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: $192.9M194 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$189K	0.1%Prev: 0.7%	1,018 SH	Decreased-4,883 SH
ACCENTURE PLC IRELAND SHS CLASS A	COM	$56K	0.0%	187 SH	New
AFFIRM HLDGS INC CL A	COM	$7K	0.0%	100 SH	New
ALPHA TAU MEDICAL LTD ORDINARY SHARES	COM	$17K	0.0%Prev: 0.0%	5,566 SH	Decreased
ALPHABET INC CAP STK CL A	COM	$3.5M	1.8%Prev: 2.7%	19,827 SH	Decreased+1,337 SH
ALPHABET INC CAP STK CL C	COM	$4.9M	2.5%Prev: 3.8%	27,644 SH	Decreased+1,886 SH
ALTRIA GROUP INC	COM	$60K	0.0%Prev: 0.0%	1,016 SH	Decreased-53 SH
AMAZON COM INC	COM	$6.6M	3.4%Prev: 3.2%	30,083 SH	Increased+391 SH
AMERICAN TOWER CORP NEW	COM	$289K	0.1%	1,307 SH	New
AMGEN INC	COM	$5K	0.0%Prev: 0.0%	18 SH	Decreased-64 SH
AMPHENOL CORP NEW CL A	COM	$9K	0.0%	92 SH	New
ANALOG DEVICES INC	COM	$2.2M	1.1%Prev: 1.4%	9,178 SH	Decreased+320 SH
ANSYS INC	COM	$5K	0.0%	15 SH	New
ARM HOLDINGS PLC SPONSORED ADS	COM	$3.4M	1.7%Prev: 1.4%	20,809 SH	Increased+3,114 SH
ASML HOLDING N V N Y REGISTRY SHS	COM	$4.9M	2.5%	6,061 SH	New
AT&T INC	COM	$32K	0.0%Prev: 0.0%	1,091 SH	Decreased-35 SH
AUTOMATIC DATA PROCESSING IN	COM	$262K	0.1%	848 SH	New
BADGER METER INC	COM	$3.6M	1.9%	14,746 SH	New
BIOGEN INC	COM	$4K	0.0%Prev: 0.0%	29 SH	Decreased
BLACKROCK INC	COM	$210K	0.1%Prev: 0.1%	200 SH	Increased
BLACKSTONE INC	COM	$83K	0.0%Prev: 0.0%	556 SH	Increased+144 SH
BLOCK INC CL A	COM	$340	0.0%	5 SH	New
BOOKING HOLDINGS INC	COM	$12K	0.0%	2 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$126K	0.1%Prev: 0.1%	2,724 SH	Decreased-87 SH
BRIXMOR PPTY GROUP INC	COM	$465K	0.2%Prev: 0.2%	17,868 SH	Increased+4,182 SH
BROADCOM INC	COM	$22K	0.0%Prev: 1.4%	81 SH	Decreased-9,005 SH
CALIFORNIA WTR SVC GROUP	COM	$24K	0.0%Prev: 0.0%	527 SH	Decreased-8 SH
CALIX INC	COM	$21K	0.0%Prev: 0.0%	400 SH	Increased
CANOPY GROWTH CORP NEW	COM	$3	0.0%	2 SH	New
CARDINAL HEALTH INC	COM	$4K	0.0%Prev: 0.0%	25 SH	Decreased
CARLYLE GROUP INC	COM	$115K	0.1%Prev: 0.1%	2,231 SH	Increased-42 SH
CARRIER GLOBAL CORPORATION	COM	$4.4M	2.3%Prev: 0.3%	59,730 SH	Increased+48,210 SH
CATERPILLAR INC	COM	$103K	0.1%Prev: 0.1%	265 SH	Decreased-34 SH
CELLEBRITE DI LTD ORDINARY SHARES	COM	$2.1M	1.1%	130,915 SH	New
CHEVRON CORP NEW	COM	$171K	0.1%	1,195 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$28K	0.0%Prev: 0.0%	500 SH	Increased
CHURCH & DWIGHT CO INC	COM	$7K	0.0%	70 SH	New
CISCO SYS INC	COM	$38K	0.0%Prev: 0.7%	548 SH	Decreased-18,202 SH
CME GROUP INC	COM	$136K	0.1%Prev: 0.1%	494 SH	Decreased
COMCAST CORP NEW CL A	COM	$13K	0.0%Prev: 0.0%	367 SH	Increased-12 SH
CONOCOPHILLIPS	COM	$170K	0.1%Prev: 0.0%	1,895 SH	Increased+1,403 SH
CONSTELLATION ENERGY CORP	COM	$11K	0.0%Prev: 0.0%	35 SH	Increased
COPART INC	COM	$4K	0.0%	88 SH	New
COSTCO WHSL CORP NEW	COM	$6.7M	3.5%	6,736 SH	New
CRONOS GROUP INC	COM	$191	0.0%Prev: 0.0%	100 SH	Decreased
DANAHER CORPORATION	COM	$237K	0.1%	1,199 SH	New
DECKERS OUTDOOR CORP	COM	$1.1M	0.6%	11,148 SH	New
DISNEY WALT CO	COM	$179K	0.1%Prev: 0.1%	1,442 SH	Increased-187 SH
ELI LILLY & CO	COM	$7.9M	4.1%Prev: 4.6%	10,098 SH	Decreased+428 SH
ENTERGY CORP NEW	COM	$34K	0.0%Prev: 0.0%	413 SH	Decreased
ESSENTIAL UTILS INC	COM	$75K	0.0%Prev: 0.0%	2,026 SH	Decreased-47 SH
ETSY INC	COM	$3K	0.0%Prev: 0.0%	65 SH	Increased
EXELON CORP	COM	$6K	0.0%Prev: 0.0%	138 SH	Decreased-4 SH
EXXON MOBIL CORP	COM	$285K	0.1%Prev: 0.2%	2,644 SH	Decreased+53 SH
FASTENAL CO	COM	$65K	0.0%Prev: 0.0%	1,545 SH	Decreased-15 SH
FIDELITY COVINGTON TRUST MSCI INFO TECH I	COM	$6K	0.0%Prev: 0.0%	30 SH	Decreased
FORD MTR CO	COM	$16K	0.0%Prev: 0.0%	1,470 SH	Decreased-53 SH
FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA	COM	$9K	0.0%Prev: 0.0%	305 SH	Increased+144 SH
FREEPORT-MCMORAN INC CL B	COM	$142K	0.1%	3,281 SH	New
GARMIN LTD SHS	COM	$4.6M	2.4%Prev: 2.5%	21,803 SH	Decreased+618 SH
GE VERNOVA INC	COM	$2K	0.0%Prev: 0.0%	3 SH	Decreased
GENERAL MLS INC	COM	$11K	0.0%	220 SH	New
GOLDMAN SACHS GROUP INC	COM	$63K	0.0%Prev: 0.9%	89 SH	Decreased-1,981 SH
GRAINGER W W INC	COM	$110K	0.1%	106 SH	New
HDFC BANK LTD SPONSORED ADS	COM	$2.5M	1.3%	32,771 SH	New
HOME DEPOT INC	COM	$5.9M	3.1%Prev: 1.2%	16,196 SH	Increased+8,992 SH
HONEYWELL INTL INC	COM	$339K	0.2%Prev: 0.0%	1,456 SH	Increased+1,407 SH
HUBSPOT INC	COM	$15K	0.0%Prev: 0.0%	27 SH	Increased
HUMANA INC	COM	$88K	0.0%	358 SH	New
ILLINOIS TOOL WKS INC	COM	$189K	0.1%Prev: 0.0%	763 SH	Increased+537 SH
INTUITIVE SURGICAL INC NEW	COM	$3.1M	1.6%	5,624 SH	New
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT	COM	$3K	0.0%	16 SH	New
IRON MTN INC DEL	COM	$171K	0.1%Prev: 0.1%	1,670 SH	Increased+356 SH
ISHARES INC MSCI SINGPOR ETF	COM	$12K	0.0%Prev: 0.0%	458 SH	Increased+57 SH
ISHARES INC MSCI SWITZERLAND	COM	$21K	0.0%Prev: 0.0%	383 SH	Decreased
ISHARES TR 1 3 YR TREAS BD	COM	$184K	0.1%Prev: 0.1%	2,226 SH	Increased+941 SH
ISHARES TR CORE MSCI EAFE	COM	$15K	0.0%Prev: 0.0%	180 SH	Decreased-3 SH
ISHARES TR CORE S&P MCP ETF	COM	$2	0.0%	0 SH	New
ISHARES TR CORE S&P500 ETF	COM	$43K	0.0%Prev: 0.0%	69 SH	Increased+25 SH
ISHARES TR MSCI UK ETF NEW	COM	$15K	0.0%Prev: 0.0%	384 SH	Decreased+38 SH
ISHARES TR RUS 1000 GRW ETF	COM	$25K	0.0%Prev: 0.0%	59 SH	Decreased
ISHARES TR RUS MD CP GR ETF	COM	$3K	0.0%	18 SH	New
ISHARES TR RUS MDCP VAL ETF	COM	$8K	0.0%Prev: 0.0%	60 SH	Decreased-1 SH
ISHARES TR RUSSELL 3000 ETF	COM	$84K	0.0%Prev: 0.0%	239 SH	Decreased-1 SH
JOHNSON & JOHNSON	COM	$254K	0.1%Prev: 0.1%	1,661 SH	Increased+684 SH
JPMORGAN CHASE & CO.	COM	$81K	0.0%	279 SH	New
KEURIG DR PEPPER INC	COM	$10K	0.0%Prev: 0.0%	315 SH	Increased-7 SH
KKR & CO INC	COM	$218K	0.1%Prev: 0.1%	1,640 SH	Increased+386 SH
KLA CORP NEW	COM	$6K	0.0%	7 SH	New
LEONARDO DRS INC	COM	$4.3M	2.3%Prev: 2.1%	93,426 SH	Increased+2,045 SH
LOWES COS INC	COM	$5K	0.0%Prev: 0.0%	24 SH	Decreased-56 SH
LUCID GROUP INC	COM	$211	0.0%Prev: 0.0%	100 SH	Increased+90 SH
MARSH & MCLENNAN COS INC	COM	$6.7M	3.5%Prev: 0.9%	30,708 SH	Increased+20,727 SH
MASTERCARD INCORPORATED CL A	COM	$390K	0.2%Prev: 0.2%	695 SH	Increased-82 SH
MCCORMICK & CO INC NON VTG	COM	$577K	0.3%	7,616 SH	New
MCDONALDS CORP	COM	$3.4M	1.8%Prev: 1.9%	11,791 SH	Decreased+188 SH
MERCADOLIBRE INC	COM	$13K	0.0%	5 SH	New
MERCK & CO INC	COM	$106K	0.1%Prev: 0.1%	1,345 SH	Decreased-36 SH
MGE ENERGY INC	COM	$456K	0.2%Prev: 0.2%	5,157 SH	Increased+786 SH
MICROSOFT CORP	COM	$9.1M	4.7%Prev: 3.4%	18,304 SH	Increased+306 SH
MONDELEZ INTL INC CL A	COM	$50K	0.0%Prev: 0.0%	739 SH	Increased-18 SH
MONGODB INC CL A	COM	$3K	0.0%	15 SH	New
NETFLIX INC	COM	$29K	0.0%	22 SH	New
NEXTERA ENERGY INC	COM	$297K	0.2%Prev: 0.1%	4,283 SH	Increased+1,676 SH
NIKE INC CL B	COM	$95K	0.0%Prev: 0.0%	1,341 SH	Increased+1,231 SH
NOVA LTD	COM	$5.3M	2.8%Prev: 3.2%	19,394 SH	Decreased+5,138 SH
NVIDIA CORPORATION	COM	$8.3M	4.3%Prev: 4.6%	52,549 SH	Decreased+1,116 SH
ORACLE CORP	COM	$196K	0.1%Prev: 0.6%	896 SH	Decreased-7,220 SH
OREILLY AUTOMOTIVE INC	COM	$7K	0.0%Prev: 0.0%	75 SH	Decreased
OTIS WORLDWIDE CORP	COM	$6K	0.0%Prev: 0.0%	58 SH	Increased-1 SH
PARKER-HANNIFIN CORP	COM	$3.9M	2.0%Prev: 2.5%	5,588 SH	Decreased+139 SH
PAYCHEX INC	COM	$5K	0.0%	33 SH	New
PEPSICO INC	COM	$1.2M	0.6%Prev: 0.4%	9,284 SH	Increased+4,363 SH
PFIZER INC	COM	$29K	0.0%Prev: 0.0%	1,180 SH	Decreased-60 SH
PHILIP MORRIS INTL INC	COM	$6.4M	3.3%Prev: 2.3%	35,159 SH	Increased+7,865 SH
PHILLIPS 66	COM	$66K	0.0%Prev: 0.1%	555 SH	Decreased-154 SH
PROCTER AND GAMBLE CO	COM	$1.0M	0.5%	6,308 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$57K	0.0%	674 SH	New
PURE STORAGE INC CL A	COM	$6K	0.0%	100 SH	New
QUANTA SVCS INC	COM	$6.0M	3.1%Prev: 3.6%	15,893 SH	Decreased+2,969 SH
REGENERON PHARMACEUTICALS	COM	$109K	0.1%	208 SH	New
RLI CORP	COM	$298K	0.2%	4,130 SH	New
SALESFORCE INC	COM	$16K	0.0%	60 SH	New
SCHWAB CHARLES CORP	COM	$212K	0.1%Prev: 0.1%	2,323 SH	Increased+323 SH
SCHWAB STRATEGIC TR EMRG MKTEQ ETF	COM	$7K	0.0%Prev: 0.0%	232 SH	Decreased-7 SH
SCHWAB STRATEGIC TR FUNDAMENTAL US B	COM	$58K	0.0%Prev: 0.0%	2,414 SH	Increased+1,511 SH
SCHWAB STRATEGIC TR INTL EQTY ETF	COM	$4K	0.0%	178 SH	New
SCHWAB STRATEGIC TR SHT TM US TRES	COM	$21K	0.0%Prev: 0.0%	872 SH	Decreased-26 SH
SCHWAB STRATEGIC TR US BRD MKT ETF	COM	$7K	0.0%Prev: 0.0%	311 SH	Decreased-2 SH
SCHWAB STRATEGIC TR US DIVIDEND EQ	COM	$15K	0.0%Prev: 0.0%	548 SH	Decreased-15 SH
SCHWAB STRATEGIC TR US LRG CAP ETF	COM	$7K	0.0%	303 SH	New
SCHWAB STRATEGIC TR US SML CAP ETF	COM	$2K	0.0%	73 SH	New
SELECT SECTOR SPDR TR FINANCIAL	COM	$8K	0.0%	153 SH	New
SELECT SECTOR SPDR TR MUNICATION	COM	$7K	0.0%	68 SH	New
SELECT SECTOR SPDR TR SBI CONS DISCR	COM	$21K	0.0%	98 SH	New
SELECT SECTOR SPDR TR SBI CONS STPLS	COM	$45K	0.0%	555 SH	New
SELECT SECTOR SPDR TR TECHNOLOGY	COM	$36K	0.0%	141 SH	New
SERVICENOW INC	COM	$8K	0.0%Prev: 0.0%	8 SH	Increased-32 SH
SHOPIFY INC CL A SUB VTG SHS	COM	$6K	0.0%	50 SH	New
SIMPSON MFG INC	COM	$16K	0.0%Prev: 0.0%	103 SH	Decreased
SOUTHERN CO	COM	$18K	0.0%Prev: 0.0%	191 SH	Decreased-5 SH
SPDR INDEX SHS FDS PORTFOLIO DEVLPD	COM	$16K	0.0%	389 SH	New
SPDR S&P 500 ETF TR TR UNIT	COM	$5.0M	2.6%	8,143 SH	New
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP	COM	$716K	0.4%	1,263 SH	New
SPDR SERIES TRUST MSCI USA STRTGIC	COM	$10K	0.0%	60 SH	New
SPDR SERIES TRUST PORTFOLI S&P1500	COM	$8K	0.0%	101 SH	New
SPDR SERIES TRUST PORTFOLIO S&P500	COM	$7.7M	4.0%	106,348 SH	New
SPDR SERIES TRUST PRTFLO S&P500 GW	COM	$3K	0.0%	27 SH	New
SPDR SERIES TRUST S&P 400 MDCP VAL	COM	$77K	0.0%	975 SH	New
SPDR SERIES TRUST S&P 600 SMCP VAL	COM	$4K	0.0%	49 SH	New
SPDR SERIES TRUST S&P DIVID ETF	COM	$29K	0.0%	212 SH	New
SPOTIFY TECHNOLOGY S A SHS	COM	$3.8M	2.0%Prev: 1.2%	4,945 SH	Increased+39 SH
STRYKER CORPORATION	COM	$211K	0.1%Prev: 0.1%	534 SH	Increased-3 SH
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	COM	$9.8M	5.1%	43,089 SH	New
TESLA INC	COM	$70K	0.0%Prev: 0.0%	220 SH	Decreased
TEXAS INSTRS INC	COM	$274K	0.1%	1,320 SH	New
THE CIGNA GROUP	COM	$8K	0.0%Prev: 0.0%	23 SH	Increased-1 SH
THERMO FISHER SCIENTIFIC INC	COM	$71K	0.0%Prev: 0.0%	175 SH	Increased+63 SH
TYLER TECHNOLOGIES INC	COM	$4K	0.0%Prev: 0.0%	7 SH	Increased
UNILEVER PLC SPON ADR NEW	COM	$7K	0.0%Prev: 0.0%	116 SH	Increased+13 SH
UNION PAC CORP	COM	$1.8M	0.9%Prev: 0.6%	7,684 SH	Increased+3,154 SH
UNITED THERAPEUTICS CORP DEL	COM	$22K	0.0%Prev: 0.8%	75 SH	Decreased-2,658 SH
UNITY SOFTWARE INC	COM	$3K	0.0%	109 SH	New
VANGUARD BD INDEX FDS SHORT TRM BOND	COM	$115K	0.1%Prev: 0.0%	1,467 SH	Increased+1,207 SH
VANGUARD BD INDEX FDS TOTAL BND MRKT	COM	$26K	0.0%Prev: 0.0%	358 SH	Decreased-10 SH
VANGUARD INDEX FDS GROWTH ETF	COM	$6.9M	3.6%Prev: 4.0%	15,750 SH	Decreased-2,088 SH
VANGUARD INDEX FDS MCAP GR IDXVIP	COM	$2.7M	1.4%Prev: 1.4%	9,409 SH	Decreased-1,233 SH
VANGUARD INDEX FDS MID CAP ETF	COM	$400K	0.2%Prev: 0.2%	1,428 SH	Decreased+7 SH
VANGUARD INDEX FDS REAL ESTATE ETF	COM	$7K	0.0%Prev: 0.0%	84 SH	Decreased-315 SH
VANGUARD INDEX FDS S&P 500 ETF SHS	COM	$638K	0.3%Prev: 0.4%	1,123 SH	Decreased-73 SH
VANGUARD INDEX FDS SMALL CP ETF	COM	$37K	0.0%Prev: 0.0%	155 SH	Decreased-2 SH
VANGUARD INDEX FDS SML CP GRW ETF	COM	$3.5M	1.8%Prev: 1.5%	12,810 SH	Increased+2,837 SH
VANGUARD INDEX FDS TOTAL STK MKT	COM	$161K	0.1%Prev: 0.1%	528 SH	Decreased-25 SH
VANGUARD INDEX FDS VALUE ETF	COM	$14K	0.0%Prev: 0.0%	81 SH	Increased+22 SH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD	COM	$115K	0.1%Prev: 0.0%	1,442 SH	Increased+229 SH
VANGUARD SPECIALIZED FUNDS DIV APP ETF	COM	$4.0M	2.1%Prev: 2.2%	19,545 SH	Decreased-193 SH
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT	COM	$5K	0.0%Prev: 0.0%	86 SH	Decreased-2 SH
VANGUARD WHITEHALL FDS HIGH DIV YLD	COM	$539K	0.3%Prev: 0.3%	4,043 SH	Decreased+79 SH
VANGUARD WORLD FD CONSUM STP ETF	COM	$403K	0.2%Prev: 0.2%	1,841 SH	Increased+340 SH
VANGUARD WORLD FD ESG US STK ETF	COM	$5K	0.0%Prev: 0.0%	42 SH	Decreased
VANGUARD WORLD FD HEALTH CAR ETF	COM	$19K	0.0%Prev: 0.0%	75 SH	Decreased+6 SH
VANGUARD WORLD FD INDUSTRIAL ETF	COM	$2K	0.0%Prev: 0.0%	8 SH	Decreased
VANGUARD WORLD FD INF TECH ETF	COM	$2.3M	1.2%Prev: 1.3%	3,413 SH	Decreased-110 SH
VANGUARD WORLD FD UTILITIES ETF	COM	$14K	0.0%Prev: 0.0%	80 SH	Decreased-152 SH
VERISK ANALYTICS INC	COM	$14K	0.0%Prev: 0.0%	44 SH	Increased
VERTEX PHARMACEUTICALS INC	COM	$2.3M	1.2%	5,193 SH	New
VICTORY PORTFOLIOS II VCSHS US 500 ENH	COM	$5K	0.0%	75 SH	New
VISA INC CL A	COM	$6.8M	3.5%	19,108 SH	New
WALMART INC	COM	$135K	0.1%Prev: 0.7%	1,385 SH	Decreased-10,022 SH
WARNER BROS DISCOVERY INC SER A	COM	$35	0.0%	3 SH	New
WASTE MGMT INC DEL	COM	$73K	0.0%Prev: 0.0%	320 SH	Decreased-3 SH
WILLIAMS COS INC	COM	$6K	0.0%Prev: 0.0%	94 SH	Decreased-3 SH
XCEL ENERGY INC	COM	$36K	0.0%Prev: 0.0%	523 SH	Decreased-112 SH
ZIMMER BIOMET HOLDINGS INC	COM	$12K	0.0%Prev: 0.0%	130 SH	Increased

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $1.4M
AFFIRM HLDGS INC CL A — $5K
AFLAC INC — $5K
ALLEGION PLC ORD SHS — $5K
ALLIANCE LAUNDRY HLDGS INC — $830
AMPHENOL CORP CL A — $2.1M
ARCHER AVIATION INC CL A — $2K
BAIDU INC SPON ADR REP A — $1.3M
BERKLEY W R CORP — $5K
BJS WHSL CLUB HLDGS INC — $3K
CAMECO CORP — $22K
CANOPY GROWTH CORPORATION — $2
CHEVRON CORPORATION — $101K
COREWEAVE INC CL A — $15K
COSTCO WHOLESALE CORPORATION — $6.5M
D-WAVE QUANTUM INC — $1K
DANAHER CORP DEL — $41K
EATON CORP PLC SHS — $2.9M
ECOLAB INC — $11K
EMERSON ELEC CO — $8K
… and 50 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