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
Total AUM
$227M
as of Q2 2026
Holdings
205
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
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 ...

Key Holdings

The portfolio is top-heavy, with the largest positions commanding significant weight. The top three holdings—Taiwan Semiconductor Manufacturing (TSM), Eli Lilly (LLY), and NVIDIA (NVDA)—account for approximately 15.9% of the total portfolio value. TSM is the single largest holding at $11.59 million (5.73%), followed closely by Eli Lilly at $10.97 million (5.43%) and NVIDIA at $9.65 million (4.77%).

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.

#HoldingValueSharesWeight
01
TSM
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS
$17M36K7.6%
02
LLY
ELI LILLY & CO
$11M10K5.0%
03
SPYM
SPDR SERIES TRUST ST STR P500ETF
$11M127K4.9%
04
NVDA
NVIDIA CORPORATION
$10M52K4.6%
05
VUG
VANGUARD INDEX FDS GROWTH ETF
$9M108K4.1%
06
GOOG
ALPHABET INC CAP STK CL C
$9M26K4.0%
07
PWR
QUANTA SVCS INC
$8M11K3.6%
08
AMZN
AMAZON COM INC
$7M30K3.1%
09
MSFT
MICROSOFT CORP
$7M18K3.0%
10
GOOGL
ALPHABET INC CAP STK CL A
$7M18K2.9%

Filing history

2026Q2Jun 30
$227M 16.7%
205 positionsView →
2026Q1Mar 31
$195M 3.6%
204 positionsView →
2025Q4Dec 31
$202M 4.6%
176 positionsView →
2025Q3Sep 30
$193M 0.2%
174 positionsView →
2025Q2Jun 30
$193M 12.3%
194 positionsLocked
2025Q1Mar 31
$172M 9.2%
186 positionsLocked
2024Q4Dec 31
$189M 3.6%
196 positionsLocked
2024Q3Sep 30
$183M 4.9%
195 positionsLocked
2024Q2Jun 30
$174M 1.9%
183 positionsLocked
2024Q1Mar 31
$171M 5.9%
193 positionsLocked
2023Q4Dec 31
$161M 13.3%
183 positionsLocked
2023Q3Sep 30
$142M 3.4%
179 positionsLocked
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