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