Tower View Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1729045
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13F Reported Value
ⓘ$227.4M
Holdings
205
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Tower View Wealth Management LLC disclosed 205 positions worth $227.4M in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 7.6% of the equity portfolio, followed by $LLY. During the quarter the fund opened 16 new positions and exited 15 — including a new stake in $SXT and a full exit from $MRSH. The portfolio is most concentrated in Technology (40.7% of disclosed assets). All figures are sourced directly from Tower View Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1729045.
AI Fund Analysis
Stable
$TSM7.6% weight
Held 10 quarters
$LLY5.0% weight
Held 10 quarters
SPDR SERIES TRUST ST STR P
4.9% weight
Held 10 quarters
$NVDA4.6% weight
Held 10 quarters
VANGUARD INDEX FDS GROWTH
4.1% weight
Held 10 quarters
SPDR SERIES TRUST ST STR P
9 quarters accumulating
$MRK9 quarters accumulating
$SYK9 quarters accumulating
$PSX9 quarters accumulating
$CG9 quarters accumulating
Sector Allocation
TechnologyOtherIndustrialsConsumer DiscretionaryHealthcareFinancials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- $17.2M36,067 sh
- 87.5#2
Quality
$11.5M9,568 sh SPDR SERIES TRUST ST STR P500ETF - COM
—Quality
$11.2M127,446 sh- 85.9
Quality
$10.4M51,919 sh VANGUARD INDEX FDS GROWTH ETF - COM
—Quality
$9.3M107,710 sh- 78.2
Quality
$9.1M25,705 sh - 72.1
Quality
$8.2M11,371 sh - 68.7
Quality
$7.1M29,713 sh - 79.8
Quality
$6.7M18,048 sh - 78.2
Quality
$6.6M18,332 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $17.2M | 36,067 |
| ELI LILLY & Co$LLY | 87.5#2 | $11.5M | 9,568 |
| SPDR SERIES TRUST ST STR P500ETF - COM | — | $11.2M | 127,446 |
| NVIDIA CORP$NVDA | 85.9 | $10.4M | 51,919 |
| VANGUARD INDEX FDS GROWTH ETF - COM | — | $9.3M | 107,710 |
 Alphabet Inc.$GOOGL | 78.2 | $9.1M | 25,705 |
 QUANTA SERVICES, INC.$PWR | 72.1 | $8.2M | 11,371 |
 AMAZON COM INC$AMZN | 68.7 | $7.1M | 29,713 |
 MICROSOFT CORP$MSFT | 79.8 | $6.7M | 18,048 |
 Alphabet Inc.$GOOG | 78.2 | $6.6M | 18,332 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tower View Wealth Management LLC's 205 positions.
Showing top 10 of 205 holdings.
Sector Allocation
Technology
$92.6M
Other
$49.8M
Industrials
$22.6M
Consumer Discretionary
$18.8M
Healthcare
$17.4M
Financials
$12.9M
Consumer Staples
$5.2M
Communication Services
$3.2M
Top Holdings — Tower View Wealth Management LLC (Q2 2026)
Top 150 of 205 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $17.2M | 7.6% | -1% | — |
| 2 | $LLY | ELI LILLY & Co | $11.5M | 5.0% | -1% | 87.5 |
| 3 | — | SPDR SERIES TRUST ST STR P500ETF - COM | $11.2M | 4.9% | +3% | — |
| 4 | $NVDA | NVIDIA CORP | $10.4M | 4.6% | +1% | 85.9 |
| 5 | — | VANGUARD INDEX FDS GROWTH ETF - COM | $9.3M | 4.1% | +504% | — |
| 6 | $GOOGL | Alphabet Inc. | $9.1M | 4.0% | -0% | 78.2 |
| 7 | $PWR | QUANTA SERVICES, INC. | $8.2M | 3.6% | -12% | 72.1 |
| 8 | $AMZN | AMAZON COM INC | $7.1M | 3.1% | +0% | 68.7 |
| 9 | $MSFT | MICROSOFT CORP | $6.7M | 3.0% | +0% | 79.8 |
| 10 | $GOOG | Alphabet Inc. | $6.6M | 2.9% | -1% | 78.2 |
| 11 |  $V | VISA INC. | $6.3M | 2.8% | -1% | 82.9 |
| 12 |  $NVMI | NOVA LTD. | $6.1M | 2.7% | -21% | — |
| 13 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.0M | 2.6% | -1% | 66.2 |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $5.9M | 2.6% | +0% | — |
| 15 |  $PH | Parker-Hannifin Corp | $5.3M | 2.3% | -1% | 65.8 |
| 16 |  $GRMN | GARMIN LTD | $5.0M | 2.2% | -0% | — |
| 17 | — | VANGUARD SPECIALIZED FUNDS DIV APP ETF - COM | $4.7M | 2.1% | +1% | — |
| 18 |  $PM | Philip Morris International Inc. | $4.4M | 1.9% | -11% | 75.9 |
| 19 |  $DRS | Leonardo DRS, Inc. | $3.9M | 1.7% | +1% | 66.9 |
| 20 | — | ISHARES INC MSCI STH KOR ETF - COM | $3.8M | 1.7% | -32% | — |
| 21 | — | VANGUARD INDEX FDS SML CP GRW ETF - COM | $3.6M | 1.6% | -0% | — |
| 22 |  $ETN | Eaton Corp plc | $3.5M | 1.5% | -0% | — |
| 23 |  $AVGO | Broadcom Inc. | $3.5M | 1.5% | +1% | 84.5 |
| 24 |  $AMD | ADVANCED MICRO DEVICES INC | $3.4M | 1.5% | -12% | 79.8 |
| 25 |  $ADI | ANALOG DEVICES INC | $3.4M | 1.5% | -3% | 79.2 |
| 26 |  $APH | AMPHENOL CORP /DE/ | $3.4M | 1.5% | +13% | 79.3 |
| 27 | — | VANGUARD WORLD FD INF TECH ETF - COM | $3.3M | 1.5% | +694% | — |
| 28 | — | VANGUARD INDEX FDS MCAP GR IDXVIP - COM | $3.3M | 1.4% | +0% | — |
| 29 |  $LRCX | LAM RESEARCH CORP | $3.2M | 1.4% | +2% | 79.4 |
| 30 |  $JPM | JPMORGAN CHASE & CO | $3.0M | 1.3% | -5% | 70.7 |
| 31 |  $ARM | ARM HOLDINGS PLC /UK | $2.9M | 1.3% | -53% | — |
| 32 |  $GS | GOLDMAN SACHS GROUP INC | $2.3M | 1.0% | +11% | 73.5 |
| 33 |  $ISRG | INTUITIVE SURGICAL INC | $2.3M | 1.0% | +1% | 79.9 |
| 34 |  $HD | HOME DEPOT, INC. | $2.2M | 1.0% | -12% | 60.3 |
| 35 |  $SXT | SENSIENT TECHNOLOGIES CORP | $2.2M | 1.0% | NEW | 52.2 |
| 36 |  $CSCO | CISCO SYSTEMS, INC. | $2.2M | 1.0% | -1% | 70.3 |
| 37 |  $MU | MICRON TECHNOLOGY INC | $2.1M | 0.9% | -3% | 86.2 |
| 38 |  $ASX | ASE Technology Holding Co., Ltd. | $2.0M | 0.9% | NEW | — |
| 39 |  $MCD | MCDONALDS CORP | $1.8M | 0.8% | -42% | 69 |
| 40 |  $UTHR | UNITED THERAPEUTICS Corp | $1.6M | 0.7% | +10% | 71.3 |
| 41 |  $WMT | Walmart Inc. | $1.3M | 0.6% | +4% | 60.2 |
| 42 |  $BIDU | Baidu, Inc. | $1.3M | 0.6% | +0% | 27 |
| 43 |  $CBRS | Cerebras Systems Inc. | $1.3M | 0.6% | NEW | — |
| 44 |  $ECHO | EchoStar CORP | $1.2M | 0.5% | NEW | 32.8 |
| 45 |  $ABBV | AbbVie Inc. | $1.2M | 0.5% | -21% | 72.6 |
| 46 |  $ORCL | ORACLE CORP | $1.2M | 0.5% | -1% | 66.2 |
| 47 |  $NFLX | NETFLIX INC | $1.2M | 0.5% | -0% | 78.8 |
| 48 |  $UNP | UNION PACIFIC CORP | $1.1M | 0.5% | -7% | 69.7 |
| 49 | — | VANGUARD INDEX FDS S&P 500 ETF SHS - COM | $825,906 | 0.4% | +1% | — |
| 50 |  $CARR | CARRIER GLOBAL Corp | $746,528 | 0.3% | -12% | 56.6 |
| 51 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $667,214 | 0.3% | +0% | — |
| 52 | — | VANGUARD WHITEHALL FDS HIGH DIV YLD - COM | $623,540 | 0.3% | -0% | — |
| 53 |  $SPOT | Spotify Technology S.A. | $607,889 | 0.3% | -73% | — |
| 54 |  $PEP | PEPSICO INC | $591,656 | 0.3% | -11% | 63.4 |
| 55 |  $BRX | Brixmor Property Group Inc. | $581,642 | 0.3% | +35% | 64.2 |
| 56 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $568,281 | 0.3% | NEW | — |
| 57 | — | VANGUARD INDEX FDS MID CAP ETF - COM | $455,604 | 0.2% | +298% | — |
| 58 |  $MA | Mastercard Inc | $404,784 | 0.2% | +1% | 85.1 |
| 59 |  $XOM.R34088 | EXXON MOBIL CORP | $355,114 | 0.2% | +0% | 57.9 |
| 60 | — | VANGUARD WORLD FD CONSUM STP ETF - COM | $327,408 | 0.1% | -3% | — |
| 61 |  $CAT | CATERPILLAR INC | $318,406 | 0.1% | +0% | 66.5 |
| 62 |  $MGEE | MGE ENERGY INC | $288,140 | 0.1% | -19% | 52.2 |
| 63 |  $JNJ | JOHNSON & JOHNSON | $241,602 | 0.1% | -3% | 69 |
| 64 |  $NEE | NEXTERA ENERGY INC | $229,057 | 0.1% | +0% | 64.6 |
| 65 |  $NI | NISOURCE INC. | $218,276 | 0.1% | +1% | 62.6 |
| 66 | — | VANGUARD INDEX FDS TOTAL STK MKT - COM | $209,409 | 0.1% | +2% | — |
| 67 |  $DIS | Walt Disney Co | $199,187 | 0.1% | +27% | 60.1 |
| 68 |  $BLK | BlackRock, Inc. | $192,312 | 0.1% | +0% | 70 |
| 69 | $MRK | Merck & Co., Inc. | $178,776 | 0.1% | +1% | 59.9 |
| 70 | $SYK | STRYKER CORP | $169,671 | 0.1% | +0% | 72.1 |
| 71 |  $IRM | IRON MOUNTAIN INC | $167,294 | 0.1% | +1% | 62.9 |
| 72 |  $BMY | BRISTOL MYERS SQUIBB CO | $163,390 | 0.1% | +1% | 70.4 |
| 73 |  $SCHW | SCHWAB CHARLES CORP | $156,859 | 0.1% | -15% | 79.4 |
| 74 |  $GWW | W.W. GRAINGER, INC. | $152,365 | 0.1% | +0% | 61.8 |
| 75 |  $PG | PROCTER & GAMBLE Co | $138,739 | 0.1% | -56% | 64.6 |
| 76 | $PSX | Phillips 66 | $120,564 | 0.1% | +1% | 57.8 |
| 77 |  $KKR | KKR & Co. Inc. | $115,309 | 0.1% | +0% | 54.3 |
| 78 |  $CME | CME GROUP INC. | $109,091 | 0.1% | +0% | 69.5 |
| 79 | — | ISHARES TR 1 3 YR TREAS BD - COM | $102,126 | 0.0% | -3% | — |
| 80 | — | ISHARES TR RUSSELL 3000 ETF - COM | $100,611 | 0.0% | -2% | — |
| 81 | — | VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD - COM | $96,928 | 0.0% | +1% | — |
| 82 | $CG | Carlyle Group Inc. | $96,460 | 0.0% | +1% | 59.8 |
| 83 |  $ON | ON SEMICONDUCTOR CORP | $94,540 | 0.0% | +0% | 55 |
| 84 | — | SPDR SERIES TRUST ST STR SP400VAL - COM | $94,154 | 0.0% | +1% | — |
| 85 |  $TSLA | Tesla, Inc. | $92,953 | 0.0% | +0% | 53.9 |
| 86 | — | ISHARES TR EXPND TEC SC ETF - COM | $92,423 | 0.0% | +0% | — |
| 87 | — | VANGUARD STAR FDS VG TL INTL STK F - COM | $89,867 | 0.0% | +353% | — |
| 88 |  $CVX | CHEVRON CORP | $81,162 | 0.0% | +0% | 62.8 |
| 89 |  $WTRG | Essential Utilities, Inc. | $80,146 | 0.0% | +1% | 68.1 |
| 90 |  $MO | ALTRIA GROUP, INC. | $78,048 | 0.0% | +1% | 67.4 |
| 91 |  $FAST | FASTENAL CO | $75,347 | 0.0% | +1% | 66.9 |
| 92 |  $SYY | SYSCO CORP | $75,222 | 0.0% | +0% | 54.7 |
| 93 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $75,050 | 0.0% | NEW | — |
| 94 |  $WM | WASTE MANAGEMENT INC | $72,302 | 0.0% | +0% | 67.6 |
| 95 |  $DRTS | Alpha Tau Medical Ltd. | $70,021 | 0.0% | +0% | — |
| 96 | — | VANGUARD WORLD FD MEGA CAP VAL ETF - COM | $65,380 | 0.0% | +0% | — |
| 97 |  $ITW | ILLINOIS TOOL WORKS INC | $61,398 | 0.0% | +0% | 63.6 |
| 98 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $56,361 | 0.0% | +1% | 60.9 |
| 99 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $55,970 | 0.0% | +0% | 65.1 |
| 100 |  $COP | CONOCOPHILLIPS | $51,519 | 0.0% | +1% | 70.2 |
| 101 |  $BX | Blackstone Inc. | $48,883 | 0.0% | +1% | 74.4 |
| 102 | — | VANGUARD INDEX FDS SMALL CP ETF - COM | $47,689 | 0.0% | +0% | — |
| 103 | — | SELECT SECTOR SPDR TR ST STR STAPL ETF - COM | $47,398 | 0.0% | +1% | — |
| 104 |  $ETR | ENTERGY CORP /DE/ | $47,385 | 0.0% | +0% | 59.5 |
| 105 | — | VANGUARD WORLD FD UTILITIES ETF - COM | $45,802 | 0.0% | +1% | — |
| 106 |  $MDLZ | Mondelez International, Inc. | $44,153 | 0.0% | +1% | 56.4 |
| 107 |  $XEL | XCEL ENERGY INC | $43,266 | 0.0% | -15% | 56.4 |
| 108 | — | VANGUARD INDEX FDS SM CP VAL ETF - COM | $41,718 | 0.0% | +1% | — |
| 109 |  $DHR | DANAHER CORP /DE/ | $40,847 | 0.0% | +0% | 64.8 |
| 110 | — | SELECT SECTOR SPDR TR ST STR TECHN ETF - COM | $39,759 | 0.0% | +0% | — |
| 111 | — | VANGUARD INDEX FDS REAL ESTATE ETF - COM | $38,801 | 0.0% | +1% | — |
| 112 | — | ISHARES TR RUSSELL 2000 ETF - COM | $38,495 | 0.0% | +0% | — |
| 113 | — | SPDR SERIES TRUST ST STR SP DIV - COM | $33,154 | 0.0% | +1% | — |
| 114 | — | ISHARES TR CORE S&P500 ETF - COM | $33,027 | 0.0% | +0% | — |
| 115 |  $OSK | OSHKOSH CORP | $30,696 | 0.0% | +0% | 45.2 |
| 116 |  $PFE | PFIZER INC | $30,358 | 0.0% | +2% | 62 |
| 117 | — | ISHARES TR RUS 1000 GRW ETF - COM | $29,505 | 0.0% | +303% | — |
| 118 | — | SCHWAB STRATEGIC TR FUNDAMENTAL US B - COM | $27,621 | 0.0% | +0% | — |
| 119 | — | VANGUARD BD INDEX FDS TOTAL BND MRKT - COM | $27,324 | 0.0% | +1% | — |
| 120 |  $CWT | CALIFORNIA WATER SERVICE GROUP | $26,204 | 0.0% | +1% | 63.4 |
| 121 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $24,701 | 0.0% | +0% | 64.4 |
| 122 |  $T | AT&T INC. | $23,559 | 0.0% | +1% | 65.7 |
| 123 | — | ISHARES INC MSCI CDA ETF - COM | $23,056 | 0.0% | +0% | — |
| 124 | — | SELECT SECTOR SPDR TR ST STR DISCR ETF - COM | $23,000 | 0.0% | +0% | — |
| 125 | — | SCHWAB STRATEGIC TR US DIVIDEND EQ - COM | $22,540 | 0.0% | +26% | — |
| 126 | — | SCHWAB STRATEGIC TR SHT TM US TRES - COM | $21,877 | 0.0% | +1% | — |
| 127 |  $SSD | Simpson Manufacturing Co., Inc. | $21,613 | 0.0% | +0% | 59.9 |
| 128 |  $KLAC | KLA CORP | $21,414 | 0.0% | +914% | 78.6 |
| 129 |  $F | FORD MOTOR CO | $21,354 | 0.0% | +1% | 54.9 |
| 130 | — | VANGUARD WORLD FD HEALTH CAR ETF - COM | $20,836 | 0.0% | +1% | — |
| 131 |  $META | Meta Platforms, Inc. | $20,458 | 0.0% | +1% | 79.6 |
| 132 |  $CCJ | CAMECO CORP | $20,372 | 0.0% | +0% | — |
| 133 | — | SPDR INDEX SHS FDS ST STR PO EX ETF - COM | $20,218 | 0.0% | +1% | — |
| 134 |  $CRWV | CoreWeave, Inc. | $19,908 | 0.0% | +0% | 52.2 |
| 135 | — | ISHARES INC MSCI SWITZERLAND - COM | $19,206 | 0.0% | -20% | — |
| 136 |  $SO | SOUTHERN CO | $18,876 | 0.0% | +1% | 62 |
| 137 | — | ISHARES TR CORE MSCI EAFE - COM | $18,010 | 0.0% | +2% | — |
| 138 | — | VANGUARD INDEX FDS MCAP VL IDXVIP - COM | $17,192 | 0.0% | +0% | — |
| 139 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $17,000 | 0.0% | +0% | 65.1 |
| 140 | — | ISHARES TR CORE DIV GRWTH - COM | $16,674 | 0.0% | +0% | — |
| 141 | — | VANECK ETF TRUST MRNGSTR WDE MOAT - COM | $16,634 | 0.0% | NEW | — |
| 142 | — | ISHARES TR MSCI UK ETF NEW - COM | $16,203 | 0.0% | +1% | — |
| 143 |  $CALX | CALIX, INC | $14,928 | 0.0% | +0% | 56.6 |
| 144 | — | SCHWAB STRATEGIC TR US LCAP GR ETF - COM | $14,566 | 0.0% | NEW | — |
| 145 | — | ISHARES TR CORE S&P MCP ETF - COM | $14,456 | 0.0% | NEW | — |
| 146 | — | SCHWAB STRATEGIC TR FUNDAMENTAL INTL - COM | $13,796 | 0.0% | NEW | — |
| 147 | — | VANGUARD INDEX FDS VALUE ETF - COM | $12,839 | 0.0% | +0% | — |
| 148 | — | ISHARES INC MSCI SINGPOR ETF - COM | $12,066 | 0.0% | +1% | — |
| 149 | — | SPDR SERIES TRUST ST STR MSCI USAQ - COM | $11,436 | 0.0% | +0% | — |
| 150 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $11,202 | 0.0% | +0% | 65.7 |
New Positions (16)
$SXT SENSIENT TECHNOLOGIES CORP$2.2M$ASX ASE Technology Holding Co., Ltd.$2.0M$CBRS Cerebras Systems Inc.$1.3M$ECHO EchoStar CORP$1.2M$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$568,281$CNQ CANADIAN NATURAL RESOURCES Ltd$75,050 VANECK ETF TRUST MRNGSTR WDE MOAT - COM$16,634
SCHWAB STRATEGIC TR US LCAP GR ETF - COM$14,566
ISHARES TR CORE S&P MCP ETF - COM$14,456
SCHWAB STRATEGIC TR FUNDAMENTAL INTL - COM$13,796
TIDAL TRUST III NAACP MINO ETF - COM$7,662
$IAU ISHARES GOLD TRUST$6,117 ISHARES TR CORE S&P SCP ETF - COM$4,166
FIRST TR EXCHANGE-TRADED FD WTR ETF - COM$1,862
$GME GameStop Corp.$1,149Exited Positions (15)
$MRSH MARSH & MCLENNAN COMPANIES, INC.
$LOW LOWES COMPANIES INC
$HON HONEYWELL INTERNATIONAL INC
$VRSK Verisk Analytics, Inc. SCHWAB STRATEGIC TR EMRG MKTEQ ETF
$HUBS HUBSPOT INC
$NKE NIKE, Inc. FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA
$ALLE Allegion plc
$NOW ServiceNow, Inc.
$ROL ROLLINS INC
$BJ BJ's Wholesale Club Holdings, Inc.
$TYL TYLER TECHNOLOGIES INC
$VSNT Versant Media Group, Inc.
$TIGO MILLICOM INTERNATIONAL CELLULAR SABrowse Top Institutional Investors
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