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.
HoldingTickerTypeValueShares
Taiwan Semiconductor Manufac SponsTSMShares$12.4M37K
Spdr Series Trust State Street SpdSPYMShares$9.5M124K
Nvidia CorporationNVDAShares$9.0M51K
Eli Lilly & CoLLYShares$8.9M10K
Vanguard Index Fds Growth EtfVUGShares$7.8M18K
Alphabet Inc Cap Stk Cl CGOOGShares$7.4M26K
Quanta Svcs IncPWRShares$7.1M13K
Microsoft CorpMSFTShares$6.7M18K
Costco Wholesale CorporationCOSTShares$6.5M7K
Nova LtdShares$6.2M14K
Amazon Com IncAMZNShares$6.2M30K
Visa Inc Cl AVShares$5.6M19K
Alphabet Inc Cap Stk Cl AGOOGLShares$5.3M18K
State Str Spdr S&P 500 Etf T Tr UnSPYShares$5.1M8K
Garmin Ltd ShsShares$4.9M21K
Parker-Hannifin CorpPHShares$4.9M5K
Philip Morris Intl IncPMShares$4.5M27K
Vanguard Specialized Funds Div AppVIGShares$4.2M20K
Leonardo Drs IncDRSShares$4.1M91K
Mcdonalds CorpMCDShares$3.6M12K
Ishares Inc Msci Sth Kor EtfEWYShares$3.4M28K
Vanguard Index Fds Sml Cp Grw EtfVBKShares$3.0M10K
Eaton Corp Plc ShsShares$2.9M8K
Jpmorgan Chase & CoJPMShares$2.9M10K
Analog Devices IncADIShares$2.8M9K
Broadcom IncAVGOShares$2.8M9K
Vanguard Index Fds Mcap Gr IdxvipVOTShares$2.7M11K
Arm Holdings Plc Sponsored AdsARMShares$2.7M18K
Intuitive Surgical IncISRGShares$2.6M6K
Vanguard World Fd Inf Tech EtfVGTShares$2.5M4K
Spotify Technology S A ShsShares$2.4M5K
Home Depot IncHDShares$2.4M7K
Amphenol Corp Cl AAPHShares$2.1M17K
Goldman Sachs Group IncGSShares$1.8M2K
Marsh & Mclennan Cos IncMRSHShares$1.7M10K
United Therapeutics Corp DelUTHRShares$1.6M3K
Netflix Inc.NFLXShares$1.6M16K
Lam Research CorpLRCXShares$1.5M7K
Cisco Sys IncCSCOShares$1.5M19K
Walmart IncWMTShares$1.4M11K
Advanced Micro Devices IncAMDShares$1.4M7K
Abbvie IncABBVShares$1.3M6K
Baidu Inc Spon Adr Rep ABIDUShares$1.3M11K
Oracle CorpORCLShares$1.2M8K
Union Pac CorpUNPShares$1.1M5K
Pepsico IncPEPShares$764K5K
Vanguard Index Fds S&P 500 Etf ShsVOOShares$715K1K
Carrier Global CorporationCARRShares$649K12K
Micron Technology IncMUShares$624K2K
Vanguard Whitehall Fds High Div YlVYMShares$587K4K
State Str Spdr S&P Midcap 40 UtserMDYShares$585K949
Exxon Mobil CorpXOMShares$440K3K
Vanguard Index Fds Mid Cap EtfVOShares$408K1K
Brixmor Ppty Group IncBRXShares$394K14K
Mastercard Incorporated Cl AMAShares$388K777
Mge Energy IncMGEEShares$338K4K
Vanguard World Fd Consum Stp EtfVDCShares$337K2K
Procter & Gamble CoPGShares$310K2K
Nextera Energy IncNEEShares$242K3K
Johnson & JohnsonJNJShares$239K977
Nisource IncNIShares$212K5K
Caterpillar IncCATShares$212K299
Blackrock IncBLKShares$192K200
Schwab Charles CorpSCHWShares$188K2K
Vanguard Index Fds Total Stk MktVTIShares$178K553
Stryker CorporationSYKShares$177K537
Bristol-Myers Squibb CoBMYShares$170K3K
Merck & Co IncMRKShares$166K1K
Disney Walt CoDISShares$157K2K
Cme Group IncCMEShares$146K494
Iron Mtn Inc DelIRMShares$134K1K
Phillips 66PSXShares$129K709
Ww Grainger IncGWWShares$122K112
Kkr & Co IncKKRShares$116K1K
Carlyle Group IncCGShares$110K2K
Ishares Tr 1 3 Yr Treas BdSHYShares$106K1K
Chevron CorporationCVXShares$101K489
Vanguard Scottsdale Fds Shrt Trm CVCSHShares$96K1K
Ishares Tr Russell 3000 EtfIWVShares$89K240
Spdr Series Trust State Street SpdMDYVShares$84K988
Essential Utils IncWTRGShares$83K2K
Tesla IncTSLAShares$82K220
Waste Mgmt Inc DelWMShares$74K323
Fastenal CoFASTShares$72K2K
Altria Group IncMOShares$71K1K
Ishares Tr Expnd Tec Sc EtfIGMShares$67K565
ConocophillipsCOPShares$65K492
Sysco CorpSYYShares$64K900
On Semiconductor CorpONShares$62K1K
Illinois Tool Wks IncITWShares$59K226
Vanguard World Fd Mega Cap Val EtfMGVShares$58K400
Public Svc Enterprise GroupPEGShares$56K689
Thermo Fisher Scientific IncTMOShares$55K112
Xcel Energy IncXELShares$50K635
Blackstone IncBXShares$47K412
Select Sector Spdr Tr State StreetXLPShares$46K567
Entergy Corp NewETRShares$46K413
Vanguard World Fd Utilities EtfVPUShares$46K232
Mondelez Intl Inc Cl AMDLZShares$44K757
Vanguard Index Fds Small Cp EtfVBShares$41K157

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.