Tower View Wealth Management LLC

CIK

1729045

Location

SHOREWOOD, WI

Portfolio Value

Small $175,055,694

Diversification

Diversified

Filing Date

Global Rank

#1,497 / 3,406 ▲ 3347

Top Industry

Semiconductors 27.5%

3Y Alpha vs SPY

-0.6%

Period ended 31 days ago

Filed Jul 24, 2026 · 7d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+68.8%

SPY

+67.7%

Annualised alpha

+0.3%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

140 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.8%

+1.6 pts

Top 5

31.1%

+1.9 pts

Top 10

49.2%

+0.3 pts

HHI

366

Diversified+13

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.4%	$74,164,871	25
Industrials	13.8%	$24,145,182	23
Healthcare	10.0%	$17,537,318	19
Financial Services	7.3%	$12,858,603	16
Consumer Defensive	7.3%	$12,693,380	10
Consumer Cyclical	6.4%	$11,272,596	11
Communication Services	6.3%	$11,088,333	9
Unclassified	3.8%	$6,584,269	3
Basic Materials	1.3%	$2,228,148	4
Utilities	0.6%	$1,023,116	11
Real Estate	0.4%	$748,867	2
Energy	0.4%	$711,011	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BRX	Brixmor Property Group Inc.	+4,761	18,447	$581,633
APH	Amphenol Corp /De/	+2,263	19,251	$3,394,336
DRS	Leonardo DRS, Inc.	+554	91,935	$3,922,866
NVDA	Nvidia Corp	+486	51,919	$10,388,472
DIS	Walt Disney Co	+440	2,069	$199,141
WMT	Walmart Inc.	+411	11,818	$1,338,506
UTHR	UNITED THERAPEUTICS Corp	+273	3,006	$1,628,740
GS	Goldman Sachs Group Inc	+236	2,306	$2,332,219
LRCX	Lam Research Corp	+114	7,284	$3,156,375
AVGO	Broadcom Inc.	+97	9,183	$3,468,878
KLAC	Kla Corp	+64	71	$21,421
MSFT	Microsoft Corp	+50	18,048	$6,732,264
BIDU	Baidu, Inc.	+42	11,537	$1,318,563
ISRG	Intuitive Surgical Inc	+41	5,713	$2,271,945
NI	Nisource Inc.	+40	4,590	$218,254
BMY	Bristol Myers Squibb Co	+25	2,836	$163,410
PFE	Pfizer Inc	+21	1,261	$30,364
AMZN	Amazon Com Inc	+21	29,713	$7,081,796
WTRG	Essential Utilities, Inc.	+19	2,092	$80,144
CG	Carlyle Group Inc.	+18	2,291	$96,474
MO	Altria Group, Inc.	+16	1,085	$78,065
F	Ford Motor Co	+13	1,536	$21,350
T	At&T Inc.	+12	1,138	$23,556
MA	Mastercard Inc	+11	788	$404,716
MRK	Merck & Co., Inc.	+10	1,391	$178,743
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ARM	Arm Holdings PLC /Uk	−9,382	8,313	$2,947,540
MCD	Mcdonalds Corp	−4,913	6,690	$1,808,373
SPOT	Spotify Technology S.A.	−3,582	1,324	$607,888
PM	Philip Morris International Inc.	−3,101	24,193	$4,376,755
NVMI	Nova Ltd.	−2,940	11,316	$6,143,909
PWR	Quanta Services, Inc.	−1,553	11,371	$8,187,574
CARR	CARRIER GLOBAL Corp	−1,342	10,178	$746,556
ABBV	AbbVie Inc.	−1,241	4,660	$1,172,642
PG	PROCTER & GAMBLE Co	−1,201	946	$138,721
HD	Home Depot, Inc.	−861	6,343	$2,237,049
MGEE	Mge Energy Inc	−837	3,534	$288,162
AMD	Advanced Micro Devices Inc	−821	5,884	$3,418,074
PEP	Pepsico Inc	−551	4,370	$591,698
JPM	Jpmorgan Chase & Co	−512	9,245	$3,026,165
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−512	36,067	$17,224,517
UNP	Union Pacific Corp	−333	4,197	$1,141,584
SCHW	Schwab Charles Corp	−300	1,700	$156,859
ADI	Analog Devices Inc	−266	8,592	$3,412,484
CSCO	Cisco Systems, Inc.	−244	18,506	$2,173,714
CMCSA	Comcast Corp	−166	213	$5,229
GOOGL	Alphabet Inc.	−158	18,332	$6,551,306
V	Visa Inc.	−125	18,494	$6,345,106
ORCL	Oracle Corp	−117	7,999	$1,172,253
LLY	ELI LILLY & Co	−102	9,568	$11,476,147
XEL	Xcel Energy Inc	−96	539	$43,281
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
SXT	Sensient Technologies Corp	17,744	$2,187,657
ASX	ASE Technology Holding Co., Ltd.	43,990	$1,984,828
CBRS	Cerebras Systems Inc.	5,779	$1,277,159
ECHO	EchoStar CORP	12,108	$1,228,962
SPCX	Space Exploration Technologies Corp	3,326	$568,280
CNQ	CANADIAN NATURAL RESOURCES Ltd	1,900	$75,050
IAU	Ishares Gold Trust	81	$6,116
GME	GameStop Corp.	52	$1,148
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
MRSH	Marsh & Mclennan Companies, Inc.	9,981	$1,731,204
LOW	Lowes Companies Inc	80	$18,902
HON	Honeywell International Inc	49	$11,075
VRSK	Verisk Analytics, Inc.	44	$8,349
HUBS	Hubspot Inc	27	$6,590
NKE	NIKE, Inc.	110	$5,810
ALLE	Allegion plc	31	$4,503
NOW	ServiceNow, Inc.	40	$4,182
ROL	Rollins Inc	78	$4,165
BJ	BJ's Wholesale Club Holdings, Inc.	33	$3,247
TYL	Tyler Technologies Inc	7	$2,396
TIGO	Millicom International Cellular SA	23	$1,723
VSNT	Versant Media Group, Inc.	14	$518
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

140 tracked positions · $175,055,694 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 140 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	36,067	-512	$17,224,517	+39.3%	9.84%
LLY	ELI LILLY & Co Healthcare	Reduced	9,568	-102	$11,476,147	+29.0%	6.56%
NVDA	Nvidia Corp Technology	Added	51,919	+486	$10,388,472	+15.8%	5.93%
PWR	Quanta Services, Inc. Industrials	Reduced	11,371	-1,553	$8,187,574	+15.4%	4.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,713	+21	$7,081,796	+14.5%	4.05%
MSFT	Microsoft Corp Technology	Added	18,048	+50	$6,732,264	+1.0%	3.85%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,332	-158	$6,551,306	+23.2%	3.74%
V	Visa Inc. Financial Services	Reduced	18,494	-125	$6,345,106	+12.8%	3.62%
NVMI	Nova Ltd. Technology	Reduced	11,316	-2,940	$6,143,909	−0.8%	3.51%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,451	-84	$6,034,716	−7.3%	3.45%
SPY	Spdr S&P 500 ETF Trust	Added	7,915	+6	$5,910,684	+14.9%	3.38%
PH	Parker-Hannifin Corp Industrials	Reduced	5,419	-30	$5,300,432	+8.7%	3.03%
GRMN	Garmin Ltd Technology	Reduced	21,163	-22	$5,027,059	+2.3%	2.87%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	24,193	-3,101	$4,376,755	−3.0%	2.50%
DRS	Leonardo DRS, Inc. Industrials	Added	91,935	+554	$3,922,866	−3.6%	2.24%
ETN	Eaton Corp plc Industrials	Reduced	8,213	-7	$3,499,723	+19.0%	2.00%
AVGO	Broadcom Inc. Technology	Added	9,183	+97	$3,468,878	+23.4%	1.98%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,884	-821	$3,418,074	+150.6%	1.95%
ADI	Analog Devices Inc Technology	Reduced	8,592	-266	$3,412,484	+21.1%	1.95%
APH	Amphenol Corp /De/ Technology	Added	19,251	+2,263	$3,394,336	+58.1%	1.94%
LRCX	Lam Research Corp Technology	Added	7,284	+114	$3,156,375	+106.0%	1.80%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,245	-512	$3,026,165	+5.4%	1.73%
ARM	Arm Holdings PLC /Uk Technology	Reduced	8,313	-9,382	$2,947,540	+10.1%	1.68%
GS	Goldman Sachs Group Inc Financial Services	Added	2,306	+236	$2,332,219	+33.2%	1.33%
ISRG	Intuitive Surgical Inc Healthcare	Added	5,713	+41	$2,271,945	−13.1%	1.30%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,343	-861	$2,237,049	−5.6%	1.28%
SXT	Sensient Technologies Corp Basic Materials	NEW	17,744	NEW	$2,187,657	NEW	1.25%
CSCO	Cisco Systems, Inc. Technology	Reduced	18,506	-244	$2,173,714	+49.4%	1.24%
MU	Micron Technology Inc Technology	Reduced	1,794	-54	$2,070,796	+231.7%	1.18%
ASX	ASE Technology Holding Co., Ltd. Technology	NEW	43,990	NEW	$1,984,828	NEW	1.13%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,690	-4,913	$1,808,373	−49.9%	1.03%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	3,006	+273	$1,628,740	+0.5%	0.93%
WMT	Walmart Inc. Consumer Defensive	Added	11,818	+411	$1,338,506	−5.6%	0.76%
BIDU	Baidu, Inc. Communication Services	Added	11,537	+42	$1,318,563	+3.0%	0.75%
CBRS	Cerebras Systems Inc. Technology	NEW	5,779	NEW	$1,277,159	NEW	0.73%
ECHO	EchoStar CORP Communication Services	NEW	12,108	NEW	$1,228,962	NEW	0.70%
ABBV	AbbVie Inc. Healthcare	Reduced	4,660	-1,241	$1,172,642	−8.6%	0.67%
ORCL	Oracle Corp Technology	Reduced	7,999	-117	$1,172,253	−1.8%	0.67%
NFLX	Netflix Inc Communication Services	Reduced	16,157	-30	$1,153,609	−25.9%	0.66%
UNP	Union Pacific Corp Industrials	Reduced	4,197	-333	$1,141,584	+3.9%	0.65%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	10,178	-1,342	$746,556	+15.1%	0.43%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	949	0	$667,469	+14.0%	0.38%
SPOT	Spotify Technology S.A. Communication Services	Reduced	1,324	-3,582	$607,888	−74.4%	0.35%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,370	-551	$591,698	−22.6%	0.34%
BRX	Brixmor Property Group Inc. Real Estate	Added	18,447	+4,761	$581,633	+47.6%	0.33%
SPCX	Space Exploration Technologies Corp Industrials	NEW	3,326	NEW	$568,280	NEW	0.32%
MA	Mastercard Inc Financial Services	Added	788	+11	$404,716	+4.2%	0.23%
XOM	ExxonMobil Holdings Corp Energy	Added	2,597	+6	$355,061	−19.2%	0.20%
CAT	Caterpillar Inc Industrials	Held	299	0	$318,405	+50.3%	0.18%
MGEE	Mge Energy Inc Utilities	Reduced	3,534	-837	$288,162	−14.7%	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.