Investor
Tower View Wealth Management LLC
CIK 0001729045 · filed 2026-04-20 · SEC filing
13F book
$194.8M
Positions
204
32 new · 4 sold
Largest name
6.3%
Taiwan Semiconductor Mfg Ltd
Est. mark
−$2.18M
Price effect on 172 names still held. Flow −$5.27M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Ltd | — | 36.6K | $12.4M | 6.3% | $1.25M | Cut$771.5K |
| Spdr Series Trust | — | 124.1K | $9.49M | 4.9% | −$437.1K | Added−$32.7K |
| Nvidia Corp | NVDA | 51.4K | $8.97M | 4.6% | −$622.3K | Cut−$683.1K |
| Eli Lilly & Co | LLY | 9.67K | $8.89M | 4.6% | −$1.5M | Cut−$2.08M |
| Vanguard Growth Etf | — | 17.8K | $7.79M | 4.0% | −$903.9K | Added−$840.1K |
| Alphabet Inc | — | 25.8K | $7.39M | 3.8% | −$693.9K | Cut−$704.9K |
| Quanta Svcs Inc | — | 12.9K | $7.1M | 3.6% | $1.64M | Cut$1.24M |
| Microsoft Corp | MSFT | 18K | $6.66M | 3.4% | −$2.04M | Cut−$2.23M |
| Costco Whsl Corp New | — | 6.54K | $6.51M | 3.3% | $876.3K | Cut$595.2K |
| Nova Ltd. | NVMI | 14.3K | $6.19M | 3.2% | $1.51M | Cut$477.1K |
| Amazon Com Inc | AMZN | 29.7K | $6.18M | 3.2% | −$669.6K | Cut−$827.7K |
| Visa Inc. | V | 18.6K | $5.63M | 2.9% | −$902.4K | Cut−$1.09M |
| Alphabet Inc | — | 18.5K | $5.32M | 2.7% | −$470.4K | Cut−$673.2K |
| Spdr S&P 500 Etf Tr | — | 7.91K | $5.14M | 2.6% | −$248.8K | Added−$227.4K |
| Garmin Ltd | GRMN | 21.2K | $4.92M | 2.5% | $617.9K | Cut$371.1K |
| Parker-Hannifin Corp | PH | 5.45K | $4.88M | 2.5% | $89K | Cut−$147.5K |
| Philip Morris Intl Inc | — | 27.3K | $4.51M | 2.3% | $134.7K | Cut−$310.2K |
| Vanguard Specialized Funds | — | 19.7K | $4.24M | 2.2% | −$92K | Added−$34.8K |
| Leonardo DRS, Inc. | DRS | 91.4K | $4.07M | 2.1% | $953.1K | Cut$814.4K |
| Mcdonalds Corp | MCD | 11.6K | $3.61M | 1.9% | $59.8K | Cut−$112.2K |
| Ishares Inc | — | 27.8K | $3.43M | 1.8% | $389.2K | Added$1.96M |
| Vanguard Index Fds | — | 9.97K | $3.01M | 1.5% | $1.45K | Added$52.8K |
| Eaton Corp Plc | ETN | 8.22K | $2.94M | 1.5% | $321.9K | Cut$245.5K |
| Jpmorgan Chase & Co. | — | 9.76K | $2.87M | 1.5% | −$270.9K | Added−$242.1K |
| Analog Devices Inc | ADI | 8.86K | $2.82M | 1.4% | $415.7K | Cut$386.9K |
| Broadcom Inc. | AVGO | 9.09K | $2.81M | 1.4% | −$304.2K | Added−$65.3K |
| Vanguard Index Fds | — | 10.6K | $2.74M | 1.4% | −$227.2K | Added−$169K |
| Arm Holdings Plc | — | 17.7K | $2.68M | 1.4% | $742.7K | Cut$474.1K |
| Intuitive Surgical Inc | ISRG | 5.67K | $2.61M | 1.3% | −$597.7K | Cut−$711.5K |
| Vanguard World Fd | — | 3.52K | $2.46M | 1.3% | −$193.5K | Added−$149.5K |
| Spotify Technology S.A. | SPOT | 4.91K | $2.38M | 1.2% | −$470K | Cut−$578K |
| Home Depot, Inc. | HD | 7.2K | $2.37M | 1.2% | −$109.7K | Cut−$736K |
| Amphenol Corp New | — | 17K | $2.15M | 1.1% | −$149.3K | Cut−$189.6K |
| Goldman Sachs Group Inc | — | 2.07K | $1.75M | 0.9% | −$2.71K | Added$1.67M |
| Marsh & Mclennan Cos Inc | — | 9.98K | $1.73M | 0.9% | −$120.4K | Cut−$3.28M |
| United Therapeutics Corp Del | — | 2.73K | $1.62M | 0.8% | $7.93K | Added$1.58M |
| Netflix Inc | NFLX | 16.2K | $1.56M | 0.8% | $38.7K | Added$39.8K |
| Lam Research Corp | LRCX | 7.17K | $1.53M | 0.8% | — | New |
| Cisco Sys Inc | — | 18.8K | $1.45M | 0.7% | $9.19K | Added$196K |
| Walmart Inc. | WMT | 11.4K | $1.42M | 0.7% | $117.6K | Added$399.2K |
| Advanced Micro Devices Inc | AMD | 6.71K | $1.36M | 0.7% | — | New |
| AbbVie Inc. | ABBV | 5.9K | $1.28M | 0.7% | −$54.1K | Added$157.8K |
| Baidu Inc | — | 11.5K | $1.28M | 0.7% | −$201.3K | Added−$86.5K |
| Oracle Corp | — | 8.12K | $1.19M | 0.6% | −$387.9K | Cut−$390.2K |
| Union Pac Corp | — | 4.53K | $1.1M | 0.6% | $51.2K | Cut−$188.7K |
| Pepsico Inc | PEP | 4.92K | $764.2K | 0.4% | $57.9K | Cut−$223.8K |
| Vanguard Index Fds | — | 1.2K | $714.7K | 0.4% | −$35.3K | Cut−$37.1K |
| CARRIER GLOBAL Corp | CARR | 11.5K | $648.7K | 0.3% | $40K | Cut−$1.71M |
| Micron Technology Inc | MU | 1.85K | $624.3K | 0.3% | — | New |
| Vanguard Whitehall Fds | — | 3.96K | $587.1K | 0.3% | $16.7K | Added$62.8K |
| Spdr S&P Midcap 400 Etf Tr | — | 949 | $585.1K | 0.3% | $12.8K | Cut$10.4K |
| Exxon Mobil Corp | — | 2.59K | $439.5K | 0.2% | $97.1K | Added$202.5K |
| Vanguard Index Fds | — | 1.42K | $408.1K | 0.2% | −$4.21K | Cut−$4.5K |
| Brixmor Ppty Group Inc | — | 13.7K | $394.2K | 0.2% | $35.3K | Cut−$167.8K |
| Mastercard Inc | MA | 777 | $388.2K | 0.2% | −$51.5K | Added−$25K |
| Mge Energy Inc | MGEE | 4.37K | $337.8K | 0.2% | −$4.9K | Cut−$56.2K |
| Vanguard World Fd | — | 1.5K | $337.1K | 0.2% | $20.1K | Cut−$10.3K |
| Procter And Gamble Co | PG | 2.15K | $310.1K | 0.2% | $2.42K | Cut−$276K |
| Nextera Energy Inc | — | 2.61K | $242.2K | 0.1% | $31.6K | Added$40.9K |
| Johnson & Johnson | JNJ | 977 | $238.8K | 0.1% | $31.3K | Added$66.3K |
| Nisource Inc. | NI | 4.55K | $212.3K | 0.1% | — | New |
| Caterpillar Inc | CAT | 299 | $211.8K | 0.1% | $35.9K | Added$60K |
| BlackRock, Inc. | BLK | 200 | $192.3K | 0.1% | −$21.7K | Held |
| Schwab Charles Corp | — | 2K | $188K | 0.1% | −$11.9K | Held |
| Vanguard Index Fds | — | 553 | $177.5K | 0.1% | −$7.49K | Added−$1.07K |
| Stryker Corp | SYK | 537 | $176.6K | 0.1% | −$12.2K | Added−$11.8K |
| Bristol-Myers Squibb Co | — | 2.81K | $170.5K | 0.1% | $18.7K | Added$20.3K |
| Merck & Co., Inc. | MRK | 1.38K | $166.2K | 0.1% | $20.7K | Added$21.9K |
| Disney Walt Co | — | 1.63K | $157K | 0.1% | −$28.1K | Added−$27.1K |
| Cme Group Inc. | CME | 494 | $145.9K | 0.1% | $11K | Held |
| Iron Mtn Inc Del | — | 1.31K | $134.2K | 0.1% | $24.9K | Added$26.3K |
| Phillips 66 | PSX | 709 | $129.2K | 0.1% | $30.1K | Added$56.3K |
| Ww Grainger Inc | — | 112 | $122.2K | 0.1% | $8.67K | Added$15.2K |
| Kkr & Co Inc | — | 1.25K | $116K | 0.1% | −$43.8K | Added−$43.5K |
| Carlyle Group Inc | — | 2.27K | $110K | 0.1% | −$24.2K | Added−$23.5K |
| Ishares Tr | — | 1.28K | $106.1K | 0.1% | −$222 | Added$10.7K |
| Chevron Corp New | CVX | 489 | $101.2K | 0.1% | $3.99K | Added$89.8K |
| Vanguard Scottsdale Fds | — | 1.21K | $96.1K | 0.0% | −$587 | Cut−$21.8K |
| Ishares Tr | — | 240 | $89.1K | 0.0% | −$3.7K | Held |
| Spdr Series Trust | — | 988 | $84.1K | 0.0% | $527 | Added$868 |
| Essential Utils Inc | — | 2.07K | $83.5K | 0.0% | $3.91K | Added$4.63K |
| Tesla, Inc. | TSLA | 220 | $81.8K | 0.0% | −$17.2K | Held |
| Waste Mgmt Inc Del | — | 323 | $74.2K | 0.0% | $3.32K | Added$3.55K |
| Fastenal Co | FAST | 1.56K | $72.4K | 0.0% | $9.74K | Added$10.1K |
| Altria Group, Inc. | MO | 1.07K | $70.6K | 0.0% | $8.77K | Added$10K |
| Ishares Tr | — | 565 | $67K | 0.0% | — | New |
| Conocophillips | COP | 492 | $64.9K | 0.0% | $18.8K | Added$19.2K |
| Sysco Corp | SYY | 900 | $64.2K | 0.0% | — | New |
| On Semiconductor Corp | ON | 1K | $61.9K | 0.0% | $7.77K | Held |
| Illinois Tool Wks Inc | — | 226 | $58.7K | 0.0% | $2.99K | Added$3.51K |
| Vanguard World Fd | — | 400 | $58K | 0.0% | — | New |
| Public Svc Enterprise Grp In | — | 689 | $55.8K | 0.0% | $418 | Added$904 |
| Thermo Fisher Scientific Inc. | TMO | 112 | $54.8K | 0.0% | −$10.3K | Cut−$16.7K |
| Xcel Energy Inc | — | 635 | $50.4K | 0.0% | $3.52K | Added$3.84K |
| Blackstone Inc. | BX | 412 | $47.3K | 0.0% | −$16K | Added−$15.4K |
| Select Sector Spdr Tr | — | 567 | $46.5K | 0.0% | $2.44K | Added$2.68K |
| Entergy Corp New | — | 413 | $46.4K | 0.0% | $8.22K | Held |
| Vanguard World Fd | — | 232 | $46.1K | 0.0% | $1.1K | Added$31.1K |
| Mondelez Intl Inc | — | 757 | $43.6K | 0.0% | $2.83K | Added$3.24K |
| Vanguard Index Fds | — | 157 | $41.1K | 0.0% | $512 | Added$774 |
| Danaher Corporation | — | 214 | $40.6K | 0.0% | −$8.34K | Cut−$11.5K |
| Alpha Tau Medical Ltd | — | 5.57K | $39.4K | 0.0% | $11.8K | Held |
| Vanguard Index Fds | — | 171 | $37.1K | 0.0% | — | New |
| Vanguard Index Fds | — | 399 | $35.4K | 0.0% | $14 | Added$27K |
| Pfizer Inc | PFE | 1.24K | $34.8K | 0.0% | $3.9K | Added$4.44K |
| At&T Inc | — | 1.13K | $32.6K | 0.0% | $4.64K | Added$4.96K |
| Ishares Tr | — | 128 | $31.7K | 0.0% | — | New |
| Spdr Series Trust | — | 216 | $31.6K | 0.0% | $1.5K | Added$1.65K |
| Oshkosh Corp | OSK | 200 | $29.4K | 0.0% | — | New |
| L3harris Technologies Inc | — | 85 | $29.3K | 0.0% | — | New |
| Amgen Inc | AMGN | 82 | $28.8K | 0.0% | $544 | Added$22.7K |
| Ishares Tr | — | 44 | $28.7K | 0.0% | −$1.31K | Held |
| Select Sector Spdr Tr | — | 208 | $27.7K | 0.0% | −$2.27K | Cut−$2.7K |
| Vanguard Bd Index Fds | — | 368 | $27.1K | 0.0% | −$132 | Added$15 |
| Ishares Tr | — | 59 | $25.3K | 0.0% | −$2.76K | Held |
| Schwab Strategic Tr | — | 903 | $24.6K | 0.0% | $583 | Cut−$2.39K |
| California Wtr Svc Group | — | 535 | $24.2K | 0.0% | $1.06K | Added$1.24K |
| Ishares Inc | — | 383 | $22.5K | 0.0% | −$441 | Held |
| Ishares Inc | — | 400 | $21.9K | 0.0% | — | New |
| Schwab Strategic Tr | — | 898 | $21.8K | 0.0% | −$95 | Added$51 |
| Cameco Corp | CCJ | 200 | $21.7K | 0.0% | — | New |
| Select Sector Spdr Tr | — | 196 | $21.3K | 0.0% | −$2.1K | Added−$2K |
| Vanguard Bd Index Fds | — | 260 | $20.4K | 0.0% | −$114 | Cut−$97.9K |
| Calix, Inc | CALX | 400 | $19.6K | 0.0% | −$1.58K | Held |
| Vanguard World Fd | — | 69 | $18.9K | 0.0% | −$1.01K | Held |
| Lowes Cos Inc | — | 80 | $18.9K | 0.0% | −$93 | Added$16K |
| Southern Co | — | 196 | $18.9K | 0.0% | $1.76K | Added$1.95K |
| Spdr Index Shs Fds | — | 396 | $18.1K | 0.0% | $491 | Held |
| Vanguard Star Fds | — | 232 | $17.9K | 0.0% | — | New |
| Simpson Mfg Inc | — | 103 | $17.7K | 0.0% | $1.07K | Held |
| Ford Mtr Co | — | 1.52K | $17.6K | 0.0% | −$2.38K | Added−$2.19K |
| Schwab Strategic Tr | — | 563 | $17.3K | 0.0% | $1.84K | Added$1.96K |
| Ishares Tr | — | 183 | $16.6K | 0.0% | $196 | Held |
| Vanguard Index Fds | — | 87 | $16K | 0.0% | $601 | Held |
| Chipotle Mexican Grill Inc | CMG | 500 | $16K | 0.0% | −$2.5K | Held |
| Ishares Tr | — | 346 | $15.8K | 0.0% | $547 | Held |
| CoreWeave, Inc. | CRWV | 200 | $15.5K | 0.0% | $1.17K | Held |
| Ishares Tr | — | 220 | $15.4K | 0.0% | $167 | Held |
| Linde Plc | LIN | 25 | $12.4K | 0.0% | — | New |
| Zimmer Biomet Holdings, Inc. | ZBH | 130 | $11.8K | 0.0% | $65 | Held |
| Vanguard Index Fds | — | 59 | $11.5K | 0.0% | $182 | Cut−$1.16K |
| Ishares Inc | — | 401 | $11.3K | 0.0% | $285 | Held |
| Honeywell Intl Inc | — | 49 | $11.1K | 0.0% | — | New |
| Comcast Corp New | — | 379 | $10.9K | 0.0% | −$442 | Added−$327 |
| Ecolab Inc. | ECL | 40 | $10.6K | 0.0% | — | New |
| Spdr Series Trust | — | 61 | $10.4K | 0.0% | −$155 | Held |
| Kla Corp | KLAC | 7 | $10.4K | 0.0% | $1.84K | Held |
| Constellation Energy Corp | CEG | 35 | $9.86K | 0.0% | −$2.6K | Held |
| Ishares Tr | — | 61 | $8.9K | 0.0% | $313 | Held |
| General Dynamics Corp | GD | 25 | $8.58K | 0.0% | — | New |
| Keurig Dr Pepper Inc. | KDP | 322 | $8.49K | 0.0% | −$519 | Added−$466 |
| Verisk Analytics, Inc. | VRSK | 44 | $8.41K | 0.0% | −$1.48K | Held |
| Emerson Elec Co | — | 63 | $8.26K | 0.0% | — | New |
| Spdr Series Trust | — | 102 | $8.05K | 0.0% | −$326 | Held |
| Schwab Strategic Tr | — | 239 | $7.87K | 0.0% | $48 | Held |
| Schwab Strategic Tr | — | 313 | $7.87K | 0.0% | −$356 | Added−$331 |
| Select Sector Spdr Tr | — | 154 | $7.63K | 0.0% | −$791 | Held |
| Select Sector Spdr Tr | — | 68 | $7.56K | 0.0% | −$442 | Held |
| Williams Cos Inc | — | 97 | $7.03K | 0.0% | $1.19K | Added$1.26K |
| Exelon Corp | EXC | 142 | $6.94K | 0.0% | $723 | Added$821 |
| Oreilly Automotive Inc | — | 75 | $6.92K | 0.0% | $83 | Held |
| S&P Global Inc. | SPGI | 16 | $6.81K | 0.0% | — | New |
| Interactive Brokers Group In | — | 100 | $6.71K | 0.0% | — | New |
| Hubspot Inc | HUBS | 27 | $6.59K | 0.0% | −$4.24K | Held |
| Cigna Group | CI | 24 | $6.33K | 0.0% | −$163 | Held |
| Fidelity Covington Trust | — | 30 | $6.29K | 0.0% | −$495 | Held |
| Unilever Plc | — | 103 | $5.87K | 0.0% | −$869 | Held |
| NIKE, Inc. | NKE | 110 | $5.79K | 0.0% | −$1.24K | Cut−$3.8K |
| Vanguard Tax-Managed Fds | — | 88 | $5.66K | 0.0% | $151 | Held |
| Aflac Inc | AFL | 50 | $5.49K | 0.0% | — | New |
| Cardinal Health Inc | CAH | 25 | $5.37K | 0.0% | $160 | Held |
| Biogen Inc. | BIIB | 29 | $5.32K | 0.0% | $213 | Held |
| Pure Storage Inc | P | 90 | $5.31K | 0.0% | −$717 | Held |
| Franklin Templeton Etf Tr | — | 161 | $5.3K | 0.0% | $237 | Held |
| Berkley W R Corp | — | 76 | $5.04K | 0.0% | — | New |
| Zurn Elkay Water Solns Corp | — | 108 | $4.84K | 0.0% | — | New |
| Teledyne Technologies Inc | TDY | 8 | $4.84K | 0.0% | — | New |
| Lpl Finl Hldgs Inc | — | 16 | $4.81K | 0.0% | — | New |
| Vanguard World Fd | — | 42 | $4.7K | 0.0% | −$350 | Held |
| Spdr Series Trust | — | 50 | $4.7K | 0.0% | $105 | Added$199 |
| Affirm Hldgs Inc | — | 100 | $4.58K | 0.0% | −$2.86K | Held |
| Otis Worldwide Corp | OTIS | 59 | $4.55K | 0.0% | −$580 | Held |
| Nordson Corp | NDSN | 17 | $4.52K | 0.0% | — | New |
| Allegion plc | ALLE | 31 | $4.5K | 0.0% | — | New |
| UL Solutions Inc. | ULS | 52 | $4.46K | 0.0% | — | New |
| ServiceNow, Inc. | NOW | 40 | $4.18K | 0.0% | −$1.95K | Held |
| Rollins Inc | ROL | 78 | $4.17K | 0.0% | — | New |
| Etsy Inc | ETSY | 65 | $3.25K | 0.0% | −$355 | Held |
| Bjs Whsl Club Hldgs Inc | — | 33 | $3.25K | 0.0% | — | New |
| Ionq Inc | — | 100 | $2.88K | 0.0% | −$1.6K | Held |
| GE Vernova Inc. | GEV | 3 | $2.63K | 0.0% | $661 | Held |
| Vanguard World Fd | — | 8 | $2.54K | 0.0% | $118 | Held |
| Joby Aviation Inc | — | 300 | $2.48K | 0.0% | −$1.48K | Held |
| Tyler Technologies Inc | TYL | 7 | $2.4K | 0.0% | −$781 | Held |
| Archer Aviation Inc | — | 400 | $2.07K | 0.0% | −$940 | Held |
| D-Wave Quantum Inc. | QBTS | 100 | $1.44K | 0.0% | −$1.17K | Held |
| Rigetti Computing Inc | — | 100 | $1.4K | 0.0% | −$811 | Held |
| Alliance Laundry Hldgs Inc | — | 40 | $830 | 0.0% | $16 | Held |
| Versant Media Group, Inc. | VSNT | 14 | $519 | 0.0% | — | New |
| Millicom Intl Cellular S A | — | 23 | $344 | 0.0% | −$21 | Held |
| Cronos Group Inc. | CRON | 100 | $251 | 0.0% | −$12 | Held |
| Lucid Group, Inc. | LCID | 10 | $96 | 0.0% | −$10 | Held |
| Warner Bros. Discovery, Inc. | WBD | 3 | $83 | 0.0% | −$4 | Held |
| Canopy Growth Corp | CGC | 2 | $2 | 0.0% | −$1 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.