0001729045-25-000006.txt : 20250721
0001729045-25-000006.hdr.sgml : 20250721
20250721100038
ACCESSION NUMBER: 0001729045-25-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20250630
FILED AS OF DATE: 20250721
DATE AS OF CHANGE: 20250721
EFFECTIVENESS DATE: 20250721
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Tower View Wealth Management LLC
CENTRAL INDEX KEY: 0001729045
ORGANIZATION NAME:
EIN: 391964363
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18214
FILM NUMBER: 251136006
BUSINESS ADDRESS:
STREET 1: 4414 N OAKLAND AVE UNIT 406
CITY: SHOREWOOD
STATE: WI
ZIP: 53211
BUSINESS PHONE: 4142534096
MAIL ADDRESS:
STREET 1: 4414 N OAKLAND AVE UNIT 406
CITY: SHOREWOOD
STATE: WI
ZIP: 53211
FORMER COMPANY:
FORMER CONFORMED NAME: Tower View Investment Management & Research LLC
DATE OF NAME CHANGE: 20180123
13F-HR
1
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06-30-2025
06-30-2025
Tower View Wealth Management LLC
4414 N OAKLAND AVE UNIT 406
SHOREWOOD
WI
53211
13F HOLDINGS REPORT
028-18214
N
Mariah Magana Mayorga
Client Relationship Manager
414-485-4972
Mariah Magana Mayorga
Oshkosh
WI
07-21-2025
0
194
192947067
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INFORMATION TABLE
2
TOWERVIEW13FJULY2025.xml
ABBVIE INC
COM
00287Y109
188973
1018
SH
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0
0
1018
ACCENTURE PLC IRELAND SHS CLASS A
COM
G1151C101
55893
187
SH
SOLE
0
0
187
AFFIRM HLDGS INC CL A
COM
00827B106
6914
100
SH
SOLE
0
0
100
ALPHA TAU MEDICAL LTD ORDINARY SHARES
COM
M0740A108
17366
5566
SH
SOLE
0
0
5566
ALPHABET INC CAP STK CL A
COM
02079K305
3494109
19827
SH
SOLE
0
0
19827
ALPHABET INC CAP STK CL C
COM
02079K107
4903759
27644
SH
SOLE
0
0
27644
ALTRIA GROUP INC
COM
02209S103
59545
1016
SH
SOLE
0
0
1016
AMAZON COM INC
COM
023135106
6599910
30083
SH
SOLE
0
0
30083
AMERICAN TOWER CORP NEW
COM
03027X100
288874
1307
SH
SOLE
0
0
1307
AMGEN INC
COM
031162100
5146
18
SH
SOLE
0
0
18
AMPHENOL CORP NEW CL A
COM
032095101
9131
92
SH
SOLE
0
0
92
ANALOG DEVICES INC
COM
032654105
2184429
9178
SH
SOLE
0
0
9178
ANSYS INC
COM
03662Q105
5269
15
SH
SOLE
0
0
15
ARM HOLDINGS PLC SPONSORED ADS
COM
042068205
3365648
20809
SH
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0
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ASML HOLDING N V N Y REGISTRY SHS
COM
N07059210
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6061
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AT&T INC
COM
00206R102
31578
1091
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0
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1091
AUTOMATIC DATA PROCESSING IN
COM
053015103
261524
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SH
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848
BADGER METER INC
COM
056525108
3611916
14746
SH
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14746
BIOGEN INC
COM
09062X103
3643
29
SH
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0
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29
BLACKROCK INC
COM
09290D101
209850
200
SH
SOLE
0
0
200
BLACKSTONE INC
COM
09260D107
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556
SH
SOLE
0
0
556
BLOCK INC CL A
COM
852234103
340
5
SH
SOLE
0
0
5
BOOKING HOLDINGS INC
COM
09857L108
11721
2
SH
SOLE
0
0
2
BRISTOL-MYERS SQUIBB CO
COM
110122108
126073
2724
SH
SOLE
0
0
2724
BRIXMOR PPTY GROUP INC
COM
11120U105
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17868
SH
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17868
BROADCOM INC
COM
11135F101
22236
81
SH
SOLE
0
0
81
CALIFORNIA WTR SVC GROUP
COM
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527
SH
SOLE
0
0
527
CALIX INC
COM
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400
SH
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0
0
400
CANOPY GROWTH CORP NEW
COM
138035704
3
2
SH
SOLE
0
0
2
CARDINAL HEALTH INC
COM
14149Y108
4234
25
SH
SOLE
0
0
25
CARLYLE GROUP INC
COM
14316J108
114669
2231
SH
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0
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2231
CARRIER GLOBAL CORPORATION
COM
14448C104
4371632
59730
SH
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0
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59730
CATERPILLAR INC
COM
149123101
102876
265
SH
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0
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265
CELLEBRITE DI LTD ORDINARY SHARES
COM
M2197Q107
2094640
130915
SH
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0
0
130915
CHEVRON CORP NEW
COM
166764100
171055
1195
SH
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0
0
1195
CHIPOTLE MEXICAN GRILL INC
COM
169656105
28075
500
SH
SOLE
0
0
500
CHURCH & DWIGHT CO INC
COM
171340102
6771
70
SH
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0
0
70
CISCO SYS INC
COM
17275R102
38029
548
SH
SOLE
0
0
548
CME GROUP INC
COM
12572Q105
136157
494
SH
SOLE
0
0
494
COMCAST CORP NEW CL A
COM
20030N101
13113
367
SH
SOLE
0
0
367
CONOCOPHILLIPS
COM
20825C104
170084
1895
SH
SOLE
0
0
1895
CONSTELLATION ENERGY CORP
COM
21037T109
11354
35
SH
SOLE
0
0
35
COPART INC
COM
217204106
4319
88
SH
SOLE
0
0
88
COSTCO WHSL CORP NEW
COM
22160K105
6667801
6736
SH
SOLE
0
0
6736
CRONOS GROUP INC
COM
22717L101
191
100
SH
SOLE
0
0
100
DANAHER CORPORATION
COM
235851102
236832
1199
SH
SOLE
0
0
1199
DECKERS OUTDOOR CORP
COM
243537107
1149025
11148
SH
SOLE
0
0
11148
DISNEY WALT CO
COM
254687106
178800
1442
SH
SOLE
0
0
1442
ELI LILLY & CO
COM
532457108
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10098
SH
SOLE
0
0
10098
ENTERGY CORP NEW
COM
29364G103
34336
413
SH
SOLE
0
0
413
ESSENTIAL UTILS INC
COM
29670G102
75240
2026
SH
SOLE
0
0
2026
ETSY INC
COM
29786A106
3261
65
SH
SOLE
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65
EXELON CORP
COM
30161N101
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138
SH
SOLE
0
0
138
EXXON MOBIL CORP
COM
30231G102
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FASTENAL CO
COM
311900104
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FIDELITY COVINGTON TRUST MSCI INFO TECH I
COM
316092808
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30
SH
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30
FORD MTR CO
COM
345370860
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1470
SH
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1470
FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA
COM
35473P843
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305
FREEPORT-MCMORAN INC CL B
COM
35671D857
142232
3281
SH
SOLE
0
0
3281
GARMIN LTD SHS
COM
H2906T109
4550625
21803
SH
SOLE
0
0
21803
GE VERNOVA INC
COM
36828A101
1589
3
SH
SOLE
0
0
3
GENERAL MLS INC
COM
370334104
11400
220
SH
SOLE
0
0
220
GOLDMAN SACHS GROUP INC
COM
38141G104
62897
89
SH
SOLE
0
0
89
GRAINGER W W INC
COM
384802104
110266
106
SH
SOLE
0
0
106
HDFC BANK LTD SPONSORED ADS
COM
40415F101
2512553
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SH
SOLE
0
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32771
HOME DEPOT INC
COM
437076102
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HONEYWELL INTL INC
COM
438516106
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1456
SH
SOLE
0
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1456
HUBSPOT INC
COM
443573100
15030
27
SH
SOLE
0
0
27
HUMANA INC
COM
444859102
87524
358
SH
SOLE
0
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358
ILLINOIS TOOL WKS INC
COM
452308109
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763
SH
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763
INTUITIVE SURGICAL INC NEW
COM
46120E602
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5624
SH
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5624
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
COM
46137V357
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SH
SOLE
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16
IRON MTN INC DEL
COM
46284V101
171283
1670
SH
SOLE
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1670
ISHARES INC MSCI SINGPOR ETF
COM
46434G780
11904
458
SH
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ISHARES INC MSCI SWITZERLAND
COM
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ISHARES TR 1 3 YR TREAS BD
COM
464287457
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SH
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2226
ISHARES TR CORE MSCI EAFE
COM
46432F842
15030
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180
ISHARES TR CORE S&P MCP ETF
COM
464287507
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ISHARES TR CORE S&P500 ETF
COM
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ISHARES TR MSCI UK ETF NEW
COM
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SOLE
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0
384
ISHARES TR RUS 1000 GRW ETF
COM
464287614
25153
59
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SOLE
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0
59
ISHARES TR RUS MD CP GR ETF
COM
464287481
2504
18
SH
SOLE
0
0
18
ISHARES TR RUS MDCP VAL ETF
COM
464287473
7975
60
SH
SOLE
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0
60
ISHARES TR RUSSELL 3000 ETF
COM
464287689
83775
239
SH
SOLE
0
0
239
JOHNSON & JOHNSON
COM
478160104
253710
1661
SH
SOLE
0
0
1661
JPMORGAN CHASE & CO.
COM
46625H100
80866
279
SH
SOLE
0
0
279
KEURIG DR PEPPER INC
COM
49271V100
10407
315
SH
SOLE
0
0
315
KKR & CO INC
COM
48251W104
218234
1640
SH
SOLE
0
0
1640
KLA CORP NEW
COM
482480100
6318
7
SH
SOLE
0
0
7
LEONARDO DRS INC
COM
52661A108
4342455
93426
SH
SOLE
0
0
93426
LOWES COS INC
COM
548661107
5334
24
SH
SOLE
0
0
24
LUCID GROUP INC
COM
549498103
211
100
SH
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0
0
100
MARSH & MCLENNAN COS INC
COM
571748102
6714033
30708
SH
SOLE
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30708
MASTERCARD INCORPORATED CL A
COM
57636Q104
390445
695
SH
SOLE
0
0
695
MCCORMICK & CO INC NON VTG
COM
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SH
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0
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7616
MCDONALDS CORP
COM
580135101
3445107
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SH
SOLE
0
0
11791
MERCADOLIBRE INC
COM
58733R102
13069
5
SH
SOLE
0
0
5
MERCK & CO INC
COM
58933Y105
106472
1345
SH
SOLE
0
0
1345
MGE ENERGY INC
COM
55277P104
456054
5157
SH
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0
5157
MICROSOFT CORP
COM
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9104468
18304
SH
SOLE
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0
18304
MONDELEZ INTL INC CL A
COM
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49838
739
SH
SOLE
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0
739
MONGODB INC CL A
COM
60937P106
3150
15
SH
SOLE
0
0
15
NETFLIX INC
COM
64110L106
29461
22
SH
SOLE
0
0
22
NEXTERA ENERGY INC
COM
65339F101
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NIKE INC CL B
COM
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1341
NOVA LTD
COM
M7516K103
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19394
NVIDIA CORPORATION
COM
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52549
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52549
ORACLE CORP
COM
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OREILLY AUTOMOTIVE INC
COM
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OTIS WORLDWIDE CORP
COM
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PARKER-HANNIFIN CORP
COM
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SH
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PAYCHEX INC
COM
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33
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PEPSICO INC
COM
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PFIZER INC
COM
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PHILIP MORRIS INTL INC
COM
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PHILLIPS 66
COM
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PROCTER AND GAMBLE CO
COM
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PUBLIC SVC ENTERPRISE GRP IN
COM
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PURE STORAGE INC CL A
COM
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100
QUANTA SVCS INC
COM
74762E102
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REGENERON PHARMACEUTICALS
COM
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208
RLI CORP
COM
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SALESFORCE INC
COM
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60
SCHWAB CHARLES CORP
COM
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SH
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SCHWAB STRATEGIC TR EMRG MKTEQ ETF
COM
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0
232
SCHWAB STRATEGIC TR FUNDAMENTAL US B
COM
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SOLE
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0
2414
SCHWAB STRATEGIC TR INTL EQTY ETF
COM
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3931
178
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SOLE
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0
178
SCHWAB STRATEGIC TR SHT TM US TRES
COM
808524862
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872
SH
SOLE
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0
872
SCHWAB STRATEGIC TR US BRD MKT ETF
COM
808524102
7401
311
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SOLE
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311
SCHWAB STRATEGIC TR US DIVIDEND EQ
COM
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548
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COM
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7402
303
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0
303
SCHWAB STRATEGIC TR US SML CAP ETF
COM
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73
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COM
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COM
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7996
153
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0
153
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COM
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21250
98
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0
98
SELECT SECTOR SPDR TR SBI CONS STPLS
COM
81369Y308
44956
555
SH
SOLE
0
0
555
SELECT SECTOR SPDR TR TECHNOLOGY
COM
81369Y803
35628
141
SH
SOLE
0
0
141
SERVICENOW INC
COM
81762P102
8225
8
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SOLE
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0
8
SHOPIFY INC CL A SUB VTG SHS
COM
82509L107
5768
50
SH
SOLE
0
0
50
SIMPSON MFG INC
COM
829073105
15930
103
SH
SOLE
0
0
103
SOUTHERN CO
COM
842587107
17531
191
SH
SOLE
0
0
191
SPDR INDEX SHS FDS PORTFOLIO DEVLPD
COM
78463X889
15734
389
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0
0
389
SPDR S&P 500 ETF TR TR UNIT
COM
78462F103
5031437
8143
SH
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8143
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP
COM
78467Y107
715675
1263
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1263
SPDR SERIES TRUST MSCI USA STRTGIC
COM
78468R812
9846
60
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0
60
SPDR SERIES TRUST PORTFOLI S&P1500
COM
78464A805
7563
101
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101
SPDR SERIES TRUST PORTFOLIO S&P500
COM
78464A854
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106348
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106348
SPDR SERIES TRUST PRTFLO S&P500 GW
COM
78464A409
2574
27
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27
SPDR SERIES TRUST S&P 400 MDCP VAL
COM
78464A839
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SPDR SERIES TRUST S&P 600 SMCP VAL
COM
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0
49
SPDR SERIES TRUST S&P DIVID ETF
COM
78464A763
28814
212
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0
212
SPOTIFY TECHNOLOGY S A SHS
COM
L8681T102
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4945
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4945
STRYKER CORPORATION
COM
863667101
211179
534
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534
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
COM
874039100
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43089
SH
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43089
TESLA INC
COM
88160R101
69886
220
SH
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0
220
TEXAS INSTRS INC
COM
882508104
274059
1320
SH
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1320
THE CIGNA GROUP
COM
125523100
7716
23
SH
SOLE
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0
23
THERMO FISHER SCIENTIFIC INC
COM
883556102
70806
175
SH
SOLE
0
0
175
TYLER TECHNOLOGIES INC
COM
902252105
4150
7
SH
SOLE
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0
7
UNILEVER PLC SPON ADR NEW
COM
904767704
7091
116
SH
SOLE
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116
UNION PAC CORP
COM
907818108
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7684
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7684
UNITED THERAPEUTICS CORP DEL
COM
91307C102
21552
75
SH
SOLE
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0
75
UNITY SOFTWARE INC
COM
91332U101
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109
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109
VANGUARD BD INDEX FDS SHORT TRM BOND
COM
921937827
115479
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SOLE
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0
1467
VANGUARD BD INDEX FDS TOTAL BND MRKT
COM
921937835
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358
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358
VANGUARD INDEX FDS GROWTH ETF
COM
922908736
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VANGUARD INDEX FDS MCAP GR IDXVIP
COM
922908538
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9409
VANGUARD INDEX FDS MID CAP ETF
COM
922908629
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VANGUARD INDEX FDS REAL ESTATE ETF
COM
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VANGUARD INDEX FDS S&P 500 ETF SHS
COM
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VANGUARD INDEX FDS SMALL CP ETF
COM
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155
VANGUARD INDEX FDS SML CP GRW ETF
COM
922908595
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VANGUARD INDEX FDS TOTAL STK MKT
COM
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160534
528
SH
SOLE
0
0
528
VANGUARD INDEX FDS VALUE ETF
COM
922908744
14321
81
SH
SOLE
0
0
81
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
COM
92206C409
114604
1442
SH
SOLE
0
0
1442
VANGUARD SPECIALIZED FUNDS DIV APP ETF
COM
921908844
4000313
19545
SH
SOLE
0
0
19545
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
COM
921943858
4921
86
SH
SOLE
0
0
86
VANGUARD WHITEHALL FDS HIGH DIV YLD
COM
921946406
538913
4043
SH
SOLE
0
0
4043
VANGUARD WORLD FD CONSUM STP ETF
COM
92204A207
403190
1841
SH
SOLE
0
0
1841
VANGUARD WORLD FD ESG US STK ETF
COM
921910733
4558
42
SH
SOLE
0
0
42
VANGUARD WORLD FD HEALTH CAR ETF
COM
92204A504
18616
75
SH
SOLE
0
0
75
VANGUARD WORLD FD INDUSTRIAL ETF
COM
92204A603
2262
8
SH
SOLE
0
0
8
VANGUARD WORLD FD INF TECH ETF
COM
92204A702
2263993
3413
SH
SOLE
0
0
3413
VANGUARD WORLD FD UTILITIES ETF
COM
92204A876
14152
80
SH
SOLE
0
0
80
VERISK ANALYTICS INC
COM
92345Y106
13712
44
SH
SOLE
0
0
44
VERTEX PHARMACEUTICALS INC
COM
92532F100
2311924
5193
SH
SOLE
0
0
5193
VICTORY PORTFOLIOS II VCSHS US 500 ENH
COM
92647N782
5347
75
SH
SOLE
0
0
75
VISA INC CL A
COM
92826C839
6784185
19108
SH
SOLE
0
0
19108
WALMART INC
COM
931142103
135415
1385
SH
SOLE
0
0
1385
WARNER BROS DISCOVERY INC SER A
COM
934423104
35
3
SH
SOLE
0
0
3
WASTE MGMT INC DEL
COM
94106L109
73223
320
SH
SOLE
0
0
320
WILLIAMS COS INC
COM
969457100
5925
94
SH
SOLE
0
0
94
XCEL ENERGY INC
COM
98389B100
35618
523
SH
SOLE
0
0
523
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
11869
130
SH
SOLE
0
0
130