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Disclosed positions
Tower View Wealth Management LLC: source evidence dated 2026-07-25T03:59:59.999Z.
- Issuer
- TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS
- Ticker
- TSM
- Class
- COM
- Reported value
- $17,224,518
- Reported amount
- 36,067
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001729045-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | TSM | COM | $17,224,518 | 36,067 | SH | None |
| ELI LILLY & CO | LLY | COM | $11,476,291 | 9,568 | SH | None |
| SPDR SERIES TRUST ST STR P500ETF | SPYM | COM | $11,199,987 | 127,446 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $10,388,526 | 51,919 | SH | None |
| VANGUARD INDEX FDS GROWTH ETF | VUG | COM | $9,278,155 | 107,710 | SH | None |
| ALPHABET INC CAP STK CL C | GOOG | COM | $9,082,521 | 25,705 | SH | None |
| QUANTA SVCS INC | PWR | COM | $8,187,366 | 11,371 | SH | None |
| AMAZON COM INC | AMZN | COM | $7,081,797 | 29,713 | SH | None |
| MICROSOFT CORP | MSFT | COM | $6,732,147 | 18,048 | SH | None |
| ALPHABET INC CAP STK CL A | GOOGL | COM | $6,551,338 | 18,332 | SH | None |
| VISA INC CL A | V | COM | $6,345,149 | 18,494 | SH | None |
| NOVA LTD | NVMI | COM | $6,143,910 | 11,316 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $6,034,899 | 6,451 | SH | None |
| STATE STR SPDR S&P 500 ETF T TR UNIT | SPY | COM | $5,910,861 | 7,915 | SH | None |
| PARKER-HANNIFIN CORP | PH | COM | $5,300,598 | 5,419 | SH | None |
| GARMIN LTD SHS | GRMN | COM | $5,027,096 | 21,163 | SH | None |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | VIG | COM | $4,718,201 | 19,940 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $4,376,724 | 24,193 | SH | None |
| LEONARDO DRS INC | DRS | COM | $3,922,852 | 91,935 | SH | None |
| ISHARES INC MSCI STH KOR ETF | EWY | COM | $3,848,664 | 19,062 | SH | None |
| VANGUARD INDEX FDS SML CP GRW ETF | VBK | COM | $3,642,938 | 9,962 | SH | None |
| EATON CORP PLC SHS | ETN | COM | $3,499,724 | 8,213 | SH | None |
| BROADCOM INC | AVGO | COM | $3,468,896 | 9,183 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $3,418,075 | 5,884 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $3,412,615 | 8,592 | SH | None |
| AMPHENOL CORP CL A | APH | COM | $3,394,266 | 19,251 | SH | None |
| VANGUARD WORLD FD INF TECH ETF | VGT | COM | $3,345,170 | 27,988 | SH | None |
| VANGUARD INDEX FDS MCAP GR IDXVIP | VOT | COM | $3,270,415 | 10,677 | SH | None |
| LAM RESEARCH CORP | LRCX | COM | $3,156,242 | 7,284 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $3,026,153 | 9,245 | SH | None |
| ARM HOLDINGS PLC SPONSORED ADS | ARM | COM | $2,947,541 | 8,313 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $2,331,816 | 2,306 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM | $2,271,946 | 5,713 | SH | None |
| HOME DEPOT INC | HD | COM | $2,237,188 | 6,343 | SH | None |
| SENSIENT TECHNOLOGIES CORP | SXT | COM | $2,187,658 | 17,744 | SH | None |
| CISCO SYS INC | CSCO | COM | $2,173,683 | 18,506 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $2,070,798 | 1,794 | SH | None |
| ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | ASX | COM | $1,984,829 | 43,990 | SH | None |
| MCDONALDS CORP | MCD | COM | $1,808,481 | 6,690 | SH | None |
| UNITED THERAPEUTICS CORP DEL | UTHR | COM | $1,628,741 | 3,006 | SH | None |
| WALMART INC | WMT | COM | $1,338,462 | 11,818 | SH | None |
| BAIDU INC SPON ADR REP A | BIDU | COM | $1,318,564 | 11,537 | SH | None |
| CEREBRAS SYSTEMS INC CL A | CBRS | COM | $1,277,159 | 5,779 | SH | None |
| ECHOSTAR CORP CL A | ECHO | COM | $1,228,962 | 12,108 | SH | None |
| ABBVIE INC | ABBV | COM | $1,172,731 | 4,660 | SH | None |
| ORACLE CORP | ORCL | COM | $1,172,293 | 7,999 | SH | None |
| NETFLIX INC. | NFLX | COM | $1,153,610 | 16,157 | SH | None |
| UNION PAC CORP | UNP | COM | $1,141,703 | 4,197 | SH | None |
| VANGUARD INDEX FDS S&P 500 ETF SHS | VOO | COM | $825,906 | 1,203 | SH | None |
| CARRIER GLOBAL CORPORATION | CARR | COM | $746,528 | 10,178 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.