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Tower View Wealth Management LLC

Q2 2026 Holdings

Filed 2026-07-24 | 205 holdings | $227.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Taiwan Semiconductor Manufac Sponsored ADS(TSM)COM874039100$17.2M36,0677.6%
ELI Lilly & Co(LLY)COM532457108$11.5M9,5685.0%
Spdr Series Trust ST STR P500etf(SPYM)COM78464A854$11.2M127,4464.9%
Nvidia Corporation(NVDA)COM67066G104$10.4M51,9194.6%
Vanguard Index FDS Growth ETF(VUG)COM922908736$9.3M107,7104.1%
Alphabet Inc Cap STK CL C(GOOG)COM02079K107$9.1M25,7054.0%
Quanta Svcs Inc(PWR)COM74762E102$8.2M11,3713.6%
Amazon COM Inc(AMZN)COM023135106$7.1M29,7133.1%
Microsoft Corp(MSFT)COM594918104$6.7M18,0483.0%
Alphabet Inc Cap STK CL A(GOOGL)COM02079K305$6.6M18,3322.9%
Visa Inc CL A(V)COM92826C839$6.3M18,4942.8%
Nova LTD(NVMI)COMM7516K103$6.1M11,3162.7%
Costco Wholesale Corporation(COST)COM22160K105$6.0M6,4512.7%
State STR Spdr S&P 500 ETF T TR Unit(SPY)COM78462F103$5.9M7,9152.6%
Parker-Hannifin Corp(PH)COM701094104$5.3M5,4192.3%
Garmin LTD SHS(GRMN)COMH2906T109$5.0M21,1632.2%
Vanguard Specialized Funds DIV APP ETF(VIG)COM921908844$4.7M19,9402.1%
Philip Morris Intl Inc(PM)COM718172109$4.4M24,1931.9%
Leonardo DRS Inc(DRS)COM52661A108$3.9M91,9351.7%
Ishares Inc Msci STH KOR ETF(EWY)COM464286772$3.8M19,0621.7%
Vanguard Index FDS SML CP GRW ETF(VBK)COM922908595$3.6M9,9621.6%
Eaton Corp PLC SHS(ETN)COMG29183103$3.5M8,2131.5%
Broadcom Inc(AVGO)COM11135F101$3.5M9,1831.5%
Advanced Micro Devices Inc(AMD)COM007903107$3.4M5,8841.5%
Analog Devices Inc(ADI)COM032654105$3.4M8,5921.5%
Amphenol Corp CL A(APH)COM032095101$3.4M19,2511.5%
Vanguard World FD INF Tech ETF(VGT)COM92204A702$3.3M27,9881.5%
Vanguard Index FDS Mcap GR Idxvip(VOT)COM922908538$3.3M10,6771.4%
LAM Research Corp(LRCX)COM512807306$3.2M7,2841.4%
JPMorgan Chase & Co(JPM)COM46625H100$3.0M9,2451.3%
ARM Holdings PLC Sponsored ADS(ARM)COM042068205$2.9M8,3131.3%
Goldman Sachs Group Inc(GS)COM38141G104$2.3M2,3061.0%
Intuitive Surgical Inc(ISRG)COM46120E602$2.3M5,7131.0%
Home Depot Inc(HD)COM437076102$2.2M6,3431.0%
Sensient Technologies Corp(SXT)COM81725T100$2.2M17,7441.0%
Cisco SYS Inc(CSCO)COM17275R102$2.2M18,5061.0%
Micron Technology Inc(MU)COM595112103$2.1M1,7940.9%
ASE Technology Hldg Co LTD Sponsored ADS(ASX)COM00215W100$2.0M43,9900.9%
Mcdonalds Corp(MCD)COM580135101$1.8M6,6900.8%
United Therapeutics Corp del(UTHR)COM91307C102$1.6M3,0060.7%
Walmart Inc(WMT)COM931142103$1.3M11,8180.6%
Baidu Inc Spon ADR REP A(BIDUN)COM056752108$1.3M11,5370.6%
Cerebras Systems Inc CL A(CBRS)COM15675D103$1.3M5,7790.6%
Echostar Corp CL A(SATS)COM278768106$1.2M12,1080.5%
Abbvie Inc(ABBV)COM00287Y109$1.2M4,6600.5%
Oracle Corp(ORCL)COM68389X105$1.2M7,9990.5%
Netflix Inc.(NFLX)COM64110L106$1.2M16,1570.5%
Union PAC Corp(UNP)COM907818108$1.1M4,1970.5%
Vanguard Index FDS S&P 500 ETF SHS(VOO)COM922908363$825.9K1,2030.4%
Carrier Global Corporation(CARR)COM14448C104$746.5K10,1780.3%
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