Tower View Wealth Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Tower View Wealth Management LLC reported 173 stock positions worth $193.3 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 6.2% of the portfolio, followed by Nvidia (NVDA, 5.1%) and Microsoft (MSFT, 4.9%). Compared with Q2 2025, it opened 6 new positions, sold out of 26, added to 65 and reduced 39. The biggest buy was Amphenol Class A (APH, shares +18224%) and the biggest sale an exit from ASML Holding NV-NY Reg SHS (ASML).
- Most Recent 13F
- Q2 2026
- Location
- SHOREWOOD, WI
- CIK
- 0001729045
- Portfolio Value
- $193.3M (Q3 2025)
- SEC Filing
- 0001729045-25-000008 ↗ filed Oct 16, 2025
Holdings Value
Holdings 173 stocks · $193.3M
| TSM Taiwan Semiconductor-SP ADR | 6.19% | 42,837 | $12.0M | Reduce -0.6% |
| NVDA Nvidia Corp. | 5.05% | 52,370 | $9.8M | Reduce -0.3% |
| MSFT Microsoft Corp. | 4.91% | 18,337 | $9.5M | Add +0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.52% | 111,498 | $8.7M | Add +4.8% |
| LLY Eli Lilly & Co. | 4.03% | 10,210 | $7.8M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.97% | 16,008 | $7.7M | Add +1.6% |
| GOOG Alphabet Inc. Class C | 3.48% | 27,642 | $6.7M | Reduce -0.0% |
| HD Home Depot Inc. | 3.42% | 16,312 | $6.6M | Add +0.7% |
| PWR Quanta Services Inc. | 3.42% | 15,933 | $6.6M | Add +0.3% |
| AMZN Amazon.com Inc. | 3.41% | 30,010 | $6.6M | Reduce -0.2% |
| V Visa Inc. Class A | 3.38% | 19,139 | $6.5M | Add +0.2% |
| COST Costco Wholesale Corp. | 3.26% | 6,818 | $6.3M | Add +1.2% |
| MRSH Marsh & McLennan Cos | 3.24% | 31,053 | $6.3M | Add +1.1% |
| NVMI Nova Ltd. | 3.23% | 19,557 | $6.3M | Add +0.8% |
| PM Philip Morris International | 3.00% | 35,780 | $5.8M | Add +1.8% |
| GRMN Garmin Ltd. | 2.81% | 22,075 | $5.4M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.75% | 7,986 | $5.3M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 2.50% | 19,872 | $4.8M | Add +0.2% |
| PH Parker Hannifin Corp. | 2.22% | 5,655 | $4.3M | Add +1.2% |
| DRS Leonardo DRS Inc. | 2.21% | 94,290 | $4.3M | Add +0.9% |
| VIG Vanguard Dividend Apprec ETF | 2.21% | 19,768 | $4.3M | Add +1.1% |
| CARR Carrier Global Corp. | 1.91% | 61,780 | $3.7M | Add +3.4% |
| MCD McDonald's Corp. | 1.87% | 11,924 | $3.6M | Add +1.1% |
| SPOT Spotify Technology SA | 1.82% | 5,041 | $3.5M | Add +1.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.69% | 10,951 | $3.3M | Reduce -14.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.62% | 10,630 | $3.1M | Add +13.0% |
| HDB HDFC Bank Ltd.-ADR | 1.57% | 88,600 | $3.0M | Add +35.2% |
| ARM Arm Holdings PLC-ADR | 1.56% | 21,253 | $3.0M | Add +2.1% |
| BMI Badger Meter Inc. | 1.43% | 15,514 | $2.8M | Add +5.2% |
| ISRG Intuitive Surgical Inc. | 1.35% | 5,816 | $2.6M | Add +3.4% |
| VGT Vanguard Info Tech ETF | 1.34% | 3,466 | $2.6M | Add +1.6% |
| ADI Analog Devices Inc. | 1.16% | 9,108 | $2.2M | Reduce -0.8% |
| APH Amphenol Corp. Class A | 1.08% | 16,858 | $2.1M | Add +18223.9% |
| UNP Union Pacific Corp. | 0.92% | 7,490 | $1.8M | Reduce -2.5% |
| NFLX Netflix Inc. | 0.86% | 1,382 | $1.7M | Add +6181.8% |
| PEP Pepsico Inc. | 0.58% | 8,027 | $1.1M | Reduce -13.5% |
| PG The Procter & Gamble Co. | 0.48% | 6,084 | $935K | Reduce -3.5% |
| VOO Vanguard S&P 500 ETF | 0.36% | 1,121 | $686K | Reduce -0.2% |
| MDY State Street SPDR S&P Midcap | 0.31% | 997 | $594K | Reduce -21.1% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 3,844 | $542K | Reduce -4.9% |
| BRX Brixmor Property Group Inc. | 0.23% | 15,868 | $439K | Reduce -11.2% |
| MGEE Mge Energy Inc. | 0.23% | 5,215 | $439K | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,411 | $415K | Reduce -1.2% |
| MA Mastercard Inc. Class A | 0.21% | 704 | $400K | Add +1.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.21% | 5,963 | $399K | Reduce -21.7% |
| VDC Vanguard Consumer Staple ETF | 0.20% | 1,779 | $380K | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 0.14% | 2,453 | $277K | Reduce -7.2% |
| ORCL Oracle Corp. | 0.13% | 896 | $252K | No change |
| ADP Automatic Data Processing | 0.13% | 848 | $249K | No change |
| JNJ Johnson & Johnson | 0.12% | 1,270 | $236K | Reduce -23.5% |
| BLK BlackRock Inc. | 0.12% | 200 | $233K | No change |
| KKR KKR & Co. Inc. | 0.11% | 1,643 | $213K | Add +0.2% |
| ABBV Abbvie Inc. | 0.11% | 903 | $209K | Reduce -11.3% |
| SYK Stryker Corp. | 0.10% | 535 | $198K | Add +0.2% |
| NEE Nextera Energy Inc. | 0.10% | 2,600 | $196K | Reduce -39.3% |
| SCHW Schwab (charles) Corp. | 0.10% | 2,000 | $191K | Reduce -13.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 1,619 | $185K | Add +12.3% |
| TXN Texas Instruments Inc. | 0.10% | 1,000 | $184K | Reduce -24.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 530 | $174K | Add +0.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.09% | 1,683 | $172K | Add +0.8% |
| CG The Carlyle Group Inc. | 0.07% | 2,243 | $141K | Add +0.5% |
| CME Cme Group Inc. | 0.07% | 494 | $133K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.07% | 1,572 | $130K | Reduce -29.4% |
| WMT Walmart Inc. | 0.07% | 1,242 | $128K | Reduce -10.3% |
| CAT Caterpillar Inc. | 0.07% | 265 | $126K | No change |
| BMY Bristol-Myers Squibb Co. | 0.06% | 2,755 | $124K | Add +1.1% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 1,482 | $117K | Add +1.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 1,458 | $117K | Add +1.1% |
| MRK Merck & Co. Inc. | 0.06% | 1,358 | $114K | Add +1.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.05% | 106 | $101K | No change |
| TSLA Tesla Inc. | 0.05% | 220 | $98K | No change |
| BX Blackstone Inc. | 0.05% | 560 | $96K | Add +0.7% |
| IWV iShares Russell 3000 ETF | 0.05% | 239 | $91K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 280 | $88K | Add +0.4% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.04% | 979 | $82K | Add +0.4% |
| PSX Phillips 66 | 0.04% | 560 | $76K | Add +0.9% |
| GS Goldman Sachs Group Inc. | 0.04% | 89 | $71K | No change |
| MO Altria Group Inc. | 0.04% | 1,033 | $68K | Add +1.7% |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 123 | $60K | Reduce -29.7% |
| ITW Illinois Tool Works | 0.03% | 223 | $58K | Reduce -70.8% |
| WTRG Essential Utilities Inc. | 0.03% | 1,353 | $54K | Reduce -33.2% |
| ON On Semiconductor | 0.03% | 1,000 | $49K | New |
| MDLZ Mondelez International Inc. Class A | 0.02% | 744 | $46K | Add +0.7% |
| PEG Public Service Enterprise GP | 0.02% | 557 | $46K | Reduce -17.4% |
| COP Conocophillips | 0.02% | 484 | $46K | Reduce -74.5% |
| DHR Danaher Corp. | 0.02% | 227 | $45K | Reduce -81.1% |
| XLP SS Consumer Staples Sel Sect | 0.02% | 559 | $44K | Add +0.7% |
| XEL Xcel Energy Inc. | 0.02% | 527 | $43K | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.02% | 62 | $41K | Reduce -10.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 155 | $39K | No change |
| ETR Entergy Corp. | 0.02% | 413 | $38K | No change |
| CSCO Cisco Systems Inc. | 0.02% | 551 | $38K | Add +0.6% |
| XLK SS Technology Select Sector | 0.02% | 121 | $34K | Reduce -14.2% |
| UTHR United Therapeutics Corp. | 0.02% | 75 | $31K | No change |
| T AT&T Inc. | 0.02% | 1,102 | $31K | Add +1.0% |
| PFE Pfizer Inc. | 0.02% | 1,201 | $31K | Add +1.8% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 214 | $30K | Add +0.9% |
| IWF iShares Russell 1000 Growth | 0.01% | 59 | $28K | No change |
| BND Vanguard Total Bond Market | 0.01% | 361 | $27K | Add +0.8% |
| AVGO Broadcom Inc. | 0.01% | 81 | $27K | No change |
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: $193.3M.
Portfolio Sells Q2 2025 → Q3 2025
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −2.52 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −1.20 |
| CLBT Cellebrite Di Ltd. | Sold out | 0.00% | −1.09 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.60 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.18 |
| RLI Rli Corp. | Sold out | 0.00% | −0.15 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -14.5% | 1.69% | −0.15 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.15 |
| DHR Danaher Corp. | Reduce -81.1% | 0.02% | −0.10 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -21.7% | 0.21% | −0.09 |
| CVX Chevron Corp. | Reduce -93.9% | 0.01% | −0.08 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.07 |
| ITW Illinois Tool Works | Reduce -70.8% | 0.03% | −0.07 |
| COP Conocophillips | Reduce -74.5% | 0.02% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -21.1% | 0.31% | −0.06 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -39.3% | 0.10% | −0.05 |
| PEP Pepsico Inc. | Reduce -13.5% | 0.58% | −0.05 |
| NKE Nike Inc. Class B | Reduce -96.9% | 0.00% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -24.2% | 0.10% | −0.05 |
| HUM Humana Inc. | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 0.48% | −0.04 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -29.4% | 0.07% | −0.03 |
| WM Waste Management Inc. | Reduce -63.8% | 0.01% | −0.02 |
| FNDB Schwab Fndmntl US BRD Mr ETF | Reduce -58.2% | 0.01% | −0.02 |
| BRX Brixmor Property Group Inc. | Reduce -11.2% | 0.23% | −0.01 |
| CWT California Water Service Grp | Sold out | 0.00% | −0.01 |
| VDC Vanguard Consumer Staple ETF | Reduce -3.4% | 0.20% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 3.41% | −0.01 |
| WTRG Essential Utilities Inc. | Reduce -33.2% | 0.03% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -13.9% | 0.10% | −0.01 |
| JNJ Johnson & Johnson | Reduce -23.5% | 0.12% | −0.01 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.01 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -29.7% | 0.03% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -17.4% | 0.02% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -7.2% | 0.14% | −0.00 |
| WMT Walmart Inc. | Reduce -10.3% | 0.07% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.00 |
| UL Unilever PLC | Sold out | 0.00% | −0.00 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.00 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.00 |
| CFO Victoryshares US 500 Enhance | Sold out | 0.00% | −0.00 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.00 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.00 |
| U Unity Software Inc. | Sold out | 0.00% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| APH Amphenol Corp. Class A | Add +18223.9% | 1.08% | +1.07 |
| NFLX Netflix Inc. | Add +6181.8% | 0.86% | +0.84 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 2.50% | +0.69 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.8% | 4.52% | +0.51 |
| NVMI Nova Ltd. | Add +0.8% | 3.23% | +0.47 |
| GRMN Garmin Ltd. | Add +1.3% | 2.81% | +0.45 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.6% | 3.97% | +0.39 |
| HD Home Depot Inc. | Add +0.7% | 3.42% | +0.34 |
| PWR Quanta Services Inc. | Add +0.3% | 3.42% | +0.30 |
| HDB HDFC Bank Ltd.-ADR | Add +35.2% | 1.57% | +0.26 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +13.0% | 1.62% | +0.23 |
| PH Parker Hannifin Corp. | Add +1.2% | 2.22% | +0.20 |
| MSFT Microsoft Corp. | Add +0.2% | 4.91% | +0.19 |
| VGT Vanguard Info Tech ETF | Add +1.6% | 1.34% | +0.17 |
| VIG Vanguard Dividend Apprec ETF | Add +1.1% | 2.21% | +0.13 |
| MCD McDonald's Corp. | Add +1.1% | 1.87% | +0.09 |
| ON On Semiconductor | New | 0.03% | +0.03 |
| CG The Carlyle Group Inc. | Add +0.5% | 0.07% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 0.09% | +0.01 |
| BX Blackstone Inc. | Add +0.7% | 0.05% | +0.01 |
| PSX Phillips 66 | Add +0.9% | 0.04% | +0.01 |
| MA Mastercard Inc. Class A | Add +1.3% | 0.21% | +0.00 |
| MO Altria Group Inc. | Add +1.7% | 0.04% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.05% | +0.00 |
| MRK Merck & Co. Inc. | Add +1.0% | 0.06% | +0.00 |
| XEL Xcel Energy Inc. | Add +0.8% | 0.02% | +0.00 |
| DIS The Walt Disney Co. | Add +12.3% | 0.10% | +0.00 |
| IONQ Ionq Inc. | New | 0.00% | +0.00 |
| JOBY Joby Aviation Inc. | New | 0.00% | +0.00 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +0.4% | 0.04% | +0.00 |
| ACHR Archer Aviation Inc. Class A | New | 0.00% | +0.00 |
| RGTI Rigetti Computing Inc. | New | 0.00% | +0.00 |
| QBTS D-Wave Quantum Inc. | New | 0.00% | +0.00 |
| PFE Pfizer Inc. | Add +1.8% | 0.02% | +0.00 |
| F Ford Motor Co. | Add +1.3% | 0.01% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.1% | 0.06% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +1.0% | 0.06% | +0.00 |
| VPU Vanguard Utilities ETF | Add +1.3% | 0.01% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +0.9% | 0.02% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.9% | 0.01% | +0.00 |
| SO The Southern Co. | Add +0.5% | 0.01% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +1.7% | 0.00% | +0.00 |
| BND Vanguard Total Bond Market | Add +0.8% | 0.01% | +0.00 |
| EXC Exelon Corp. | Add +0.7% | 0.00% | +0.00 |
| SCHO Schwab Short-Term US Treas | Add +1.0% | 0.01% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +1.2% | 0.00% | +0.00 |
| AMGN Amgen Inc. | Add +5.6% | 0.00% | 0.00 |
| IRM Iron Mountain Inc. | Add +0.8% | 0.09% | 0.00 |
| WMB Williams Cos Inc. | Add +1.1% | 0.00% | 0.00 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.02% | −0.00 |
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 |