Tower View Wealth Management LLC

CIK

1729045

Location

SHOREWOOD, WI

Portfolio Value

Small $175,055,694

Diversification

Diversified

Filing Date

Global Rank

#4,868 / 8,700 ▲ 1313

Top Industry

Semiconductors 27.5%

Period ended 3 months ago

Filed Jul 24, 2026 · 53d

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

9.8%

+3.1 pts

Top 5

31.1%

+3.1 pts

Top 10

49.2%

+2.9 pts

HHI

366

Diversified+43

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
GOOGL	Alphabet Inc.	−25,916	18,332	$6,551,306
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
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

25 positions

Ticker	Company	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	125,408	$9,623,384
VB	Vanguard Morningstar Small-Cap ETF	42,097	$8,151,606
VIG	Vanguard Dividend Appreciation ETF	20,137	$4,280,245
AAXJ	iShares MSCI All Country Asia ex Japan ETF	31,379	$3,832,953
MRSH	Marsh & Mclennan Companies, Inc.	9,981	$1,731,204
EDV	Vanguard World Funds Extended Duration ETF	5,775	$774,317
VIGI	Vanguard International Dividend Appreciation ETF	3,964	$587,068
BNDW	Vanguard Total World Bond ETF	1,213	$96,154
FNDA	Schwab Fundamental U.S. Small Company ETF	2,916	$79,358
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	472	$56,541
BIV	Vanguard Intermediate-Term Bond ETF	628	$47,485
—		567	$46,482
BKF	iShares MSCI BIC ETF	784	$33,840
LOW	Lowes Companies Inc	80	$18,902
CWI	State Street SPDR MSCI ACWI ex-US ETF	396	$18,077
VXUS	Vanguard Total International Stock ETF	232	$17,889
HON	Honeywell International Inc	49	$11,075
—		61	$10,470
VRSK	Verisk Analytics, Inc.	44	$8,349
STT	State Street Corp	154	$7,602
HUBS	Hubspot Inc	27	$6,590
FBCG	Fidelity Blue Chip Growth ETF	30	$6,241
NKE	NIKE, Inc.	110	$5,810
VEA	Vanguard FTSE Developed Markets ETF	88	$5,639
BUYZ	Franklin Disruptive Commerce ETF	161	$5,298
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	-25,916	$6,551,306	−48.4%	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	−20.9%	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.