Tower View Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Tower View Wealth Management LLC reported 176 stock positions worth $202.2 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 5.7% of the portfolio, followed by Eli Lilly (LLY, 5.4%) and Nvidia (NVDA, 4.8%). Compared with Q3 2025, it opened 14 new positions, sold out of 11, added to 73 and reduced 39. The biggest buy was JPMorgan Chase (JPM, shares +3350%) and the biggest sale Home Depot (HD, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- SHOREWOOD, WI
- CIK
- 0001729045
- Portfolio Value
- $202.2M (Q4 2025)
- SEC Filing
- 0001729045-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 176 stocks · $202.2M
| TSM Taiwan Semiconductor-SP ADR | 5.73% | 38,140 | $11.6M | Reduce -11.0% |
| LLY Eli Lilly & Co. | 5.43% | 10,212 | $11.0M | Add +0.0% |
| NVDA Nvidia Corp. | 4.77% | 51,759 | $9.7M | Reduce -1.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.71% | 118,769 | $9.5M | Add +6.5% |
| MSFT Microsoft Corp. | 4.40% | 18,389 | $8.9M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.27% | 17,692 | $8.6M | Add +10.5% |
| GOOG Alphabet Inc. Class C | 4.00% | 25,793 | $8.1M | Reduce -6.7% |
| AMZN Amazon.com Inc. | 3.47% | 30,377 | $7.0M | Add +1.2% |
| V Visa Inc. Class A | 3.32% | 19,140 | $6.7M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 2.96% | 19,138 | $6.0M | Reduce -3.7% |
| COST Costco Wholesale Corp. | 2.93% | 6,861 | $5.9M | Add +0.6% |
| PWR Quanta Services Inc. | 2.89% | 13,868 | $5.9M | Reduce -13.0% |
| NVMI Nova Ltd. | 2.83% | 17,400 | $5.7M | Reduce -11.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.66% | 7,876 | $5.4M | Reduce -1.4% |
| PH Parker Hannifin Corp. | 2.48% | 5,718 | $5.0M | Add +1.1% |
| MRSH Marsh & McLennan Cos | 2.48% | 26,989 | $5.0M | Reduce -13.1% |
| PM Philip Morris International | 2.38% | 30,068 | $4.8M | Reduce -16.0% |
| GRMN Garmin Ltd. | 2.25% | 22,402 | $4.5M | Add +1.5% |
| VIG Vanguard Dividend Apprec ETF | 2.12% | 19,472 | $4.3M | Reduce -1.5% |
| MCD McDonald's Corp. | 1.84% | 12,166 | $3.7M | Add +2.0% |
| ISRG Intuitive Surgical Inc. | 1.64% | 5,873 | $3.3M | Add +1.0% |
| DRS Leonardo DRS Inc. | 1.61% | 95,450 | $3.3M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 1.54% | 9,659 | $3.1M | Add +3349.6% |
| HD Home Depot Inc. | 1.54% | 9,024 | $3.1M | Reduce -44.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.46% | 9,803 | $3.0M | Reduce -10.5% |
| SPOT Spotify Technology SA | 1.46% | 5,092 | $3.0M | Add +1.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.44% | 10,416 | $2.9M | Reduce -2.0% |
| AVGO Broadcom Inc. | 1.42% | 8,314 | $2.9M | Add +10164.2% |
| BMI Badger Meter Inc. | 1.37% | 15,887 | $2.8M | Add +2.4% |
| ETN Eaton Corp. PLC | 1.33% | 8,460 | $2.7M | New |
| VGT Vanguard Info Tech ETF | 1.29% | 3,460 | $2.6M | Reduce -0.2% |
| ADI Analog Devices Inc. | 1.20% | 8,964 | $2.4M | Reduce -1.6% |
| CARR Carrier Global Corp. | 1.17% | 44,729 | $2.4M | Reduce -27.6% |
| APH Amphenol Corp. Class A | 1.16% | 17,286 | $2.3M | Add +2.5% |
| ARM Arm Holdings PLC-ADR | 1.09% | 20,152 | $2.2M | Reduce -5.2% |
| ORCL Oracle Corp. | 0.78% | 8,128 | $1.6M | Add +807.1% |
| TATT Tat Technologies Ltd. | 0.78% | 35,102 | $1.6M | New |
| NFLX Netflix Inc. | 0.75% | 16,175 | $1.5M | Add +17.0% |
| EWY iShares MSCI South Korea ETF | 0.73% | 15,090 | $1.5M | New |
| BIDU Baidu Inc. - Spon ADR | 0.68% | 10,464 | $1.4M | New |
| UNP Union Pacific Corp. | 0.64% | 5,567 | $1.3M | Reduce -25.7% |
| CSCO Cisco Systems Inc. | 0.62% | 16,342 | $1.3M | Add +2865.9% |
| ABBV Abbvie Inc. | 0.56% | 4,927 | $1.1M | Add +445.6% |
| WMT Walmart Inc. | 0.50% | 9,141 | $1.0M | Add +636.0% |
| PEP Pepsico Inc. | 0.49% | 6,884 | $988K | Reduce -14.2% |
| VOO Vanguard S&P 500 ETF | 0.37% | 1,199 | $752K | Add +7.0% |
| PG The Procter & Gamble Co. | 0.29% | 4,090 | $586K | Reduce -32.8% |
| MDY State Street SPDR S&P Midcap | 0.28% | 953 | $575K | Reduce -4.4% |
| BRX Brixmor Property Group Inc. | 0.28% | 21,433 | $562K | Add +35.1% |
| VYM Vanguard High DVD Yield ETF | 0.26% | 3,653 | $524K | Reduce -5.0% |
| MA Mastercard Inc. Class A | 0.20% | 724 | $413K | Add +2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 1,422 | $413K | Add +0.8% |
| MGEE Mge Energy Inc. | 0.19% | 5,025 | $394K | Reduce -3.6% |
| VDC Vanguard Consumer Staple ETF | 0.17% | 1,645 | $347K | Reduce -7.5% |
| XOM Exxon Mobil Corp. | 0.12% | 1,970 | $237K | Reduce -19.7% |
| BLK BlackRock Inc. | 0.11% | 200 | $214K | No change |
| NEE Nextera Energy Inc. | 0.10% | 2,507 | $201K | Reduce -3.6% |
| SCHW Schwab (charles) Corp. | 0.10% | 2,000 | $200K | No change |
| SYK Stryker Corp. | 0.09% | 536 | $188K | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 1,619 | $184K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 533 | $179K | Add +0.6% |
| JNJ Johnson & Johnson | 0.09% | 834 | $173K | Reduce -34.3% |
| KKR KKR & Co. Inc. | 0.08% | 1,251 | $159K | Reduce -23.9% |
| CAT Caterpillar Inc. | 0.08% | 265 | $152K | No change |
| BMY Bristol-Myers Squibb Co. | 0.07% | 2,785 | $150K | Add +1.1% |
| MRK Merck & Co. Inc. | 0.07% | 1,371 | $144K | Add +1.0% |
| CME Cme Group Inc. | 0.07% | 494 | $135K | No change |
| CG The Carlyle Group Inc. | 0.07% | 2,258 | $133K | Add +0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 1,501 | $118K | Add +1.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 1,479 | $118K | Add +1.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.05% | 1,300 | $108K | Reduce -22.8% |
| GWW WW Grainger Inc. | 0.05% | 106 | $107K | No change |
| TSLA Tesla Inc. | 0.05% | 220 | $99K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.05% | 1,153 | $95K | Reduce -26.6% |
| IWV iShares Russell 3000 ETF | 0.05% | 240 | $93K | Add +0.4% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.04% | 984 | $83K | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.04% | 90 | $79K | Add +1.1% |
| WTRG Essential Utilities Inc. | 0.04% | 2,055 | $79K | Add +51.9% |
| PSX Phillips 66 | 0.04% | 565 | $73K | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 123 | $72K | No change |
| WM Waste Management Inc. | 0.03% | 322 | $71K | Add +177.6% |
| BX Blackstone Inc. | 0.03% | 407 | $63K | Reduce -27.3% |
| FAST Fastenal Co. | 0.03% | 1,552 | $62K | New |
| MO Altria Group Inc. | 0.03% | 1,050 | $61K | Add +1.6% |
| ITW Illinois Tool Works | 0.03% | 224 | $55K | Add +0.5% |
| PEG Public Service Enterprise GP | 0.03% | 683 | $55K | Add +22.6% |
| ON On Semiconductor | 0.03% | 1,000 | $54K | No change |
| DHR Danaher Corp. | 0.03% | 228 | $52K | Add +0.4% |
| XEL Xcel Energy Inc. | 0.02% | 631 | $47K | Add +19.7% |
| COP Conocophillips | 0.02% | 489 | $46K | Add +1.0% |
| XLP SS Consumer Staples Sel Sect | 0.02% | 564 | $44K | Add +0.9% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 750 | $40K | Add +0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 156 | $40K | Add +0.7% |
| ETR Entergy Corp. | 0.02% | 413 | $38K | No change |
| UTHR United Therapeutics Corp. | 0.02% | 75 | $37K | No change |
| XLK SS Technology Select Sector | 0.01% | 211 | $30K | Reduce -12.8% |
| PFE Pfizer Inc. | 0.01% | 1,221 | $30K | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 0.01% | 44 | $30K | Reduce -29.0% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 215 | $30K | Add +0.5% |
| IWF iShares Russell 1000 Growth | 0.01% | 59 | $28K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| HD Home Depot Inc. | Reduce -44.7% | 1.54% | −1.88 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −1.57 |
| MRSH Marsh & McLennan Cos | Reduce -13.1% | 2.48% | −0.76 |
| CARR Carrier Global Corp. | Reduce -27.6% | 1.17% | −0.74 |
| PM Philip Morris International | Reduce -16.0% | 2.38% | −0.62 |
| PWR Quanta Services Inc. | Reduce -13.0% | 2.89% | −0.52 |
| ARM Arm Holdings PLC-ADR | Reduce -5.2% | 1.09% | −0.47 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -11.0% | 5.73% | −0.46 |
| NVMI Nova Ltd. | Reduce -11.0% | 2.83% | −0.41 |
| NVDA Nvidia Corp. | Reduce -1.2% | 4.77% | −0.28 |
| UNP Union Pacific Corp. | Reduce -25.7% | 0.64% | −0.28 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -10.5% | 1.46% | −0.22 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.21 |
| PG The Procter & Gamble Co. | Reduce -32.8% | 0.29% | −0.19 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -2.0% | 1.44% | −0.18 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.4% | 2.66% | −0.10 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.10 |
| PEP Pepsico Inc. | Reduce -14.2% | 0.49% | −0.09 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.5% | 2.12% | −0.09 |
| VGT Vanguard Info Tech ETF | Reduce -0.2% | 1.29% | −0.05 |
| JNJ Johnson & Johnson | Reduce -34.3% | 0.09% | −0.04 |
| IRM Iron Mountain Inc. | Reduce -22.8% | 0.05% | −0.04 |
| MGEE Mge Energy Inc. | Reduce -3.6% | 0.19% | −0.03 |
| KKR KKR & Co. Inc. | Reduce -23.9% | 0.08% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -19.7% | 0.12% | −0.03 |
| VDC Vanguard Consumer Staple ETF | Reduce -7.5% | 0.17% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -4.4% | 0.28% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.0% | 0.26% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -26.6% | 0.05% | −0.02 |
| BX Blackstone Inc. | Reduce -27.3% | 0.03% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -29.0% | 0.01% | −0.01 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.01 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.01 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.00 |
| FLAU Franklin Ftse Australia ETF | Reduce -47.2% | 0.00% | −0.00 |
| XLK SS Technology Select Sector | Reduce -12.8% | 0.01% | −0.00 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.00 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.00 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -3.6% | 0.10% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -18.5% | 0.01% | −0.00 |
| EWS iShares MSCI Singapore ETF | Reduce -12.4% | 0.01% | −0.00 |
| EWU iShares MSCI United Kingdom | Reduce -9.9% | 0.01% | −0.00 |
| XLY SS Consumer Disc Select Sect | Reduce -0.5% | 0.01% | −0.00 |
| VHT Vanguard Health Care ETF | Reduce -8.0% | 0.01% | −0.00 |
| XYZ Block Inc. | Sold out | 0.00% | −0.00 |
| ADI Analog Devices Inc. | Reduce -1.6% | 1.20% | +0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -3.7% | 2.96% | +0.46 |
| GOOG Alphabet Inc. Class C | Reduce -6.7% | 4.00% | +0.52 |
Portfolio Buys Q3 2025 → Q4 2025
| JPM JPMorgan Chase & Co. | Add +3349.6% | 1.54% | +1.49 |
| AVGO Broadcom Inc. | Add +10164.2% | 1.42% | +1.41 |
| LLY Eli Lilly & Co. | Add +0.0% | 5.43% | +1.40 |
| ETN Eaton Corp. PLC | New | 1.33% | +1.33 |
| TATT Tat Technologies Ltd. | New | 0.78% | +0.78 |
| EWY iShares MSCI South Korea ETF | New | 0.73% | +0.73 |
| BIDU Baidu Inc. - Spon ADR | New | 0.68% | +0.68 |
| ORCL Oracle Corp. | Add +807.1% | 0.78% | +0.65 |
| CSCO Cisco Systems Inc. | Add +2865.9% | 0.62% | +0.60 |
| ABBV Abbvie Inc. | Add +445.6% | 0.56% | +0.45 |
| WMT Walmart Inc. | Add +636.0% | 0.50% | +0.44 |
| ISRG Intuitive Surgical Inc. | Add +1.0% | 1.64% | +0.30 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +10.5% | 4.27% | +0.30 |
| PH Parker Hannifin Corp. | Add +1.1% | 2.48% | +0.27 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +6.5% | 4.71% | +0.19 |
| APH Amphenol Corp. Class A | Add +2.5% | 1.16% | +0.08 |
| AMZN Amazon.com Inc. | Add +1.2% | 3.47% | +0.06 |
| BRX Brixmor Property Group Inc. | Add +35.1% | 0.28% | +0.05 |
| FAST Fastenal Co. | New | 0.03% | +0.03 |
| WM Waste Management Inc. | Add +177.6% | 0.03% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +7.0% | 0.37% | +0.02 |
| MRK Merck & Co. Inc. | Add +1.0% | 0.07% | +0.01 |
| CWT California Water Service Grp | New | 0.01% | +0.01 |
| WTRG Essential Utilities Inc. | Add +51.9% | 0.04% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +1.1% | 0.07% | +0.01 |
| DGRO iShares Core Dividend Growth | New | 0.01% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.01% | +0.01 |
| CRWV Coreweave Inc. Class A | New | 0.01% | +0.01 |
| HUBS HubSpot Inc. | New | 0.01% | +0.01 |
| NKE Nike Inc. Class B | Add +265.9% | 0.00% | +0.00 |
| UL Unilever PLC-Sponsored ADR | New | 0.00% | +0.00 |
| PEG Public Service Enterprise GP | Add +22.6% | 0.03% | +0.00 |
| DHR Danaher Corp. | Add +0.4% | 0.03% | +0.00 |
| OTIS Otis Worldwide Corp. | New | 0.00% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +1.1% | 0.04% | +0.00 |
| XEL Xcel Energy Inc. | Add +19.7% | 0.02% | +0.00 |
| F Ford Motor Co. | Add +1.1% | 0.01% | +0.00 |
| ALH Alliance Laundry Holdings Inc. | New | 0.00% | +0.00 |
| KDP Keurig Dr Pepper Inc. | Add +0.9% | 0.00% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +13.1% | 0.00% | +0.00 |
| TIGO Millicom Intl Cellular S.A. | New | 0.00% | +0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.8% | 0.01% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.7% | 0.01% | 0.00 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 0.00% | 0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +1.0% | 0.00% | −0.00 |
| QUS SS SPDR MSCI U Stratfact ETF | Add +1.7% | 0.01% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.00% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.0% | 0.00% | −0.00 |
| FNDB Schwab Fndmntl US BRD Mr ETF | Add +0.5% | 0.01% | −0.00 |
| XLF SS Financial Select Sector | Add +0.7% | 0.00% | −0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF | Sold out | 0 | $2before exit |
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 |