Tower View Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Tower View Wealth Management LLC held in its portfolio 170 assets valued at $202,247,824 (i.e. $202.25M).
The most valuable assets in the portfolio included: TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ($11.59M), ELI LILLY & CO ($10.98M), and SPDR SERIES TRUST STATE STREET SPD ($9.66M).
The chart below shows the top 10 valuable assets, and the table below shows the top 170 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tower View Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 38140 | 11590365 | COM |
| ELI LILLY & CO | 10212 | 10974633 | COM |
| SPDR SERIES TRUST STATE STREET SPD | 120180 | 9664335 | COM |
| NVIDIA CORPORATION | 51759 | 9653002 | COM |
| MICROSOFT CORP | 18389 | 8893252 | COM |
| VANGUARD INDEX FDS GROWTH ETF | 17692 | 8631384 | COM |
| ALPHABET INC CAP STK CL C | 25793 | 8093847 | COM |
| AMAZON COM INC | 30377 | 7011620 | COM |
| VISA INC COM CL A | 19140 | 6712474 | COM |
| ALPHABET INC CAP STK CL A | 19138 | 5990102 | COM |
| COSTCO WHSL CORP NEW | 6861 | 5916689 | COM |
| QUANTA SVCS INC | 13868 | 5853110 | COM |
| NOVA LTD | 17400 | 5713986 | COM |
| SPDR S&P 500 ETF TR TR UNIT | 7876 | 5370763 | COM |
| PARKER-HANNIFIN CORP | 5718 | 5025932 | COM |
| MARSH & MCLENNAN COS INC | 26989 | 5006957 | COM |
| PHILIP MORRIS INTL INC | 30068 | 4822967 | COM |
| GARMIN LTD SHS | 22402 | 4544195 | COM |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | 19472 | 4279663 | COM |
| MCDONALDS CORP | 12166 | 3718415 | COM |
| INTUITIVE SURGICAL INC | 5873 | 3326233 | COM |
| LEONARDO DRS INC | 95450 | 3253889 | COM |
| JPMORGAN CHASE & CO. | 9659 | 3112192 | COM |
| HOME DEPOT INC | 9024 | 3105208 | COM |
| VANGUARD INDEX FDS SML CP GRW ETF | 9803 | 2961455 | COM |
| SPOTIFY TECHNOLOGY S A | 5092 | 2956976 | COM |
| VANGUARD INDEX FDS MCAP GR IDXVIP | 10416 | 2907662 | COM |
| BROADCOM INC | 8314 | 2877530 | COM |
| BADGER METER INC | 15887 | 2770800 | COM |
| EATON CORP PLC SHS | 8460 | 2694595 | COM |
| VANGUARD WORLD FD INF TECH ETF | 3460 | 2607711 | COM |
| ANALOG DEVICES INC | 8964 | 2431064 | COM |
| CARRIER GLOBAL CORPORATION | 44729 | 2363483 | COM |
| AMPHENOL CORP NEW CL A | 17286 | 2336013 | COM |
| ARM HOLDINGS PLC SPONSORED ADS | 20152 | 2202816 | COM |
| ORACLE CORP | 8128 | 1584229 | COM |
| TAT TECHNOLOGIES LTD ORD NEW | 35102 | 1567656 | COM |
| NETFLIX INC | 16175 | 1516568 | COM |
| ISHARES INC MSCI STH KOR ETF | 15090 | 1467072 | COM |
| BAIDU INC SPON ADR REP A | 10464 | 1367227 | COM |
| UNION PAC CORP | 5567 | 1287765 | COM |
| CISCO SYS INC | 16342 | 1258795 | COM |
| ABBVIE INC | 4927 | 1125679 | COM |
| WALMART INC | 9141 | 1018424 | COM |
| PEPSICO INC | 6884 | 987946 | COM |
| VANGUARD INDEX FDS S&P 500 ETF SHS | 1199 | 751828 | COM |
| PROCTER AND GAMBLE CO | 4090 | 586102 | COM |
| SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP | 953 | 574638 | COM |
| BRIXMOR PPTY GROUP INC | 21433 | 561976 | COM |
| VANGUARD WHITEHALL FDS HIGH DIV YLD | 3653 | 524311 | COM |
| MASTERCARD INCORPORATED CL A | 724 | 413164 | COM |
| VANGUARD INDEX FDS MID CAP ETF | 1422 | 412557 | COM |
| MGE ENERGY INC | 5025 | 394028 | COM |
| VANGUARD WORLD FD CONSUM STP ETF | 1645 | 347431 | COM |
| EXXON MOBIL CORP | 1970 | 237076 | COM |
| BLACKROCK INC | 200 | 214068 | COM |
| NEXTERA ENERGY INC | 2507 | 201298 | COM |
| SCHWAB CHARLES CORP | 2000 | 199820 | COM |
| STRYKER CORPORATION | 536 | 188434 | COM |
| DISNEY WALT CO | 1619 | 184159 | COM |
| VANGUARD INDEX FDS TOTAL STK MKT | 533 | 178610 | COM |
| JOHNSON & JOHNSON | 834 | 172539 | COM |
| KKR & CO INC | 1251 | 159497 | COM |
| CATERPILLAR INC | 265 | 151811 | COM |
| BRISTOL-MYERS SQUIBB CO | 2785 | 150226 | COM |
| MERCK & CO INC | 1371 | 144295 | COM |
| CME GROUP INC | 494 | 134902 | COM |
| CARLYLE GROUP INC | 2258 | 133480 | COM |
| VANGUARD BD INDEX FDS SHORT TRM BOND | 1501 | 118321 | COM |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | 1479 | 117940 | COM |
| IRON MTN INC DEL | 1300 | 107867 | COM |
| WW GRAINGER INC | 106 | 106960 | COM |
| TESLA INC | 220 | 98939 | COM |
| ISHARES TR 1 3 YR TREAS BD | 1153 | 95454 | COM |
| ISHARES TR RUSSELL 3000 ETF | 240 | 92819 | COM |
| GOLDMAN SACHS GROUP INC | 90 | 78860 | COM |
| ESSENTIAL UTILS INC | 2055 | 78837 | COM |
| PHILLIPS 66 | 565 | 72874 | COM |
| THERMO FISHER SCIENTIFIC INC | 123 | 71528 | COM |
| WASTE MGMT INC DEL | 322 | 70668 | COM |
| SELECT SECTOR SPDR TR STATE STREET CON | 759 | 67102 | COM |
| BLACKSTONE INC | 407 | 62705 | COM |
| FASTENAL CO | 1552 | 62285 | COM |
| ALTRIA GROUP INC | 1050 | 60533 | COM |
| ILLINOIS TOOL WKS INC | 224 | 55231 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 683 | 54857 | COM |
| ON SEMICONDUCTOR CORP | 1000 | 54150 | COM |
| DANAHER CORPORATION | 228 | 52101 | COM |
| XCEL ENERGY INC | 631 | 46596 | COM |
| CONOCOPHILLIPS | 489 | 45735 | COM |
| MONDELEZ INTL INC CL A | 750 | 40385 | COM |
| VANGUARD INDEX FDS SMALL CP ETF | 156 | 40312 | COM |
| ENTERGY CORP NEW | 413 | 38132 | COM |
| UNITED THERAPEUTICS CORP DEL | 75 | 36544 | COM |
| SELECT SECTOR SPDR TR STATE STREET TEC | 211 | 30403 | COM |
| PFIZER INC | 1221 | 30393 | COM |
| ISHARES TR CORE S&P500 ETF | 44 | 30044 | COM |
| ISHARES TR RUS 1000 GRW ETF | 59 | 28093 | COM |
| AT&T INC | 1115 | 27686 | COM |
| ALPHA TAU MEDICAL LTD ORDINARY SHARES | 5566 | 27552 | COM |
| VANGUARD BD INDEX FDS TOTAL BND MRKT | 366 | 27120 | COM |
| SCHWAB STRATEGIC TR FUNDAMENTAL US B | 1015 | 26969 | COM |
| CALIFORNIA WTR SVC GROUP | 531 | 22993 | COM |
| ISHARES INC MSCI SWITZERLAND | 383 | 22980 | COM |
| SCHWAB STRATEGIC TR SHT TM US TRES | 892 | 21741 | COM |
| CALIX INC | 400 | 21172 | COM |
| VANGUARD WORLD FD HEALTH CAR ETF | 69 | 19919 | COM |
| FORD MTR CO | 1506 | 19757 | COM |
| CHIPOTLE MEXICAN GRILL INC | 500 | 18500 | COM |
| SPDR INDEX SHS FDS PORTFOLIO DEVLPD | 396 | 17565 | COM |
| SOUTHERN CO | 194 | 16927 | COM |
| SIMPSON MFG INC | 103 | 16619 | COM |
| ISHARES TR CORE MSCI EAFE | 183 | 16416 | COM |
| SALESFORCE INC | 61 | 16062 | COM |
| VANGUARD INDEX FDS MCAP VL IDXVIP | 87 | 15432 | COM |
| SCHWAB STRATEGIC TR US DIVIDEND EQ | 559 | 15321 | COM |
| ISHARES TR CORE DIV GRWTH | 220 | 15273 | COM |
| ISHARES TR MSCI UK ETF NEW | 346 | 15222 | COM |
| VANGUARD WORLD FD UTILITIES ETF | 81 | 14985 | COM |
| COREWEAVE INC CL A | 200 | 14322 | COM |
| VANGUARD INDEX FDS VALUE ETF | 66 | 12663 | COM |
| CONSTELLATION ENERGY CORP | 35 | 12456 | COM |
| ZIMMER BIOMET HOLDINGS INC | 130 | 11701 | COM |
| CHEVRON CORP NEW | 74 | 11314 | COM |
| COMCAST CORP NEW | 375 | 11207 | COM |
| ISHARES INC MSCI SINGPOR ETF | 401 | 11019 | COM |
| HUBSPOT INC | 27 | 10836 | COM |
| VERISK ANALYTICS INC | 44 | 9884 | COM |
| NIKE INC CL B | 150 | 9587 | COM |
| KEURIG DR PEPPER INC | 320 | 8957 | COM |
| KLA CORP | 7 | 8603 | COM |
| ISHARES TR RUS MDCP VAL ETF | 61 | 8587 | COM |
| SELECT SECTOR SPDR TR STATE STREET FIN | 154 | 8419 | COM |
| VANGUARD INDEX FDS REAL ESTATE ETF | 95 | 8415 | COM |
| SCHWAB STRATEGIC TR US BRD MKT ETF | 312 | 8196 | COM |
| SELECT SECTOR SPDR TR STATE STREET COM | 68 | 8003 | COM |
| SCHWAB STRATEGIC TR EMRG MKTEQ ETF | 239 | 7823 | COM |
| AFFIRM HLDGS INC CL A | 100 | 7443 | COM |
| OREILLY AUTOMOTIVE INC | 75 | 6841 | COM |
| FIDELITY COVINGTON TRUST MSCI INFO TECH I | 30 | 6780 | COM |
| UNILEVER PLC SPON ADR NEW | 103 | 6737 | COM |
| THE CIGNA GROUP | 24 | 6492 | COM |
| AMGEN INC | 19 | 6129 | COM |
| SERVICENOW INC | 40 | 6128 | COM |
| EXELON CORP | 140 | 6121 | COM |
| PURE STORAGE INC CL A | 90 | 6031 | COM |
| WILLIAMS COS INC | 96 | 5763 | COM |
| VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | 88 | 5509 | COM |
| CARDINAL HEALTH INC | 25 | 5212 | COM |
| OTIS WORLDWIDE CORP | 59 | 5126 | COM |
| BIOGEN INC | 29 | 5104 | COM |
| FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA | 161 | 5059 | COM |
| VANGUARD WORLD FD ESG US STK ETF | 42 | 5052 | COM |
| IONQ INC | 100 | 4487 | COM |
| JOBY AVIATION INC | 300 | 3960 | COM |
| ETSY INC | 65 | 3604 | COM |
| TYLER TECHNOLOGIES INC | 7 | 3178 | COM |
| ARCHER AVIATION INC CL A | 400 | 3008 | COM |
| LOWES COS INC | 12 | 2928 | COM |
| D-WAVE QUANTUM INC | 100 | 2615 | COM |
| ISHARES TR RUS MD CP GR ETF | 18 | 2477 | COM |
| VANGUARD WORLD FD INDUSTRIAL ETF | 8 | 2423 | COM |
| RIGETTI COMPUTING INC | 100 | 2215 | COM |
| GE VERNOVA INC | 3 | 1964 | COM |
| ALLIANCE LAUNDRY HLDGS INC | 40 | 814 | COM |
| MILLICOM INTL CELLULAR S A | 23 | 365 | COM |
| CRONOS GROUP INC | 100 | 263 | COM |
| LUCID GROUP INC | 10 | 106 | COM |
| WARNER BROS DISCOVERY INC COM SER A | 3 | 87 | COM |
| CANOPY GROWTH CORP | 2 | 3 | COM |
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