13F Filings History of Tower View Wealth Management LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$202,247,459
Signature - Title
Mariah Magana Mayorga - Client Relationship Manager
Location
Shorewood, WI
Summary
This page shows a list of all the recent 13F filings made by Tower View Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tower View Wealth Management LLC reported 176 stock holdings with total value $202,247,459 as of Q4 2025. Top holdings included TSM, LLY, NVDA, SPYM, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 176 $202,247,459 +$21,263,132 -$14,934,280 +$6,328,852 TSM, LLY, NVDA, SPYM, MSFT 13F-HR 23 Jan 2026, 15:03
Q3 2025 173 $193,318,277 +$7,860,585 -$14,621,082 -$6,760,497 TSM, NVDA, MSFT, SPLG, LLY 13F-HR 16 Oct 2025, 13:01
Q2 2025 193 $192,947,065 +$15,436,154 -$17,146,679 -$1,710,525 TSM, MSFT, NVDA, LLY, SPLG 13F-HR 21 Jul 2025, 10:00
Q1 2025 186 $171,743,466 +$15,338,940 -$23,315,761 -$7,976,821 LLY, MMC, TSM, MSFT, VUG 13F-HR 22 Apr 2025, 10:54
Q4 2024 196 $189,199,849 +$15,967,278 -$9,432,723 +$6,534,555 TSM, LLY, MSFT, NVDA, MMC 13F-HR 05 Feb 2025, 15:43
Q3 2024 195 $182,672,249 +$7,778,345 -$6,117,211 +$1,661,134 LLY, TSM, MSFT, MMC, NVDA 13F-HR 24 Oct 2024, 16:00
Q2 2024 183 $174,204,934 +$19,309,938 -$19,310,921 -$983 LLY, TSM, MSFT, NVDA, MMC 13F-HR 26 Jul 2024, 13:07
Q1 2024 193 $170,914,927 +$8,069,602 -$16,520,493 -$8,450,891 LLY, MSFT, MMC, TSM, HD 13F-HR 29 Apr 2024, 12:43
Q4 2023 179 $161,340,000 +$6,454,614 -$1,994,499 +$4,460,115 LLY, MSFT, MMC, HD, UNH 13F-HR 06 Feb 2024, 09:45
Q3 2023 176 $141,494,000 +$6,420,715 -$9,500,756 -$3,080,041 LLY, MMC, MSFT, UNH, HD 13F-HR 31 Oct 2023, 11:43
Q2 2023 180 $147,447,000 +$8,954,499 -$23,032,007 -$14,077,508 LLY, MMC, MSFT, HD, DE 13F-HR 31 Jul 2023, 09:42
Q1 2023 152 $148,659,138 +$3,551,161 -$6,415,719 -$2,864,558 MMC, MSFT, DE, LLY, HD 13F-HR 15 May 2023, 17:37
Q4 2022 160 $142,882,000 +$815,205 -$1,736,265 -$921,060 LLY, MMC, DE, UNH, HD 13F-HR 13 Feb 2023, 16:12
Q3 2022 163 $130,108,000 +$9,055,082 -$842,601 +$8,212,481 LLY, UNH, MMC, HD, DE 13F-HR 15 Nov 2022, 10:08
Q2 2022 156 $136,059,000 +$17,720,369 -$38,446,175 -$20,725,806 UNH, MMC, LLY, MSFT, HD 13F-HR 08 Aug 2022, 10:54
Q1 2022 181 $185,896,000 +$18,293,234 -$11,993,597 +$6,299,637 AAPL, MMC, MSFT, DE, UNH 13F-HR 13 May 2022, 16:11
Q4 2021 186 $196,288,000 +$15,478,149 -$13,817,214 +$1,660,935 HD, MSFT, TSM, AAPL, MMC 13F-HR 03 Feb 2022, 09:45
Q3 2021 219 $180,265,000 +$22,130,718 -$35,406,672 -$13,275,954 TSM, MSFT, HD, MMC, AAPL 13F-HR 08 Nov 2021, 09:35
Q2 2021 169 $197,475,000 +$12,144,722 -$13,963,268 -$1,818,546 TSM, PYPL, ADBE, HD, MSFT 13F-HR 28 Jul 2021, 12:34
Q1 2021 185 $182,705,000 +$22,464,989 -$19,799,644 +$2,665,345 TSM, KSU, HD, VBK, PYPL 13F-HR 23 Apr 2021, 09:15
Q4 2020 171 $175,939,000 +$11,958,876 -$9,652,647 +$2,306,229 TSM, PYPL, AAPL, VBK, NSRGY 13F-HR 26 Jan 2021, 14:59
Q3 2020 154 $153,604,000 +$15,719,616 -$9,586,863 +$6,132,753 NSRGY, TSM, ADBE, HD, PEP 13F-HR 19 Oct 2020, 11:16
Q2 2020 151 $136,706,000 +$25,720,665 -$22,510,281 +$3,210,384 LLY, NSRGY, AMZN, HD, ADBE 13F-HR 03 Aug 2020, 12:37
Q1 2020 112 $110,832,000 +$15,790,087 -$19,673,257 -$3,883,170 MDY, SPY, VBK, NSRGY, LLY 13F-HR 28 Apr 2020, 15:43
Q4 2019 139 $132,013,000 +$8,593,590 -$6,536,054 +$2,057,536 MDY, IWV, SPY, VBK, NSRGY 13F-HR 13 Jan 2020, 15:47
Q3 2019 141 $121,160,000 +$4,394,810 -$1,734,443 +$2,660,367 MDY, IWV, SPY, VBK, NSRGY 13F-HR 09 Oct 2019, 16:53
Q2 2019 136 $117,205,000 +$14,272,442 -$13,757,510 +$514,932 MDY, IWV, SPY, VBK, NSRGY 13F-HR 17 Jul 2019, 15:25
Q1 2019 140 $112,691,000 +$8,286,966 -$6,230,286 +$2,056,680 MDY, IWV, SPY, NSRGY, PEP 13F-HR 15 Apr 2019, 18:16
Q4 2018 136 $96,779,000 +$13,393,018 -$15,308,654 -$1,915,636 MDY, IWV, SPY, JNJ, NSRGY 13F-HR 04 Jan 2019, 12:38
Q3 2018 158 $114,413,000 +$10,564,255 -$9,908,853 +$655,402 MDY, IWV, SPY, VBK, JNJ 13F-HR 12 Oct 2018, 14:49
Q2 2018 142 $106,016,000 +$14,641,950 -$8,928,689 +$5,713,261 MDY, IWV, SPY, TTE, JNJ 13F-HR 23 Jul 2018, 12:13
Q1 2018 136 $100,072,000 +$7,704,328 -$15,765,763 -$8,061,435 MDY, SPY, JNJ, VBK, TTE 13F-HR 10 Apr 2018, 10:41
Q4 2017 143 $108,497,000 $0 $0 $0 IWV, MDY, SPY, JNJ, NSRGY 13F-HR 24 Jan 2018, 13:19