Tower View Wealth Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Tower View Wealth Management LLC reported 193 stock positions worth $192.9 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 5.1% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Nvidia (NVDA, 4.3%). Compared with Q1 2025, it opened 19 new positions, sold out of 11, added to 82 and reduced 37. The biggest buy was a new position in Vngrd Mrngstr MC GRW ETF-Usd (VOT) and the biggest sale Goldman Sachs (GS, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- SHOREWOOD, WI
- CIK
- 0001729045
- Portfolio Value
- $192.9M (Q2 2025)
- SEC Filing
- 0001729045-25-000006 ↗ filed Jul 21, 2025
Holdings Value
Holdings 193 stocks · $192.9M
| TSM Taiwan Semiconductor-SP ADR | 5.06% | 43,089 | $9.8M | Reduce -1.7% |
| MSFT Microsoft Corp. | 4.72% | 18,304 | $9.1M | Add +2.7% |
| NVDA Nvidia Corp. | 4.30% | 52,549 | $8.3M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 4.08% | 10,098 | $7.9M | Add +0.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.01% | 106,348 | $7.7M | Add +6.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.58% | 15,750 | $6.9M | Reduce -12.1% |
| V Visa Inc. Class A | 3.52% | 19,108 | $6.8M | Add +4.6% |
| MRSH Marsh & McLennan Cos | 3.48% | 30,708 | $6.7M | Add +0.3% |
| COST Costco Wholesale Corp. | 3.46% | 6,736 | $6.7M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 3.42% | 30,083 | $6.6M | Add +5.3% |
| PM Philip Morris International | 3.32% | 35,159 | $6.4M | Add +34.2% |
| PWR Quanta Services Inc. | 3.11% | 15,893 | $6.0M | Reduce -3.8% |
| HD Home Depot Inc. | 3.08% | 16,196 | $5.9M | Add +4.3% |
| NVMI Nova Ltd. | 2.77% | 19,394 | $5.3M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.61% | 8,143 | $5.0M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 2.54% | 27,644 | $4.9M | Add +6.9% |
| ASML ASML Holding NV-NY Reg SHS | 2.52% | 6,061 | $4.9M | Add +3.5% |
| GRMN Garmin Ltd. | 2.36% | 21,803 | $4.6M | Add +13.0% |
| CARR Carrier Global Corp. | 2.27% | 59,730 | $4.4M | Add +0.2% |
| DRS Leonardo DRS Inc. | 2.25% | 93,426 | $4.3M | Reduce -7.0% |
| VIG Vanguard Dividend Apprec ETF | 2.07% | 19,545 | $4.0M | Add +0.1% |
| PH Parker Hannifin Corp. | 2.02% | 5,588 | $3.9M | Add +2.0% |
| SPOT Spotify Technology SA | 1.97% | 4,945 | $3.8M | Add +50.1% |
| BMI Badger Meter Inc. | 1.87% | 14,746 | $3.6M | Add +0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.84% | 12,810 | $3.5M | Reduce -11.9% |
| GOOGL Alphabet Inc. Class A | 1.81% | 19,827 | $3.5M | Reduce -0.1% |
| MCD McDonald's Corp. | 1.79% | 11,791 | $3.4M | Add +1.9% |
| ARM Arm Holdings PLC-ADR | 1.74% | 20,809 | $3.4M | Add +1.2% |
| ISRG Intuitive Surgical Inc. | 1.58% | 5,624 | $3.1M | Reduce -0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.39% | 9,409 | $2.7M | New |
| HDB HDFC Bank Ltd.-ADR | 1.30% | 32,771 | $2.5M | New |
| VRTX Vertex Pharmaceuticals Inc. | 1.20% | 5,193 | $2.3M | Add +1.2% |
| VGT Vanguard Info Tech ETF | 1.17% | 3,413 | $2.3M | Reduce -8.5% |
| ADI Analog Devices Inc. | 1.13% | 9,178 | $2.2M | Reduce -2.2% |
| CLBT Cellebrite Di Ltd. | 1.09% | 130,915 | $2.1M | Reduce -0.0% |
| UNP Union Pacific Corp. | 0.92% | 7,684 | $1.8M | Reduce -5.3% |
| PEP Pepsico Inc. | 0.64% | 9,284 | $1.2M | Reduce -38.4% |
| DECK Deckers Outdoor Corp. | 0.60% | 11,148 | $1.1M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.52% | 6,308 | $1.0M | Reduce -3.7% |
| MDY State Street SPDR S&P Midcap | 0.37% | 1,263 | $716K | Reduce -82.0% |
| VOO Vanguard S&P 500 ETF | 0.33% | 1,123 | $638K | Reduce -3.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.30% | 7,616 | $577K | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 4,043 | $539K | Reduce -2.4% |
| BRX Brixmor Property Group Inc. | 0.24% | 17,868 | $465K | Add +44.6% |
| MGEE Mge Energy Inc. | 0.24% | 5,157 | $456K | Add +1.8% |
| VDC Vanguard Consumer Staple ETF | 0.21% | 1,841 | $403K | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,428 | $400K | No change |
| MA Mastercard Inc. Class A | 0.20% | 695 | $390K | Add +0.9% |
| HON Honeywell International Inc. | 0.18% | 1,456 | $339K | New |
| RLI Rli Corp. | 0.15% | 4,130 | $298K | New |
| NEE Nextera Energy Inc. | 0.15% | 4,283 | $297K | Add +1313.5% |
| AMT American Tower Corp. | 0.15% | 1,307 | $289K | New |
| XOM Exxon Mobil Corp. | 0.15% | 2,644 | $285K | Add +152.8% |
| TXN Texas Instruments Inc. | 0.14% | 1,320 | $274K | New |
| ADP Automatic Data Processing | 0.14% | 848 | $262K | New |
| JNJ Johnson & Johnson | 0.13% | 1,661 | $254K | Add +625.3% |
| DHR Danaher Corp. | 0.12% | 1,199 | $237K | Add +428.2% |
| KKR KKR & Co. Inc. | 0.11% | 1,640 | $218K | Add +0.1% |
| SCHW Schwab (charles) Corp. | 0.11% | 2,323 | $212K | New |
| SYK Stryker Corp. | 0.11% | 534 | $211K | Add +0.2% |
| BLK BlackRock Inc. | 0.11% | 200 | $210K | New |
| ORCL Oracle Corp. | 0.10% | 896 | $196K | New |
| ABBV Abbvie Inc. | 0.10% | 1,018 | $189K | Add +0.9% |
| ITW Illinois Tool Works | 0.10% | 763 | $189K | Add +246.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.10% | 2,226 | $184K | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 1,442 | $179K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.09% | 1,670 | $171K | Add +1.0% |
| CVX Chevron Corp. | 0.09% | 1,195 | $171K | Add +1559.7% |
| COP Conocophillips | 0.09% | 1,895 | $170K | Add +298.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 528 | $161K | No change |
| FCX Freeport-McMoran Inc. | 0.07% | 3,281 | $142K | New |
| CME Cme Group Inc. | 0.07% | 494 | $136K | New |
| WMT Walmart Inc. | 0.07% | 1,385 | $135K | Add +0.5% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 2,724 | $126K | Reduce -0.8% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 1,467 | $115K | Add +1.0% |
| CG The Carlyle Group Inc. | 0.06% | 2,231 | $115K | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 1,442 | $115K | Reduce -3.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.06% | 106 | $110K | New |
| REGN Regeneron Pharmaceuticals | 0.06% | 208 | $109K | New |
| MRK Merck & Co. Inc. | 0.06% | 1,345 | $106K | Add +1.0% |
| CAT Caterpillar Inc. | 0.05% | 265 | $103K | New |
| NKE Nike Inc. Class B | 0.05% | 1,341 | $95K | Add +806.1% |
| HUM Humana Inc. | 0.05% | 358 | $88K | New |
| IWV iShares Russell 3000 ETF | 0.04% | 239 | $84K | Reduce -3.6% |
| BX Blackstone Inc. | 0.04% | 556 | $83K | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.04% | 279 | $81K | Add +0.7% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.04% | 975 | $77K | Add +0.5% |
| WTRG Essential Utilities Inc. | 0.04% | 2,026 | $75K | Add +0.8% |
| WM Waste Management Inc. | 0.04% | 320 | $73K | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 175 | $71K | Add +0.6% |
| TSLA Tesla Inc. | 0.04% | 220 | $70K | No change |
| PSX Phillips 66 | 0.03% | 555 | $66K | Add +1.1% |
| FAST Fastenal Co. | 0.03% | 1,545 | $65K | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.03% | 89 | $63K | Reduce -98.9% |
| MO Altria Group Inc. | 0.03% | 1,016 | $60K | Add +1.8% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.03% | 2,414 | $58K | Add +0.4% |
| PEG Public Service Enterprise GP | 0.03% | 674 | $57K | Add +0.8% |
| ACN Accenture PLC Class A | 0.03% | 187 | $56K | New |
| MDLZ Mondelez International Inc. Class A | 0.03% | 739 | $50K | Add +0.7% |
| XLP SS Consumer Staples Sel Sect | 0.02% | 555 | $45K | Add +0.7% |
Lines left out (1) · $2 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF | 0 | $2 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $192.9M.
Portfolio Sells Q1 2025 → Q2 2025
| GS Goldman Sachs Group Inc. | Reduce -98.9% | 0.03% | −2.61 |
| MDY State Street SPDR S&P Midcap | Reduce -82.0% | 0.37% | −1.81 |
| AER Aercap Holdings NV | Sold out | 0.00% | −1.53 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −1.04 |
| PEP Pepsico Inc. | Reduce -38.4% | 0.64% | −0.68 |
| CLBT Cellebrite Di Ltd. | Reduce -0.0% | 1.09% | −0.40 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -11.9% | 1.84% | −0.29 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -12.1% | 3.58% | −0.29 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 3.46% | −0.29 |
| UNP Union Pacific Corp. | Reduce -5.3% | 0.92% | −0.20 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.52% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 2.61% | −0.07 |
| ISRG Intuitive Surgical Inc. | Reduce -0.1% | 1.58% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.8% | 0.07% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.4% | 0.28% | −0.03 |
| VDC Vanguard Consumer Staple ETF | Reduce -0.8% | 0.21% | −0.03 |
| SCHO Schwab Short-Term US Treas | Reduce -58.9% | 0.01% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -3.6% | 0.33% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -82.8% | 0.00% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.01 |
| ADAM Adamas Trust Inc. | Sold out | 0.00% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.5% | 0.06% | −0.01 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -55.2% | 0.01% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -23.5% | 0.01% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -20.5% | 0.02% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -19.9% | 0.01% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -8.5% | 1.17% | −0.01 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.00 |
| GIS General Mills Inc. | Reduce -26.2% | 0.01% | −0.00 |
| FLAU Franklin Ftse Australia ETF | Reduce -41.1% | 0.00% | −0.00 |
| IWV iShares Russell 3000 ETF | Reduce -3.6% | 0.04% | −0.00 |
| CHD Church & Dwight Co. Inc. | Reduce -22.2% | 0.00% | −0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -9.0% | 0.01% | −0.00 |
| FELE Franklin Electric Co. Inc. | Sold out | 0.00% | −0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -25.8% | 0.00% | −0.00 |
| GLOB Globant SA | Sold out | 0.00% | −0.00 |
| FLSW Franklin Ftse Switzerland | Sold out | 0.00% | −0.00 |
| XLF SS Financial Select Sector | Reduce -2.5% | 0.00% | −0.00 |
| CEG Constellation Energy | Reduce -12.5% | 0.01% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 1.81% | +0.02 |
| ADI Analog Devices Inc. | Reduce -2.2% | 1.13% | +0.03 |
| DRS Leonardo DRS Inc. | Reduce -7.0% | 2.25% | +0.33 |
| PWR Quanta Services Inc. | Reduce -3.8% | 3.11% | +0.67 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.7% | 5.06% | +0.82 |
| NVDA Nvidia Corp. | Reduce -0.1% | 4.30% | +0.98 |
Portfolio Buys Q1 2025 → Q2 2025
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 1.39% | +1.39 |
| HDB HDFC Bank Ltd.-ADR | New | 1.30% | +1.30 |
| SPOT Spotify Technology SA | Add +50.1% | 1.97% | +0.91 |
| PM Philip Morris International | Add +34.2% | 3.32% | +0.90 |
| MSFT Microsoft Corp. | Add +2.7% | 4.72% | +0.82 |
| NVMI Nova Ltd. | Add +0.2% | 2.77% | +0.69 |
| ARM Arm Holdings PLC-ADR | Add +1.2% | 1.74% | +0.47 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.5% | 2.52% | +0.26 |
| AMZN Amazon.com Inc. | Add +5.3% | 3.42% | +0.26 |
| BMI Badger Meter Inc. | Add +0.5% | 1.87% | +0.25 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +6.8% | 4.01% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +6.9% | 2.54% | +0.19 |
| HON Honeywell International Inc. | New | 0.18% | +0.18 |
| RLI Rli Corp. | New | 0.15% | +0.15 |
| AMT American Tower Corp. | New | 0.15% | +0.15 |
| TXN Texas Instruments Inc. | New | 0.14% | +0.14 |
| NEE Nextera Energy Inc. | Add +1313.5% | 0.15% | +0.14 |
| ADP Automatic Data Processing | New | 0.14% | +0.14 |
| SCHW Schwab (charles) Corp. | New | 0.11% | +0.11 |
| JNJ Johnson & Johnson | Add +625.3% | 0.13% | +0.11 |
| BLK BlackRock Inc. | New | 0.11% | +0.11 |
| ORCL Oracle Corp. | New | 0.10% | +0.10 |
| DHR Danaher Corp. | Add +428.2% | 0.12% | +0.10 |
| PH Parker Hannifin Corp. | Add +2.0% | 2.02% | +0.08 |
| CVX Chevron Corp. | Add +1559.7% | 0.09% | +0.08 |
| XOM Exxon Mobil Corp. | Add +152.8% | 0.15% | +0.08 |
| FCX Freeport-McMoran Inc. | New | 0.07% | +0.07 |
| CME Cme Group Inc. | New | 0.07% | +0.07 |
| ITW Illinois Tool Works | Add +246.8% | 0.10% | +0.07 |
| CARR Carrier Global Corp. | Add +0.2% | 2.27% | +0.07 |
| COP Conocophillips | Add +298.1% | 0.09% | +0.06 |
| GWW WW Grainger Inc. | New | 0.06% | +0.06 |
| REGN Regeneron Pharmaceuticals | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | New | 0.05% | +0.05 |
| BRX Brixmor Property Group Inc. | Add +44.6% | 0.24% | +0.05 |
| HUM Humana Inc. | New | 0.05% | +0.05 |
| NKE Nike Inc. Class B | Add +806.1% | 0.05% | +0.04 |
| ACN Accenture PLC Class A | New | 0.03% | +0.03 |
| IRM Iron Mountain Inc. | Add +1.0% | 0.09% | +0.01 |
| AVGO Broadcom Inc. | Add +1.3% | 0.01% | +0.00 |
| CG The Carlyle Group Inc. | Add +0.8% | 0.06% | +0.00 |
| KKR KKR & Co. Inc. | Add +0.1% | 0.11% | +0.00 |
| CFO Victoryshares US 500 Enhance | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 0.04% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +129.6% | 0.00% | +0.00 |
| XLK SS Technology Select Sector | Add +0.7% | 0.02% | +0.00 |
| SCHA Schwab US Small-Cap ETF | New | 0.00% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +69.5% | 0.00% | +0.00 |
| CSCO Cisco Systems Inc. | Add +0.7% | 0.02% | +0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.8% | 0.01% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF | Reduce -100.0% | 0 | $2 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 205 | $227.4M | TSM, LLY, SPYM, NVDA, VUG |
| Q1 2026 | 204 | $194.8M | TSM, SPYM, NVDA, LLY, VUG |
| Q4 2025 | 176 | $202.2M | TSM, LLY, NVDA, SPYM, MSFT |
| Q3 2025 | 173 | $193.3M | TSM, NVDA, MSFT, SPYM, LLY |
| Q2 2025 | 193 | $192.9M | TSM, MSFT, NVDA, LLY, SPYM |
| Q1 2025 | 186 | $171.7M | LLY, MRSH, TSM, MSFT, VUG |
| Q4 2024 | 196 | $189.2M | TSM, LLY, MSFT, NVDA, MRSH |
| Q3 2024 | 194 | $182.7M | LLY, TSM, MSFT, MRSH, NVDA |
| Q2 2024 | 182 | $174.2M | LLY, TSM, MSFT, NVDA, MRSH |
| Q1 2024 | 192 | $170.9M | LLY, MSFT, MRSH, TSM, HD |