Tower View Wealth Management LLC holds a diversified book of 205 stocks worth $227.4M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Sensient Technologies Corp and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 8% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1729045/holdings"
Use Arkolith to show Tower View Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.6 points over this window.
Growth of $10,000 cloning Tower View Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Tower View Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| IFP Advisors, Inc | 80 / 80 | $1.3B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $12.0B |
| Physician Wealth Advisors, Inc. | 79 / 80 | $153.3M |
| BlackRock, Inc. | 78 / 80 | $2.0T |
| FMR LLC | 78 / 80 | $711.0B |
| JPMORGAN CHASE & CO | 78 / 80 | $546.6B |
| MORGAN STANLEY | 78 / 80 | $530.8B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $398.0B |
Ranked by how many of Tower View Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac Sponsored Ads COM | $17.2M | 36.1K | 7.6% | ▼−1.4% Reduced · −512 sh | |
| 2 | Eli Lilly & Co COM | $11.5M | 9.6K | 5.0% | ▼−1.1% Reduced · −102 sh | |
| 3 | SPDR Series Trust ST STR P500etf COM | $11.2M | 127.4K | 4.9% | ▲+2.7% Added · +3K sh | |
| 4 | Nvidia Corporation COM | $10.4M | 51.9K | 4.6% | ▲+0.9% Added · +486 sh | |
| 5 | Vanguard Index FDS Growth ETF COM | $9.3M | 107.7K | 4.1% | ▲+504% Added · +90K sh | |
| 6 | Alphabet Inc Cap STK CL C COM | $9.1M | 25.7K | 4.0% | ▼−0.2% Reduced · −53 sh | |
| 7 | Quanta Svcs Inc COM | $8.2M | 11.4K | 3.6% | ▼−12% Reduced · −2K sh | |
| 8 | Amazon Com Inc COM | $7.1M | 29.7K | 3.1% | ▲+0.1% Added · +21 sh | |
| 9 | Microsoft Corp COM | $6.7M | 18.0K | 3.0% | ▲+0.3% Added · +50 sh | |
| 10 | Alphabet Inc Cap STK CL A COM | $6.6M | 18.3K | 2.9% | ▼−0.8% Reduced · −158 sh | |
| 11 | Visa Inc CL A COM | $6.3M | 18.5K | 2.8% | ▼−0.7% Reduced · −125 sh | |
| 12 | Nova Ltd COM | $6.1M | 11.3K | 2.7% | ▼−21% Reduced · −3K sh | |
| 13 | Costco Wholesale Corporation COM | $6.0M | 6.5K | 2.7% | ▼−1.3% Reduced · −84 sh | |
| 14 | State STR SPDR S&P 500 ETF T TR Unit COM | $5.9M | 7.9K | 2.6% | ▲+0.1% Added · +6 sh | |
| 15 | Parker-Hannifin Corp COM | $5.3M | 5.4K | 2.3% | ▼−0.6% Reduced · −30 sh | |
| 16 | Garmin Ltd SHS COM | $5.0M | 21.2K | 2.2% | ▼−0.1% Reduced · −22 sh | |
| 17 | Vanguard Specialized Funds Div App ETF COM | $4.7M | 19.9K | 2.1% | ▲+1.0% Added · +202 sh | |
| 18 | Philip Morris Intl Inc COM | $4.4M | 24.2K | 1.9% | ▼−11% Reduced · −3K sh | |
| 19 | Leonardo DRS Inc COM | $3.9M | 91.9K | 1.7% | ▲+0.6% Added · +554 sh | |
| 20 | Ishares Inc Msci STH Kor ETF COM | $3.8M | 19.1K | 1.7% | ▼−32% Reduced · −9K sh | |
| 21 | Vanguard Index FDS SML CP GRW ETF COM | $3.6M | 10.0K | 1.6% | ▼−0.1% Reduced · −11 sh | |
| 22 | Eaton Corp PLC SHS COM | $3.5M | 8.2K | 1.5% | ▼−0.1% Reduced · −7 sh | |
| 23 | Broadcom Inc COM | $3.5M | 9.2K | 1.5% | ▲+1.1% Added · +97 sh | |
| 24 | Advanced Micro Devices Inc COM | $3.4M | 5.9K | 1.5% | ▼−12% Reduced · −821 sh | |
| 25 | Analog Devices Inc COM | $3.4M | 8.6K | 1.5% | ▼−3.0% Reduced · −266 sh | |
| 26 | Amphenol Corp CL A COM | $3.4M | 19.3K | 1.5% | ▲+13% Added · +2K sh | |
| 27 | Vanguard World FD Inf Tech ETF COM | $3.3M | 28.0K | 1.5% | ▲+694% Added · +24K sh | |
| 28 | Vanguard Index FDS McAp GR Idxvip COM | $3.3M | 10.7K | 1.4% | ▲+0.3% Added · +35 sh | |
| 29 | Lam Research Corp COM | $3.2M | 7.3K | 1.4% | ▲+1.6% Added · +114 sh | |
| 30 | JPMorgan Chase & Co COM | $3.0M | 9.2K | 1.3% | ▼−5.2% Reduced · −512 sh | |
| 31 | Arm Holdings PLC Sponsored Ads COM | $2.9M | 8.3K | 1.3% | ▼−53% Reduced · −9K sh | |
| 32 | Goldman Sachs Group Inc COM | $2.3M | 2.3K | 1.0% | ▲+11% Added · +236 sh | |
| 33 | Intuitive Surgical Inc COM | $2.3M | 5.7K | 1.0% | ▲+0.7% Added · +41 sh | |
| 34 | Home Depot Inc COM | $2.2M | 6.3K | 1.0% | ▼−12% Reduced · −861 sh | |
| 35 | Sensient Technologies Corp COM | $2.2M | 17.7K | 1.0% | ▲New New position | |
| 36 | Cisco Sys Inc COM | $2.2M | 18.5K | 1.0% | ▼−1.3% Reduced · −244 sh | |
| 37 | Micron Technology Inc COM | $2.1M | 1.8K | 0.9% | ▼−2.9% Reduced · −54 sh | |
| 38 | Ase Technology Hldg Co Ltd Sponsored Ads COM | $2.0M | 44.0K | 0.9% | ▲New New position | |
| 39 | McDonalds Corp COM | $1.8M | 6.7K | 0.8% | ▼−42% Reduced · −5K sh | |
| 40 | United Therapeutics Corp Del COM | $1.6M | 3.0K | 0.7% | ▲+10.0% Added · +273 sh | |
| 41 | Walmart Inc COM | $1.3M | 11.8K | 0.6% | ▲+3.6% Added · +411 sh | |
| 42 | Baidu Inc Spon ADR Rep A COM | $1.3M | 11.5K | 0.6% | ▲+0.4% Added · +42 sh | |
| 43 | Cerebras Systems Inc CL A COM | $1.3M | 5.8K | 0.6% | ▲New New position | |
| 44 | Echostar Corp CL A COM | $1.2M | 12.1K | 0.5% | ▲New New position | |
| 45 | Abbvie Inc COM | $1.2M | 4.7K | 0.5% | ▼−21% Reduced · −1K sh | |
| 46 | Oracle Corp COM | $1.2M | 8.0K | 0.5% | ▼−1.4% Reduced · −117 sh | |
| 47 | Netflix Inc. COM | $1.2M | 16.2K | 0.5% | ▼−0.2% Reduced · −30 sh | |
| 48 | Union Pac Corp COM | $1.1M | 4.2K | 0.5% | ▼−7.3% Reduced · −333 sh | |
| 49 | Vanguard Index FDS S&P 500 ETF SHS COM | $826K | 1.2K | 0.4% | ▲+0.6% Added · +7 sh | |
| 50 | Carrier Global Corporation COM | $747K | 10.2K | 0.3% | ▼−12% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 205 | $227.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 204 | $194.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 176 | $202.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 174 | $193.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 194 | $192.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 186 | $171.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 196 | $189.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 195 | $182.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.