Tower View Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Shorewood, WI
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
205
Total value ($000)
$227,399
Net value change ($000)
+32,602 (16.7%)
New positions
16
Sold out positions
15
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSM 4,863 39.3%
LLY 2,582 29.0%
SXT 2,188 NEW
AMD 2,054 150.6%
ASX 1,985 NEW
SPYM 1,705 18.0%
GOOGL 1,694 22.9%
LRCX 1,624 106.0%
VUG 1,487 19.1%
MU 1,447 231.9%
Top Reduces (Value $000, Stocks/ETFs)
MCD -1,798 -49.9%
SPOT -1,771 -74.4%
MRSH -1,731 -100.0%
COST -477 -7.3%
NFLX -402 -25.8%
ISRG -343 -13.1%
PEP -172 -22.5%
PG -171 -55.2%
DRS -145 -3.6%
PM -136 -3.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type