Tower View Wealth Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Tower View Wealth Management LLC reported 204 stock positions worth $194.8 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 6.3% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 4.9%) and Nvidia (NVDA, 4.6%). Compared with Q4 2025, it opened 31 new positions, sold out of 4, added to 68 and reduced 43. The biggest buy was iShares MSCI South Korea ETF (EWY, shares +85%) and the biggest sale Marsh & McLennan Cos (MRSH, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- SHOREWOOD, WI
- CIK
- 0001729045
- Portfolio Value
- $194.8M (Q1 2026)
- SEC Filing
- 0001729045-26-000002 ↗ filed Apr 20, 2026
Holdings Value
Holdings 204 stocks · $194.8M
| TSM Taiwan Semiconductor-SP ADR | 6.35% | 36,579 | $12.4M | Reduce -4.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.87% | 124,052 | $9.5M | Add +4.5% |
| NVDA Nvidia Corp. | 4.60% | 51,433 | $9.0M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 4.57% | 9,670 | $8.9M | Reduce -5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.00% | 17,838 | $7.8M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 3.79% | 25,758 | $7.4M | Reduce -0.1% |
| PWR Quanta Services Inc. | 3.64% | 12,924 | $7.1M | Reduce -6.8% |
| MSFT Microsoft Corp. | 3.42% | 17,998 | $6.7M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 3.34% | 6,535 | $6.5M | Reduce -4.8% |
| NVMI Nova Ltd. | 3.18% | 14,256 | $6.2M | Reduce -18.1% |
| AMZN Amazon.com Inc. | 3.17% | 29,692 | $6.2M | Reduce -2.3% |
| V Visa Inc. Class A | 2.89% | 18,619 | $5.6M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 2.73% | 18,490 | $5.3M | Reduce -3.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.64% | 7,909 | $5.1M | Add +0.4% |
| GRMN Garmin Ltd. | 2.52% | 21,185 | $4.9M | Reduce -5.4% |
| PH Parker Hannifin Corp. | 2.50% | 5,449 | $4.9M | Reduce -4.7% |
| PM Philip Morris International | 2.32% | 27,294 | $4.5M | Reduce -9.2% |
| VIG Vanguard Dividend Apprec ETF | 2.18% | 19,738 | $4.2M | Add +1.4% |
| DRS Leonardo DRS Inc. | 2.09% | 91,381 | $4.1M | Reduce -4.3% |
| MCD McDonald's Corp. | 1.85% | 11,603 | $3.6M | Reduce -4.6% |
| EWY iShares MSCI South Korea ETF | 1.76% | 27,848 | $3.4M | Add +84.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.55% | 9,973 | $3.0M | Add +1.7% |
| ETN Eaton Corp. PLC | 1.51% | 8,220 | $2.9M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 1.47% | 9,757 | $2.9M | Add +1.0% |
| ADI Analog Devices Inc. | 1.45% | 8,858 | $2.8M | Reduce -1.2% |
| AVGO Broadcom Inc. | 1.44% | 9,086 | $2.8M | Add +9.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.41% | 10,642 | $2.7M | Add +2.2% |
| ARM Arm Holdings PLC-ADR | 1.37% | 17,695 | $2.7M | Reduce -12.2% |
| ISRG Intuitive Surgical Inc. | 1.34% | 5,672 | $2.6M | Reduce -3.4% |
| VGT Vanguard Info Tech ETF | 1.26% | 3,523 | $2.5M | Add +1.8% |
| SPOT Spotify Technology SA | 1.22% | 4,906 | $2.4M | Reduce -3.6% |
| HD Home Depot Inc. | 1.22% | 7,204 | $2.4M | Reduce -20.2% |
| APH Amphenol Corp. Class A | 1.10% | 16,988 | $2.1M | Reduce -1.7% |
| GS Goldman Sachs Group Inc. | 0.90% | 2,070 | $1.8M | Add +2200.0% |
| MRSH Marsh & McLennan Cos | 0.89% | 9,981 | $1.7M | Reduce -63.0% |
| UTHR United Therapeutics Corp. | 0.83% | 2,733 | $1.6M | Add +3544.0% |
| NFLX Netflix Inc. | 0.80% | 16,187 | $1.6M | Add +0.1% |
| LRCX Lam Research Corp. | 0.79% | 7,170 | $1.5M | New |
| CSCO Cisco Systems Inc. | 0.75% | 18,750 | $1.5M | Add +14.7% |
| WMT Walmart Inc. | 0.73% | 11,407 | $1.4M | Add +24.8% |
| AMD Advanced Micro Devices | 0.70% | 6,705 | $1.4M | New |
| ABBV Abbvie Inc. | 0.66% | 5,901 | $1.3M | Add +19.8% |
| BIDU Baidu Inc. - Spon ADR | 0.66% | 11,495 | $1.3M | Add +9.8% |
| ORCL Oracle Corp. | 0.61% | 8,116 | $1.2M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.56% | 4,530 | $1.1M | Reduce -18.6% |
| PEP Pepsico Inc. | 0.39% | 4,921 | $764K | Reduce -28.5% |
| VOO Vanguard S&P 500 ETF | 0.37% | 1,196 | $715K | Reduce -0.3% |
| CARR Carrier Global Corp. | 0.33% | 11,520 | $649K | Reduce -74.2% |
| MU Micron Technology Inc. | 0.32% | 1,848 | $624K | New |
| VYM Vanguard High DVD Yield ETF | 0.30% | 3,964 | $587K | Add +8.5% |
| MDY State Street SPDR S&P Midcap | 0.30% | 949 | $585K | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.23% | 2,591 | $440K | Add +31.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,421 | $408K | Reduce -0.1% |
| BRX Brixmor Property Group Inc. | 0.20% | 13,686 | $394K | Reduce -36.1% |
| MA Mastercard Inc. Class A | 0.20% | 777 | $388K | Add +7.3% |
| MGEE Mge Energy Inc. | 0.17% | 4,371 | $338K | Reduce -13.0% |
| VDC Vanguard Consumer Staple ETF | 0.17% | 1,501 | $337K | Reduce -8.8% |
| PG The Procter & Gamble Co. | 0.16% | 2,147 | $310K | Reduce -47.5% |
| NEE Nextera Energy Inc. | 0.12% | 2,607 | $242K | Add +4.0% |
| JNJ Johnson & Johnson | 0.12% | 977 | $239K | Add +17.1% |
| NI Nisource Inc. | 0.11% | 4,550 | $212K | New |
| CAT Caterpillar Inc. | 0.11% | 299 | $212K | Add +12.8% |
| BLK BlackRock Inc. | 0.10% | 200 | $192K | No change |
| SCHW Schwab (charles) Corp. | 0.10% | 2,000 | $188K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 553 | $178K | Add +3.8% |
| SYK Stryker Corp. | 0.09% | 537 | $177K | Add +0.2% |
| BMY Bristol-Myers Squibb Co. | 0.09% | 2,811 | $170K | Add +0.9% |
| MRK Merck & Co. Inc. | 0.09% | 1,381 | $166K | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 1,629 | $157K | Add +0.6% |
| CME Cme Group Inc. | 0.07% | 494 | $146K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.07% | 1,314 | $134K | Add +1.1% |
| PSX Phillips 66 | 0.07% | 709 | $129K | Add +25.5% |
| GWW WW Grainger Inc. | 0.06% | 112 | $122K | Add +5.7% |
| KKR KKR & Co. Inc. | 0.06% | 1,254 | $116K | Add +0.2% |
| CG The Carlyle Group Inc. | 0.06% | 2,273 | $110K | Add +0.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.05% | 1,285 | $106K | Add +11.4% |
| CVX Chevron Corp. | 0.05% | 489 | $101K | Add +560.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.05% | 1,213 | $96K | Reduce -18.0% |
| IWV iShares Russell 3000 ETF | 0.05% | 240 | $89K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.04% | 988 | $84K | Add +0.4% |
| WTRG Essential Utilities Inc. | 0.04% | 2,073 | $83K | Add +0.9% |
| TSLA Tesla Inc. | 0.04% | 220 | $82K | No change |
| WM Waste Management Inc. | 0.04% | 323 | $74K | Add +0.3% |
| FAST Fastenal Co. | 0.04% | 1,560 | $72K | Add +0.5% |
| MO Altria Group Inc. | 0.04% | 1,069 | $71K | Add +1.8% |
| IGM iShares Expanded Tech Sector | 0.03% | 565 | $67K | New |
| COP Conocophillips | 0.03% | 492 | $65K | Add +0.6% |
| SYY Sysco Corp. | 0.03% | 900 | $64K | New |
| ON On Semiconductor | 0.03% | 1,000 | $62K | No change |
| ITW Illinois Tool Works | 0.03% | 226 | $59K | Add +0.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.03% | 400 | $58K | New |
| PEG Public Service Enterprise GP | 0.03% | 689 | $56K | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 112 | $55K | Reduce -8.9% |
| XEL Xcel Energy Inc. | 0.03% | 635 | $50K | Add +0.6% |
| BX Blackstone Inc. | 0.02% | 412 | $47K | Add +1.2% |
| XLP SS Consumer Staples Sel Sect | 0.02% | 567 | $46K | Add +0.5% |
| ETR Entergy Corp. | 0.02% | 413 | $46K | No change |
| VPU Vanguard Utilities ETF | 0.02% | 232 | $46K | Add +186.4% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 757 | $44K | Add +0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 157 | $41K | Add +0.6% |
Portfolio Sells Q4 2025 → Q1 2026
| MRSH Marsh & McLennan Cos | Reduce -63.0% | 0.89% | −1.59 |
| BMI Badger Meter Inc. | Sold out | 0.00% | −1.37 |
| MSFT Microsoft Corp. | Reduce -2.1% | 3.42% | −0.98 |
| LLY Eli Lilly & Co. | Reduce -5.3% | 4.57% | −0.86 |
| CARR Carrier Global Corp. | Reduce -74.2% | 0.33% | −0.84 |
| TATT Tat Technologies Ltd. | Sold out | 0.00% | −0.78 |
| V Visa Inc. Class A | Reduce -2.7% | 2.89% | −0.43 |
| HD Home Depot Inc. | Reduce -20.2% | 1.22% | −0.32 |
| ISRG Intuitive Surgical Inc. | Reduce -3.4% | 1.34% | −0.30 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 3.17% | −0.29 |
| SPOT Spotify Technology SA | Reduce -3.6% | 1.22% | −0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 2.73% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 3.79% | −0.21 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.61% | −0.17 |
| NVDA Nvidia Corp. | Reduce -0.6% | 4.60% | −0.17 |
| PG The Procter & Gamble Co. | Reduce -47.5% | 0.16% | −0.13 |
| PEP Pepsico Inc. | Reduce -28.5% | 0.39% | −0.10 |
| BRX Brixmor Property Group Inc. | Reduce -36.1% | 0.20% | −0.08 |
| UNP Union Pacific Corp. | Reduce -18.6% | 0.56% | −0.07 |
| PM Philip Morris International | Reduce -9.2% | 2.32% | −0.07 |
| APH Amphenol Corp. Class A | Reduce -1.7% | 1.10% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -82.7% | 0.01% | −0.05 |
| MGEE Mge Energy Inc. | Reduce -13.0% | 0.17% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -18.0% | 0.05% | −0.01 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.9% | 0.03% | −0.01 |
| DHR Danaher Corp. | Reduce -6.1% | 0.02% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 0.37% | −0.00 |
| NKE Nike Inc. Class B | Reduce -26.7% | 0.00% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.00 |
| XLK SS Technology Select Sector | Reduce -1.4% | 0.01% | −0.00 |
| FNDB Schwab Fndmntl US BRD Mr ETF | Reduce -11.0% | 0.01% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.6% | 0.01% | −0.00 |
| VDC Vanguard Consumer Staple ETF | Reduce -8.8% | 0.17% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 0.21% | +0.01 |
| MCD McDonald's Corp. | Reduce -4.6% | 1.85% | +0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -0.4% | 0.30% | +0.02 |
| PH Parker Hannifin Corp. | Reduce -4.7% | 2.50% | +0.02 |
| ETN Eaton Corp. PLC | Reduce -2.8% | 1.51% | +0.18 |
| ADI Analog Devices Inc. | Reduce -1.2% | 1.45% | +0.24 |
| GRMN Garmin Ltd. | Reduce -5.4% | 2.52% | +0.28 |
| ARM Arm Holdings PLC-ADR | Reduce -12.2% | 1.37% | +0.28 |
| NVMI Nova Ltd. | Reduce -18.1% | 3.18% | +0.35 |
| COST Costco Wholesale Corp. | Reduce -4.8% | 3.34% | +0.42 |
| DRS Leonardo DRS Inc. | Reduce -4.3% | 2.09% | +0.48 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.1% | 6.35% | +0.62 |
| PWR Quanta Services Inc. | Reduce -6.8% | 3.64% | +0.75 |
Portfolio Buys Q4 2025 → Q1 2026
| EWY iShares MSCI South Korea ETF | Add +84.5% | 1.76% | +1.03 |
| GS Goldman Sachs Group Inc. | Add +2200.0% | 0.90% | +0.86 |
| UTHR United Therapeutics Corp. | Add +3544.0% | 0.83% | +0.81 |
| LRCX Lam Research Corp. | New | 0.79% | +0.79 |
| AMD Advanced Micro Devices | New | 0.70% | +0.70 |
| MU Micron Technology Inc. | New | 0.32% | +0.32 |
| WMT Walmart Inc. | Add +24.8% | 0.73% | +0.22 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.5% | 4.87% | +0.16 |
| CSCO Cisco Systems Inc. | Add +14.7% | 0.75% | +0.12 |
| NI Nisource Inc. | New | 0.11% | +0.11 |
| XOM Exxon Mobil Corp. | Add +31.5% | 0.23% | +0.11 |
| ABBV Abbvie Inc. | Add +19.8% | 0.66% | +0.10 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1.7% | 1.55% | +0.08 |
| VIG Vanguard Dividend Apprec ETF | Add +1.4% | 2.18% | +0.06 |
| NFLX Netflix Inc. | Add +0.1% | 0.80% | +0.05 |
| CVX Chevron Corp. | Add +560.8% | 0.05% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +8.5% | 0.30% | +0.04 |
| JNJ Johnson & Johnson | Add +17.1% | 0.12% | +0.04 |
| IGM iShares Expanded Tech Sector | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +12.8% | 0.11% | +0.03 |
| SYY Sysco Corp. | New | 0.03% | +0.03 |
| PSX Phillips 66 | Add +25.5% | 0.07% | +0.03 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | New | 0.03% | +0.03 |
| NEE Nextera Energy Inc. | Add +4.0% | 0.12% | +0.02 |
| AVGO Broadcom Inc. | Add +9.3% | 1.44% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.02% | +0.02 |
| IWM iShares Russell 2000 ETF | New | 0.02% | +0.02 |
| VPU Vanguard Utilities ETF | Add +186.4% | 0.02% | +0.02 |
| IRM Iron Mountain Inc. | Add +1.1% | 0.07% | +0.02 |
| LHX L3HARRIS Technologies Inc. | New | 0.02% | +0.02 |
| OSK Oshkosh Corp. | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.7% | 0.09% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +320.0% | 0.02% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.9% | 0.09% | +0.01 |
| AMGN Amgen Inc. | Add +331.6% | 0.01% | +0.01 |
| EWC iShares MSCI Canada ETF | New | 0.01% | +0.01 |
| CCJ Cameco Corp. | New | 0.01% | +0.01 |
| COP Conocophillips | Add +0.6% | 0.03% | +0.01 |
| GWW WW Grainger Inc. | Add +5.7% | 0.06% | +0.01 |
| VXUS Vanguard Total Intl Stock | New | 0.01% | +0.01 |
| LOW Lowe's Cos Inc. | Add +566.7% | 0.01% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +11.4% | 0.05% | +0.01 |
| FAST Fastenal Co. | Add +0.5% | 0.04% | +0.01 |
| LIN Linde PLC | New | 0.01% | +0.01 |
| MO Altria Group Inc. | Add +1.8% | 0.04% | +0.01 |
| HON Honeywell International Inc. | New | 0.01% | +0.01 |
| ECL Ecolab Inc. | New | 0.01% | +0.01 |
| GD General Dynamics Corp. | New | 0.00% | +0.00 |
| EMR Emerson Electric Co. | New | 0.00% | +0.00 |
| WTRG Essential Utilities Inc. | Add +0.9% | 0.04% | +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 |