Q2 2026 13F · SEC CIK 1278249

Tower Bridge Advisors

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 222
Top holdings a year, 3 yrs: +15.0%
Assets under management: $1.5B

Tower Bridge Advisors is a wealth manager that reported 222 positions worth $1.1B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Alphabet Inc (GOOG, 5.8%), Apple Inc (AAPL, 5.4%), Microsoft Corp (MSFT, 4.7%). A portfolio copying its top holdings returned 15.0% a year over the last 3 years, against 20.4% for the S&P 500.

Tower Bridge Advisors holdings largest 50 of 222 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tower Bridge Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	5.8%	5.1%	180,426	-2.7%	$63.7M
AAPLApple Inc	5.4%	5.2%	207,214	-3.2%	$60.0M
MSFTMicrosoft Corp	4.7%	5.1%	140,509	-2.2%	$52.4M
AVGOBroadcom Inc	4.4%	4.0%	129,671	-2.7%	$49.0M
LRCXLam Research Corp	4.0%	2.2%	103,392	-3.3%	$44.8M
JPMJpmorgan Chase & Co	3.6%	3.6%	122,394	-2.5%	$40.1M
VOOVanguard Index Fds	2.4%	1.8%	38,315	+23.0%	$26.3M
JNJJohnson & Johnson	2.1%	2.1%	89,561	+0.3%	$22.7M
ORCLOracle Corp	1.9%	2.1%	144,951	-2.5%	$21.2M
VVisa Inc	1.8%	1.7%	59,084	-0.4%	$20.3M
RTXRtx Corporation	1.8%	2.0%	103,955	-1.1%	$19.7M
GOOGLAlphabet Inc	1.8%	1.5%	55,051	+1.0%	$19.7M
MCDMcdonalds Corp	1.6%	2.0%	65,215	-1.0%	$17.6M
ETNEaton Corp PLC	1.4%	1.3%	37,534	-0.9%	$16.0M
JJacobs Solutions Inc	1.3%	1.5%	115,626	-3.7%	$14.6M
XOMExxonmobil Holdings Corp	1.3%	—	101,825	—	$13.9M
TMOThermo Fisher Scientific Inc	1.2%	1.3%	26,811	-1.4%	$13.4M
AMZNAmazon Com Inc	1.2%	1.1%	55,929	+0.4%	$13.3M
TOLToll Brothers Inc	1.1%	1.0%	74,881	-0.9%	$12.3M
IQVIqvia Hldgs Inc	1.1%	1.1%	63,268	-4.5%	$12.2M
PGProcter & Gamble Co	1.1%	1.1%	82,775	+4.1%	$12.1M
ICEIntercontinental Exchange Inc	1.1%	1.4%	96,576	+7.0%	$11.9M
PEPPepsico Inc	1.0%	1.3%	85,116	-2.6%	$11.5M
SCHWCharles Schwab Corp (the)	1.0%	1.1%	121,059	-2.2%	$11.2M
KOCoca Cola Co	1.0%	1.0%	135,870	-3.2%	$11.0M
NVSNovartis AG	1.0%	1.1%	69,416	-3.0%	$10.9M
METAMeta Platforms Inc	1.0%	1.1%	19,266	-1.9%	$10.9M
DUKDuke Energy Corp New	1.0%	1.1%	85,105	-3.4%	$10.8M
NVDANvidia Corporation	1.0%	0.9%	53,310	+2.0%	$10.7M
AONAon PLC	1.0%	1.0%	31,789	-5.0%	$10.5M
LOWLowes Cos Inc	0.9%	1.1%	44,668	-3.3%	$9.8M
ABBVAbbvie Inc	0.9%	0.8%	38,900	-1.1%	$9.8M
PHParker-Hannifin Corp	0.8%	0.8%	9,546	-2.2%	$9.3M
CVXChevron Corporation	0.8%	1.1%	56,246	-0.9%	$9.3M
NEENextera Energy Inc	0.8%	0.9%	103,394	+1.1%	$9.1M
COSTCostco Wholesale Corporation	0.8%	1.0%	9,661	-4.8%	$9.0M
ADIAnalog Devices Inc	0.8%	0.7%	22,704	-1.3%	$9.0M
MCOMoodys Corp	0.8%	0.8%	19,721	+9.6%	$8.9M
LLYEli Lilly & Co	0.7%	—	6,601	—	$7.9M
SCHDSchwab Strategic Tr	0.7%	0.7%	245,374	-0.9%	$7.8M
VEUVanguard Intl Equity Index F	0.7%	0.7%	89,898	-5.6%	$7.5M
OKEOneok Inc New	0.7%	0.7%	84,507	-0.5%	$7.3M
WMTWalmart Inc	0.7%	0.8%	63,868	-1.7%	$7.2M
TMUST-Mobile US Inc	0.6%	1.0%	42,687	-15.2%	$7.2M
UPSUnited Parcel Svcs Inc	0.6%	—	66,063	—	$7.1M
APHAmphenol Corp	0.6%	—	39,481	—	$7.0M
HDHome Depot Inc	0.6%	0.7%	19,705	-3.8%	$6.9M
SPYState Str Spdr S&p 500 ETF T	0.6%	—	9,072	—	$6.8M
CSCOCisco Sys Inc	0.6%	—	56,524	—	$6.6M
WMWaste Mgmt Inc Del	0.6%	0.7%	29,555	+0.9%	$6.6M

What Tower Bridge Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VOO Vanguard Index Fds+23.0% shares
MCO Moodys Corp+9.6% shares
ICE Intercontinental Exchange Inc+7.0% shares

Reduced

TMUS T-Mobile US Inc-15.2% shares
VEU Vanguard Intl Equity Index F-5.6% shares
AON Aon PLC-5.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.2% /yr; S&P 500 +20.1%
3 years: +15.0% /yr; S&P 500 +20.4%
5 years: +8.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	222
Q1 2026	$1.0B	221
Q4 2025	$990.2M	189
Q3 2025	$1.0B	194
Q2 2025	$930.2M	191
Q1 2025	$895.0M	198
Q4 2024	$939.0M	193
Q3 2024	$963.7M	195
Q2 2024	$899.7M	185
Q1 2024	$982.5M	198
Q4 2023	$1.2B	228
Q3 2023	$1.1B	231

Questions about Tower Bridge Advisors's portfolio

What stocks does Tower Bridge Advisors own?

Tower Bridge Advisors's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 222 positions worth $1.1B. The largest are Alphabet Inc (GOOG) at 5.8%, Apple Inc (AAPL) at 5.4%, Microsoft Corp (MSFT) at 4.7%, Broadcom Inc (AVGO) at 4.4% and Lam Research Corp (LRCX) at 4.0%.

What did Tower Bridge Advisors buy last quarter?

In Q2 2026, Tower Bridge Advisors added Vanguard Index Fds (VOO) (+23.0% shares), Moodys Corp (MCO) (+9.6% shares) and Intercontinental Exchange Inc (ICE) (+7.0% shares), compared with its Q1 2026 filing.

What did Tower Bridge Advisors sell last quarter?

In Q2 2026, Tower Bridge Advisors cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Accenture PLC Ireland (ACN), cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 L3harris Technologies Inc (LHX), cut from its top 50 Cme Group Inc (CME), T-Mobile US Inc (TMUS) (-15.2% shares), Vanguard Intl Equity Index F (VEU) (-5.6% shares) and Aon PLC (AON) (-5.0% shares), compared with its Q1 2026 filing.

How has Tower Bridge Advisors's portfolio performed?

A portfolio copying Tower Bridge Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.2% against +20.1%. Over 5 years: +8.7% a year against +11.6%.

When is Tower Bridge Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tower Bridge Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Tower Bridge Advisors manage?

Tower Bridge Advisors reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.