wealth Management LLC reported 205 positions worth $227.4M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: TSM (7.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$227.4M
2026 Q2
Positions
205
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.7%
Est. Net Flow (Q)
2026 Q2
10 / 205 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADSSH$17.2M7.57%36,067
2LLYELI LILLY & CO SH$11.5M5.05%9,568
3SPYMSPDR SERIES TRUST ST STR P500ETFSH$11.2M4.93%127,446
4NVDANVIDIA CORPORATION SH$10.4M4.57%51,919
5VUGVANGUARD INDEX FDS GROWTH ETFSH$9.3M4.08%107,710
6GOOGALPHABET INC CAP STK CL CSH$9.1M3.99%25,705
7PWRQUANTA SVCS INC SH$8.2M3.60%11,371
8AMZNAMAZON COM INC SH$7.1M3.11%29,713
9MSFTMICROSOFT CORP SH$6.7M2.96%18,048
10GOOGLALPHABET INC CAP STK CL ASH$6.6M2.88%18,332

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Tower View Wealth Management LLC hold as of Q2 2026?

Tower View Wealth Management LLC reported 205 positions worth $227.4M in its Q2 2026 13F filing. Largest positions: TSM (7.6%), LLY (5.0%), SPYM (4.9%), NVDA (4.6%) and VUG (4.1%).

What did Tower View Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Tower View Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.