Tower View Wealth Management LLC ETF holdings
Shorewood, WI
Reported $49.8M in 67 ETFs in its Form 13F for June 30, 2026.
ETF value
$49.8M
ETFs held
67
Change from prior quarter
+17.6%
With price moves
ETFs as a share of its 13F
21.9%
of $227.4M
Top 10 of 67 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $11.2M | 127,446 | +3,394 shares |
| VUG | Vanguard Morningstar Growth ETF | $9.3M | 107,710 | +89,872 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.9M | 7,915 | +6 shares |
| VIG | Vanguard Dividend Appreciation ETF | $4.7M | 19,940 | +202 shares |
| EWY | iShares MSCI South Korea ETF | $3.8M | 19,062 | −8,786 shares |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $3.6M | 9,962 | −11 shares |
| VGT | Vanguard Information Technology ETF | $3.3M | 27,988 | +24,465 shares |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | $3.3M | 10,677 | +35 shares |
| VOO | Vanguard S&P 500 ETF | $826K | 1,203 | +7 shares |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $667K | 949 | No change |
57 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001729045. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Tower View Wealth Management LLC own?
Tower View Wealth Management LLC reported 67 ETF positions worth $49.8M in its Form 13F for June 30, 2026. The largest was SPYM, at $11.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.