Tower View Wealth Management LLC

Est. AUM

$194.8M

13F long equity, this entity only

Positions

204

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS	COM	$12.4M	36579	6.35%	SOLE
2	SPDR SERIES TRUST STATE STREET SPD	COM	$9.5M	124052	4.87%	SOLE
3	NVIDIA CORPORATION	COM	$9.0M	51433	4.60%	SOLE
4	ELI LILLY & CO	COM	$8.9M	9670	4.57%	SOLE
5	VANGUARD INDEX FDS GROWTH ETF	COM	$7.8M	17838	4.00%	SOLE
6	ALPHABET INC CAP STK CL C	COM	$7.4M	25758	3.79%	SOLE
7	QUANTA SVCS INC	COM	$7.1M	12924	3.64%	SOLE
8	MICROSOFT CORP	COM	$6.7M	17998	3.42%	SOLE
9	COSTCO WHOLESALE CORPORATION	COM	$6.5M	6535	3.34%	SOLE
10	NOVA LTD	COM	$6.2M	14256	3.18%	SOLE
11	AMAZON COM INC	COM	$6.2M	29692	3.17%	SOLE
12	VISA INC CL A	COM	$5.6M	18619	2.89%	SOLE
13	ALPHABET INC CAP STK CL A	COM	$5.3M	18490	2.73%	SOLE
14	STATE STR SPDR S&P 500 ETF T TR UNIT	COM	$5.1M	7909	2.64%	SOLE
15	GARMIN LTD SHS	COM	$4.9M	21185	2.52%	SOLE
16	PARKER-HANNIFIN CORP	COM	$4.9M	5449	2.50%	SOLE
17	PHILIP MORRIS INTL INC	COM	$4.5M	27294	2.32%	SOLE
18	VANGUARD SPECIALIZED FUNDS DIV APP ETF	COM	$4.2M	19738	2.18%	SOLE
19	LEONARDO DRS INC	COM	$4.1M	91381	2.09%	SOLE
20	MCDONALDS CORP	COM	$3.6M	11603	1.85%	SOLE
21	ISHARES INC MSCI STH KOR ETF	COM	$3.4M	27848	1.76%	SOLE
22	VANGUARD INDEX FDS SML CP GRW ETF	COM	$3.0M	9973	1.55%	SOLE
23	EATON CORP PLC SHS	COM	$2.9M	8220	1.51%	SOLE
24	JPMORGAN CHASE & CO	COM	$2.9M	9757	1.47%	SOLE
25	ANALOG DEVICES INC	COM	$2.8M	8858	1.45%	SOLE
26	BROADCOM INC	COM	$2.8M	9086	1.44%	SOLE
27	VANGUARD INDEX FDS MCAP GR IDXVIP	COM	$2.7M	10642	1.41%	SOLE
28	ARM HOLDINGS PLC SPONSORED ADS	COM	$2.7M	17695	1.37%	SOLE
29	INTUITIVE SURGICAL INC	COM	$2.6M	5672	1.34%	SOLE
30	VANGUARD WORLD FD INF TECH ETF	COM	$2.5M	3523	1.26%	SOLE
31	SPOTIFY TECHNOLOGY S A SHS	COM	$2.4M	4906	1.22%	SOLE
32	HOME DEPOT INC	COM	$2.4M	7204	1.22%	SOLE
33	AMPHENOL CORP CL A	COM	$2.1M	16988	1.10%	SOLE
34	GOLDMAN SACHS GROUP INC	COM	$1.8M	2070	0.90%	SOLE
35	MARSH & MCLENNAN COS INC	COM	$1.7M	9981	0.89%	SOLE
36	UNITED THERAPEUTICS CORP DEL	COM	$1.6M	2733	0.83%	SOLE
37	NETFLIX INC.	COM	$1.6M	16187	0.80%	SOLE
38	LAM RESEARCH CORP	COM	$1.5M	7170	0.79%	SOLE
39	CISCO SYS INC	COM	$1.5M	18750	0.75%	SOLE
40	WALMART INC	COM	$1.4M	11407	0.73%	SOLE
41	ADVANCED MICRO DEVICES INC	COM	$1.4M	6705	0.70%	SOLE
42	ABBVIE INC	COM	$1.3M	5901	0.66%	SOLE
43	BAIDU INC SPON ADR REP A	COM	$1.3M	11495	0.66%	SOLE
44	ORACLE CORP	COM	$1.2M	8116	0.61%	SOLE
45	UNION PAC CORP	COM	$1.1M	4530	0.56%	SOLE
46	PEPSICO INC	COM	$764K	4921	0.39%	SOLE
47	VANGUARD INDEX FDS S&P 500 ETF SHS	COM	$715K	1196	0.37%	SOLE
48	CARRIER GLOBAL CORPORATION	COM	$649K	11520	0.33%	SOLE
49	MICRON TECHNOLOGY INC	COM	$624K	1848	0.32%	SOLE
50	VANGUARD WHITEHALL FDS HIGH DIV YLD	COM	$587K	3964	0.30%	SOLE

1–50 of 204

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.