Tower View Wealth Management LLC

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

Import this data to Google Sheets with:

=jivedata("tower-view-wealth-management-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $193.3M174 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$209K	0.1%Prev: 0.5%	903 SH	Decreased-3,757 SH
AFFIRM HLDGS INC CL A	COM	$7K	0.0%Prev: 0.0%	100 SH	Decreased
ALPHA TAU MEDICAL LTD ORDINARY SHARES	COM	$25K	0.0%Prev: 0.0%	5,566 SH	Decreased
ALPHABET INC CAP STK CL A	COM	$4.8M	2.5%Prev: 2.9%	19,872 SH	Decreased+1,540 SH
ALPHABET INC CAP STK CL C	COM	$6.7M	3.5%Prev: 4.0%	27,642 SH	Decreased+1,937 SH
ALTRIA GROUP INC	COM	$68K	0.0%Prev: 0.0%	1,033 SH	Decreased-52 SH
AMAZON COM INC	COM	$6.6M	3.4%Prev: 3.1%	30,010 SH	Decreased+297 SH
AMGEN INC	COM	$5K	0.0%Prev: 0.0%	19 SH	Decreased
AMPHENOL CORP NEW CL A	COM	$2.1M	1.1%	16,858 SH	New
ANALOG DEVICES INC	COM	$2.2M	1.2%Prev: 1.5%	9,108 SH	Decreased+516 SH
ARCHER AVIATION INC CL A	COM	$4K	0.0%	400 SH	New
ARM HOLDINGS PLC SPONSORED ADS	COM	$3.0M	1.6%Prev: 1.3%	21,253 SH	Increased+12,940 SH
AT&T INC	COM	$31K	0.0%Prev: 0.0%	1,102 SH	Increased-36 SH
AUTOMATIC DATA PROCESSING IN	COM	$249K	0.1%	848 SH	New
BADGER METER INC	COM	$2.8M	1.4%	15,514 SH	New
BIOGEN INC	COM	$4K	0.0%Prev: 0.0%	29 SH	Decreased
BLACKROCK INC	COM	$233K	0.1%Prev: 0.1%	200 SH	Increased
BLACKSTONE INC	COM	$96K	0.0%Prev: 0.0%	560 SH	Increased+145 SH
BLOCK INC CL A	COM	$362	0.0%	5 SH	New
BOOKING HOLDINGS INC	COM	$11K	0.0%	2 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$124K	0.1%Prev: 0.1%	2,755 SH	Decreased-81 SH
BRIXMOR PPTY GROUP INC	COM	$439K	0.2%Prev: 0.3%	15,868 SH	Decreased-2,579 SH
BROADCOM INC	COM	$27K	0.0%Prev: 1.5%	81 SH	Decreased-9,102 SH
CALIX INC	COM	$25K	0.0%Prev: 0.0%	400 SH	Increased
CANOPY GROWTH CORP	COM	$3	0.0%	2 SH	New
CARDINAL HEALTH INC	COM	$4K	0.0%Prev: 0.0%	25 SH	Decreased
CARLYLE GROUP INC	COM	$141K	0.1%Prev: 0.0%	2,243 SH	Increased-48 SH
CARRIER GLOBAL CORPORATION	COM	$3.7M	1.9%Prev: 0.3%	61,780 SH	Increased+51,602 SH
CATERPILLAR INC	COM	$126K	0.1%Prev: 0.1%	265 SH	Decreased-34 SH
CHEVRON CORP NEW	COM	$11K	0.0%	73 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$20K	0.0%Prev: 0.0%	500 SH	Increased
CISCO SYS INC	COM	$38K	0.0%Prev: 1.0%	551 SH	Decreased-17,955 SH
CME GROUP INC	COM	$133K	0.1%Prev: 0.0%	494 SH	Increased
COMCAST CORP NEW CL A	COM	$12K	0.0%Prev: 0.0%	371 SH	Increased+158 SH
CONOCOPHILLIPS	COM	$46K	0.0%Prev: 0.0%	484 SH	Decreased-12 SH
CONSTELLATION ENERGY CORP	COM	$12K	0.0%Prev: 0.0%	35 SH	Increased
COPART INC	COM	$4K	0.0%	88 SH	New
COSTCO WHSL CORP NEW	COM	$6.3M	3.3%	6,818 SH	New
CRONOS GROUP INC	COM	$278	0.0%Prev: 0.0%	100 SH
D-WAVE QUANTUM INC	COM	$2K	0.0%Prev: 0.0%	100 SH	Increased
DANAHER CORPORATION	COM	$45K	0.0%	227 SH	New
DISNEY WALT CO	COM	$185K	0.1%Prev: 0.1%	1,619 SH	Decreased-450 SH
ELI LILLY & CO	COM	$7.8M	4.0%Prev: 5.0%	10,210 SH	Decreased+642 SH
ENTERGY CORP NEW	COM	$38K	0.0%Prev: 0.0%	413 SH	Decreased
ESSENTIAL UTILS INC	COM	$54K	0.0%Prev: 0.0%	1,353 SH	Decreased-739 SH
ETSY INC	COM	$4K	0.0%Prev: 0.0%	65 SH	Decreased
EXELON CORP	COM	$6K	0.0%Prev: 0.0%	139 SH	Decreased-4 SH
EXXON MOBIL CORP	COM	$277K	0.1%Prev: 0.2%	2,453 SH	Decreased-144 SH
FIDELITY COVINGTON TRUST MSCI INFO TECH I	COM	$7K	0.0%Prev: 0.0%	30 SH	Decreased
FORD MTR CO	COM	$18K	0.0%Prev: 0.0%	1,489 SH	Decreased-47 SH
FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA	COM	$10K	0.0%	305 SH	New
GARMIN LTD SHS	COM	$5.4M	2.8%Prev: 2.2%	22,075 SH	Increased+912 SH
GE VERNOVA INC	COM	$2K	0.0%Prev: 0.0%	3 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$71K	0.0%Prev: 1.0%	89 SH	Decreased-2,217 SH
GRAINGER W W INC	COM	$101K	0.1%	106 SH	New
HDFC BANK LTD SPONSORED ADS	COM	$3.0M	1.6%	88,600 SH	New
HOME DEPOT INC	COM	$6.6M	3.4%Prev: 1.0%	16,312 SH	Increased+9,969 SH
ILLINOIS TOOL WKS INC	COM	$58K	0.0%Prev: 0.0%	223 SH	Decreased-4 SH
INTUITIVE SURGICAL INC COM NEW	COM	$2.6M	1.3%	5,816 SH	New
IONQ INC	COM	$6K	0.0%Prev: 0.0%	100 SH	Increased
IRON MTN INC DEL	COM	$172K	0.1%Prev: 0.1%	1,683 SH	Increased+359 SH
ISHARES INC MSCI SINGPOR ETF	COM	$13K	0.0%Prev: 0.0%	458 SH	Increased+51 SH
ISHARES INC MSCI SWITZERLAND	COM	$21K	0.0%Prev: 0.0%	383 SH	Increased+77 SH
ISHARES TR 1 3 YR TREAS BD	COM	$130K	0.1%Prev: 0.0%	1,572 SH	Increased+328 SH
ISHARES TR CORE MSCI EAFE	COM	$16K	0.0%Prev: 0.0%	180 SH	Decreased-6 SH
ISHARES TR CORE S&P MCP ETF	COM	$2	0.0%Prev: 0.0%	0 SH	Decreased-187 SH
ISHARES TR CORE S&P500 ETF	COM	$41K	0.0%Prev: 0.0%	62 SH	Increased+18 SH
ISHARES TR MSCI UK ETF NEW	COM	$16K	0.0%Prev: 0.0%	384 SH	Decreased+33 SH
ISHARES TR RUS 1000 GRW ETF	COM	$28K	0.0%Prev: 0.0%	59 SH	Decreased-179 SH
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%	61 SH	Decreased
ISHARES TR RUSSELL 3000 ETF	COM	$91K	0.0%Prev: 0.0%	239 SH	Decreased+3 SH
JOBY AVIATION INC	COM	$5K	0.0%Prev: 0.0%	300 SH	Increased
JOHNSON & JOHNSON	COM	$236K	0.1%Prev: 0.1%	1,270 SH	Decreased+319 SH
JPMORGAN CHASE & CO.	COM	$88K	0.0%	280 SH	New
KEURIG DR PEPPER INC	COM	$8K	0.0%Prev: 0.0%	317 SH	Decreased-8 SH
KKR & CO INC	COM	$213K	0.1%Prev: 0.1%	1,643 SH	Increased+387 SH
KLA CORP	COM	$8K	0.0%Prev: 0.0%	7 SH	Decreased-64 SH
LEONARDO DRS INC	COM	$4.3M	2.2%Prev: 1.7%	94,290 SH	Increased+2,355 SH
LOWES COS INC	COM	$3K	0.0%	12 SH	New
LUCID GROUP INC	COM	$238	0.0%Prev: 0.0%	10 SH	Increased
MARSH & MCLENNAN COS INC	COM	$6.3M	3.2%	31,053 SH	New
MASTERCARD INCORPORATED CL A	COM	$400K	0.2%Prev: 0.2%	704 SH	Decreased-84 SH
MCCORMICK & CO INC NON VTG	COM	$399K	0.2%	5,963 SH	New
MCDONALDS CORP	COM	$3.6M	1.9%Prev: 0.8%	11,924 SH	Increased+5,234 SH
MERCADOLIBRE INC	COM	$12K	0.0%	5 SH	New
MERCK & CO INC	COM	$114K	0.1%Prev: 0.1%	1,358 SH	Decreased-33 SH
MGE ENERGY INC	COM	$439K	0.2%Prev: 0.1%	5,215 SH	Increased+1,681 SH
MICROSOFT CORP	COM	$9.5M	4.9%Prev: 3.0%	18,337 SH	Increased+289 SH
MONDELEZ INTL INC CL A	COM	$46K	0.0%Prev: 0.0%	744 SH	Increased-19 SH
MONGODB INC CL A	COM	$5K	0.0%	15 SH	New
NETFLIX INC	COM	$1.7M	0.9%	1,382 SH	New
NEXTERA ENERGY INC	COM	$196K	0.1%Prev: 0.1%	2,600 SH	Decreased-10 SH
NIKE INC CL B	COM	$3K	0.0%	41 SH	New
NOVA LTD	COM	$6.3M	3.2%Prev: 2.7%	19,557 SH	Increased+8,241 SH
NVIDIA CORPORATION	COM	$9.8M	5.1%Prev: 4.6%	52,370 SH	Decreased+451 SH
ON SEMICONDUCTOR CORP	COM	$49K	0.0%Prev: 0.0%	1,000 SH	Decreased
ORACLE CORP	COM	$252K	0.1%Prev: 0.5%	896 SH	Decreased-7,103 SH
OREILLY AUTOMOTIVE INC	COM	$8K	0.0%Prev: 0.0%	75 SH	Increased
PARKER-HANNIFIN CORP	COM	$4.3M	2.2%Prev: 2.3%	5,655 SH	Decreased+236 SH
PAYCHEX INC	COM	$4K	0.0%	33 SH	New
PEPSICO INC	COM	$1.1M	0.6%Prev: 0.3%	8,027 SH	Increased+3,657 SH
PFIZER INC	COM	$31K	0.0%Prev: 0.0%	1,201 SH	Increased-60 SH
PHILIP MORRIS INTL INC	COM	$5.8M	3.0%Prev: 1.9%	35,780 SH	Increased+11,587 SH
PHILLIPS 66	COM	$76K	0.0%Prev: 0.1%	560 SH	Decreased-153 SH
PROCTER AND GAMBLE CO	COM	$935K	0.5%	6,084 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$46K	0.0%	557 SH	New
PURE STORAGE INC CL A	COM	$8K	0.0%	90 SH	New
QUANTA SVCS INC	COM	$6.6M	3.4%Prev: 3.6%	15,933 SH	Decreased+4,562 SH
RIGETTI COMPUTING INC	COM	$3K	0.0%Prev: 0.0%	100 SH	Increased
SALESFORCE INC	COM	$14K	0.0%	61 SH	New
SCHWAB CHARLES CORP	COM	$191K	0.1%Prev: 0.1%	2,000 SH	Increased+300 SH
SCHWAB STRATEGIC TR EMRG MKTEQ ETF	COM	$8K	0.0%	232 SH	New
SCHWAB STRATEGIC TR FUNDAMENTAL US B	COM	$26K	0.0%Prev: 0.0%	1,010 SH	Decreased+103 SH
SCHWAB STRATEGIC TR SHT TM US TRES	COM	$21K	0.0%Prev: 0.0%	881 SH	Decreased-25 SH
SCHWAB STRATEGIC TR US BRD MKT ETF	COM	$8K	0.0%Prev: 0.0%	311 SH	Decreased-3 SH
SCHWAB STRATEGIC TR US DIVIDEND EQ	COM	$15K	0.0%Prev: 0.0%	553 SH	Decreased-158 SH
SELECT SECTOR SPDR TR COMMUNICATION	COM	$8K	0.0%	68 SH	New
SELECT SECTOR SPDR TR FINANCIAL	COM	$8K	0.0%	153 SH	New
SELECT SECTOR SPDR TR SBI CONS DISCR	COM	$23K	0.0%	98 SH	New
SELECT SECTOR SPDR TR SBI CONS STPLS	COM	$44K	0.0%	559 SH	New
SELECT SECTOR SPDR TR TECHNOLOGY	COM	$34K	0.0%	121 SH	New
SERVICENOW INC	COM	$7K	0.0%	8 SH	New
SHOPIFY INC CL A SUB VTG SHS	COM	$7K	0.0%	50 SH	New
SIMPSON MFG INC	COM	$17K	0.0%Prev: 0.0%	103 SH	Decreased
SOUTHERN CO	COM	$18K	0.0%Prev: 0.0%	192 SH	Decreased-5 SH
SPDR INDEX SHS FDS PORTFOLIO DEVLPD	COM	$17K	0.0%	389 SH	New
SPDR S&P 500 ETF TR TR UNIT	COM	$5.3M	2.8%	7,986 SH	New
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP	COM	$594K	0.3%	997 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	$8.7M	4.5%	111,498 SH	New
SPDR SERIES TRUST S&P 400 MDCP VAL	COM	$82K	0.0%	979 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	$30K	0.0%	214 SH	New
SPOTIFY TECHNOLOGY S A SHS	COM	$3.5M	1.8%Prev: 0.3%	5,041 SH	Increased+3,717 SH
STRYKER CORPORATION	COM	$198K	0.1%Prev: 0.1%	535 SH	Increased-4 SH
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	COM	$12.0M	6.2%	42,837 SH	New
TESLA INC	COM	$98K	0.1%Prev: 0.0%	220 SH	Increased-1 SH
TEXAS INSTRS INC	COM	$184K	0.1%	1,000 SH	New
THE CIGNA GROUP	COM	$7K	0.0%Prev: 0.0%	23 SH	Increased-1 SH
THERMO FISHER SCIENTIFIC INC	COM	$60K	0.0%Prev: 0.0%	123 SH	Increased+11 SH
TYLER TECHNOLOGIES INC	COM	$4K	0.0%	7 SH	New
UNION PAC CORP	COM	$1.8M	0.9%Prev: 0.5%	7,490 SH	Increased+3,293 SH
UNITED THERAPEUTICS CORP DEL	COM	$31K	0.0%Prev: 0.7%	75 SH	Decreased-2,931 SH
VANGUARD BD INDEX FDS SHORT TRM BOND	COM	$117K	0.1%Prev: 0.0%	1,482 SH	Increased+1,219 SH
VANGUARD BD INDEX FDS TOTAL BND MRKT	COM	$27K	0.0%Prev: 0.0%	361 SH	Decreased-11 SH
VANGUARD INDEX FDS GROWTH ETF	COM	$7.7M	4.0%Prev: 4.1%	16,008 SH	Decreased-91,702 SH
VANGUARD INDEX FDS MCAP GR IDXVIP	COM	$3.1M	1.6%Prev: 1.4%	10,630 SH	Decreased-47 SH
VANGUARD INDEX FDS MID CAP ETF	COM	$415K	0.2%Prev: 0.2%	1,411 SH	Decreased-4,244 SH
VANGUARD INDEX FDS REAL ESTATE ETF	COM	$8K	0.0%Prev: 0.0%	84 SH	Decreased-318 SH
VANGUARD INDEX FDS S&P 500 ETF SHS	COM	$686K	0.4%Prev: 0.4%	1,121 SH	Decreased-82 SH
VANGUARD INDEX FDS SMALL CP ETF	COM	$39K	0.0%Prev: 0.0%	155 SH	Decreased-2 SH
VANGUARD INDEX FDS SML CP GRW ETF	COM	$3.3M	1.7%Prev: 1.6%	10,951 SH	Decreased+989 SH
VANGUARD INDEX FDS TOTAL STK MKT	COM	$174K	0.1%Prev: 0.1%	530 SH	Decreased-36 SH
VANGUARD INDEX FDS VALUE ETF	COM	$15K	0.0%Prev: 0.0%	81 SH	Increased+22 SH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD	COM	$117K	0.1%Prev: 0.0%	1,458 SH	Increased+232 SH
VANGUARD SPECIALIZED FUNDS DIV APP ETF	COM	$4.3M	2.2%Prev: 2.1%	19,768 SH	Decreased-172 SH
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT	COM	$5K	0.0%Prev: 0.0%	87 SH	Decreased-2 SH
VANGUARD WHITEHALL FDS HIGH DIV YLD	COM	$542K	0.3%Prev: 0.3%	3,844 SH	Decreased-102 SH
VANGUARD WORLD FD CONSUM STP ETF	COM	$380K	0.2%Prev: 0.1%	1,779 SH	Increased+327 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	$20K	0.0%Prev: 0.0%	75 SH	Decreased+5 SH
VANGUARD WORLD FD INDUSTRIAL ETF	COM	$2K	0.0%Prev: 0.0%	8 SH	Decreased
VANGUARD WORLD FD INF TECH ETF	COM	$2.6M	1.3%Prev: 1.5%	3,466 SH	Decreased-24,522 SH
VANGUARD WORLD FD UTILITIES ETF	COM	$15K	0.0%Prev: 0.0%	81 SH	Decreased-153 SH
VERISK ANALYTICS INC	COM	$11K	0.0%	44 SH	New
VISA INC CL A	COM	$6.5M	3.4%Prev: 2.8%	19,139 SH	Increased+645 SH
WALMART INC	COM	$128K	0.1%Prev: 0.6%	1,242 SH	Decreased-10,576 SH
WARNER BROS DISCOVERY INC SER A	COM	$59	0.0%Prev: 0.0%	3 SH	Decreased
WASTE MGMT INC DEL	COM	$26K	0.0%Prev: 0.0%	116 SH	Decreased-208 SH
WILLIAMS COS INC	COM	$6K	0.0%Prev: 0.0%	95 SH	Decreased-2 SH
XCEL ENERGY INC	COM	$43K	0.0%Prev: 0.0%	527 SH	Decreased-12 SH
ZIMMER BIOMET HOLDINGS INC	COM	$13K	0.0%Prev: 0.0%	130 SH	Increased

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $3.4M
AFLAC INC — $6K
ALLIANCE LAUNDRY HLDGS INC — $1K
AMPHENOL CORP CL A — $3.4M
ARCHER AVIATION INC COM CL A — $2K
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS — $2.0M
BAIDU INC SPON ADR REP A — $1.3M
BERKLEY W R CORP — $4K
CALIFORNIA WTR SVC GROUP — $26K
CAMECO CORP — $20K
CANADIAN NAT RES LTD MED TER — $75K
CANOPY GROWTH CORPORATION — $2
CEREBRAS SYSTEMS INC CL A — $1.3M
CHEVRON CORPORATION — $81K
COREWEAVE INC CL A — $20K
COSTCO WHOLESALE CORPORATION — $6.0M
DANAHER CORP DEL — $41K
EATON CORP PLC SHS — $3.5M
ECHOSTAR CORP CL A — $1.2M
ECOLAB INC — $11K
… and 61 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