Tower View Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Shorewood, WI
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
204
Total value ($000)
$194,797
Net value change ($000)
-7,451 (-3.7%)
New positions
32
Sold out positions
4
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EWY 1,959 133.5%
GS 1,672 2116.5%
UTHR 1,584 4281.1%
LRCX 1,532 NEW
AMD 1,364 NEW
PWR 1,242 21.2%
DRS 814 25.0%
TSM 772 6.7%
MU 624 NEW
COST 595 10.1%
Top Reduces (Value $000, Stocks/ETFs)
MRSH -3,276 -65.4%
BMI -2,771 -100.0%
MSFT -2,231 -25.1%
LLY -2,081 -19.0%
CARR -1,714 -72.5%
TATT -1,568 -100.0%
V -1,085 -16.2%
VUG -840 -9.7%
AMZN -828 -11.8%
HD -736 -23.7%
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