Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tower View Wealth Management LLC (CIK 1729045) reported $194.8M across 202 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($12.4M, 6.35%), SPLG ($9.5M, 4.87%), NVDA ($9.0M, 4.60%), LLY ($8.9M, 4.57%), VUG ($7.8M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $12.4M | 6.35% | 36,579 | Trimmed |
| 2 | SPLG | SPDR SERIES TRUST STATE STREET SPD | $9.5M | 4.87% | 124,052 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $9.0M | 4.60% | 51,433 | Trimmed |
| 4 | LLY | ELI LILLY & CO | $8.9M | 4.57% | 9,670 | Trimmed |
| 5 | VUG | VANGUARD INDEX FDS GROWTH ETF | $7.8M | 4.00% | 17,838 | Added |
| 6 | GOOG | ALPHABET INC CAP STK CL C | $7.4M | 3.79% | 25,758 | Trimmed |
| 7 | PWR | QUANTA SVCS INC | $7.1M | 3.64% | 12,924 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $6.7M | 3.42% | 17,998 | Trimmed |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $6.5M | 3.34% | 6,535 | Trimmed |
| 10 | NVMI | NOVA LTD | $6.2M | 3.18% | 14,256 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $6.2M | 3.17% | 29,692 | Trimmed |
| 12 | V | VISA INC CL A | $5.6M | 2.89% | 18,619 | Trimmed |
| 13 | GOOGL | ALPHABET INC CAP STK CL A | $5.3M | 2.73% | 18,490 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $5.1M | 2.64% | 7,909 | Added |
| 15 | GRMN | GARMIN LTD SHS | $4.9M | 2.52% | 21,185 | Trimmed |
| 16 | PH | PARKER-HANNIFIN CORP | $4.9M | 2.50% | 5,449 | Trimmed |
| 17 | PM | PHILIP MORRIS INTL INC | $4.5M | 2.32% | 27,294 | Trimmed |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $4.2M | 2.18% | 19,738 | Added |
| 19 | DRS | LEONARDO DRS INC | $4.1M | 2.09% | 91,381 | Trimmed |
| 20 | MCD | MCDONALDS CORP | $3.6M | 1.85% | 11,603 | Trimmed |
| 21 | EWY | ISHARES INC MSCI STH KOR ETF | $3.4M | 1.76% | 27,848 | Added |
| 22 | VBK | VANGUARD INDEX FDS SML CP GRW ETF | $3.0M | 1.55% | 9,973 | Added |
| 23 | ETN | EATON CORP PLC SHS | $2.9M | 1.51% | 8,220 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $2.9M | 1.47% | 9,757 | Added |
| 25 | ADI | ANALOG DEVICES INC | $2.8M | 1.45% | 8,858 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31