Tower View Wealth Management LLC

CIK 0001729045 • 6 13F filings • Apr 22, 2025 – Jul 24, 2026

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Filer information

Filed by: Tower View Wealth Management LLC, Client Relationship Manager
Address: 4414 N OAKLAND AVE UNIT 406, SHOREWOOD, WI, 53211
Phone: 4144854972
AUM: $202.2M

AUM over time

$227.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $202.2M170 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.1M	0.6%Prev: 0.1%	4,927 SH	Increased+4,024 SH
AFFIRM HLDGS INC CL A	COM	$7K	0.0%Prev: 0.0%	100 SH	Increased
ALLIANCE LAUNDRY HLDGS INC	COM	$814	0.0%	40 SH	New
ALPHA TAU MEDICAL LTD ORDINARY SHARES	COM	$28K	0.0%Prev: 0.0%	5,566 SH	Increased
ALPHABET INC CAP STK CL A	COM	$6.0M	3.0%Prev: 2.5%	19,138 SH	Increased-734 SH
ALPHABET INC CAP STK CL C	COM	$8.1M	4.0%Prev: 3.5%	25,793 SH	Increased-1,849 SH
ALTRIA GROUP INC	COM	$61K	0.0%Prev: 0.0%	1,050 SH	Decreased+17 SH
AMAZON COM INC	COM	$7.0M	3.5%Prev: 3.4%	30,377 SH	Increased+367 SH
AMGEN INC	COM	$6K	0.0%Prev: 0.0%	19 SH	Increased
AMPHENOL CORP NEW CL A	COM	$2.3M	1.2%Prev: 1.1%	17,286 SH	Increased+428 SH
ANALOG DEVICES INC	COM	$2.4M	1.2%Prev: 1.2%	8,964 SH	Increased-144 SH
ARCHER AVIATION INC CL A	COM	$3K	0.0%Prev: 0.0%	400 SH	Decreased
ARM HOLDINGS PLC SPONSORED ADS	COM	$2.2M	1.1%Prev: 1.6%	20,152 SH	Decreased-1,101 SH
AT&T INC	COM	$28K	0.0%Prev: 0.0%	1,115 SH	Decreased+13 SH
BADGER METER INC	COM	$2.8M	1.4%Prev: 1.4%	15,887 SH	Increased+373 SH
BAIDU INC SPON ADR REP A	COM	$1.4M	0.7%	10,464 SH	New
BIOGEN INC	COM	$5K	0.0%Prev: 0.0%	29 SH	Increased
BLACKROCK INC	COM	$214K	0.1%Prev: 0.1%	200 SH	Decreased
BLACKSTONE INC	COM	$63K	0.0%Prev: 0.0%	407 SH	Decreased-153 SH
BRISTOL-MYERS SQUIBB CO	COM	$150K	0.1%Prev: 0.1%	2,785 SH	Increased+30 SH
BRIXMOR PPTY GROUP INC	COM	$562K	0.3%Prev: 0.2%	21,433 SH	Increased+5,565 SH
BROADCOM INC	COM	$2.9M	1.4%Prev: 0.0%	8,314 SH	Increased+8,233 SH
CALIFORNIA WTR SVC GROUP	COM	$23K	0.0%	531 SH	New
CALIX INC	COM	$21K	0.0%Prev: 0.0%	400 SH	Decreased
CANOPY GROWTH CORP	COM	$3	0.0%Prev: 0.0%	2 SH
CARDINAL HEALTH INC	COM	$5K	0.0%Prev: 0.0%	25 SH	Increased
CARLYLE GROUP INC	COM	$133K	0.1%Prev: 0.1%	2,258 SH	Decreased+15 SH
CARRIER GLOBAL CORPORATION	COM	$2.4M	1.2%Prev: 1.9%	44,729 SH	Decreased-17,051 SH
CATERPILLAR INC	COM	$152K	0.1%Prev: 0.1%	265 SH	Increased
CHEVRON CORP NEW	COM	$11K	0.0%Prev: 0.0%	74 SH	Decreased+1 SH
CHIPOTLE MEXICAN GRILL INC	COM	$19K	0.0%Prev: 0.0%	500 SH	Decreased
CISCO SYS INC	COM	$1.3M	0.6%Prev: 0.0%	16,342 SH	Increased+15,791 SH
CME GROUP INC	COM	$135K	0.1%Prev: 0.1%	494 SH	Increased
COMCAST CORP NEW	COM	$11K	0.0%	375 SH	New
CONOCOPHILLIPS	COM	$46K	0.0%Prev: 0.0%	489 SH	Decreased+5 SH
CONSTELLATION ENERGY CORP	COM	$12K	0.0%Prev: 0.0%	35 SH	Increased
COREWEAVE INC CL A	COM	$14K	0.0%	200 SH	New
COSTCO WHSL CORP NEW	COM	$5.9M	2.9%Prev: 3.3%	6,861 SH	Decreased+43 SH
CRONOS GROUP INC	COM	$263	0.0%Prev: 0.0%	100 SH	Decreased
D-WAVE QUANTUM INC	COM	$3K	0.0%Prev: 0.0%	100 SH	Increased
DANAHER CORPORATION	COM	$52K	0.0%Prev: 0.0%	228 SH	Increased+1 SH
DISNEY WALT CO	COM	$184K	0.1%Prev: 0.1%	1,619 SH	Decreased
EATON CORP PLC SHS	COM	$2.7M	1.3%	8,460 SH	New
ELI LILLY & CO	COM	$11.0M	5.4%Prev: 4.0%	10,212 SH	Increased+2 SH
ENTERGY CORP NEW	COM	$38K	0.0%Prev: 0.0%	413 SH	Decreased
ESSENTIAL UTILS INC	COM	$79K	0.0%Prev: 0.0%	2,055 SH	Increased+702 SH
ETSY INC	COM	$4K	0.0%Prev: 0.0%	65 SH	Decreased
EXELON CORP	COM	$6K	0.0%Prev: 0.0%	140 SH	Decreased+1 SH
EXXON MOBIL CORP	COM	$237K	0.1%Prev: 0.1%	1,970 SH	Decreased-483 SH
FASTENAL CO	COM	$62K	0.0%	1,552 SH	New
FIDELITY COVINGTON TRUST MSCI INFO TECH I	COM	$7K	0.0%Prev: 0.0%	30 SH	Increased
FORD MTR CO	COM	$20K	0.0%Prev: 0.0%	1,506 SH	Increased+17 SH
FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA	COM	$5K	0.0%Prev: 0.0%	161 SH	Decreased-144 SH
GARMIN LTD SHS	COM	$4.5M	2.2%Prev: 2.8%	22,402 SH	Decreased+327 SH
GE VERNOVA INC	COM	$2K	0.0%Prev: 0.0%	3 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$79K	0.0%Prev: 0.0%	90 SH	Increased+1 SH
HOME DEPOT INC	COM	$3.1M	1.5%Prev: 3.4%	9,024 SH	Decreased-7,288 SH
HUBSPOT INC	COM	$11K	0.0%	27 SH	New
ILLINOIS TOOL WKS INC	COM	$55K	0.0%Prev: 0.0%	224 SH	Decreased+1 SH
INTUITIVE SURGICAL INC	COM	$3.3M	1.6%	5,873 SH	New
IONQ INC	COM	$4K	0.0%Prev: 0.0%	100 SH	Decreased
IRON MTN INC DEL	COM	$108K	0.1%Prev: 0.1%	1,300 SH	Decreased-383 SH
ISHARES INC MSCI SINGPOR ETF	COM	$11K	0.0%Prev: 0.0%	401 SH	Decreased-57 SH
ISHARES INC MSCI STH KOR ETF	COM	$1.5M	0.7%	15,090 SH	New
ISHARES INC MSCI SWITZERLAND	COM	$23K	0.0%Prev: 0.0%	383 SH	Increased
ISHARES TR 1 3 YR TREAS BD	COM	$95K	0.0%Prev: 0.1%	1,153 SH	Decreased-419 SH
ISHARES TR CORE DIV GRWTH	COM	$15K	0.0%	220 SH	New
ISHARES TR CORE MSCI EAFE	COM	$16K	0.0%Prev: 0.0%	183 SH	Increased+3 SH
ISHARES TR CORE S&P500 ETF	COM	$30K	0.0%Prev: 0.0%	44 SH	Decreased-18 SH
ISHARES TR MSCI UK ETF NEW	COM	$15K	0.0%Prev: 0.0%	346 SH	Decreased-38 SH
ISHARES TR RUS 1000 GRW ETF	COM	$28K	0.0%Prev: 0.0%	59 SH	Increased
ISHARES TR RUS MD CP GR ETF	COM	$2K	0.0%Prev: 0.0%	18 SH	Decreased
ISHARES TR RUS MDCP VAL ETF	COM	$9K	0.0%Prev: 0.0%	61 SH	Increased
ISHARES TR RUSSELL 3000 ETF	COM	$93K	0.0%Prev: 0.0%	240 SH	Increased+1 SH
JOBY AVIATION INC	COM	$4K	0.0%Prev: 0.0%	300 SH	Decreased
JOHNSON & JOHNSON	COM	$173K	0.1%Prev: 0.1%	834 SH	Decreased-436 SH
JPMORGAN CHASE & CO.	COM	$3.1M	1.5%Prev: 0.0%	9,659 SH	Increased+9,379 SH
KEURIG DR PEPPER INC	COM	$9K	0.0%Prev: 0.0%	320 SH	Increased+3 SH
KKR & CO INC	COM	$159K	0.1%Prev: 0.1%	1,251 SH	Decreased-392 SH
KLA CORP	COM	$9K	0.0%Prev: 0.0%	7 SH	Increased
LEONARDO DRS INC	COM	$3.3M	1.6%Prev: 2.2%	95,450 SH	Decreased+1,160 SH
LOWES COS INC	COM	$3K	0.0%Prev: 0.0%	12 SH	Decreased
LUCID GROUP INC	COM	$106	0.0%Prev: 0.0%	10 SH	Decreased
MARSH & MCLENNAN COS INC	COM	$5.0M	2.5%Prev: 3.2%	26,989 SH	Decreased-4,064 SH
MASTERCARD INCORPORATED CL A	COM	$413K	0.2%Prev: 0.2%	724 SH	Increased+20 SH
MCDONALDS CORP	COM	$3.7M	1.8%Prev: 1.9%	12,166 SH	Increased+242 SH
MERCK & CO INC	COM	$144K	0.1%Prev: 0.1%	1,371 SH	Increased+13 SH
MGE ENERGY INC	COM	$394K	0.2%Prev: 0.2%	5,025 SH	Decreased-190 SH
MICROSOFT CORP	COM	$8.9M	4.4%Prev: 4.9%	18,389 SH	Decreased+52 SH
MILLICOM INTL CELLULAR S A	COM	$365	0.0%	23 SH	New
MONDELEZ INTL INC CL A	COM	$40K	0.0%Prev: 0.0%	750 SH	Decreased+6 SH
NETFLIX INC	COM	$1.5M	0.7%Prev: 0.9%	16,175 SH	Decreased+14,793 SH
NEXTERA ENERGY INC	COM	$201K	0.1%Prev: 0.1%	2,507 SH	Increased-93 SH
NIKE INC CL B	COM	$10K	0.0%Prev: 0.0%	150 SH	Increased+109 SH
NOVA LTD	COM	$5.7M	2.8%Prev: 3.2%	17,400 SH	Decreased-2,157 SH
NVIDIA CORPORATION	COM	$9.7M	4.8%Prev: 5.1%	51,759 SH	Decreased-611 SH
ON SEMICONDUCTOR CORP	COM	$54K	0.0%Prev: 0.0%	1,000 SH	Increased
ORACLE CORP	COM	$1.6M	0.8%Prev: 0.1%	8,128 SH	Increased+7,232 SH
OREILLY AUTOMOTIVE INC	COM	$7K	0.0%Prev: 0.0%	75 SH	Decreased
OTIS WORLDWIDE CORP	COM	$5K	0.0%	59 SH	New
PARKER-HANNIFIN CORP	COM	$5.0M	2.5%Prev: 2.2%	5,718 SH	Increased+63 SH
PEPSICO INC	COM	$988K	0.5%Prev: 0.6%	6,884 SH	Decreased-1,143 SH
PFIZER INC	COM	$30K	0.0%Prev: 0.0%	1,221 SH	Decreased+20 SH
PHILIP MORRIS INTL INC	COM	$4.8M	2.4%Prev: 3.0%	30,068 SH	Decreased-5,712 SH
PHILLIPS 66	COM	$73K	0.0%Prev: 0.0%	565 SH	Decreased+5 SH
PROCTER AND GAMBLE CO	COM	$586K	0.3%Prev: 0.5%	4,090 SH	Decreased-1,994 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$55K	0.0%Prev: 0.0%	683 SH	Increased+126 SH
PURE STORAGE INC CL A	COM	$6K	0.0%Prev: 0.0%	90 SH	Decreased
QUANTA SVCS INC	COM	$5.9M	2.9%Prev: 3.4%	13,868 SH	Decreased-2,065 SH
RIGETTI COMPUTING INC	COM	$2K	0.0%Prev: 0.0%	100 SH	Decreased
SALESFORCE INC	COM	$16K	0.0%Prev: 0.0%	61 SH	Increased
SCHWAB CHARLES CORP	COM	$200K	0.1%Prev: 0.1%	2,000 SH	Increased
SCHWAB STRATEGIC TR EMRG MKTEQ ETF	COM	$8K	0.0%Prev: 0.0%	239 SH	Increased+7 SH
SCHWAB STRATEGIC TR FUNDAMENTAL US B	COM	$27K	0.0%Prev: 0.0%	1,015 SH	Increased+5 SH
SCHWAB STRATEGIC TR SHT TM US TRES	COM	$22K	0.0%Prev: 0.0%	892 SH	Increased+11 SH
SCHWAB STRATEGIC TR US BRD MKT ETF	COM	$8K	0.0%Prev: 0.0%	312 SH	Increased+1 SH
SCHWAB STRATEGIC TR US DIVIDEND EQ	COM	$15K	0.0%Prev: 0.0%	559 SH	Increased+6 SH
SELECT SECTOR SPDR TR STATE STREET COM	COM	$8K	0.0%	68 SH	New
SELECT SECTOR SPDR TR STATE STREET CON	COM	$67K	0.0%	759 SH	New
SELECT SECTOR SPDR TR STATE STREET FIN	COM	$8K	0.0%	154 SH	New
SELECT SECTOR SPDR TR STATE STREET TEC	COM	$30K	0.0%	211 SH	New
SERVICENOW INC	COM	$6K	0.0%Prev: 0.0%	40 SH	Decreased+32 SH
SIMPSON MFG INC	COM	$17K	0.0%Prev: 0.0%	103 SH	Decreased
SOUTHERN CO	COM	$17K	0.0%Prev: 0.0%	194 SH	Decreased+2 SH
SPDR INDEX SHS FDS PORTFOLIO DEVLPD	COM	$18K	0.0%Prev: 0.0%	396 SH	Increased+7 SH
SPDR S&P 500 ETF TR TR UNIT	COM	$5.4M	2.7%Prev: 2.8%	7,876 SH	Increased-110 SH
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP	COM	$575K	0.3%Prev: 0.3%	953 SH	Decreased-44 SH
SPDR SERIES TRUST STATE STREET SPD	COM	$9.7M	4.8%	120,180 SH	New
SPOTIFY TECHNOLOGY S A	COM	$3.0M	1.5%	5,092 SH	New
STRYKER CORPORATION	COM	$188K	0.1%Prev: 0.1%	536 SH	Decreased+1 SH
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	COM	$11.6M	5.7%Prev: 6.2%	38,140 SH	Decreased-4,697 SH
TAT TECHNOLOGIES LTD ORD NEW	COM	$1.6M	0.8%	35,102 SH	New
TESLA INC	COM	$99K	0.0%Prev: 0.1%	220 SH	Increased
THE CIGNA GROUP	COM	$6K	0.0%Prev: 0.0%	24 SH	Decreased+1 SH
THERMO FISHER SCIENTIFIC INC	COM	$72K	0.0%Prev: 0.0%	123 SH	Increased
TYLER TECHNOLOGIES INC	COM	$3K	0.0%Prev: 0.0%	7 SH	Decreased
UNILEVER PLC SPON ADR NEW	COM	$7K	0.0%	103 SH	New
UNION PAC CORP	COM	$1.3M	0.6%Prev: 0.9%	5,567 SH	Decreased-1,923 SH
UNITED THERAPEUTICS CORP DEL	COM	$37K	0.0%Prev: 0.0%	75 SH	Increased
VANGUARD BD INDEX FDS SHORT TRM BOND	COM	$118K	0.1%Prev: 0.1%	1,501 SH	Increased+19 SH
VANGUARD BD INDEX FDS TOTAL BND MRKT	COM	$27K	0.0%Prev: 0.0%	366 SH	Increased+5 SH
VANGUARD INDEX FDS GROWTH ETF	COM	$8.6M	4.3%Prev: 4.0%	17,692 SH	Increased+1,684 SH
VANGUARD INDEX FDS MCAP GR IDXVIP	COM	$2.9M	1.4%Prev: 1.6%	10,416 SH	Decreased-214 SH
VANGUARD INDEX FDS MCAP VL IDXVIP	COM	$15K	0.0%	87 SH	New
VANGUARD INDEX FDS MID CAP ETF	COM	$413K	0.2%Prev: 0.2%	1,422 SH	Decreased+11 SH
VANGUARD INDEX FDS REAL ESTATE ETF	COM	$8K	0.0%Prev: 0.0%	95 SH	Increased+11 SH
VANGUARD INDEX FDS S&P 500 ETF SHS	COM	$752K	0.4%Prev: 0.4%	1,199 SH	Increased+78 SH
VANGUARD INDEX FDS SMALL CP ETF	COM	$40K	0.0%Prev: 0.0%	156 SH	Increased+1 SH
VANGUARD INDEX FDS SML CP GRW ETF	COM	$3.0M	1.5%Prev: 1.7%	9,803 SH	Decreased-1,148 SH
VANGUARD INDEX FDS TOTAL STK MKT	COM	$179K	0.1%Prev: 0.1%	533 SH	Increased+3 SH
VANGUARD INDEX FDS VALUE ETF	COM	$13K	0.0%Prev: 0.0%	66 SH	Decreased-15 SH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD	COM	$118K	0.1%Prev: 0.1%	1,479 SH	Increased+21 SH
VANGUARD SPECIALIZED FUNDS DIV APP ETF	COM	$4.3M	2.1%Prev: 2.2%	19,472 SH	Increased-296 SH
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT	COM	$6K	0.0%Prev: 0.0%	88 SH	Increased+1 SH
VANGUARD WHITEHALL FDS HIGH DIV YLD	COM	$524K	0.3%Prev: 0.3%	3,653 SH	Decreased-191 SH
VANGUARD WORLD FD CONSUM STP ETF	COM	$347K	0.2%Prev: 0.2%	1,645 SH	Decreased-134 SH
VANGUARD WORLD FD ESG US STK ETF	COM	$5K	0.0%Prev: 0.0%	42 SH	Increased
VANGUARD WORLD FD HEALTH CAR ETF	COM	$20K	0.0%Prev: 0.0%	69 SH	Increased-6 SH
VANGUARD WORLD FD INDUSTRIAL ETF	COM	$2K	0.0%Prev: 0.0%	8 SH	Increased
VANGUARD WORLD FD INF TECH ETF	COM	$2.6M	1.3%Prev: 1.3%	3,460 SH	Increased-6 SH
VANGUARD WORLD FD UTILITIES ETF	COM	$15K	0.0%Prev: 0.0%	81 SH	Decreased
VERISK ANALYTICS INC	COM	$10K	0.0%Prev: 0.0%	44 SH	Decreased
VISA INC COM CL A	COM	$6.7M	3.3%	19,140 SH	New
WALMART INC	COM	$1.0M	0.5%Prev: 0.1%	9,141 SH	Increased+7,899 SH
WARNER BROS DISCOVERY INC COM SER A	COM	$87	0.0%	3 SH	New
WASTE MGMT INC DEL	COM	$71K	0.0%Prev: 0.0%	322 SH	Increased+206 SH
WILLIAMS COS INC	COM	$6K	0.0%Prev: 0.0%	96 SH	Decreased+1 SH
WW GRAINGER INC	COM	$107K	0.1%	106 SH	New
XCEL ENERGY INC	COM	$47K	0.0%Prev: 0.0%	631 SH	Increased+104 SH
ZIMMER BIOMET HOLDINGS INC	COM	$12K	0.0%Prev: 0.0%	130 SH	Decreased

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $249K
BLOCK INC CL A — $362
BOOKING HOLDINGS INC — $11K
COMCAST CORP NEW CL A — $12K
COPART INC — $4K
GRAINGER W W INC — $101K
HDFC BANK LTD SPONSORED ADS — $3.0M
INTUITIVE SURGICAL INC COM NEW — $2.6M
ISHARES TR CORE S&P MCP ETF — $2
MCCORMICK & CO INC NON VTG — $399K
MERCADOLIBRE INC — $12K
MONGODB INC CL A — $5K
PAYCHEX INC — $4K
SELECT SECTOR SPDR TR COMMUNICATION — $8K
SELECT SECTOR SPDR TR FINANCIAL — $8K
SELECT SECTOR SPDR TR SBI CONS DISCR — $23K
SELECT SECTOR SPDR TR SBI CONS STPLS — $44K
SELECT SECTOR SPDR TR TECHNOLOGY — $34K
SHOPIFY INC CL A SUB VTG SHS — $7K
SPDR SERIES TRUST MSCI USA STRTGIC — $10K
… and 9 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001729045-26-000001	$202.2M	View
Oct 16, 2025	Q3 2025	13F-HR	0001729045-25-000008	$193.3M	View
Jul 24, 2026	Q2 2026