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: $194.8M198 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.3M	0.7%Prev: 0.1%	5,901 SH	Increased+4,892 SH
ADVANCED MICRO DEVICES INC	COM	$1.4M	0.7%	6,705 SH	New
AFFIRM HLDGS INC CL A	COM	$5K	0.0%Prev: 0.0%	100 SH	Increased
AFLAC INC	COM	$5K	0.0%	50 SH	New
ALLEGION PLC ORD SHS	COM	$5K	0.0%	31 SH	New
ALLIANCE LAUNDRY HLDGS INC	COM	$830	0.0%	40 SH	New
ALPHA TAU MEDICAL LTD ORDINARY SHARES	COM	$39K	0.0%Prev: 0.0%	5,566 SH	Increased
ALPHABET INC CAP STK CL A	COM	$5.3M	2.7%Prev: 1.8%	18,490 SH	Increased-1,363 SH
ALPHABET INC CAP STK CL C	COM	$7.4M	3.8%Prev: 2.4%	25,758 SH	Increased-110 SH
ALTRIA GROUP INC	COM	$71K	0.0%Prev: 0.0%	1,069 SH	Increased+71 SH
AMAZON COM INC	COM	$6.2M	3.2%Prev: 3.2%	29,692 SH	Increased+1,135 SH
AMGEN INC	COM	$29K	0.0%Prev: 0.0%	82 SH	Increased+64 SH
AMPHENOL CORP CL A	COM	$2.1M	1.1%	16,988 SH	New
ANALOG DEVICES INC	COM	$2.8M	1.4%Prev: 1.1%	8,858 SH	Increased-530 SH
ARCHER AVIATION INC CL A	COM	$2K	0.0%	400 SH	New
ARM HOLDINGS PLC SPONSORED ADS	COM	$2.7M	1.4%Prev: 1.3%	17,695 SH	Increased-2,874 SH
AT&T INC	COM	$33K	0.0%Prev: 0.0%	1,126 SH	Increased+46 SH
BAIDU INC SPON ADR REP A	COM	$1.3M	0.7%	11,495 SH	New
BERKLEY W R CORP	COM	$5K	0.0%	76 SH	New
BIOGEN INC	COM	$5K	0.0%Prev: 0.0%	29 SH	Increased
BJS WHSL CLUB HLDGS INC	COM	$3K	0.0%	33 SH	New
BLACKROCK INC	COM	$192K	0.1%	200 SH	New
BLACKSTONE INC	COM	$47K	0.0%Prev: 0.0%	412 SH	Decreased-141 SH
BRISTOL-MYERS SQUIBB CO	COM	$170K	0.1%Prev: 0.1%	2,811 SH	Increased+65 SH
BRIXMOR PPTY GROUP INC	COM	$394K	0.2%Prev: 0.2%	13,686 SH	Increased+1,330 SH
BROADCOM INC	COM	$2.8M	1.4%Prev: 0.0%	9,086 SH	Increased+9,006 SH
CALIFORNIA WTR SVC GROUP	COM	$24K	0.0%Prev: 0.0%	535 SH	Decreased+11 SH
CALIX INC	COM	$20K	0.0%Prev: 0.0%	400 SH	Increased
CAMECO CORP	COM	$22K	0.0%	200 SH	New
CANOPY GROWTH CORPORATION	COM	$2	0.0%	2 SH	New
CARDINAL HEALTH INC	COM	$5K	0.0%Prev: 0.0%	25 SH	Increased
CARLYLE GROUP INC	COM	$110K	0.1%Prev: 0.1%	2,273 SH	Increased+59 SH
CARRIER GLOBAL CORPORATION	COM	$649K	0.3%Prev: 2.2%	11,520 SH	Decreased-48,081 SH
CATERPILLAR INC	COM	$212K	0.1%	299 SH	New
CHEVRON CORPORATION	COM	$101K	0.1%	489 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$16K	0.0%Prev: 0.0%	500 SH	Decreased
CISCO SYS INC	COM	$1.5M	0.7%Prev: 0.0%	18,750 SH	Increased+18,206 SH
CME GROUP INC	COM	$146K	0.1%	494 SH	New
COMCAST CORP NEW CL A	COM	$11K	0.0%Prev: 0.0%	379 SH	Decreased+15 SH
CONOCOPHILLIPS	COM	$65K	0.0%Prev: 0.0%	492 SH	Increased+16 SH
CONSTELLATION ENERGY CORP	COM	$10K	0.0%Prev: 0.0%	35 SH	Increased-5 SH
COREWEAVE INC CL A	COM	$15K	0.0%	200 SH	New
COSTCO WHOLESALE CORPORATION	COM	$6.5M	3.3%	6,535 SH	New
CRONOS GROUP INC	COM	$251	0.0%Prev: 0.0%	100 SH	Increased
D-WAVE QUANTUM INC	COM	$1K	0.0%	100 SH	New
DANAHER CORP DEL	COM	$41K	0.0%	214 SH	New
DISNEY WALT CO	COM	$157K	0.1%Prev: 0.1%	1,629 SH	Increased+187 SH
EATON CORP PLC SHS	COM	$2.9M	1.5%	8,220 SH	New
ECOLAB INC	COM	$11K	0.0%	40 SH	New
ELI LILLY & CO	COM	$8.9M	4.6%Prev: 4.8%	9,670 SH	Increased-386 SH
EMERSON ELEC CO	COM	$8K	0.0%	63 SH	New
ENTERGY CORP NEW	COM	$46K	0.0%Prev: 0.0%	413 SH	Increased
ESSENTIAL UTILS INC	COM	$83K	0.0%Prev: 0.0%	2,073 SH	Increased+64 SH
ETSY INC	COM	$3K	0.0%Prev: 0.0%	65 SH	Increased
EVERPURE INC CL A	COM	$5K	0.0%	90 SH	New
EXELON CORP	COM	$7K	0.0%Prev: 0.0%	142 SH	Increased+5 SH
EXXON MOBIL CORP	COM	$440K	0.2%Prev: 0.1%	2,591 SH	Increased+1,545 SH
FASTENAL CO	COM	$72K	0.0%Prev: 0.0%	1,560 SH	Increased+791 SH
FIDELITY COVINGTON TRUST MSCI INFO TECH I	COM	$6K	0.0%Prev: 0.0%	30 SH	Increased
FORD MTR CO	COM	$18K	0.0%Prev: 0.0%	1,523 SH	Increased+75 SH
FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA	COM	$5K	0.0%Prev: 0.0%	161 SH	Decreased-357 SH
GARMIN LTD SHS	COM	$4.9M	2.5%Prev: 2.4%	21,185 SH	Increased+1,892 SH
GE VERNOVA INC	COM	$3K	0.0%Prev: 0.0%	3 SH	Increased
GENERAL DYNAMICS CORP	COM	$9K	0.0%	25 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.8M	0.9%Prev: 2.6%	2,070 SH	Decreased-6,227 SH
HOME DEPOT INC	COM	$2.4M	1.2%Prev: 3.3%	7,204 SH	Decreased-8,321 SH
HONEYWELL INTL INC	COM	$11K	0.0%	49 SH	New
HUBSPOT INC	COM	$7K	0.0%Prev: 0.0%	27 SH	Decreased
ILLINOIS TOOL WKS INC	COM	$59K	0.0%Prev: 0.0%	226 SH	Increased+6 SH
INTERACTIVE BROKERS GROUP IN CL A	COM	$7K	0.0%	100 SH	New
INTUITIVE SURGICAL INC	COM	$2.6M	1.3%Prev: 1.6%	5,672 SH	Decreased+44 SH
IONQ INC	COM	$3K	0.0%	100 SH	New
IRON MTN INC DEL	COM	$134K	0.1%	1,314 SH	New
ISHARES INC MSCI CDA ETF	COM	$22K	0.0%	400 SH	New
ISHARES INC MSCI SINGPOR ETF	COM	$11K	0.0%Prev: 0.0%	401 SH	Increased-49 SH
ISHARES INC MSCI STH KOR ETF	COM	$3.4M	1.8%	27,848 SH	New
ISHARES INC MSCI SWITZERLAND	COM	$23K	0.0%Prev: 0.0%	383 SH	Increased+7 SH
ISHARES TR 1 3 YR TREAS BD	COM	$106K	0.1%Prev: 0.1%	1,285 SH	Decreased-927 SH
ISHARES TR CORE DIV GRWTH	COM	$15K	0.0%	220 SH	New
ISHARES TR CORE MSCI EAFE	COM	$17K	0.0%Prev: 0.0%	183 SH	Increased+6 SH
ISHARES TR CORE S&P500 ETF	COM	$29K	0.0%Prev: 0.0%	44 SH	Decreased-25 SH
ISHARES TR EXPND TEC SC ETF	COM	$67K	0.0%	565 SH	New
ISHARES TR MSCI UK ETF NEW	COM	$16K	0.0%Prev: 0.0%	346 SH	Increased-30 SH
ISHARES TR RUS 1000 GRW ETF	COM	$25K	0.0%Prev: 0.0%	59 SH	Increased
ISHARES TR RUS MDCP VAL ETF	COM	$9K	0.0%Prev: 0.0%	61 SH	Increased+1 SH
ISHARES TR RUSSELL 2000 ETF	COM	$32K	0.0%	128 SH	New
ISHARES TR RUSSELL 3000 ETF	COM	$89K	0.0%Prev: 0.0%	240 SH	Increased-8 SH
JOBY AVIATION INC COMMON STOCK	COM	$2K	0.0%	300 SH	New
JOHNSON & JOHNSON	COM	$239K	0.1%Prev: 0.0%	977 SH	Increased+748 SH
JPMORGAN CHASE & CO	COM	$2.9M	1.5%	9,757 SH	New
KEURIG DR PEPPER INC	COM	$8K	0.0%Prev: 0.0%	322 SH	Decreased+9 SH
KKR & CO INC	COM	$116K	0.1%Prev: 0.1%	1,254 SH	Decreased-384 SH
KLA CORP	COM	$10K	0.0%Prev: 0.0%	7 SH	Increased
L3HARRIS TECHNOLOGIES INC	COM	$29K	0.0%	85 SH	New
LAM RESEARCH CORP	COM	$1.5M	0.8%	7,170 SH	New
LEONARDO DRS INC	COM	$4.1M	2.1%Prev: 1.9%	91,381 SH	Increased-9,084 SH
LINDE PLC SHS	COM	$12K	0.0%	25 SH	New
LOWES COS INC	COM	$19K	0.0%Prev: 0.0%	80 SH	Increased+56 SH
LPL FINL HLDGS INC	COM	$5K	0.0%	16 SH	New
LUCID GROUP INC	COM	$96	0.0%Prev: 0.0%	10 SH	Decreased-90 SH
MARSH & MCLENNAN COS INC	COM	$1.7M	0.9%Prev: 4.4%	9,981 SH	Decreased-20,645 SH
MASTERCARD INCORPORATED CL A	COM	$388K	0.2%Prev: 0.2%	777 SH	Increased+88 SH
MCDONALDS CORP	COM	$3.6M	1.9%Prev: 2.1%	11,603 SH	Decreased+38 SH
MERCK & CO INC	COM	$166K	0.1%Prev: 0.1%	1,381 SH	Increased+49 SH
MGE ENERGY INC	COM	$338K	0.2%Prev: 0.3%	4,371 SH	Decreased-695 SH
MICRON TECHNOLOGY INC	COM	$624K	0.3%	1,848 SH	New
MICROSOFT CORP	COM	$6.7M	3.4%Prev: 3.9%	17,998 SH	Decreased+182 SH
MILLICOM INTL CELLULAR S A STK	COM	$344	0.0%	23 SH	New
MONDELEZ INTL INC CL A	COM	$44K	0.0%Prev: 0.0%	757 SH	Decreased+23 SH
NETFLIX INC.	COM	$1.6M	0.8%	16,187 SH	New
NEXTERA ENERGY INC	COM	$242K	0.1%Prev: 0.0%	2,607 SH	Increased+2,304 SH
NIKE INC CL B	COM	$6K	0.0%Prev: 0.0%	110 SH	Decreased-38 SH
NISOURCE INC	COM	$212K	0.1%	4,550 SH	New
NORDSON CORP	COM	$5K	0.0%	17 SH	New
NOVA LTD	COM	$6.2M	3.2%Prev: 2.1%	14,256 SH	Increased-5,094 SH
NVIDIA CORPORATION	COM	$9.0M	4.6%Prev: 3.3%	51,433 SH	Increased-1,149 SH
ON SEMICONDUCTOR CORP	COM	$62K	0.0%	1,000 SH	New
ORACLE CORP	COM	$1.2M	0.6%	8,116 SH	New
OREILLY AUTOMOTIVE INC	COM	$7K	0.0%Prev: 0.0%	75 SH	Decreased+70 SH
OSHKOSH CORP	COM	$29K	0.0%	200 SH	New
OTIS WORLDWIDE CORP	COM	$5K	0.0%Prev: 0.0%	59 SH	Decreased+1 SH
PARKER-HANNIFIN CORP	COM	$4.9M	2.5%Prev: 1.9%	5,449 SH	Increased-27 SH
PEPSICO INC	COM	$764K	0.4%Prev: 1.3%	4,921 SH	Decreased-10,151 SH
PFIZER INC	COM	$35K	0.0%Prev: 0.0%	1,240 SH	Increased+80 SH
PHILIP MORRIS INTL INC	COM	$4.5M	2.3%Prev: 2.4%	27,294 SH	Increased+1,093 SH
PHILLIPS 66	COM	$129K	0.1%Prev: 0.0%	709 SH	Increased+160 SH
PROCTER & GAMBLE CO	COM	$310K	0.2%	2,147 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$56K	0.0%	689 SH	New
QUANTA SVCS INC	COM	$7.1M	3.6%Prev: 2.4%	12,924 SH	Increased-3,589 SH
RIGETTI COMPUTING INC	COM	$1K	0.0%	100 SH	New
ROLLINS INC	COM	$4K	0.0%	78 SH	New
S&P GLOBAL INC	COM	$7K	0.0%	16 SH	New
SCHWAB CHARLES CORP	COM	$188K	0.1%	2,000 SH	New
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	$25K	0.0%Prev: 0.0%	903 SH	Decreased-1,501 SH
SCHWAB STRATEGIC TR SHT TM US TRES	COM	$22K	0.0%Prev: 0.0%	898 SH	Decreased-1,221 SH
SCHWAB STRATEGIC TR US BRD MKT ETF	COM	$8K	0.0%Prev: 0.0%	313 SH	Increased+3 SH
SCHWAB STRATEGIC TR US DIVIDEND EQ	COM	$17K	0.0%Prev: 0.0%	563 SH	Increased+21 SH
SELECT SECTOR SPDR TR STATE STREET COM	COM	$8K	0.0%	68 SH	New
SELECT SECTOR SPDR TR STATE STREET CON	COM	$68K	0.0%	763 SH	New
SELECT SECTOR SPDR TR STATE STREET FIN	COM	$8K	0.0%	154 SH	New
SELECT SECTOR SPDR TR STATE STREET TEC	COM	$28K	0.0%	208 SH	New
SERVICENOW INC	COM	$4K	0.0%Prev: 0.0%	40 SH	Decreased+32 SH
SIMPSON MFG INC	COM	$18K	0.0%Prev: 0.0%	103 SH	Increased+1 SH
SOUTHERN CO	COM	$19K	0.0%Prev: 0.0%	196 SH	Increased+7 SH
SPDR INDEX SHS FDS STATE STREET SPD	COM	$18K	0.0%	396 SH	New
SPDR SERIES TRUST STATE STREET SPD	COM	$9.6M	4.9%	125,469 SH	New
SPOTIFY TECHNOLOGY S A SHS	COM	$2.4M	1.2%Prev: 1.1%	4,906 SH	Increased+1,611 SH
STATE STR SPDR S&P 500 ETF T TR UNIT	COM	$5.1M	2.6%	7,909 SH	New
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP	COM	$585K	0.3%	949 SH	New
STRYKER CORPORATION	COM	$177K	0.1%Prev: 0.1%	537 SH	Decreased+4 SH
SYSCO CORP	COM	$64K	0.0%	900 SH	New
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS	COM	$12.4M	6.3%	36,579 SH	New
TELEDYNE TECHNOLOGIES INC	COM	$5K	0.0%	8 SH	New
TESLA INC	COM	$82K	0.0%Prev: 0.0%	220 SH	Increased
THE CIGNA GROUP	COM	$6K	0.0%Prev: 0.0%	24 SH	Decreased+1 SH
THERMO FISHER SCIENTIFIC INC	COM	$55K	0.0%Prev: 0.1%	112 SH	Decreased-62 SH
TYLER TECHNOLOGIES INC	COM	$2K	0.0%Prev: 0.0%	7 SH	Decreased
UL SOLUTIONS INC CLASS A COM SHS	COM	$4K	0.0%	52 SH	New
UNILEVER PLC SPON ADR NEW	COM	$6K	0.0%Prev: 0.0%	103 SH	Decreased-12 SH
UNION PAC CORP	COM	$1.1M	0.6%Prev: 1.1%	4,530 SH	Decreased-3,584 SH
UNITED THERAPEUTICS CORP DEL	COM	$1.6M	0.8%Prev: 0.0%	2,733 SH	Increased+2,658 SH
VANGUARD BD INDEX FDS SHORT TRM BOND	COM	$20K	0.0%Prev: 0.1%	260 SH	Decreased-1,193 SH
VANGUARD BD INDEX FDS TOTAL BND MRKT	COM	$27K	0.0%Prev: 0.0%	368 SH	Decreased-79 SH
VANGUARD INDEX FDS GROWTH ETF	COM	$7.8M	4.0%Prev: 3.9%	17,838 SH	Increased-69 SH
VANGUARD INDEX FDS MCAP GR IDXVIP	COM	$2.7M	1.4%	10,642 SH	New
VANGUARD INDEX FDS MCAP VL IDXVIP	COM	$16K	0.0%	87 SH	New
VANGUARD INDEX FDS MID CAP ETF	COM	$408K	0.2%Prev: 0.2%	1,421 SH	Increased-7 SH
VANGUARD INDEX FDS REAL ESTATE ETF	COM	$35K	0.0%Prev: 0.0%	399 SH	Increased+316 SH
VANGUARD INDEX FDS S&P 500 ETF SHS	COM	$715K	0.4%Prev: 0.3%	1,196 SH	Increased+31 SH
VANGUARD INDEX FDS SM CP VAL ETF	COM	$37K	0.0%	171 SH	New
VANGUARD INDEX FDS SMALL CP ETF	COM	$41K	0.0%Prev: 0.0%	157 SH	Decreased-38 SH
VANGUARD INDEX FDS SML CP GRW ETF	COM	$3.0M	1.5%Prev: 2.1%	9,973 SH	Decreased-4,573 SH
VANGUARD INDEX FDS TOTAL STK MKT	COM	$178K	0.1%Prev: 0.1%	553 SH	Increased+25 SH
VANGUARD INDEX FDS VALUE ETF	COM	$12K	0.0%Prev: 0.0%	59 SH	Decreased-30 SH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD	COM	$96K	0.0%Prev: 0.1%	1,213 SH	Decreased-281 SH
VANGUARD SPECIALIZED FUNDS DIV APP ETF	COM	$4.2M	2.2%Prev: 2.2%	19,738 SH	Increased+207 SH
VANGUARD STAR FDS VG TL INTL STK F	COM	$18K	0.0%	232 SH	New
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT	COM	$6K	0.0%Prev: 0.0%	88 SH	Decreased-412 SH
VANGUARD WHITEHALL FDS HIGH DIV YLD	COM	$587K	0.3%Prev: 0.3%	3,964 SH	Increased-180 SH
VANGUARD WORLD FD CONSUM STP ETF	COM	$337K	0.2%Prev: 0.2%	1,501 SH	Decreased-355 SH
VANGUARD WORLD FD ESG US STK ETF	COM	$5K	0.0%Prev: 0.0%	42 SH	Increased+1 SH
VANGUARD WORLD FD HEALTH CAR ETF	COM	$19K	0.0%Prev: 0.0%	69 SH	Decreased-6 SH
VANGUARD WORLD FD INDUSTRIAL ETF	COM	$3K	0.0%Prev: 0.0%	8 SH	Increased
VANGUARD WORLD FD INF TECH ETF	COM	$2.5M	1.3%Prev: 1.2%	3,523 SH	Increased-208 SH
VANGUARD WORLD FD MEGA CAP VAL ETF	COM	$58K	0.0%	400 SH	New
VANGUARD WORLD FD UTILITIES ETF	COM	$46K	0.0%Prev: 0.0%	232 SH	Increased+152 SH
VERISK ANALYTICS INC	COM	$8K	0.0%Prev: 0.0%	44 SH	Decreased
VERSANT MEDIA GROUP INC CL A	COM	$519	0.0%	14 SH	New
VISA INC CL A	COM	$5.6M	2.9%	18,619 SH	New
WALMART INC	COM	$1.4M	0.7%Prev: 0.1%	11,407 SH	Increased+10,029 SH
WARNER BROS DISCOVERY INC SER A	COM	$83	0.0%	3 SH	New
WASTE MGMT INC DEL	COM	$74K	0.0%Prev: 0.0%	323 SH	Increased+4 SH
WILLIAMS COS INC	COM	$7K	0.0%Prev: 0.0%	97 SH	Increased+3 SH
WW GRAINGER INC	COM	$122K	0.1%	112 SH	New
XCEL ENERGY INC	COM	$50K	0.0%Prev: 0.0%	635 SH	Increased+116 SH
ZIMMER BIOMET HOLDINGS INC	COM	$12K	0.0%Prev: 0.0%	130 SH	Decreased
ZURN ELKAY WATER SOLNS CORP	COM	$5K	0.0%	108 SH	New

Sold (vs prior filing)

AERCAP HOLDINGS NV SHS — $2.6M
AMPHENOL CORP NEW CL A — $6K
ANSYS INC — $5K
ASML HOLDING N V N Y REGISTRY SHS — $3.9M
BADGER METER INC — $2.8M
BLOCK INC CL A — $272
BOOKING HOLDINGS INC — $9K
CANOPY GROWTH CORP — $2
CELLEBRITE DI LTD ORDINARY SHARES — $2.5M
CHEVRON CORP NEW — $12K
CHURCH & DWIGHT CO INC — $10K
COPART INC — $5K
COSTCO WHSL CORP NEW — $6.4M
DANAHER CORPORATION — $46K
DECKERS OUTDOOR CORP — $1.2M
FRANKLIN ELEC INC — $2K
FRANKLIN TEMPLETON ETF TR FRANKLN SWZLND — $1K
GENERAL MLS INC — $18K
GLOBANT S A — $2K
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT — $3K
… and 43 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