Q2 2026 13F · SEC CIK 1729045

Tower View Wealth Management LLC

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $227.4M
Reported positions: 205
Top holdings a year, 3 yrs: +24.1%
Assets under management: $317.9M

Tower View Wealth Management LLC is a wealth manager that reported 205 positions worth $227.4M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 7.6%), Lilly Eli & Co (LLY, 5.0%), Spdr Series Trust (SPLG, 4.9%). A portfolio copying its top holdings returned 24.1% a year over the last 3 years, against 20.4% for the S&P 500.

Tower View Wealth Management LLC holdings largest 50 of 205 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tower View Wealth Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	7.6%	6.3%	36,067	-1.4%	$17.2M
LLYLilly Eli & Co	5.0%	4.6%	9,568	-1.1%	$11.5M
SPLGSpdr Series Trust	4.9%	4.9%	127,446	+2.7%	$11.2M
NVDANvidia Corporation Com	4.6%	4.6%	51,919	+0.9%	$10.4M
VUGVanguard Indx Fd	4.1%	4.0%	107,710	+503.8%	$9.3M
GOOGAlphabet Inc	4.0%	3.8%	25,705	-0.2%	$9.1M
PWRQuanta Svcs Inc Com	3.6%	3.6%	11,371	-12.0%	$8.2M
AMZNAmazon Com Inc Com	3.1%	3.2%	29,713	+0.1%	$7.1M
MSFTMicrosoft Corp	3.0%	3.4%	18,048	+0.3%	$6.7M
GOOGLAlphabet Inc	2.9%	2.7%	18,332	-0.9%	$6.6M
VVisa Inc Com Cl A	2.8%	2.9%	18,494	-0.7%	$6.3M
NVMINova Ltd	2.7%	3.2%	11,316	-20.6%	$6.1M
COSTCostco Whsl Corp New	2.7%	3.3%	6,451	-1.3%	$6.0M
SPYSpdr S&p 500 ETF Tr	2.6%	2.6%	7,915	+0.1%	$5.9M
PHParker-Hannifin Corp	2.3%	2.5%	5,419	-0.6%	$5.3M
GRMNGarmin Ltd	2.2%	2.5%	21,163	-0.1%	$5.0M
VIGVanguard Dividend Appreciation ETF	2.1%	2.2%	19,940	+1.0%	$4.7M
PMPhilip Morris Intl Inc Com	1.9%	2.3%	24,193	-11.4%	$4.4M
DRSLeonardo Drs Inc	1.7%	2.1%	91,935	+0.6%	$3.9M
EWYIshares Inc	1.7%	1.8%	19,062	-31.5%	$3.8M
VBKVanguard Small Cap Growth ETF	1.6%	1.5%	9,962	-0.1%	$3.6M
ETNEaton Corp PLC	1.5%	1.5%	8,213	-0.1%	$3.5M
AVGOBroadcom Inc	1.5%	1.4%	9,183	+1.1%	$3.5M
AMDAdvanced Micro Devices Inc	1.5%	0.7%	5,884	-12.2%	$3.4M
ADIAnalog Devices Inc	1.5%	1.4%	8,592	-3.0%	$3.4M
APHAmphenol Corp	1.5%	1.1%	19,251	+13.3%	$3.4M
VGTVanguard Info Tech	1.5%	1.3%	27,988	+694.4%	$3.3M
VOTVanguard Index Fds	1.4%	1.4%	10,677	+0.3%	$3.3M
LRCXLam Research Corp	1.4%	0.8%	7,284	+1.6%	$3.2M
JPMJpmorgan Chase & Co	1.3%	1.5%	9,245	-5.2%	$3.0M
ARMArm Hldgs PLC Equity A Funsponsored ADR	1.3%	1.4%	8,313	-53.0%	$2.9M
GSGoldman Sachs Group Inc	1.0%	0.9%	2,306	+11.4%	$2.3M
ISRGIntuitive Surgical Inc	1.0%	1.3%	5,713	+0.7%	$2.3M
HDHome Depot Inc Com	1.0%	1.2%	6,343	-12.0%	$2.2M
SXTSensient Technologies Corp	1.0%	—	17,744	—	$2.2M
CSCOCisco Sys Inc	1.0%	0.7%	18,506	-1.3%	$2.2M
MUMicron Technology Inc	0.9%	0.3%	1,794	-2.9%	$2.1M
ASXAse Technology Hldg Co Ltd	0.9%	—	43,990	—	$2.0M
MCDMcdonalds Corp Com	0.8%	1.9%	6,690	-42.3%	$1.8M
UTHRUnited Therapeutics Corp	0.7%	0.8%	3,006	+10.0%	$1.6M
WMTWalmart Inc	0.6%	0.7%	11,818	+3.6%	$1.3M
BIDUBaidu Inc Ads	0.6%	0.7%	11,537	+0.4%	$1.3M
CBRSCerebras Systems Inc	0.6%	—	5,779	—	$1.3M
ECHOEchostar Corp	0.5%	—	12,108	—	$1.2M
ABBVAbbvie Inc	0.5%	0.7%	4,660	-21.0%	$1.2M
ORCLOracle Corp	0.5%	0.6%	7,999	-1.4%	$1.2M
NFLXNetflix Inc Total	0.5%	0.8%	16,157	-0.2%	$1.2M
UNPUnion Pac Corp	0.5%	0.6%	4,197	-7.4%	$1.1M
VOOVanguard S&p 500 ETF	0.4%	0.4%	1,203	+0.6%	$826K
CARRCarrier Global Corporation	0.3%	0.3%	10,178	-11.6%	$747K

What Tower View Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+694.4% shares
VUG Vanguard Indx Fd+503.8% shares
APH Amphenol Corp+13.3% shares
GS Goldman Sachs Group Inc+11.4% shares
UTHR United Therapeutics Corp+10.0% shares

Reduced

ARM Arm Hldgs PLC Equity A Funsponsored ADR-53.0% shares
MCD Mcdonalds Corp Com-42.3% shares
EWY Ishares Inc-31.5% shares
ABBV Abbvie Inc-21.0% shares
NVMI Nova Ltd-20.6% shares
AMD Advanced Micro Devices Inc-12.2% shares
PWR Quanta Svcs Inc Com-12.0% shares
HD Home Depot Inc Com-12.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +29.9% /yr; S&P 500 +20.1%
3 years: +24.1% /yr; S&P 500 +20.4%
5 years: +13.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$227.4M	205
Q1 2026	$194.8M	204
Q4 2025	$202.2M	176
Q3 2025	$193.3M	174
Q2 2025	$192.9M	194
Q1 2025	$171.7M	186
Q4 2024	$189.2M	196
Q3 2024	$182.7M	194
Q2 2024	$174.2M	182
Q1 2024	$170.9M	192
Q4 2023	$161.3M	179
Q3 2023	$142.4M	175

Questions about Tower View Wealth Management LLC's portfolio

What stocks does Tower View Wealth Management LLC own?

Tower View Wealth Management LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 205 positions worth $227.4M. The largest are Taiwan Semiconductor Manufac (TSM) at 7.6%, Lilly Eli & Co (LLY) at 5.0%, Spdr Series Trust (SPLG) at 4.9%, Nvidia Corporation Com (NVDA) at 4.6% and Vanguard Indx Fd (VUG) at 4.1%.

What did Tower View Wealth Management LLC buy last quarter?

In Q2 2026, Tower View Wealth Management LLC added Vanguard Info Tech (VGT) (+694.4% shares), Vanguard Indx Fd (VUG) (+503.8% shares) and Amphenol Corp (APH) (+13.3% shares), compared with its Q1 2026 filing.

What did Tower View Wealth Management LLC sell last quarter?

In Q2 2026, Tower View Wealth Management LLC cut from its top 50 Spotify Technology S A (SPOT), cut from its top 50 Marsh (MRSH), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Vym (VYM), Arm Hldgs PLC Equity A Funsponsored ADR (ARM) (-53.0% shares), Mcdonalds Corp Com (MCD) (-42.3% shares) and Ishares Inc (EWY) (-31.5% shares), compared with its Q1 2026 filing.

How has Tower View Wealth Management LLC's portfolio performed?

A portfolio copying Tower View Wealth Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +29.9% against +20.1%. Over 5 years: +13.0% a year against +11.6%.

When is Tower View Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tower View Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Tower View Wealth Management LLC manage?

Tower View Wealth Management LLC reported $317.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $227.4M.