Tower View Investment Management & Research
Latest statistics and disclosures from Tower View Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, LLY, SPYM, NVDA, VUG, and represent 26.20% of Tower View Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$7.7M), VGT, SXT, ASX, CBRS, Echostar Corporation, SPCX, APH, VO, SPYM.
- Started 16 new stock positions in FLKR, SXT, FNDF, NACP, IAU, SPCX, IJH, SCHG, ASX, Echostar Corporation. MOAT, FIW, CBRS, CNQ, GME, IJR.
- Reduced shares in these 10 stocks: ARM, EWY, MRSH, SPOT, NVMI, MCD, PWR, PM, AMD, ABBV.
- Sold out of its positions in BJ, FLAU, Honeywell International, HUBS, LOW, MRSH, NKE, ROL, SCHE, NOW. TYL, VRSK, VSNT, ALLE, TIGO.
- Tower View Wealth Management was a net buyer of stock by $4.3M.
- Tower View Wealth Management has $227M in assets under management (AUM), dropping by 16.74%.
- Central Index Key (CIK): 0001729045
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Portfolio Holdings for Tower View Wealth Management
Tower View Wealth Management holds 205 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg (TSM) | 7.6 | $17M | 36k | 477.57 |
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| Eli Lilly & Co. (LLY) | 5.0 | $12M | 9.6k | 1199.45 |
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| SPDR DJ Wilshire Large Cap (SPYM) | 4.9 | $11M | +2% | 127k | 87.88 |
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| NVIDIA Corporation (NVDA) | 4.6 | $10M | 52k | 200.09 |
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| Vanguard Growth ETF (VUG) | 4.1 | $9.3M | +503% | 108k | 86.14 |
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| Alphabet Inc Class C cs (GOOG) | 4.0 | $9.1M | 26k | 353.34 |
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| Quanta Services (PWR) | 3.6 | $8.2M | -12% | 11k | 720.02 |
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| Amazon (AMZN) | 3.1 | $7.1M | 30k | 238.34 |
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| Microsoft Corporation (MSFT) | 3.0 | $6.7M | 18k | 373.01 |
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| Alphabet Inc Class A cs (GOOGL) | 2.9 | $6.6M | 18k | 357.37 |
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| Visa (V) | 2.8 | $6.3M | 19k | 343.09 |
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| NOVA MEASURING Instruments L (NVMI) | 2.7 | $6.1M | -20% | 11k | 542.94 |
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| Costco Wholesale Corporation (COST) | 2.7 | $6.0M | 6.5k | 935.50 |
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| Spdr S&p 500 Etf (SPY) | 2.6 | $5.9M | 7.9k | 746.79 |
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| Parker-Hannifin Corporation (PH) | 2.3 | $5.3M | 5.4k | 978.15 |
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| Garmin (GRMN) | 2.2 | $5.0M | 21k | 237.54 |
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| Vanguard Dividend Appreciation ETF (VIG) | 2.1 | $4.7M | 20k | 236.62 |
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| Philip Morris International (PM) | 1.9 | $4.4M | -11% | 24k | 180.91 |
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| D R S Technologies (DRS) | 1.7 | $3.9M | 92k | 42.67 |
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| iShares MSCI South Korea Index Fund (EWY) | 1.7 | $3.8M | -31% | 19k | 201.90 |
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| Vanguard Small-Cap Growth ETF (VBK) | 1.6 | $3.6M | 10k | 365.68 |
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| Eaton (ETN) | 1.5 | $3.5M | 8.2k | 426.12 |
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| Broadcom (AVGO) | 1.5 | $3.5M | 9.2k | 377.75 |
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| Advanced Micro Devices (AMD) | 1.5 | $3.4M | -12% | 5.9k | 580.91 |
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| Analog Devices (ADI) | 1.5 | $3.4M | -3% | 8.6k | 397.19 |
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| Amphenol Corporation (APH) | 1.5 | $3.4M | +13% | 19k | 176.32 |
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| Vanguard Information Technology ETF (VGT) | 1.5 | $3.3M | +694% | 28k | 119.52 |
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| Vanguard Mid-Cap Growth ETF (VOT) | 1.4 | $3.3M | 11k | 306.30 |
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| Lam Research (LRCX) | 1.4 | $3.2M | 7.3k | 433.31 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $3.0M | -5% | 9.2k | 327.33 |
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| Arm Holdings (ARM) | 1.3 | $2.9M | -53% | 8.3k | 354.57 |
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| Goldman Sachs (GS) | 1.0 | $2.3M | +11% | 2.3k | 1011.20 |
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| Intuitive Surgical (ISRG) | 1.0 | $2.3M | 5.7k | 397.68 |
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| Home Depot (HD) | 1.0 | $2.2M | -11% | 6.3k | 352.70 |
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| Sensient Technologies Corporation (SXT) | 1.0 | $2.2M | NEW | 18k | 123.29 |
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| Cisco Systems (CSCO) | 1.0 | $2.2M | 19k | 117.46 |
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| Micron Technology (MU) | 0.9 | $2.1M | -2% | 1.8k | 1154.29 |
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| Advanced Semiconductor Engineering (ASX) | 0.9 | $2.0M | NEW | 44k | 45.12 |
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| McDonald's Corporation (MCD) | 0.8 | $1.8M | -42% | 6.7k | 270.33 |
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| United Therapeutics Corporation (UTHR) | 0.7 | $1.6M | +9% | 3.0k | 541.83 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.3M | +3% | 12k | 113.26 |
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| Baidu (BIDU) | 0.6 | $1.3M | 12k | 114.29 |
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| Cerebras Systems (CBRS) | 0.6 | $1.3M | NEW | 5.8k | 221.00 |
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| Echostar Corporation | 0.5 | $1.2M | NEW | 12k | 101.50 |
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| Abbvie (ABBV) | 0.5 | $1.2M | -21% | 4.7k | 251.66 |
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| Oracle Corporation (ORCL) | 0.5 | $1.2M | 8.0k | 146.55 |
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| Netflix (NFLX) | 0.5 | $1.2M | 16k | 71.40 |
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| Union Pacific Corporation (UNP) | 0.5 | $1.1M | -7% | 4.2k | 272.03 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.4 | $826k | 1.2k | 686.54 |
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| Carrier Global Corporation (CARR) | 0.3 | $747k | -11% | 10k | 73.35 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $667k | 949.00 | 703.07 |
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| Vanguard High Dividend Yield ETF (VYM) | 0.3 | $624k | 3.9k | 158.02 |
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| Spotify Technology Sa (SPOT) | 0.3 | $608k | -73% | 1.3k | 459.13 |
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| Pepsi (PEP) | 0.3 | $592k | -11% | 4.4k | 135.39 |
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| Brixmor Prty (BRX) | 0.3 | $582k | +34% | 18k | 31.53 |
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| Space X (SPCX) | 0.2 | $568k | NEW | 3.3k | 170.86 |
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| Vanguard Mid-Cap ETF (VO) | 0.2 | $456k | +297% | 5.7k | 80.57 |
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| MasterCard Incorporated (MA) | 0.2 | $405k | 788.00 | 513.69 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $355k | 2.6k | 136.74 |
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| Vanguard Consumer Staples ETF (VDC) | 0.1 | $327k | -3% | 1.5k | 225.49 |
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| Caterpillar (CAT) | 0.1 | $318k | 299.00 | 1064.90 |
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| MGE Energy (MGEE) | 0.1 | $288k | -19% | 3.5k | 81.53 |
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| Johnson & Johnson (JNJ) | 0.1 | $242k | -2% | 951.00 | 254.05 |
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| Nextera Energy (NEE) | 0.1 | $229k | 2.6k | 87.76 |
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| NiSource (NI) | 0.1 | $218k | 4.6k | 47.55 |
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| Vanguard Total Stock Market ETF (VTI) | 0.1 | $209k | +2% | 566.00 | 369.98 |
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| Walt Disney Company (DIS) | 0.1 | $199k | +27% | 2.1k | 96.27 |
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| Blackrock (BLK) | 0.1 | $192k | 200.00 | 961.56 |
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| Merck & Co (MRK) | 0.1 | $179k | 1.4k | 128.52 |
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| Stryker Corporation (SYK) | 0.1 | $170k | 539.00 | 314.79 |
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| Iron Mountain (IRM) | 0.1 | $167k | 1.3k | 126.36 |
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| Bristol Myers Squibb (BMY) | 0.1 | $163k | 2.8k | 57.61 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $157k | -15% | 1.7k | 92.27 |
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| W.W. Grainger (GWW) | 0.1 | $152k | 112.00 | 1360.40 |
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| Procter & Gamble Company (PG) | 0.1 | $139k | -55% | 946.00 | 146.66 |
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| Phillips 66 (PSX) | 0.1 | $121k | 713.00 | 169.09 |
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| Kkr & Co (KKR) | 0.1 | $115k | 1.3k | 91.81 |
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| Cme (CME) | 0.0 | $109k | 494.00 | 220.83 |
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| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $102k | -3% | 1.2k | 82.09 |
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| iShares Russell 3000 Index (IWV) | 0.0 | $101k | 236.00 | 426.32 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $97k | 1.2k | 79.06 |
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| Carlyle Group (CG) | 0.0 | $97k | 2.3k | 42.10 |
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| ON Semiconductor (ON) | 0.0 | $95k | 1.0k | 94.54 |
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| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $94k | 993.00 | 94.82 |
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| Tesla Motors (TSLA) | 0.0 | $93k | 221.00 | 420.60 |
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| iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $92k | 565.00 | 163.58 |
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| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $90k | +353% | 1.1k | 85.51 |
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| Chevron Corporation (CVX) | 0.0 | $81k | 490.00 | 165.64 |
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| Essential Utils (WTRG) | 0.0 | $80k | 2.1k | 38.31 |
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| Altria (MO) | 0.0 | $78k | 1.1k | 71.93 |
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| Fastenal Company (FAST) | 0.0 | $75k | 1.6k | 48.02 |
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| SYSCO Corporation (SYY) | 0.0 | $75k | 900.00 | 83.58 |
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| Canadian Natural Resources (CNQ) | 0.0 | $75k | NEW | 1.9k | 39.50 |
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| Waste Management (WM) | 0.0 | $72k | 324.00 | 223.15 |
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| Alpha Tau Medical (DRTS) | 0.0 | $70k | 5.6k | 12.58 |
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| Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.0 | $65k | 400.00 | 163.45 |
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| Illinois Tool Works (ITW) | 0.0 | $61k | 227.00 | 270.48 |
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| Public Service Enterprise (PEG) | 0.0 | $56k | 694.00 | 81.21 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $56k | 112.00 | 499.73 |
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| ConocoPhillips (COP) | 0.0 | $52k | 496.00 | 103.87 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $49k | 415.00 | 117.79 |
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| Vanguard Small-Cap ETF (VB) | 0.0 | $48k | 157.00 | 303.75 |
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| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $47k | 571.00 | 83.01 |
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| Entergy Corporation (ETR) | 0.0 | $47k | 413.00 | 114.73 |
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| Vanguard Utilities ETF (VPU) | 0.0 | $46k | 234.00 | 195.74 |
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| Mondelez Int (MDLZ) | 0.0 | $44k | 763.00 | 57.87 |
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| Xcel Energy (XEL) | 0.0 | $43k | -15% | 539.00 | 80.27 |
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| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $42k | 172.00 | 242.55 |
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| Danaher Corporation (DHR) | 0.0 | $41k | 214.00 | 190.87 |
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| Technology SPDR (XLK) | 0.0 | $40k | 209.00 | 190.23 |
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| Vanguard REIT ETF (VNQ) | 0.0 | $39k | 402.00 | 96.52 |
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| iShares Russell 2000 Index (IWM) | 0.0 | $39k | 128.00 | 300.74 |
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| SPDR S&P Dividend (SDY) | 0.0 | $33k | 218.00 | 152.08 |
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| iShares S&P 500 Index (IVV) | 0.0 | $33k | 44.00 | 750.61 |
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| Oshkosh Corporation (OSK) | 0.0 | $31k | 200.00 | 153.48 |
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| Pfizer (PFE) | 0.0 | $30k | 1.3k | 24.07 |
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| iShares Russell 1000 Growth Index (IWF) | 0.0 | $30k | +303% | 238.00 | 123.97 |
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| Schwab Strategic Tr schwab fdt us bm (FNDB) | 0.0 | $28k | 907.00 | 30.45 |
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| Vanguard Total Bond Market ETF (BND) | 0.0 | $27k | 372.00 | 73.45 |
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| California Water Service (CWT) | 0.0 | $26k | 539.00 | 48.62 |
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| L3harris Technologies (LHX) | 0.0 | $25k | 85.00 | 290.60 |
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| At&t (T) | 0.0 | $24k | 1.1k | 20.70 |
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| iShares MSCI Canada Index (EWC) | 0.0 | $23k | 400.00 | 57.64 |
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| Consumer Discretionary SPDR (XLY) | 0.0 | $23k | 196.00 | 117.35 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $23k | +26% | 711.00 | 31.70 |
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| Schwab Strategic Tr sht tm us tres (SCHO) | 0.0 | $22k | 906.00 | 24.15 |
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| Simpson Manufacturing (SSD) | 0.0 | $22k | 103.00 | 209.84 |
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| KLA-Tencor Corporation (KLAC) | 0.0 | $21k | +914% | 71.00 | 301.61 |
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| Ford Motor Company (F) | 0.0 | $21k | 1.5k | 13.90 |
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| Vanguard Health Care ETF (VHT) | 0.0 | $21k | 70.00 | 297.66 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $21k | 263.00 | 77.79 |
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| Cameco Corporation (CCJ) | 0.0 | $20k | 200.00 | 101.86 |
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| SPDR S&P World ex-US (SPDW) | 0.0 | $20k | 401.00 | 50.42 |
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| Coreweave Inc Com Cl A (CRWV) | 0.0 | $20k | 200.00 | 99.54 |
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| iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $19k | -20% | 306.00 | 62.76 |
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| Southern Company (SO) | 0.0 | $19k | 197.00 | 95.82 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $18k | 186.00 | 96.83 |
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| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $17k | 87.00 | 197.61 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $17k | 500.00 | 34.00 |
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| Ishares Tr core div grwth (DGRO) | 0.0 | $17k | 220.00 | 75.79 |
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| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $17k | NEW | 160.00 | 103.96 |
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| Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $16k | 351.00 | 46.16 |
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| Calix (CALX) | 0.0 | $15k | 400.00 | 37.32 |
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| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $15k | NEW | 430.00 | 33.87 |
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| iShares S&P MidCap 400 Index (IJH) | 0.0 | $15k | NEW | 187.00 | 77.30 |
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| Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $14k | NEW | 261.00 | 52.86 |
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| Vanguard Value ETF (VTV) | 0.0 | $13k | 59.00 | 217.61 |
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| Ishr Msci Singapore (EWS) | 0.0 | $12k | 407.00 | 29.65 |
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| Spdr Ser Tr msci usa qual (QUS) | 0.0 | $11k | 61.00 | 187.48 |
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| Zimmer Holdings (ZBH) | 0.0 | $11k | 130.00 | 86.17 |
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| Ecolab (ECL) | 0.0 | $11k | 40.00 | 278.62 |
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| Keurig Dr Pepper (KDP) | 0.0 | $11k | 325.00 | 32.76 |
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| iShares Russell Midcap Value Index (IWS) | 0.0 | $10k | 61.00 | 165.30 |
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| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $9.3k | 102.00 | 90.93 |
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| Schwab U S Broad Market ETF (SCHB) | 0.0 | $9.1k | 314.00 | 28.97 |
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| Emerson Electric (EMR) | 0.0 | $9.0k | 63.00 | 143.16 |
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| General Dynamics Corporation (GD) | 0.0 | $8.9k | 25.00 | 354.24 |
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| Constellation Energy (CEG) | 0.0 | $8.8k | 35.00 | 251.00 |
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| Fidelity msci info tech i (FTEC) | 0.0 | $8.6k | 30.00 | 287.87 |
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| Financial Select Sector SPDR (XLF) | 0.0 | $8.3k | 155.00 | 53.63 |
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| Affirm Hldgs (AFRM) | 0.0 | $8.2k | 100.00 | 81.55 |
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| Linde (LIN) | 0.0 | $7.8k | -40% | 15.00 | 519.00 |
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| Impact Shs Fds I Tr naacp mino etf (NACP) | 0.0 | $7.7k | NEW | 126.00 | 60.81 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $7.3k | 68.00 | 107.74 |
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| Williams Companies (WMB) | 0.0 | $7.2k | 97.00 | 74.53 |
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| Pure Storage Inc - Class A (P) | 0.0 | $7.1k | 90.00 | 78.80 |
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| O'reilly Automotive (ORLY) | 0.0 | $6.9k | 75.00 | 92.09 |
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| Amgen (AMGN) | 0.0 | $6.9k | -76% | 19.00 | 361.89 |
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| Exelon Corporation (EXC) | 0.0 | $6.7k | 143.00 | 46.59 |
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| Cigna Corp (CI) | 0.0 | $6.6k | 24.00 | 274.04 |
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| S&p Global (SPGI) | 0.0 | $6.5k | 16.00 | 407.31 |
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| Vanguard Europe Pacific ETF (VEA) | 0.0 | $6.3k | 89.00 | 71.09 |
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| Biogen Idec (BIIB) | 0.0 | $6.3k | 29.00 | 216.07 |
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| iShares Gold Trust (IAU) | 0.0 | $6.1k | NEW | 81.00 | 75.52 |
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| Cardinal Health (CAH) | 0.0 | $6.1k | 25.00 | 242.16 |
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| AFLAC Incorporated (AFL) | 0.0 | $5.9k | 50.00 | 117.26 |
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| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $5.6k | 42.00 | 132.14 |
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| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $5.4k | 50.00 | 108.84 |
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| Ionq Inc Pipe (IONQ) | 0.0 | $5.3k | 100.00 | 53.26 |
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| Comcast Corporation (CMCSA) | 0.0 | $5.2k | -43% | 213.00 | 24.60 |
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| Unilever (UL) | 0.0 | $4.9k | -20% | 82.00 | 60.06 |
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| Etsy (ETSY) | 0.0 | $4.9k | 65.00 | 75.34 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $4.7k | -12% | 7.00 | 667.00 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $4.5k | -16% | 90.00 | 50.53 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $4.2k | 59.00 | 72.02 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $4.2k | -21% | 60.00 | 70.53 |
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| Nordson Corporation (NDSN) | 0.0 | $4.2k | -17% | 14.00 | 301.71 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $4.2k | NEW | 28.00 | 148.79 |
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| Ul Solutions (ULS) | 0.0 | $4.1k | -23% | 40.00 | 101.88 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $3.7k | -18% | 13.00 | 281.69 |
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| Ge Vernova (GEV) | 0.0 | $3.5k | 3.00 | 1178.00 |
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| Interactive Brokers (IBKR) | 0.0 | $3.5k | -60% | 40.00 | 87.05 |
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| Vanguard Industrials ETF (VIS) | 0.0 | $2.9k | 8.00 | 367.50 |
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| Joby Aviation (JOBY) | 0.0 | $2.7k | 300.00 | 8.92 |
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| D-wave Quantum (QBTS) | 0.0 | $2.4k | 100.00 | 23.99 |
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| Rigetti Computing (RGTI) | 0.0 | $1.9k | 100.00 | 19.32 |
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| Archer Aviation Inc-a (ACHR) | 0.0 | $1.9k | 400.00 | 4.73 |
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| First Trust ISE Water Index Fund (FIW) | 0.0 | $1.9k | NEW | 17.00 | 109.53 |
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| GameStop (GME) | 0.0 | $1.1k | NEW | 52.00 | 22.10 |
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| Alliance Laundry Hldgs (ALH) | 0.0 | $1.1k | 40.00 | 26.52 |
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| Franklin Templeton Etf Tr ftse south korea (FLKR) | 0.0 | $991.999500 | NEW | 15.00 | 66.13 |
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| Cronos Group (CRON) | 0.0 | $278.000000 | 100.00 | 2.78 |
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| Warner Bros. Discovery (WBD) | 0.0 | $80.000100 | 3.00 | 26.67 |
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| Lucid Group (LCID) | 0.0 | $67.000000 | 10.00 | 6.70 |
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| Canopy Growth CORP (CGC) | 0.0 | $2.000000 | 2.00 | 1.00 |
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Past Filings by Tower View Wealth Management
SEC 13F filings are viewable for Tower View Wealth Management going back to 2017
- Tower View Wealth Management 2026 Q2 filed July 24, 2026
- Tower View Wealth Management 2026 Q1 filed April 20, 2026
- Tower View Wealth Management 2025 Q4 filed Jan. 23, 2026
- Tower View Wealth Management 2025 Q3 filed Oct. 16, 2025
- Tower View Wealth Management 2025 Q2 filed July 21, 2025
- Tower View Wealth Management 2025 Q1 filed April 22, 2025
- Tower View Wealth Management 2024 Q4 filed Feb. 5, 2025
- Tower View Wealth Management 2024 Q3 filed Oct. 24, 2024
- Tower View Wealth Management 2024 Q2 filed July 26, 2024
- Tower View Wealth Management 2024 Q1 filed April 29, 2024
- Tower View Wealth Management 2023 Q4 filed Feb. 6, 2024
- Tower View Wealth Management 2023 Q3 filed Oct. 31, 2023
- Tower View Wealth Management 2023 Q2 filed July 31, 2023
- Tower View Investment Management & Research 2023 Q1 filed May 16, 2023
- Tower View Investment Management & Research 2022 Q4 filed Feb. 13, 2023
- Tower View Investment Management & Research 2022 Q3 filed Nov. 15, 2022