Tower Wealth Partners
Latest statistics and disclosures from Tower Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RECS, SPYG, VSMV, JAAA, IJH, and represent 48.32% of Tower Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: PVAL (+$5.0M), JAAA, MDT, LLY, FTI, TTE, RECS, MSFT, AEM, STRL.
- Started 12 new stock positions in MDT, STT, FTI, AA, FDX, TXN, LLY, STRL, TTE, AEM. APD, USFD.
- Reduced shares in these 10 stocks: VSMV (-$5.4M), , CRWD, AMZN, , IVV, MRK, RDDT, ADP, TDG.
- Sold out of its positions in APP, ARES, ADP, CRWD, EXPE, META, IVV, ORCL, RDDT, HOOD. TDG, ACN.
- Tower Wealth Partners was a net seller of stock by $-15k.
- Tower Wealth Partners has $181M in assets under management (AUM), dropping by -0.53%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 10.9 | $20M | 506k | 38.98 |
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| Spdr Series Trust State Street Spd (SPYG) | 10.7 | $19M | 198k | 97.91 |
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| Victory Portfolios Ii Victoryshs Us (VSMV) | 10.1 | $18M | -22% | 322k | 56.57 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 9.5 | $17M | +2% | 342k | 50.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 7.1 | $13M | 190k | 67.53 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 6.7 | $12M | 360k | 33.77 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 6.2 | $11M | 250k | 44.85 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 4.5 | $8.2M | +162% | 176k | 46.40 |
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| Spdr Index Shs Fds State Street Spd (EDIV) | 3.7 | $6.7M | 169k | 39.48 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.0 | $3.7M | 81k | 45.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $3.1M | 9.8k | 320.81 |
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| Apple (AAPL) | 1.6 | $2.9M | 11k | 253.80 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $2.5M | 15k | 169.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $2.4M | 4.2k | 577.19 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.2 | $2.2M | 49k | 45.05 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $1.8M | 22k | 82.57 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.9 | $1.6M | 15k | 110.47 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.8 | $1.4M | 17k | 86.41 |
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| Microsoft Corporation (MSFT) | 0.8 | $1.4M | +25% | 3.7k | 370.13 |
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| PPL Corporation (PPL) | 0.7 | $1.3M | -2% | 35k | 38.20 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.7 | $1.3M | 24k | 54.84 |
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| Procter & Gamble Company (PG) | 0.7 | $1.3M | -7% | 9.0k | 144.44 |
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| Home Depot (HD) | 0.7 | $1.2M | +2% | 3.7k | 328.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.0M | +24% | 3.5k | 287.56 |
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| Chevron Corporation (CVX) | 0.4 | $808k | +19% | 3.9k | 206.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $791k | 1.7k | 479.20 |
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| Amazon (AMZN) | 0.4 | $785k | -31% | 3.8k | 208.27 |
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| Johnson & Johnson (JNJ) | 0.4 | $744k | 3.0k | 244.44 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $728k | +9% | 2.2k | 337.95 |
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| McDonald's Corporation (MCD) | 0.4 | $708k | +2% | 2.3k | 310.79 |
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| At&t (T) | 0.4 | $682k | +2% | 24k | 28.99 |
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| Goldman Sachs (GS) | 0.4 | $656k | 775.00 | 845.99 |
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| Visa Com Cl A (V) | 0.3 | $598k | -10% | 2.0k | 302.24 |
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| Cme (CME) | 0.3 | $595k | +5% | 2.0k | 295.35 |
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| Amphenol Corp Cl A (APH) | 0.3 | $581k | +8% | 4.6k | 126.35 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $561k | 2.9k | 192.90 |
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| TJX Companies (TJX) | 0.3 | $546k | -2% | 3.4k | 159.70 |
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| Merck & Co (MRK) | 0.3 | $544k | -33% | 4.5k | 120.29 |
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| International Business Machines (IBM) | 0.3 | $541k | -10% | 2.2k | 242.39 |
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| Corning Incorporated (GLW) | 0.3 | $525k | 3.9k | 135.97 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $523k | 1.8k | 294.16 |
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| Oneok (OKE) | 0.3 | $517k | +3% | 5.7k | 90.39 |
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| Broadcom (AVGO) | 0.3 | $512k | 1.7k | 309.51 |
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| Tri-Continental Corporation (TY) | 0.3 | $493k | 16k | 31.59 |
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| American Express Company (AXP) | 0.3 | $488k | -32% | 1.6k | 302.48 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.3 | $477k | 3.6k | 133.19 |
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| Flextronics Intl Ord (FLEX) | 0.3 | $470k | 7.2k | 65.46 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $469k | 5.0k | 94.56 |
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| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.3 | $468k | 9.8k | 47.72 |
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| Caterpillar (CAT) | 0.3 | $467k | -21% | 659.00 | 708.46 |
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| Amgen (AMGN) | 0.2 | $441k | +13% | 1.3k | 351.85 |
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| Verizon Communications (VZ) | 0.2 | $424k | -2% | 8.4k | 50.20 |
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| NVIDIA Corporation (NVDA) | 0.2 | $420k | -7% | 2.4k | 174.40 |
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| Williams Companies (WMB) | 0.2 | $419k | +7% | 5.8k | 72.78 |
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| Wal-Mart Stores (WMT) | 0.2 | $404k | +9% | 3.2k | 124.28 |
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| Republic Services (RSG) | 0.2 | $382k | 1.7k | 219.02 |
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| Abbvie (ABBV) | 0.2 | $347k | 1.6k | 217.49 |
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| Medtronic SHS (MDT) | 0.2 | $339k | NEW | 3.9k | 86.65 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $335k | +8% | 2.2k | 152.75 |
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| Costco Wholesale Corporation (COST) | 0.2 | $330k | 331.00 | 996.43 |
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| Eli Lilly & Co. (LLY) | 0.2 | $327k | NEW | 356.00 | 919.77 |
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| Spdr Series Trust State Street Spd (BIL) | 0.2 | $311k | -29% | 3.4k | 91.64 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $304k | 3.7k | 82.49 |
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| Technipfmc (FTI) | 0.2 | $299k | NEW | 4.3k | 69.13 |
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| Emcor (EME) | 0.2 | $295k | 399.00 | 738.31 |
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| Ralph Lauren Corp Cl A (RL) | 0.2 | $294k | 855.00 | 343.99 |
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| Cardinal Health (CAH) | 0.2 | $293k | 1.4k | 211.31 |
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| Wec Energy Group (WEC) | 0.2 | $287k | +5% | 2.5k | 115.77 |
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| Totalenergies Se Act (TTE) | 0.2 | $286k | NEW | 3.1k | 90.98 |
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| PNC Financial Services (PNC) | 0.2 | $282k | 1.4k | 208.09 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $280k | +3% | 1.9k | 146.28 |
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| Coca-Cola Company (KO) | 0.2 | $277k | +2% | 3.6k | 76.05 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $260k | 197.00 | 1320.83 |
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| Agnico (AEM) | 0.1 | $251k | NEW | 1.2k | 202.98 |
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| Rbc Cad (RY) | 0.1 | $250k | 1.5k | 161.78 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $250k | -4% | 1.9k | 130.92 |
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| Nextera Energy (NEE) | 0.1 | $250k | 2.7k | 92.88 |
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| Sterling Construction Company (STRL) | 0.1 | $241k | NEW | 592.00 | 407.27 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $239k | NEW | 2.6k | 92.21 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $238k | -4% | 476.00 | 499.66 |
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| Alcoa (AA) | 0.1 | $224k | NEW | 3.4k | 66.33 |
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| FedEx Corporation (FDX) | 0.1 | $219k | NEW | 614.00 | 356.18 |
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| Essential Utils (WTRG) | 0.1 | $214k | 5.3k | 40.27 |
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| State Street Corporation (STT) | 0.1 | $208k | NEW | 1.6k | 126.56 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $205k | NEW | 1.1k | 194.14 |
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| Air Products & Chemicals (APD) | 0.1 | $201k | NEW | 692.00 | 290.49 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $200k | 728.00 | 275.18 |
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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 2026 Q1 filed May 8, 2026
- 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