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CIK: 0001729045
Total reported value
$231.0M
$231.0M
205 檔
25.8%
During the Q2 2026 filing period, Tower View Wealth Management LLC (CIK: 0001729045) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $231.0M across 205 reported positions.
In Q2 2026, Tower View Wealth Management LLC displayed an active expansion posture, initiating 16 new positions and adding to 70 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 7.57% | -0.11% | -1.40% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.05% | -0.23% | -1.05% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.93% | -0.12% | +2.74% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.57% | +0.83% | +0.94% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.08% | -0.14% | +503.82% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.99% | -0.12% | -0.21% | |
| 7 | PWR | Quanta Services Inc | Stock-Industrials | 3.60% | -0.38% | -12.02% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.11% | +0.18% | +0.07% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | +1.38% | +0.28% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.88% | +0.05% | -0.85% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.79% | +0.28% | -0.67% | |
| 12 | NVMI | Nova Ltd. | Stock-Other | 2.70% | -0.72% | -20.62% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.65% | — | -1.29% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.60% | -0.01% | +0.08% | |
| 15 | PH | Parker Hannifin CORP | Stock-Industrials | 2.33% | +0.61% | -0.55% | |
| 16 | GRMN | Garmin Ltd. | Stock-Tech | 2.21% | +0.52% | -0.10% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.07% | -0.13% | +1.02% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.92% | +0.09% | -11.36% | |
| 19 | DRS | Leonardo Drs Inc | Stock-Industrials | 1.73% | -0.21% | +0.61% | |
| 20 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.69% | -0.10% | -31.55% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.60% | -0.16% | -0.11% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.54% | +0.03% | -0.09% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.53% | +0.04% | +1.07% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.50% | +0.09% | -12.24% | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 1.50% | +0.01% | -3.00% | |
| 26 | APH | Amphenol Corp-cl A | Stock-Tech | 1.49% | -0.06% | +13.32% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.47% | +0.03% | +694.44% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.44% | -0.13% | +0.33% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 1.39% | -0.31% | +1.59% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | +0.11% | -5.25% | |
| 31 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.30% | -0.19% | -53.02% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.03% | +0.23% | +11.40% | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.00% | +0.04% | +0.72% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | -0.22% | -11.95% | |
| 35 | SXT | Sensient Technologies CORP | Stock-Materials | 0.96% | +0.05% | — | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | -0.07% | -1.30% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.91% | -0.03% | -2.92% | |
| 38 | ASX | Ase Technology Holding -adr | Stock-Tech | 0.87% | -0.01% | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.63% | -42.34% | |
| 40 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.72% | -0.70% | +9.99% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.08% | +3.60% | |
| 42 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.58% | -0.58% | +0.37% | |
| 43 | ✓ | Stock-Other | 0.56% | -0.12% | — | ||
| 44 | ECHO | Echostar Corp-a | Stock-Comm Services | 0.54% | -0.08% | — | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.03% | -21.03% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.52% | -1.44% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.51% | -0.19% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | +0.28% | -7.35% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.02% | +0.59% | |
| 50 | CARR | Carrier Global CORP | Stock-Industrials | 0.33% | -0.19% | -11.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +1.2% | -1.40% | Trim |
| 2 | SXT | Sensient Technologies CORP | +1% | NEW | New buy |
| 3 | ASX | Ase Technology Holding -adr | +0.9% | NEW | New buy |
| 4 | AMD | Advanced Micro Devices | +0.8% | -12.24% | Trim |
| 5 | LRCX | Lam Research CORP | +0.6% | +1.59% | Add |
| 6 | MU | Micron Technology Inc | +0.6% | -2.92% | Trim |
| 7 | ✓ | +0.6% | NEW | New buy | |
| 8 | ECHO | Echostar Corp-a | +0.5% | NEW | New buy |
| 9 | LLY | Eli Lilly & Co | +0.5% | -1.05% | Trim |
| 10 | APH | Amphenol Corp-cl A | +0.4% | +13.32% | Add |
| 11 | ✓ | +0.3% | NEW | New buy | |
| 12 | VGT | Vanguard Info Tech ETF | +0.2% | +694.44% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.2% | -1.30% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -0.21% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.85% | Trim |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | +11.40% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | +1.07% | Add |
| 18 | VUG | Vanguard Growth ETF | +0.1% | +503.82% | Add |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +2.74% | Add |
| 20 | BRX | Brixmor Property Group Inc | +0.1% | +34.79% | Add |
| 21 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | -0.11% | Trim |
| 22 | ADI | Analog Devices Inc | +0.1% | -3.00% | Trim |
| 23 | ETN | Eaton Corporation plc | 0% | -0.09% | Trim |
| 24 | VOT | Vanguard Mid-cap Growth ETF | 0% | +0.33% | Add |
| 25 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 26 | CNQ | Canadian Natural Resources | 0% | NEW | New buy |
| 27 | VXUS | Vanguard Total Intl Stock | 0% | +353.02% | Add |
| 28 | DIS | Walt Disney Co/the | 0% | +27.01% | Add |
| 29 | ON | On Semiconductor | 0% | — | Unchanged |
| 30 | ✓ | Alpha Tau Medical LTD | 0% | — | Unchanged |
| 31 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 32 | IGM | Ishares Expanded Tech Sector | 0% | — | Unchanged |
| 33 | MOAT | Vaneck Morningstar Wide Moat | 0% | NEW | New buy |
| 34 | SCHG | Schwab US Large-cap Growth | 0% | NEW | New buy |
| 35 | IJH | Ishares Core S&p Midcap ETF | 0% | NEW | New buy |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | NEW | New buy |
| 37 | XLK | Ss Technology Select Sector | 0% | +0.48% | Add |
| 38 | CARR | Carrier Global CORP | — | -11.65% | Trim |
| 39 | IRM | Iron Mountain Inc | — | +0.76% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | — | +2.35% | Add |
| 41 | TSLA | Tesla Inc | — | +0.45% | Add |
| 42 | SYY | Sysco CORP | — | — | Unchanged |
| 43 | KLAC | Kla CORP | — | +914.29% | Add |
| 44 | MDYV | Ss Spdr S&p 400 Mc Val ETF | — | +0.51% | Add |
| 45 | VRSK | Verisk Analytics Inc | — | EXIT | Sold out |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | EXIT | Sold out |
| 47 | NACP | Impact Shares Naacp Minority | — | NEW | New buy |
| 48 | MGV | Vanguard Mega Cap Value ETF | — | — | Unchanged |
| 49 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
| 50 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Tower View Wealth Management LLC reported a total U.S. public equity portfolio value of $231.0M across 205 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSM, LLY, SPYM) accounted for 25.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
SXT
市值: $2.2M
Top Position Liquidated / Trimmed
MRSH
前期市值: $1.7M
During Q2 2026, Tower View Wealth Management LLC's top holdings by market value included TSM (7.6%)、LLY (5.0%)、SPYM (4.9%). The largest single position, TSM, represented 7.6% of total portfolio value.
In Q2 2026, Tower View Wealth Management LLC made 150 total portfolio adjustments, initiating 16 new buys, adding to 70 positions, trimming 49 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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