Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tower View Wealth Management LLC (CIK 1729045) reported $227.4M across 205 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSM ($17.2M, 7.57%), LLY ($11.5M, 5.05%), SPLG ($11.2M, 4.93%), NVDA ($10.4M, 4.57%), VUG ($9.3M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $17.2M | 7.57% | 36,067 | Trimmed |
| 2 | LLY | ELI LILLY & CO | $11.5M | 5.05% | 9,568 | Trimmed |
| 3 | SPLG | SPDR SERIES TRUST ST STR P500ETF | $11.2M | 4.93% | 127,446 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $10.4M | 4.57% | 51,919 | Added |
| 5 | VUG | VANGUARD INDEX FDS GROWTH ETF | $9.3M | 4.08% | 107,710 | Added |
| 6 | GOOG | ALPHABET INC CAP STK CL C | $9.1M | 3.99% | 25,705 | Trimmed |
| 7 | PWR | QUANTA SVCS INC | $8.2M | 3.60% | 11,371 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $7.1M | 3.11% | 29,713 | Added |
| 9 | MSFT | MICROSOFT CORP | $6.7M | 2.96% | 18,048 | Added |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $6.6M | 2.88% | 18,332 | Trimmed |
| 11 | V | VISA INC CL A | $6.3M | 2.79% | 18,494 | Trimmed |
| 12 | NVMI | NOVA LTD | $6.1M | 2.70% | 11,316 | Trimmed |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $6.0M | 2.65% | 6,451 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $5.9M | 2.60% | 7,915 | Added |
| 15 | PH | PARKER-HANNIFIN CORP | $5.3M | 2.33% | 5,419 | Trimmed |
| 16 | GRMN | GARMIN LTD SHS | $5.0M | 2.21% | 21,163 | Trimmed |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $4.7M | 2.07% | 19,940 | Added |
| 18 | PM | PHILIP MORRIS INTL INC | $4.4M | 1.92% | 24,193 | Trimmed |
| 19 | DRS | LEONARDO DRS INC | $3.9M | 1.73% | 91,935 | Added |
| 20 | EWY | ISHARES INC MSCI STH KOR ETF | $3.8M | 1.69% | 19,062 | Trimmed |
| 21 | VBK | VANGUARD INDEX FDS SML CP GRW ETF | $3.6M | 1.60% | 9,962 | Trimmed |
| 22 | ETN | EATON CORP PLC SHS | $3.5M | 1.54% | 8,213 | Trimmed |
| 23 | AVGO | BROADCOM INC | $3.5M | 1.53% | 9,183 | Added |
| 24 | ADI | ANALOG DEVICES INC | $3.4M | 1.50% | 8,592 | Trimmed |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $3.4M | 1.50% | 5,884 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30