Tower Wealth Partners
Latest statistics and disclosures from Tower Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VSMV, SPYG, RECS, JAAA, IJH, and represent 51.69% of Tower Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: PVAL, JAAA, FBND, NLR, GOOGL, WMT, EXPE, SHY, NEE, ASML.
- Started 7 new stock positions in WMT, NEE, ORCL, ASML, PVAL, EXPE, NLR.
- Reduced shares in these 10 stocks: IJH, , EVSM, META, SPYG, SE, HON, AEM, FFIV, WMK.
- Sold out of its positions in AEM, APD, FFIV, HON, EVSM, SPYV, SE, UBER, WSO, WMK.
- Tower Wealth Partners was a net seller of stock by $-2.8M.
- Tower Wealth Partners has $182M in assets under management (AUM), dropping by -0.08%.
- Central Index Key (CIK): 0001852808
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Portfolio Holdings for Tower Wealth Partners
Tower Wealth Partners holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Victory Portfolios Ii Victoryshs Us (VSMV) | 12.7 | $23M | 418k | 55.27 |
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| Spdr Series Trust State Street Spd (SPYG) | 11.6 | $21M | 197k | 106.70 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 11.2 | $20M | 499k | 40.84 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 9.3 | $17M | +2% | 334k | 50.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 6.9 | $13M | -24% | 191k | 66.00 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 6.7 | $12M | 354k | 34.26 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 6.0 | $11M | 246k | 44.50 |
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| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 3.6 | $6.5M | +3% | 166k | 39.15 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.0 | $3.7M | +15% | 80k | 46.04 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $3.3M | 9.7k | 335.27 |
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| Apple (AAPL) | 1.7 | $3.1M | 11k | 271.86 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 1.7 | $3.1M | NEW | 67k | 45.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $2.5M | -4% | 4.1k | 614.26 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.1 | $2.0M | -4% | 49k | 41.48 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $1.8M | +16% | 22k | 82.82 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $1.8M | 15k | 120.34 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.8 | $1.5M | 15k | 101.98 |
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| Microsoft Corporation (MSFT) | 0.8 | $1.4M | 2.9k | 483.68 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.8 | $1.4M | +13% | 17k | 84.22 |
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| Procter & Gamble Company (PG) | 0.8 | $1.4M | -12% | 9.7k | 143.31 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.7 | $1.3M | +5% | 24k | 55.57 |
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| Amazon (AMZN) | 0.7 | $1.3M | 5.5k | 230.82 |
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| PPL Corporation (PPL) | 0.7 | $1.2M | 36k | 35.02 |
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| Home Depot (HD) | 0.7 | $1.2M | +4% | 3.6k | 344.10 |
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| American Express Company (AXP) | 0.5 | $885k | 2.4k | 369.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $875k | +66% | 2.8k | 313.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $829k | +4% | 1.7k | 502.65 |
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| Visa Com Cl A (V) | 0.4 | $774k | +8% | 2.2k | 350.71 |
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| International Business Machines (IBM) | 0.4 | $740k | +3% | 2.5k | 296.21 |
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| Merck & Co (MRK) | 0.4 | $717k | +15% | 6.8k | 105.26 |
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| Goldman Sachs (GS) | 0.4 | $685k | -9% | 779.00 | 879.00 |
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| McDonald's Corporation (MCD) | 0.4 | $682k | 2.2k | 305.63 |
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| Johnson & Johnson (JNJ) | 0.4 | $638k | 3.1k | 206.95 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $600k | +3% | 2.0k | 303.89 |
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| Amphenol Corp Cl A (APH) | 0.3 | $574k | 4.2k | 135.14 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $573k | 1.8k | 322.22 |
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| At&t (T) | 0.3 | $570k | +2% | 23k | 24.84 |
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| Broadcom (AVGO) | 0.3 | $562k | +2% | 1.6k | 346.10 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $544k | 3.0k | 183.40 |
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| TJX Companies (TJX) | 0.3 | $540k | -4% | 3.5k | 153.61 |
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| Cme (CME) | 0.3 | $523k | +4% | 1.9k | 273.08 |
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| Tri-Continental Corporation (TY) | 0.3 | $505k | +7% | 16k | 32.66 |
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| Chevron Corporation (CVX) | 0.3 | $500k | 3.3k | 152.41 |
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| Meta Platforms Cl A (META) | 0.3 | $494k | -44% | 748.00 | 660.09 |
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| NVIDIA Corporation (NVDA) | 0.3 | $486k | +15% | 2.6k | 186.50 |
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| Caterpillar (CAT) | 0.3 | $481k | -22% | 840.00 | 572.87 |
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| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.3 | $468k | +13% | 9.7k | 48.04 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $462k | +14% | 4.9k | 93.89 |
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| Spdr Series Trust State Street Spd (BIL) | 0.2 | $442k | +2% | 4.8k | 91.38 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.2 | $442k | NEW | 3.6k | 124.20 |
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| Flex Ord (FLEX) | 0.2 | $427k | 7.1k | 60.42 |
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| Oneok (OKE) | 0.2 | $407k | 5.5k | 73.50 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $389k | +8% | 829.00 | 468.76 |
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| Republic Services (RSG) | 0.2 | $370k | +2% | 1.7k | 211.93 |
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| Abbvie (ABBV) | 0.2 | $364k | 1.6k | 228.49 |
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| Amgen (AMGN) | 0.2 | $363k | 1.1k | 327.31 |
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| Verizon Communications (VZ) | 0.2 | $352k | -17% | 8.7k | 40.73 |
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| Corning Incorporated (GLW) | 0.2 | $335k | 3.8k | 87.56 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $330k | 1.9k | 177.75 |
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| Wal-Mart Stores (WMT) | 0.2 | $330k | NEW | 3.0k | 111.42 |
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| Williams Companies (WMB) | 0.2 | $322k | +4% | 5.4k | 60.11 |
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| Expedia Group Com New (EXPE) | 0.2 | $319k | NEW | 1.1k | 283.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $310k | 452.00 | 684.94 |
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| Ralph Lauren Corp Cl A (RL) | 0.2 | $303k | 856.00 | 353.61 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $290k | 3.7k | 78.67 |
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| Cardinal Health (CAH) | 0.2 | $287k | 1.4k | 205.50 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $286k | +35% | 501.00 | 570.88 |
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| Costco Wholesale Corporation (COST) | 0.2 | $285k | +5% | 331.00 | 862.34 |
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| PNC Financial Services (PNC) | 0.2 | $284k | 1.4k | 208.73 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $278k | +7% | 2.0k | 137.87 |
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| Rbc Cad (RY) | 0.1 | $263k | +3% | 1.5k | 170.49 |
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| Reddit Cl A (RDDT) | 0.1 | $263k | 1.1k | 229.87 |
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| Automatic Data Processing (ADP) | 0.1 | $255k | +5% | 992.00 | 257.23 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $253k | 190.00 | 1329.85 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $252k | 2.2k | 113.10 |
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| Wec Energy Group (WEC) | 0.1 | $249k | 2.4k | 105.46 |
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| Coca-Cola Company (KO) | 0.1 | $248k | 3.5k | 69.91 |
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| Emcor (EME) | 0.1 | $245k | 401.00 | 611.79 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $240k | 356.00 | 673.82 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $239k | -8% | 889.00 | 268.30 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $234k | 2.0k | 117.22 |
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| Nextera Energy (NEE) | 0.1 | $216k | NEW | 2.7k | 80.28 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $215k | NEW | 201.00 | 1069.86 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $214k | 1.3k | 161.63 |
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| Oracle Corporation (ORCL) | 0.1 | $205k | NEW | 1.1k | 194.91 |
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| Essential Utils (WTRG) | 0.1 | $204k | -5% | 5.3k | 38.36 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $200k | 718.00 | 278.92 |
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Past Filings by Tower Wealth Partners
SEC 13F filings are viewable for Tower Wealth Partners going back to 2020
- Tower Wealth Partners 2025 Q4 filed Jan. 16, 2026
- Tower Wealth Partners 2025 Q3 filed Nov. 7, 2025
- Tower Wealth Partners 2025 Q2 filed July 28, 2025
- Tower Wealth Partners 2025 Q1 filed April 11, 2025
- Tower Wealth Partners 2024 Q4 filed Feb. 7, 2025
- Tower Wealth Partners 2024 Q3 filed Oct. 29, 2024
- Tower Wealth Partners 2024 Q2 filed Aug. 9, 2024
- Tower Wealth Partners 2024 Q1 filed April 18, 2024
- Tower Wealth Partners 2023 Q4 filed Jan. 22, 2024
- Tower Wealth Partners 2023 Q3 filed Oct. 25, 2023
- Tower Wealth Partners 2023 Q2 filed July 31, 2023
- Tower Wealth Partners 2023 Q1 filed May 4, 2023
- Tower Wealth Partners 2022 Q4 filed Jan. 31, 2023
- Tower Wealth Partners 2022 Q3 filed Nov. 14, 2022
- Tower Wealth Partners 2022 Q2 filed Aug. 15, 2022
- Tower Wealth Partners 2022 Q1 filed April 15, 2022