Tower View Wealth Management as of Dec. 31, 2025
Portfolio Holdings for Tower View Wealth Management
Tower View Wealth Management holds 176 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg (TSM) | 5.7 | $12M | 38k | 303.89 | |
| Eli Lilly & Co. (LLY) | 5.4 | $11M | 10k | 1074.68 | |
| NVIDIA Corporation (NVDA) | 4.8 | $9.7M | 52k | 186.50 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 4.7 | $9.5M | 119k | 80.22 | |
| Microsoft Corporation (MSFT) | 4.4 | $8.9M | 18k | 483.62 | |
| Vanguard Growth ETF (VUG) | 4.3 | $8.6M | 18k | 487.87 | |
| Alphabet Inc Class C cs (GOOG) | 4.0 | $8.1M | 26k | 313.80 | |
| Amazon (AMZN) | 3.5 | $7.0M | 30k | 230.82 | |
| Visa (V) | 3.3 | $6.7M | 19k | 350.70 | |
| Alphabet Inc Class A cs (GOOGL) | 3.0 | $6.0M | 19k | 313.00 | |
| Costco Wholesale Corporation (COST) | 2.9 | $5.9M | 6.9k | 862.37 | |
| Quanta Services (PWR) | 2.9 | $5.9M | 14k | 422.06 | |
| NOVA MEASURING Instruments L (NVMI) | 2.8 | $5.7M | 17k | 328.39 | |
| Spdr S&p 500 Etf (SPY) | 2.7 | $5.4M | 7.9k | 681.92 | |
| Parker-Hannifin Corporation (PH) | 2.5 | $5.0M | 5.7k | 878.97 | |
| Marsh & McLennan Companies (MMC) | 2.5 | $5.0M | 27k | 185.52 | |
| Philip Morris International (PM) | 2.4 | $4.8M | 30k | 160.40 | |
| Garmin (GRMN) | 2.2 | $4.5M | 22k | 202.85 | |
| Vanguard Dividend Appreciation ETF (VIG) | 2.1 | $4.3M | 20k | 219.79 | |
| McDonald's Corporation (MCD) | 1.8 | $3.7M | 12k | 305.64 | |
| Intuitive Surgical (ISRG) | 1.6 | $3.3M | 5.9k | 566.36 | |
| D R S Technologies (DRS) | 1.6 | $3.3M | 96k | 34.09 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $3.1M | 9.7k | 322.21 | |
| Home Depot (HD) | 1.5 | $3.1M | 9.0k | 344.11 | |
| Vanguard Small-Cap Growth ETF (VBK) | 1.5 | $3.0M | 9.8k | 302.10 | |
| Spotify Technology Sa (SPOT) | 1.5 | $3.0M | 5.1k | 580.71 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 1.4 | $2.9M | 10k | 279.15 | |
| Broadcom (AVGO) | 1.4 | $2.9M | 8.3k | 346.11 | |
| Badger Meter (BMI) | 1.4 | $2.8M | 16k | 174.41 | |
| Eaton (ETN) | 1.3 | $2.7M | 8.5k | 318.51 | |
| Vanguard Information Technology ETF (VGT) | 1.3 | $2.6M | 3.5k | 753.67 | |
| Analog Devices (ADI) | 1.2 | $2.4M | 9.0k | 271.20 | |
| Carrier Global Corporation (CARR) | 1.2 | $2.4M | 45k | 52.84 | |
| Amphenol Corporation (APH) | 1.2 | $2.3M | 17k | 135.14 | |
| Arm Holdings (ARM) | 1.1 | $2.2M | 20k | 109.31 | |
| Oracle Corporation (ORCL) | 0.8 | $1.6M | 8.1k | 194.91 | |
| Tat Technologies Ltd ord (TATT) | 0.8 | $1.6M | 35k | 44.66 | |
| Netflix (NFLX) | 0.7 | $1.5M | 16k | 93.76 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.7 | $1.5M | 15k | 97.22 | |
| Baidu (BIDU) | 0.7 | $1.4M | 11k | 130.66 | |
| Union Pacific Corporation (UNP) | 0.6 | $1.3M | 5.6k | 231.32 | |
| Cisco Systems (CSCO) | 0.6 | $1.3M | 16k | 77.03 | |
| Abbvie (ABBV) | 0.6 | $1.1M | 4.9k | 228.47 | |
| Wal-Mart Stores (WMT) | 0.5 | $1.0M | 9.1k | 111.41 | |
| Pepsi (PEP) | 0.5 | $988k | 6.9k | 143.51 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.4 | $752k | 1.2k | 627.05 | |
| Procter & Gamble Company (PG) | 0.3 | $586k | 4.1k | 143.30 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $575k | 953.00 | 602.98 | |
| Brixmor Prty (BRX) | 0.3 | $562k | 21k | 26.22 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.3 | $524k | 3.7k | 143.53 | |
| MasterCard Incorporated (MA) | 0.2 | $413k | 724.00 | 570.67 | |
| Vanguard Mid-Cap ETF (VO) | 0.2 | $413k | 1.4k | 290.12 | |
| MGE Energy (MGEE) | 0.2 | $394k | 5.0k | 78.41 | |
| Vanguard Consumer Staples ETF (VDC) | 0.2 | $347k | 1.6k | 211.20 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $237k | 2.0k | 120.34 | |
| Blackrock (BLK) | 0.1 | $214k | 200.00 | 1070.34 | |
| Nextera Energy (NEE) | 0.1 | $201k | 2.5k | 80.29 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $200k | 2.0k | 99.91 | |
| Stryker Corporation (SYK) | 0.1 | $188k | 536.00 | 351.56 | |
| Walt Disney Company (DIS) | 0.1 | $184k | 1.6k | 113.75 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $179k | 533.00 | 335.10 | |
| Johnson & Johnson (JNJ) | 0.1 | $173k | 834.00 | 206.88 | |
| Kkr & Co (KKR) | 0.1 | $160k | 1.3k | 127.50 | |
| Caterpillar (CAT) | 0.1 | $152k | 265.00 | 572.87 | |
| Bristol Myers Squibb (BMY) | 0.1 | $150k | 2.8k | 53.94 | |
| Merck & Co (MRK) | 0.1 | $144k | 1.4k | 105.25 | |
| Cme (CME) | 0.1 | $135k | 494.00 | 273.08 | |
| Carlyle Group (CG) | 0.1 | $134k | 2.3k | 59.11 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $118k | 1.5k | 78.83 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $118k | 1.5k | 79.74 | |
| Iron Mountain (IRM) | 0.1 | $108k | 1.3k | 82.97 | |
| W.W. Grainger (GWW) | 0.1 | $107k | 106.00 | 1009.06 | |
| Tesla Motors (TSLA) | 0.0 | $99k | 220.00 | 449.72 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $96k | 1.2k | 82.79 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $93k | 240.00 | 386.75 | |
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $83k | 984.00 | 84.63 | |
| Goldman Sachs (GS) | 0.0 | $79k | 90.00 | 876.22 | |
| Essential Utils (WTRG) | 0.0 | $79k | 2.1k | 38.36 | |
| Phillips 66 (PSX) | 0.0 | $73k | 565.00 | 128.98 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $72k | 123.00 | 581.53 | |
| Waste Management (WM) | 0.0 | $71k | 322.00 | 219.47 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $63k | 407.00 | 154.07 | |
| Fastenal Company (FAST) | 0.0 | $62k | 1.6k | 40.13 | |
| Altria (MO) | 0.0 | $61k | 1.1k | 57.65 | |
| Illinois Tool Works (ITW) | 0.0 | $55k | 224.00 | 246.57 | |
| Public Service Enterprise (PEG) | 0.0 | $55k | 683.00 | 80.32 | |
| ON Semiconductor (ON) | 0.0 | $54k | 1.0k | 54.15 | |
| Danaher Corporation (DHR) | 0.0 | $52k | 228.00 | 228.51 | |
| Xcel Energy (XEL) | 0.0 | $47k | 631.00 | 73.84 | |
| ConocoPhillips (COP) | 0.0 | $46k | 489.00 | 93.53 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $44k | 564.00 | 77.62 | |
| Mondelez Int (MDLZ) | 0.0 | $40k | 750.00 | 53.85 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $40k | 156.00 | 258.41 | |
| Entergy Corporation (ETR) | 0.0 | $38k | 413.00 | 92.33 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $37k | 75.00 | 487.25 | |
| Technology SPDR (XLK) | 0.0 | $30k | 211.00 | 144.09 | |
| Pfizer (PFE) | 0.0 | $30k | 1.2k | 24.89 | |
| iShares S&P 500 Index (IVV) | 0.0 | $30k | 44.00 | 682.82 | |
| SPDR S&P Dividend (SDY) | 0.0 | $30k | 215.00 | 139.27 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $28k | 59.00 | 476.15 | |
| At&t (T) | 0.0 | $28k | 1.1k | 24.83 | |
| Alpha Tau Medical (DRTS) | 0.0 | $28k | 5.6k | 4.95 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $27k | 366.00 | 74.10 | |
| Schwab Strategic Tr schwab fdt us bm (FNDB) | 0.0 | $27k | 1.0k | 26.57 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $23k | 195.00 | 119.62 | |
| California Water Service (CWT) | 0.0 | $23k | 531.00 | 43.30 | |
| iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $23k | 383.00 | 60.00 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.0 | $22k | 892.00 | 24.37 | |
| Calix (CALX) | 0.0 | $21k | 400.00 | 52.93 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $20k | 69.00 | 288.68 | |
| Ford Motor Company (F) | 0.0 | $20k | 1.5k | 13.12 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $19k | 500.00 | 37.00 | |
| SPDR S&P World ex-US (SPDW) | 0.0 | $18k | 396.00 | 44.36 | |
| Southern Company (SO) | 0.0 | $17k | 194.00 | 87.25 | |
| Simpson Manufacturing (SSD) | 0.0 | $17k | 103.00 | 161.35 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $16k | 183.00 | 89.70 | |
| salesforce (CRM) | 0.0 | $16k | 61.00 | 263.31 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $15k | 87.00 | 177.38 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $15k | 559.00 | 27.41 | |
| Ishares Tr core div grwth (DGRO) | 0.0 | $15k | 220.00 | 69.42 | |
| Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $15k | 346.00 | 43.99 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $15k | 81.00 | 185.00 | |
| Coreweave Inc Com Cl A (CRWV) | 0.0 | $14k | 200.00 | 71.61 | |
| Vanguard Value ETF (VTV) | 0.0 | $13k | 66.00 | 191.86 | |
| Constellation Energy (CEG) | 0.0 | $13k | 35.00 | 355.89 | |
| Zimmer Holdings (ZBH) | 0.0 | $12k | 130.00 | 90.01 | |
| Chevron Corporation (CVX) | 0.0 | $11k | 74.00 | 152.89 | |
| Comcast Corporation (CMCSA) | 0.0 | $11k | 375.00 | 29.89 | |
| Ishr Msci Singapore (EWS) | 0.0 | $11k | 401.00 | 27.48 | |
| Hubspot (HUBS) | 0.0 | $11k | 27.00 | 401.33 | |
| Spdr Ser Tr msci usa qual (QUS) | 0.0 | $11k | 61.00 | 173.80 | |
| Verisk Analytics (VRSK) | 0.0 | $9.9k | 44.00 | 224.64 | |
| Nike (NKE) | 0.0 | $9.6k | 150.00 | 63.91 | |
| Keurig Dr Pepper (KDP) | 0.0 | $9.0k | 320.00 | 27.99 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $8.6k | 7.00 | 1229.00 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $8.6k | 61.00 | 140.77 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $8.4k | 154.00 | 54.67 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $8.4k | 95.00 | 88.58 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $8.4k | 102.00 | 82.16 | |
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $8.2k | 312.00 | 26.27 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $8.0k | 68.00 | 117.69 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $7.8k | 239.00 | 32.73 | |
| Affirm Hldgs (AFRM) | 0.0 | $7.4k | 100.00 | 74.43 | |
| O'reilly Automotive (ORLY) | 0.0 | $6.8k | 75.00 | 91.21 | |
| Fidelity msci info tech i (FTEC) | 0.0 | $6.8k | 30.00 | 226.00 | |
| Unilever | 0.0 | $6.7k | 103.00 | 65.41 | |
| Cigna Corp (CI) | 0.0 | $6.5k | 24.00 | 270.50 | |
| Amgen (AMGN) | 0.0 | $6.1k | 19.00 | 322.58 | |
| Servicenow (NOW) | 0.0 | $6.1k | 40.00 | 153.20 | |
| Exelon Corporation (EXC) | 0.0 | $6.1k | 140.00 | 43.72 | |
| Pure Storage Inc - Class A (PSTG) | 0.0 | $6.0k | 90.00 | 67.01 | |
| Williams Companies (WMB) | 0.0 | $5.8k | 96.00 | 60.03 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $5.5k | 88.00 | 62.60 | |
| Cardinal Health (CAH) | 0.0 | $5.2k | 25.00 | 208.48 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $5.1k | 59.00 | 86.88 | |
| Biogen Idec (BIIB) | 0.0 | $5.1k | 29.00 | 176.00 | |
| Franklin Templeton Etf Tr ftse australia (FLAU) | 0.0 | $5.1k | 161.00 | 31.42 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $5.1k | 42.00 | 120.29 | |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $4.5k | 49.00 | 91.76 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $4.5k | 100.00 | 44.87 | |
| Joby Aviation (JOBY) | 0.0 | $4.0k | 300.00 | 13.20 | |
| Etsy (ETSY) | 0.0 | $3.6k | 65.00 | 55.45 | |
| Tyler Technologies (TYL) | 0.0 | $3.2k | 7.00 | 454.00 | |
| Archer Aviation Inc-a (ACHR) | 0.0 | $3.0k | 400.00 | 7.52 | |
| Lowe's Companies (LOW) | 0.0 | $2.9k | 12.00 | 244.00 | |
| D-wave Quantum (QBTS) | 0.0 | $2.6k | 100.00 | 26.15 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $2.5k | 18.00 | 137.61 | |
| Vanguard Industrials ETF (VIS) | 0.0 | $2.4k | 8.00 | 302.88 | |
| Rigetti Computing (RGTI) | 0.0 | $2.2k | 100.00 | 22.15 | |
| Ge Vernova (GEV) | 0.0 | $2.0k | 3.00 | 654.67 | |
| Alliance Laundry Hldgs | 0.0 | $814.000000 | 40.00 | 20.35 | |
| Millicom Intl Cellular S.a. S hs (TIGO) | 0.0 | $365.000800 | 23.00 | 15.87 | |
| Cronos Group (CRON) | 0.0 | $263.000000 | 100.00 | 2.63 | |
| Lucid Group (LCID) | 0.0 | $106.000000 | 10.00 | 10.60 | |
| Warner Bros. Discovery (WBD) | 0.0 | $87.000000 | 3.00 | 29.00 | |
| Canopy Growth CORP (CGC) | 0.0 | $3.000000 | 2.00 | 1.50 |
