Tower View Wealth Management as of March 31, 2026
Portfolio Holdings for Tower View Wealth Management
Tower View Wealth Management holds 204 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg (TSM) | 6.3 | $12M | 37k | 337.95 | |
| SPDR DJ Wilshire Large Cap (SPYM) | 4.9 | $9.5M | 124k | 76.54 | |
| NVIDIA Corporation (NVDA) | 4.6 | $9.0M | 51k | 174.40 | |
| Eli Lilly & Co. (LLY) | 4.6 | $8.9M | 9.7k | 919.76 | |
| Vanguard Growth ETF (VUG) | 4.0 | $7.8M | 18k | 436.78 | |
| Alphabet Inc Class C cs (GOOG) | 3.8 | $7.4M | 26k | 286.86 | |
| Quanta Services (PWR) | 3.6 | $7.1M | 13k | 549.00 | |
| Microsoft Corporation (MSFT) | 3.4 | $6.7M | 18k | 370.17 | |
| Costco Wholesale Corporation (COST) | 3.3 | $6.5M | 6.5k | 996.46 | |
| NOVA MEASURING Instruments L (NVMI) | 3.2 | $6.2M | 14k | 434.28 | |
| Amazon (AMZN) | 3.2 | $6.2M | 30k | 208.27 | |
| Visa (V) | 2.9 | $5.6M | 19k | 302.24 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $5.3M | 19k | 287.55 | |
| Spdr S&p 500 Etf (SPY) | 2.6 | $5.1M | 7.9k | 650.32 | |
| Garmin (GRMN) | 2.5 | $4.9M | 21k | 232.02 | |
| Parker-Hannifin Corporation (PH) | 2.5 | $4.9M | 5.4k | 895.29 | |
| Philip Morris International (PM) | 2.3 | $4.5M | 27k | 165.34 | |
| Vanguard Dividend Appreciation ETF (VIG) | 2.2 | $4.2M | 20k | 215.06 | |
| D R S Technologies (DRS) | 2.1 | $4.1M | 91k | 44.52 | |
| McDonald's Corporation (MCD) | 1.9 | $3.6M | 12k | 310.80 | |
| iShares MSCI South Korea Index Fund (EWY) | 1.8 | $3.4M | 28k | 123.01 | |
| Vanguard Small-Cap Growth ETF (VBK) | 1.5 | $3.0M | 10k | 302.24 | |
| Eaton (ETN) | 1.5 | $2.9M | 8.2k | 357.67 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $2.9M | 9.8k | 294.16 | |
| Analog Devices (ADI) | 1.4 | $2.8M | 8.9k | 318.13 | |
| Broadcom (AVGO) | 1.4 | $2.8M | 9.1k | 309.52 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 1.4 | $2.7M | 11k | 257.34 | |
| Arm Holdings (ARM) | 1.4 | $2.7M | 18k | 151.28 | |
| Intuitive Surgical (ISRG) | 1.3 | $2.6M | 5.7k | 460.99 | |
| Vanguard Information Technology ETF (VGT) | 1.3 | $2.5M | 3.5k | 697.76 | |
| Spotify Technology Sa (SPOT) | 1.2 | $2.4M | 4.9k | 484.91 | |
| Home Depot (HD) | 1.2 | $2.4M | 7.2k | 328.87 | |
| Amphenol Corporation (APH) | 1.1 | $2.1M | 17k | 126.35 | |
| Goldman Sachs (GS) | 0.9 | $1.8M | 2.1k | 846.08 | |
| Marsh & McLennan Companies (MRSH) | 0.9 | $1.7M | 10k | 173.45 | |
| United Therapeutics Corporation (UTHR) | 0.8 | $1.6M | 2.7k | 592.98 | |
| Netflix (NFLX) | 0.8 | $1.6M | 16k | 96.15 | |
| Lam Research (LRCX) | 0.8 | $1.5M | 7.2k | 213.66 | |
| Cisco Systems (CSCO) | 0.7 | $1.5M | 19k | 77.59 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.4M | 11k | 124.28 | |
| Advanced Micro Devices (AMD) | 0.7 | $1.4M | 6.7k | 203.43 | |
| Abbvie (ABBV) | 0.7 | $1.3M | 5.9k | 217.50 | |
| Baidu (BIDU) | 0.7 | $1.3M | 12k | 111.42 | |
| Oracle Corporation (ORCL) | 0.6 | $1.2M | 8.1k | 147.12 | |
| Union Pacific Corporation (UNP) | 0.6 | $1.1M | 4.5k | 242.62 | |
| Pepsi (PEP) | 0.4 | $764k | 4.9k | 155.29 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.4 | $715k | 1.2k | 597.57 | |
| Carrier Global Corporation (CARR) | 0.3 | $649k | 12k | 56.31 | |
| Micron Technology (MU) | 0.3 | $624k | 1.8k | 337.84 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.3 | $587k | 4.0k | 148.10 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $585k | 949.00 | 616.50 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $440k | 2.6k | 169.64 | |
| Vanguard Mid-Cap ETF (VO) | 0.2 | $408k | 1.4k | 287.16 | |
| Brixmor Prty (BRX) | 0.2 | $394k | 14k | 28.80 | |
| MasterCard Incorporated (MA) | 0.2 | $388k | 777.00 | 499.58 | |
| MGE Energy (MGEE) | 0.2 | $338k | 4.4k | 77.29 | |
| Vanguard Consumer Staples ETF (VDC) | 0.2 | $337k | 1.5k | 224.59 | |
| Procter & Gamble Company (PG) | 0.2 | $310k | 2.1k | 144.43 | |
| Nextera Energy (NEE) | 0.1 | $242k | 2.6k | 92.90 | |
| Johnson & Johnson (JNJ) | 0.1 | $239k | 977.00 | 244.43 | |
| NiSource (NI) | 0.1 | $212k | 4.6k | 46.66 | |
| Caterpillar (CAT) | 0.1 | $212k | 299.00 | 708.46 | |
| Blackrock (BLK) | 0.1 | $192k | 200.00 | 961.71 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $188k | 2.0k | 93.98 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $178k | 553.00 | 321.04 | |
| Stryker Corporation (SYK) | 0.1 | $177k | 537.00 | 328.85 | |
| Bristol Myers Squibb (BMY) | 0.1 | $171k | 2.8k | 60.65 | |
| Merck & Co (MRK) | 0.1 | $166k | 1.4k | 120.32 | |
| Walt Disney Company (DIS) | 0.1 | $157k | 1.6k | 96.41 | |
| Cme (CME) | 0.1 | $146k | 494.00 | 295.35 | |
| Iron Mountain (IRM) | 0.1 | $134k | 1.3k | 102.10 | |
| Phillips 66 (PSX) | 0.1 | $129k | 709.00 | 182.22 | |
| W.W. Grainger (GWW) | 0.1 | $122k | 112.00 | 1090.81 | |
| Kkr & Co (KKR) | 0.1 | $116k | 1.3k | 92.48 | |
| Carlyle Group (CG) | 0.1 | $110k | 2.3k | 48.39 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $106k | 1.3k | 82.59 | |
| Chevron Corporation (CVX) | 0.1 | $101k | 489.00 | 206.87 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $96k | 1.2k | 79.26 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $89k | 240.00 | 371.33 | |
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $84k | 988.00 | 85.17 | |
| Essential Utils (WTRG) | 0.0 | $84k | 2.1k | 40.26 | |
| Tesla Motors (TSLA) | 0.0 | $82k | 220.00 | 371.75 | |
| Waste Management (WM) | 0.0 | $74k | 323.00 | 229.78 | |
| Fastenal Company (FAST) | 0.0 | $72k | 1.6k | 46.41 | |
| Altria (MO) | 0.0 | $71k | 1.1k | 66.01 | |
| iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $67k | 565.00 | 118.51 | |
| ConocoPhillips (COP) | 0.0 | $65k | 492.00 | 132.01 | |
| SYSCO Corporation (SYY) | 0.0 | $64k | 900.00 | 71.33 | |
| ON Semiconductor (ON) | 0.0 | $62k | 1.0k | 61.92 | |
| Illinois Tool Works (ITW) | 0.0 | $59k | 226.00 | 259.90 | |
| Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.0 | $58k | 400.00 | 144.95 | |
| Public Service Enterprise (PEG) | 0.0 | $56k | 689.00 | 80.93 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $55k | 112.00 | 489.46 | |
| Xcel Energy (XEL) | 0.0 | $50k | 635.00 | 79.43 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $47k | 412.00 | 114.86 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $47k | 567.00 | 81.94 | |
| Entergy Corporation (ETR) | 0.0 | $46k | 413.00 | 112.24 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $46k | 232.00 | 198.56 | |
| Mondelez Int (MDLZ) | 0.0 | $44k | 757.00 | 57.63 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $41k | 157.00 | 261.69 | |
| Danaher Corporation (DHR) | 0.0 | $41k | 214.00 | 189.54 | |
| Alpha Tau Medical (DRTS) | 0.0 | $39k | 5.6k | 7.07 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $37k | 171.00 | 217.15 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $35k | 399.00 | 88.72 | |
| Pfizer (PFE) | 0.0 | $35k | 1.2k | 28.09 | |
| At&t (T) | 0.0 | $33k | 1.1k | 29.00 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $32k | 128.00 | 247.66 | |
| SPDR S&P Dividend (SDY) | 0.0 | $32k | 216.00 | 146.26 | |
| Oshkosh Corporation (OSK) | 0.0 | $29k | 200.00 | 147.21 | |
| L3harris Technologies (LHX) | 0.0 | $29k | 85.00 | 345.15 | |
| Amgen (AMGN) | 0.0 | $29k | 82.00 | 351.22 | |
| iShares S&P 500 Index (IVV) | 0.0 | $29k | 44.00 | 652.95 | |
| Technology SPDR (XLK) | 0.0 | $28k | 208.00 | 133.17 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $27k | 368.00 | 73.74 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $25k | 59.00 | 429.36 | |
| Schwab Strategic Tr schwab fdt us bm (FNDB) | 0.0 | $25k | 903.00 | 27.22 | |
| California Water Service (CWT) | 0.0 | $24k | 535.00 | 45.30 | |
| iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $23k | 383.00 | 58.85 | |
| iShares MSCI Canada Index (EWC) | 0.0 | $22k | 400.00 | 54.79 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.0 | $22k | 898.00 | 24.27 | |
| Cameco Corporation (CCJ) | 0.0 | $22k | 200.00 | 108.61 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $21k | 196.00 | 108.83 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $20k | 260.00 | 78.39 | |
| Calix (CALX) | 0.0 | $20k | 400.00 | 48.99 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $19k | 69.00 | 274.12 | |
| Lowe's Companies (LOW) | 0.0 | $19k | 80.00 | 236.29 | |
| Southern Company (SO) | 0.0 | $19k | 196.00 | 96.33 | |
| SPDR S&P World ex-US (SPDW) | 0.0 | $18k | 396.00 | 45.60 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $18k | 232.00 | 77.19 | |
| Simpson Manufacturing (SSD) | 0.0 | $18k | 103.00 | 171.76 | |
| Ford Motor Company (F) | 0.0 | $18k | 1.5k | 11.54 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $17k | 563.00 | 30.69 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $17k | 183.00 | 90.78 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $16k | 87.00 | 184.29 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $16k | 500.00 | 32.01 | |
| Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $16k | 346.00 | 45.58 | |
| Coreweave Inc Com Cl A (CRWV) | 0.0 | $16k | 200.00 | 77.47 | |
| Ishares Tr core div grwth (DGRO) | 0.0 | $15k | 220.00 | 70.18 | |
| Linde (LIN) | 0.0 | $12k | 25.00 | 495.76 | |
| Zimmer Holdings (ZBH) | 0.0 | $12k | 130.00 | 90.51 | |
| Vanguard Value ETF (VTV) | 0.0 | $12k | 59.00 | 194.95 | |
| Ishr Msci Singapore (EWS) | 0.0 | $11k | 401.00 | 28.19 | |
| Honeywell International | 0.0 | $11k | 49.00 | 226.04 | |
| Comcast Corporation (CMCSA) | 0.0 | $11k | 379.00 | 28.71 | |
| Ecolab (ECL) | 0.0 | $11k | 40.00 | 266.02 | |
| Spdr Ser Tr msci usa qual (QUS) | 0.0 | $10k | 61.00 | 171.26 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $10k | 7.00 | 1491.29 | |
| Constellation Energy (CEG) | 0.0 | $9.9k | 35.00 | 281.71 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $8.9k | 61.00 | 145.90 | |
| General Dynamics Corporation (GD) | 0.0 | $8.6k | 25.00 | 343.24 | |
| Keurig Dr Pepper (KDP) | 0.0 | $8.5k | 322.00 | 26.37 | |
| Verisk Analytics (VRSK) | 0.0 | $8.4k | 44.00 | 191.07 | |
| Emerson Electric (EMR) | 0.0 | $8.3k | 63.00 | 131.03 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $8.1k | 102.00 | 78.96 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $7.9k | 239.00 | 32.93 | |
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $7.9k | 313.00 | 25.13 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $7.6k | 154.00 | 49.53 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $7.6k | 68.00 | 111.19 | |
| Williams Companies (WMB) | 0.0 | $7.0k | 97.00 | 72.45 | |
| Exelon Corporation (EXC) | 0.0 | $6.9k | 142.00 | 48.89 | |
| O'reilly Automotive (ORLY) | 0.0 | $6.9k | 75.00 | 92.32 | |
| S&p Global (SPGI) | 0.0 | $6.8k | 16.00 | 425.38 | |
| Interactive Brokers (IBKR) | 0.0 | $6.7k | 100.00 | 67.07 | |
| Hubspot (HUBS) | 0.0 | $6.6k | 27.00 | 244.11 | |
| Cigna Corp (CI) | 0.0 | $6.3k | 24.00 | 263.71 | |
| Fidelity msci info tech i (FTEC) | 0.0 | $6.3k | 30.00 | 209.50 | |
| Unilever (UL) | 0.0 | $5.9k | 103.00 | 56.97 | |
| Nike (NKE) | 0.0 | $5.8k | 110.00 | 52.60 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $5.7k | 88.00 | 64.32 | |
| AFLAC Incorporated (AFL) | 0.0 | $5.5k | 50.00 | 109.72 | |
| Cardinal Health (CAH) | 0.0 | $5.4k | 25.00 | 214.88 | |
| Biogen Idec (BIIB) | 0.0 | $5.3k | 29.00 | 183.34 | |
| Pure Storage Inc - Class A (P) | 0.0 | $5.3k | 90.00 | 59.04 | |
| Franklin Templeton Etf Tr ftse australia (FLAU) | 0.0 | $5.3k | 161.00 | 32.89 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $5.0k | 76.00 | 66.29 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $4.8k | 108.00 | 44.84 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $4.8k | 8.00 | 605.12 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $4.8k | 16.00 | 300.88 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $4.7k | 42.00 | 111.95 | |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $4.7k | 50.00 | 93.90 | |
| Affirm Hldgs (AFRM) | 0.0 | $4.6k | 100.00 | 45.82 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $4.5k | 59.00 | 77.05 | |
| Nordson Corporation (NDSN) | 0.0 | $4.5k | 17.00 | 266.12 | |
| Allegion Plc equity (ALLE) | 0.0 | $4.5k | 31.00 | 145.29 | |
| Ul Solutions (ULS) | 0.0 | $4.5k | 52.00 | 85.71 | |
| Servicenow (NOW) | 0.0 | $4.2k | 40.00 | 104.55 | |
| Rollins (ROL) | 0.0 | $4.2k | 78.00 | 53.41 | |
| Etsy (ETSY) | 0.0 | $3.2k | 65.00 | 49.98 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $3.2k | 33.00 | 98.42 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $2.9k | 100.00 | 28.83 | |
| Ge Vernova (GEV) | 0.0 | $2.6k | 3.00 | 875.00 | |
| Vanguard Industrials ETF (VIS) | 0.0 | $2.5k | 8.00 | 317.62 | |
| Joby Aviation (JOBY) | 0.0 | $2.5k | 300.00 | 8.26 | |
| Tyler Technologies (TYL) | 0.0 | $2.4k | 7.00 | 342.43 | |
| Archer Aviation Inc-a (ACHR) | 0.0 | $2.1k | 400.00 | 5.17 | |
| D-wave Quantum (QBTS) | 0.0 | $1.4k | 100.00 | 14.43 | |
| Rigetti Computing (RGTI) | 0.0 | $1.4k | 100.00 | 14.04 | |
| Alliance Laundry Hldgs (ALH) | 0.0 | $830.000000 | 40.00 | 20.75 | |
| Versant Media Group (VSNT) | 0.0 | $518.999600 | 14.00 | 37.07 | |
| Millicom Intl Cellular S.a. S hs (TIGO) | 0.0 | $343.999500 | 23.00 | 14.96 | |
| Cronos Group (CRON) | 0.0 | $251.000000 | 100.00 | 2.51 | |
| Lucid Group (LCID) | 0.0 | $96.000000 | 10.00 | 9.60 | |
| Warner Bros. Discovery (WBD) | 0.0 | $83.000100 | 3.00 | 27.67 | |
| Canopy Growth CORP (CGC) | 0.0 | $2.000000 | 2.00 | 1.00 |
