Tower Wealth Partners
Latest statistics and disclosures from Tower Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, RECS, VSMV, JAAA, IJH, and represent 47.56% of Tower Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: PVAL, MU, FBND, VTI, SGOV, IVV, WWD, MPWR, QQQ, NVDA.
- Started 18 new stock positions in NSC, IVV, LUV, SNA, ROST, MU, MPWR, CRWD, SGOV, WSO. CGNX, DDOG, DGX, SPY, AZN, WWD, FAI, IBKR.
- Reduced shares in these 10 stocks: MDT, LLY, VSMV, PLTR, FLEX, AA, RTX, JAAA, BUFR, V.
- Sold out of its positions in AA, LLY, PLTR, MDT.
- Tower Wealth Partners was a net buyer of stock by $5.8M.
- Tower Wealth Partners has $203M in assets under management (AUM), dropping by 11.95%.
- Central Index Key (CIK): 0001852808
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Portfolio Holdings for Tower Wealth Partners
Tower Wealth Partners holds 101 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust ST STR P500GRW (SPYG) | 11.6 | $24M | 198k | 118.99 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 10.9 | $22M | 511k | 43.28 |
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| Victory Portfolios Ii Victoryshs Us (VSMV) | 9.4 | $19M | 317k | 59.80 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 8.4 | $17M | 339k | 50.49 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 7.2 | $15M | 189k | 77.11 |
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| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 6.4 | $13M | 356k | 36.53 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 5.6 | $11M | 249k | 45.70 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 4.7 | $9.6M | +6% | 188k | 50.95 |
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| Spdr Index Shs Fds St Mar Divid Etf (EDIV) | 3.5 | $7.1M | +2% | 173k | 40.96 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.0 | $4.1M | +11% | 90k | 45.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $4.0M | +10% | 11k | 370.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $3.3M | +8% | 4.5k | 736.41 |
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| Apple (AAPL) | 1.6 | $3.2M | -2% | 11k | 289.36 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $2.0M | +2% | 15k | 136.72 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.0 | $2.0M | +8% | 53k | 38.59 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.0 | $2.0M | +9% | 16k | 124.76 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $1.9M | +3% | 23k | 82.11 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.9 | $1.7M | +14% | 19k | 91.57 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.8 | $1.6M | +11% | 27k | 60.29 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.4M | 3.8k | 373.00 |
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| Procter & Gamble Company (PG) | 0.6 | $1.3M | 9.0k | 146.64 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.3M | 3.6k | 357.37 |
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| PPL Corporation (PPL) | 0.6 | $1.3M | 35k | 36.35 |
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| Home Depot (HD) | 0.6 | $1.2M | -6% | 3.4k | 352.68 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $1.1M | +5% | 2.3k | 477.57 |
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| Corning Incorporated (GLW) | 0.5 | $1.1M | +9% | 4.2k | 255.43 |
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| Flex Ord (FLEX) | 0.4 | $891k | -23% | 5.5k | 162.07 |
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| Amazon (AMZN) | 0.4 | $871k | -2% | 3.7k | 238.34 |
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| Amphenol Corp Cl A (APH) | 0.4 | $837k | +3% | 4.7k | 176.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $790k | -4% | 1.6k | 500.39 |
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| Goldman Sachs (GS) | 0.4 | $742k | -5% | 734.00 | 1011.37 |
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| NVIDIA Corporation (NVDA) | 0.4 | $726k | +50% | 3.6k | 200.09 |
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| Johnson & Johnson (JNJ) | 0.4 | $716k | -7% | 2.8k | 253.97 |
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| Caterpillar (CAT) | 0.3 | $700k | 657.00 | 1064.90 |
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| Chevron Corporation (CVX) | 0.3 | $690k | +6% | 4.2k | 165.76 |
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| Broadcom (AVGO) | 0.3 | $661k | +5% | 1.8k | 377.75 |
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| McDonald's Corporation (MCD) | 0.3 | $627k | 2.3k | 270.31 |
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| Merck & Co (MRK) | 0.3 | $602k | +3% | 4.7k | 128.49 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $595k | +2% | 1.8k | 327.33 |
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| International Business Machines (IBM) | 0.3 | $582k | -7% | 2.1k | 281.21 |
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| Visa Com Cl A (V) | 0.3 | $579k | -14% | 1.7k | 343.09 |
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| Cme (CME) | 0.3 | $577k | +29% | 2.6k | 220.83 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $559k | +10% | 5.5k | 102.25 |
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| Tri-Continental Corporation (TY) | 0.3 | $550k | +2% | 16k | 34.42 |
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| Micron Technology (MU) | 0.3 | $534k | NEW | 463.00 | 1154.29 |
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| TJX Companies (TJX) | 0.3 | $522k | 3.4k | 151.50 |
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| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.3 | $520k | +11% | 11k | 47.27 |
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| Sterling Construction Company (STRL) | 0.3 | $510k | +2% | 607.00 | 839.36 |
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| Oneok (OKE) | 0.3 | $509k | +2% | 5.8k | 86.94 |
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| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.2 | $496k | +19% | 4.3k | 115.98 |
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| At&t (T) | 0.2 | $495k | 24k | 20.70 |
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| Amgen (AMGN) | 0.2 | $483k | +6% | 1.3k | 362.12 |
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| American Express Company (AXP) | 0.2 | $455k | -16% | 1.3k | 338.25 |
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| Abbvie (ABBV) | 0.2 | $445k | +11% | 1.8k | 251.64 |
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| Williams Companies (WMB) | 0.2 | $428k | 5.8k | 74.34 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $402k | +2% | 202.00 | 1989.44 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.2 | $396k | +27% | 4.3k | 91.64 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $386k | -29% | 2.0k | 189.73 |
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| Republic Services (RSG) | 0.2 | $383k | +3% | 1.8k | 213.08 |
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| Wal-Mart Stores (WMT) | 0.2 | $382k | +3% | 3.4k | 113.27 |
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| Verizon Communications (VZ) | 0.2 | $374k | +4% | 8.8k | 42.34 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $359k | +2% | 3.8k | 95.09 |
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| Ralph Lauren Corp Cl A (RL) | 0.2 | $349k | 869.00 | 401.41 |
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| Coca-Cola Company (KO) | 0.2 | $349k | +17% | 4.3k | 81.27 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $344k | NEW | 3.4k | 100.67 |
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| PNC Financial Services (PNC) | 0.2 | $344k | +2% | 1.4k | 246.22 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $344k | 2.2k | 156.72 |
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| Technipfmc (FTI) | 0.2 | $341k | +19% | 5.1k | 66.30 |
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| Emcor (EME) | 0.2 | $338k | +2% | 407.00 | 829.88 |
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| Cardinal Health (CAH) | 0.2 | $338k | +2% | 1.4k | 237.56 |
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| Rbc Cad (RY) | 0.2 | $329k | +2% | 1.6k | 206.97 |
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| Costco Wholesale Corporation (COST) | 0.2 | $320k | +3% | 342.00 | 935.47 |
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| State Street Corporation (STT) | 0.1 | $301k | +7% | 1.8k | 169.60 |
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| Wec Energy Group (WEC) | 0.1 | $291k | 2.5k | 116.77 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $286k | +18% | 2.3k | 126.60 |
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| Totalenergies Se Act (TTE) | 0.1 | $272k | +11% | 3.5k | 77.76 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $271k | +2% | 2.6k | 102.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $270k | NEW | 360.00 | 748.89 |
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| Woodward Governor Company (WWD) | 0.1 | $263k | NEW | 617.00 | 425.44 |
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| Monolithic Power Systems (MPWR) | 0.1 | $256k | NEW | 185.00 | 1382.36 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $250k | -20% | 840.00 | 298.07 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $247k | +7% | 779.00 | 317.53 |
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| FedEx Corporation (FDX) | 0.1 | $240k | +24% | 765.00 | 313.13 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $235k | -3% | 458.00 | 513.60 |
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| Watsco, Incorporated (WSO) | 0.1 | $233k | NEW | 559.00 | 416.73 |
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| First Tr Exchange-traded Bloomberg Ai Etf (FAI) | 0.1 | $232k | NEW | 4.3k | 54.40 |
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| Nextera Energy (NEE) | 0.1 | $229k | -3% | 2.6k | 87.77 |
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| Cognex Corporation (CGNX) | 0.1 | $228k | NEW | 3.1k | 72.42 |
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| Datadog Cl A Com (DDOG) | 0.1 | $227k | NEW | 870.00 | 260.36 |
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| Southwest Airlines (LUV) | 0.1 | $220k | NEW | 4.3k | 51.42 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $214k | NEW | 2.5k | 87.04 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $213k | NEW | 1.0k | 211.95 |
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| Norfolk Southern (NSC) | 0.1 | $208k | NEW | 660.00 | 314.59 |
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| Air Products & Chemicals (APD) | 0.1 | $207k | 705.00 | 293.18 |
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| Agnico (AEM) | 0.1 | $205k | +6% | 1.3k | 155.13 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $205k | NEW | 268.00 | 763.14 |
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| Astrazeneca Ord (AZN) | 0.1 | $204k | NEW | 1.1k | 189.62 |
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| Essential Utils (WTRG) | 0.1 | $204k | 5.3k | 38.31 |
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| Ross Stores (ROST) | 0.1 | $202k | NEW | 949.00 | 212.85 |
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| Snap-on Incorporated (SNA) | 0.1 | $202k | NEW | 501.00 | 402.40 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $201k | NEW | 269.00 | 746.23 |
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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 Q2 filed Aug. 12, 2026
- 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