Tower View Wealth Management LLC - Portfolio Stock Holdings
Tower View Wealth Management LLC disclosed 219 stock positions in a recent SEC 13F filing. $227,398,519 of stock holdings were filed, with the largest holdings including TSM, LLY, and SPYM. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $317,944,313 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
219Est. Stock Holding Value:
$227,398,519Top Stock Holdings By Sector
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Portfolio Stock Holdings - Tower View Wealth Management LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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