Tower View Wealth Management LLC
All 13F Filings
- Location
- Shorewood, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 227,399
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 205 | 227,399 | 13F-HR | Tower View Wealth Management LLC |
| Q1 2026 | 4/20/2026 | 204 | 194,797 | 13F-HR | Tower View Wealth Management LLC |
| Q4 2025 | 1/23/2026 | 176 | 202,248 | 13F-HR | Tower View Wealth Management LLC |
| Q3 2025 | 10/16/2025 | 174 | 193,318 | 13F-HR | Tower View Wealth Management LLC |
| Q2 2025 | 7/21/2025 | 194 | 192,947 | 13F-HR | Tower View Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 177.6 K | 78.1% | 25.15 K | 0 | 25.15 K |
| ETFs | 49.83 K | 21.9% | 7.46 K | 0 | 7.46 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
227,399
Holdings
205
QoQ value change ($000)
32,602
(16.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.