Tower View Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$194.8M
Q ending 2026-03-31
Prior quarter
$202.2M
Q ending 2025-12-31
Change
-3.7% QoQ · +13.4% YoY
Positions
204
reported holdings
Largest positions
Top 100 of 204 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac Spons | TSM | Shares | $12.4M | 37K |
| Spdr Series Trust State Street Spd | SPYM | Shares | $9.5M | 124K |
| Nvidia Corporation | NVDA | Shares | $9.0M | 51K |
| Eli Lilly & Co | LLY | Shares | $8.9M | 10K |
| Vanguard Index Fds Growth Etf | VUG | Shares | $7.8M | 18K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $7.4M | 26K |
| Quanta Svcs Inc | PWR | Shares | $7.1M | 13K |
| Microsoft Corp | MSFT | Shares | $6.7M | 18K |
| Costco Wholesale Corporation | COST | Shares | $6.5M | 7K |
| Nova Ltd | Shares | $6.2M | 14K | |
| Amazon Com Inc | AMZN | Shares | $6.2M | 30K |
| Visa Inc Cl A | V | Shares | $5.6M | 19K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $5.3M | 18K |
| State Str Spdr S&P 500 Etf T Tr Un | SPY | Shares | $5.1M | 8K |
| Garmin Ltd Shs | Shares | $4.9M | 21K | |
| Parker-Hannifin Corp | PH | Shares | $4.9M | 5K |
| Philip Morris Intl Inc | PM | Shares | $4.5M | 27K |
| Vanguard Specialized Funds Div App | VIG | Shares | $4.2M | 20K |
| Leonardo Drs Inc | DRS | Shares | $4.1M | 91K |
| Mcdonalds Corp | MCD | Shares | $3.6M | 12K |
| Ishares Inc Msci Sth Kor Etf | EWY | Shares | $3.4M | 28K |
| Vanguard Index Fds Sml Cp Grw Etf | VBK | Shares | $3.0M | 10K |
| Eaton Corp Plc Shs | Shares | $2.9M | 8K | |
| Jpmorgan Chase & Co | JPM | Shares | $2.9M | 10K |
| Analog Devices Inc | ADI | Shares | $2.8M | 9K |
| Broadcom Inc | AVGO | Shares | $2.8M | 9K |
| Vanguard Index Fds Mcap Gr Idxvip | VOT | Shares | $2.7M | 11K |
| Arm Holdings Plc Sponsored Ads | ARM | Shares | $2.7M | 18K |
| Intuitive Surgical Inc | ISRG | Shares | $2.6M | 6K |
| Vanguard World Fd Inf Tech Etf | VGT | Shares | $2.5M | 4K |
| Spotify Technology S A Shs | Shares | $2.4M | 5K | |
| Home Depot Inc | HD | Shares | $2.4M | 7K |
| Amphenol Corp Cl A | APH | Shares | $2.1M | 17K |
| Goldman Sachs Group Inc | GS | Shares | $1.8M | 2K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $1.7M | 10K |
| United Therapeutics Corp Del | UTHR | Shares | $1.6M | 3K |
| Netflix Inc. | NFLX | Shares | $1.6M | 16K |
| Lam Research Corp | LRCX | Shares | $1.5M | 7K |
| Cisco Sys Inc | CSCO | Shares | $1.5M | 19K |
| Walmart Inc | WMT | Shares | $1.4M | 11K |
| Advanced Micro Devices Inc | AMD | Shares | $1.4M | 7K |
| Abbvie Inc | ABBV | Shares | $1.3M | 6K |
| Baidu Inc Spon Adr Rep A | BIDU | Shares | $1.3M | 11K |
| Oracle Corp | ORCL | Shares | $1.2M | 8K |
| Union Pac Corp | UNP | Shares | $1.1M | 5K |
| Pepsico Inc | PEP | Shares | $764K | 5K |
| Vanguard Index Fds S&P 500 Etf Shs | VOO | Shares | $715K | 1K |
| Carrier Global Corporation | CARR | Shares | $649K | 12K |
| Micron Technology Inc | MU | Shares | $624K | 2K |
| Vanguard Whitehall Fds High Div Yl | VYM | Shares | $587K | 4K |
| State Str Spdr S&P Midcap 40 Utser | MDY | Shares | $585K | 949 |
| Exxon Mobil Corp | XOM | Shares | $440K | 3K |
| Vanguard Index Fds Mid Cap Etf | VO | Shares | $408K | 1K |
| Brixmor Ppty Group Inc | BRX | Shares | $394K | 14K |
| Mastercard Incorporated Cl A | MA | Shares | $388K | 777 |
| Mge Energy Inc | MGEE | Shares | $338K | 4K |
| Vanguard World Fd Consum Stp Etf | VDC | Shares | $337K | 2K |
| Procter & Gamble Co | PG | Shares | $310K | 2K |
| Nextera Energy Inc | NEE | Shares | $242K | 3K |
| Johnson & Johnson | JNJ | Shares | $239K | 977 |
| Nisource Inc | NI | Shares | $212K | 5K |
| Caterpillar Inc | CAT | Shares | $212K | 299 |
| Blackrock Inc | BLK | Shares | $192K | 200 |
| Schwab Charles Corp | SCHW | Shares | $188K | 2K |
| Vanguard Index Fds Total Stk Mkt | VTI | Shares | $178K | 553 |
| Stryker Corporation | SYK | Shares | $177K | 537 |
| Bristol-Myers Squibb Co | BMY | Shares | $170K | 3K |
| Merck & Co Inc | MRK | Shares | $166K | 1K |
| Disney Walt Co | DIS | Shares | $157K | 2K |
| Cme Group Inc | CME | Shares | $146K | 494 |
| Iron Mtn Inc Del | IRM | Shares | $134K | 1K |
| Phillips 66 | PSX | Shares | $129K | 709 |
| Ww Grainger Inc | GWW | Shares | $122K | 112 |
| Kkr & Co Inc | KKR | Shares | $116K | 1K |
| Carlyle Group Inc | CG | Shares | $110K | 2K |
| Ishares Tr 1 3 Yr Treas Bd | SHY | Shares | $106K | 1K |
| Chevron Corporation | CVX | Shares | $101K | 489 |
| Vanguard Scottsdale Fds Shrt Trm C | VCSH | Shares | $96K | 1K |
| Ishares Tr Russell 3000 Etf | IWV | Shares | $89K | 240 |
| Spdr Series Trust State Street Spd | MDYV | Shares | $84K | 988 |
| Essential Utils Inc | WTRG | Shares | $83K | 2K |
| Tesla Inc | TSLA | Shares | $82K | 220 |
| Waste Mgmt Inc Del | WM | Shares | $74K | 323 |
| Fastenal Co | FAST | Shares | $72K | 2K |
| Altria Group Inc | MO | Shares | $71K | 1K |
| Ishares Tr Expnd Tec Sc Etf | IGM | Shares | $67K | 565 |
| Conocophillips | COP | Shares | $65K | 492 |
| Sysco Corp | SYY | Shares | $64K | 900 |
| On Semiconductor Corp | ON | Shares | $62K | 1K |
| Illinois Tool Wks Inc | ITW | Shares | $59K | 226 |
| Vanguard World Fd Mega Cap Val Etf | MGV | Shares | $58K | 400 |
| Public Svc Enterprise Group | PEG | Shares | $56K | 689 |
| Thermo Fisher Scientific Inc | TMO | Shares | $55K | 112 |
| Xcel Energy Inc | XEL | Shares | $50K | 635 |
| Blackstone Inc | BX | Shares | $47K | 412 |
| Select Sector Spdr Tr State Street | XLP | Shares | $46K | 567 |
| Entergy Corp New | ETR | Shares | $46K | 413 |
| Vanguard World Fd Utilities Etf | VPU | Shares | $46K | 232 |
| Mondelez Intl Inc Cl A | MDLZ | Shares | $44K | 757 |
| Vanguard Index Fds Small Cp Etf | VB | Shares | $41K | 157 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.