Tower View Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
Shorewood, WI
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
193
Total value ($000)
$230,999
Net value change ($000)
+3,600 (1.6%)
New positions
7
Sold out positions
19
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 3,301 49.0%
NVDA 2,075 20.0%
NOC 1,935 NEW
CAT 1,638 515.1%
PH 1,493 28.2%
GARMIN LTD 1,278 25.4%
OII 1,016 NEW
INTC 948 NEW
V 753 11.9%
UNP 655 57.4%
Top Reduces (Value $000, Stocks/ETFs)
UTHR -1,578 -96.9%
NVMI -1,566 -25.5%
MCD -1,427 -78.9%
BIDU -1,319 -100.0%
ORCL -1,171 -99.9%
NFLX -1,154 -100.0%
PWR -749 -9.1%
LRCX -658 -20.8%
SPOT -608 -100.0%
HD -483 -21.6%
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