Tower View Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
Shorewood, WI
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
176
Total value ($000)
$202,248
Net value change ($000)
+8,930 (4.6%)
New positions
14
Sold out positions
12
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LLY 3,185 40.9%
JPM 3,024 3436.4%
AVGO 2,851 10559.3%
ETN 2,695 NEW
TATT 1,568 NEW
EWY 1,467 NEW
BIDU 1,367 NEW
GOOGL 1,362 20.2%
ORCL 1,332 528.6%
CSCO 1,221 3213.2%
Top Reduces (Value $000, Stocks/ETFs)
HD -3,505 -53.0%
HDB -3,027 -100.0%
CARR -1,325 -35.9%
MRSH -1,251 -20.0%
DRS -1,027 -24.0%
PM -980 -16.9%
GARMIN LTD -891 -16.4%
ARM -804 -26.7%
PWR -750 -11.4%
MSFT -605 -6.4%
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