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