§ 13F · FUND PROFILE
Tower View Wealth Management LLC.
AUM · $227M (13F)Positions · 205Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | 36K | $17M | 7.6% | −1% |
| 2 | LLY | ELI LILLY & CO | 10K | $11M | 5.0% | −1% |
| 3 | SPYM | SPDR SERIES TRUST ST STR P500ETF | 127K | $11M | 4.9% | +3% |
| 4 | NVDA | NVIDIA CORPORATION | 52K | $10M | 4.6% | +1% |
| 5 | VUG | VANGUARD INDEX FDS GROWTH ETF | 108K | $9M | 4.1% | +504% |
| 6 | GOOG | ALPHABET INC CAP STK CL C | 26K | $9M | 4.0% | ±0% |
| 7 | PWR | QUANTA SVCS INC | 11K | $8M | 3.6% | −12% |
| 8 | AMZN | AMAZON COM INC | 30K | $7M | 3.1% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 18K | $7M | 3.0% | ±0% |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | 18K | $7M | 2.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWER SIGNAL
AC read
Tower View Wealth Management LLC is a Other fund managing $227 million in assets. The fund runs a broad portfolio of 205 positions.
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