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Tower View Wealth Management LLC

Q1 2026 Holdings

Filed 2026-04-20 | 204 holdings | $194.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr Series Trust State Street SPD(SPTM)COM78464A805$8.1K1020.0%
Emerson Elec Co(EMR)COM291011104$8.3K630.0%
Verisk Analytics Inc(VRSK)COM92345Y106$8.4K440.0%
Keurig DR Pepper Inc(KDP)COM49271V100$8.5K3220.0%
General Dynamics Corp(GD)COM369550108$8.6K250.0%
Ishares TR RUS Mdcp VAL ETF(IWS)COM464287473$8.9K610.0%
Constellation Energy Corp(CEG)COM21037T109$9.9K350.0%
KLA Corp(KLAC)COM482480100$10.4K70.0%
Spdr Series Trust State Street SPD(QUS)COM78468R812$10.4K610.0%
Ecolab Inc(ECL)COM278865100$10.6K400.0%
Comcast Corp New CL A(CMCSA)COM20030N101$10.9K3790.0%
Honeywell Intl Inc(HON)COM438516106$11.1K490.0%
Ishares Inc Msci Singpor ETF(EWS)COM46434G780$11.3K4010.0%
Vanguard Index FDS Value ETF(VTV)COM922908744$11.5K590.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$11.8K1300.0%
Linde PLC SHS(LIN)COMG54950103$12.4K250.0%
Ishares TR Core DIV Grwth(DGRO)COM46434V621$15.4K2200.0%
Coreweave Inc CL A(CRWV)COM21873S108$15.5K2000.0%
Ishares TR Msci UK ETF New(EWU)COM46435G334$15.8K3460.0%
Chipotle Mexican Grill Inc(CMG)COM169656105$16.0K5000.0%
Vanguard Index FDS Mcap VL Idxvip(VOE)COM922908512$16.0K870.0%
Ishares TR Core Msci Eafe(IEFA)COM46432F842$16.6K1830.0%
Schwab Strategic TR US Dividend EQ(SCHD)COM808524797$17.3K5630.0%
Ford MTR Co(F)COM345370860$17.6K1,5230.0%
Simpson MFG Inc(SSD)COM829073105$17.7K1030.0%
Vanguard Star FDS VG TL Intl STK F(VXUS)COM921909768$17.9K2320.0%
Spdr Index SHS FDS State Street SPD(SPDW)COM78463X889$18.1K3960.0%
Southern Co(SO)COM842587107$18.9K1960.0%
Lowes COS Inc(LOW)COM548661107$18.9K800.0%
Vanguard World FD Health CAR ETF(VHT)COM92204A504$18.9K690.0%
Calix Inc(CALX)COM13100M509$19.6K4000.0%
Vanguard BD Index FDS Short TRM Bond(BSV)COM921937827$20.4K2600.0%
Select Sector Spdr TR State Street CON(XLY)COM81369Y407$21.3K1960.0%
Cameco Corp(CCJ)COM13321L108$21.7K2000.0%
Schwab Strategic TR SHT TM US Tres(SCHO)COM808524862$21.8K8980.0%
Ishares Inc Msci CDA ETF(EWC)COM464286509$21.9K4000.0%
Ishares Inc Msci Switzerland(EWL)COM464286749$22.5K3830.0%
California WTR SVC Group(CWT)COM130788102$24.2K5350.0%
Schwab Strategic TR Fundamental US B(FNDB)COM808524789$24.6K9030.0%
Ishares TR RUS 1000 GRW ETF(IWF)COM464287614$25.3K590.0%
Vanguard BD Index FDS Total BND Mrkt(BND)COM921937835$27.1K3680.0%
Select Sector Spdr TR State Street TEC(XLK)COM81369Y803$27.7K2080.0%
Ishares TR Core S&p500 ETF(IVV)COM464287200$28.7K440.0%
Amgen Inc(AMGN)COM031162100$28.8K820.0%
L3harris Technologies Inc(LHX)COM502431109$29.3K850.0%
Oshkosh Corp(OSK)COM688239201$29.4K2000.0%
Spdr Series Trust State Street SPD(SDY)COM78464A763$31.6K2160.0%
Ishares TR Russell 2000 ETF(IWM)COM464287655$31.7K1280.0%
AT&T Inc(T)COM00206R102$32.6K1,1260.0%
Pfizer Inc(PFE)COM717081103$34.8K1,2400.0%
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