StockDriftsStockDriftsTop 50 Tower View Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | 7.57% | 36.1K | $17.2M | -1.40%(-512) | $53.97(+690.90%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 5.05% | 9.6K | $11.5M | -1.05%(-102) | $142.31(+728.73%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST ST STR P500ETF | 4.93% | 127.4K | $11.2M | +2.74%(+3.39K) | $67.90(+34.40%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.57% | 51.9K | $10.4M | +0.94%(+486) | $6.81(+3217.66%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS GROWTH ETF | 4.08% | 107.7K | $9.3M | +0.64%(+682) | $46.00(+93.86%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 3.99% | 25.7K | $9.1M | -0.21%(-53) | $59.81(+472.94%) | 2026-06-30 | |
| PWR | QUANTA SVCS INC | 3.6% | 11.4K | $8.2M | -12.02%(-1.55K) | $262.63(+165.83%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.11% | 29.7K | $7.1M | +0.07%(+21) | $95.57(+174.71%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.96% | 18.0K | $6.7M | +0.28%(+50) | $167.36(+190.43%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.88% | 18.3K | $6.6M | -0.85%(-158) | $62.55(+451.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.74% | +84.90% | +12.44% | +79.74% |
| Top 20 Holdings Unweighted | +22.52% | +83.93% | +12.37% | +79.13% |
Tower View Wealth Management LLC reports $227.40M in US-listed equity holdings across 205 positions in its most recent 13F filing. Its largest disclosed positions are TSM (7.6%), LLY (5.0%) and SPYM (4.9%). The top 20 holdings account for 65.43% of reported assets. Its disclosed equity book has returned +84.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tower View Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729045). View Tower View Wealth Management LLC’s 13F filings on SEC