Tower View Wealth Management LLC holds a diversified book of 205 reported positions worth $227.4M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Cerebras Systems Inc - A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Sensient Technologies Corp and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 8% of the reported non-option book.
Tower View Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
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.
78% mapped to company sectors
+5 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tower View Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Emerald Advisors, LLC | 34 / 80 | $646.0M |
| Ketron Financial | 19 / 80 | $259.8M |
| BlueSpruce Investments, LP | 9 / 80 | $509.2M |
| Outlook Capital Management, LLC | 15 / 80 | $241.4M |
| Marest Capital, LLC | 14 / 80 | $149.8M |
| Trust Asset Management LLC | 33 / 80 | $1.2B |
| Summa Corp. | 26 / 80 | $230.6M |
| Hoey Investments, Inc | 50 / 80 | $551.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Tower View Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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% | →Listed Newly reportable | |
| 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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 205 | $227.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 204 | $194.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 176 | $202.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 16d | 174 | $193.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 21d | 194 | $192.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 186 | $171.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 196 | $189.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 24d | 195 | $182.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.