Tower View Wealth Management LLC

Q3 2025 13F-HR Holdings

Location
Shorewood, WI
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
174
Total value ($000)
$193,318
Net value change ($000)
+371 (0.2%)
New positions
7
Sold out positions
27
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSM 2,205 22.6%
APH 2,077 23077.8%
GOOGL 1,828 37.3%
NFLX 1,628 5613.8%
NVDA 1,469 17.7%
GOOGL 1,337 38.3%
SPYM 1,005 13.0%
NVMI 915 17.1%
GARMIN LTD 884 19.4%
VUG 773 11.2%
Top Reduces (Value $000, Stocks/ETFs)
ASML -4,857 -100.0%
VRTX -2,312 -100.0%
CLBT -2,095 -100.0%
DECK -1,149 -100.0%
BMI -841 -23.3%
CARR -684 -15.6%
PM -601 -9.4%
MRSH -456 -6.8%
ISRG -455 -14.9%
ARM -359 -10.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type