DOSSIER · 13F-HR · Q2 2026
Tower View Wealth Management LLC
$227M in tracked AUM across 205 positions as of Q2 2026.
TV
CIK 0001729045 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Tower View Wealth Management LLC has reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 139.8%, rising from $84.33 million to $202.25 million. This substantial increase suggests a period of strong capital inflows or significant market performance on existing assets. The portfolio consists of 176 holdings, indicating a diversified approach. The turnover rate was exceptionally high ...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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