Tower Wealth Partners as of June 30, 2026
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 | |
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 10.9 | $22M | 511k | 43.28 | |
| Victory Portfolios Ii Victoryshs Us (VSMV) | 9.4 | $19M | 317k | 59.80 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 8.4 | $17M | 339k | 50.49 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.2 | $15M | 189k | 77.11 | |
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 6.4 | $13M | 356k | 36.53 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 5.6 | $11M | 249k | 45.70 | |
| Putnam Etf Trust Focused Lar Cap (PVAL) | 4.7 | $9.6M | 188k | 50.95 | |
| Spdr Index Shs Fds St Mar Divid Etf (EDIV) | 3.5 | $7.1M | 173k | 40.96 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.0 | $4.1M | 90k | 45.49 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $4.0M | 11k | 370.04 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $3.3M | 4.5k | 736.41 | |
| Apple (AAPL) | 1.6 | $3.2M | 11k | 289.36 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $2.0M | 15k | 136.72 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.0 | $2.0M | 53k | 38.59 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.0 | $2.0M | 16k | 124.76 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $1.9M | 23k | 82.11 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.9 | $1.7M | 19k | 91.57 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.8 | $1.6M | 27k | 60.29 | |
| Microsoft Corporation (MSFT) | 0.7 | $1.4M | 3.8k | 373.00 | |
| Procter & Gamble Company (PG) | 0.6 | $1.3M | 9.0k | 146.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.3M | 3.6k | 357.37 | |
| PPL Corporation (PPL) | 0.6 | $1.3M | 35k | 36.35 | |
| Home Depot (HD) | 0.6 | $1.2M | 3.4k | 352.68 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $1.1M | 2.3k | 477.57 | |
| Corning Incorporated (GLW) | 0.5 | $1.1M | 4.2k | 255.43 | |
| Flex Ord (FLEX) | 0.4 | $891k | 5.5k | 162.07 | |
| Amazon (AMZN) | 0.4 | $871k | 3.7k | 238.34 | |
| Amphenol Corp Cl A (APH) | 0.4 | $837k | 4.7k | 176.32 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $790k | 1.6k | 500.39 | |
| Goldman Sachs (GS) | 0.4 | $742k | 734.00 | 1011.37 | |
| NVIDIA Corporation (NVDA) | 0.4 | $726k | 3.6k | 200.09 | |
| Johnson & Johnson (JNJ) | 0.4 | $716k | 2.8k | 253.97 | |
| Caterpillar (CAT) | 0.3 | $700k | 657.00 | 1064.90 | |
| Chevron Corporation (CVX) | 0.3 | $690k | 4.2k | 165.76 | |
| Broadcom (AVGO) | 0.3 | $661k | 1.8k | 377.75 | |
| McDonald's Corporation (MCD) | 0.3 | $627k | 2.3k | 270.31 | |
| Merck & Co (MRK) | 0.3 | $602k | 4.7k | 128.49 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $595k | 1.8k | 327.33 | |
| International Business Machines (IBM) | 0.3 | $582k | 2.1k | 281.21 | |
| Visa Com Cl A (V) | 0.3 | $579k | 1.7k | 343.09 | |
| Cme (CME) | 0.3 | $577k | 2.6k | 220.83 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $559k | 5.5k | 102.25 | |
| Tri-Continental Corporation (TY) | 0.3 | $550k | 16k | 34.42 | |
| Micron Technology (MU) | 0.3 | $534k | 463.00 | 1154.29 | |
| TJX Companies (TJX) | 0.3 | $522k | 3.4k | 151.50 | |
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.3 | $520k | 11k | 47.27 | |
| Sterling Construction Company (STRL) | 0.3 | $510k | 607.00 | 839.36 | |
| Oneok (OKE) | 0.3 | $509k | 5.8k | 86.94 | |
| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.2 | $496k | 4.3k | 115.98 | |
| At&t (T) | 0.2 | $495k | 24k | 20.70 | |
| Amgen (AMGN) | 0.2 | $483k | 1.3k | 362.12 | |
| American Express Company (AXP) | 0.2 | $455k | 1.3k | 338.25 | |
| Abbvie (ABBV) | 0.2 | $445k | 1.8k | 251.64 | |
| Williams Companies (WMB) | 0.2 | $428k | 5.8k | 74.34 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $402k | 202.00 | 1989.44 | |
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.2 | $396k | 4.3k | 91.64 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $386k | 2.0k | 189.73 | |
| Republic Services (RSG) | 0.2 | $383k | 1.8k | 213.08 | |
| Wal-Mart Stores (WMT) | 0.2 | $382k | 3.4k | 113.27 | |
| Verizon Communications (VZ) | 0.2 | $374k | 8.8k | 42.34 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $359k | 3.8k | 95.09 | |
| Ralph Lauren Corp Cl A (RL) | 0.2 | $349k | 869.00 | 401.41 | |
| Coca-Cola Company (KO) | 0.2 | $349k | 4.3k | 81.27 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $344k | 3.4k | 100.67 | |
| PNC Financial Services (PNC) | 0.2 | $344k | 1.4k | 246.22 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $344k | 2.2k | 156.72 | |
| Technipfmc (FTI) | 0.2 | $341k | 5.1k | 66.30 | |
| Emcor (EME) | 0.2 | $338k | 407.00 | 829.88 | |
| Cardinal Health (CAH) | 0.2 | $338k | 1.4k | 237.56 | |
| Rbc Cad (RY) | 0.2 | $329k | 1.6k | 206.97 | |
| Costco Wholesale Corporation (COST) | 0.2 | $320k | 342.00 | 935.47 | |
| State Street Corporation (STT) | 0.1 | $301k | 1.8k | 169.60 | |
| Wec Energy Group (WEC) | 0.1 | $291k | 2.5k | 116.77 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $286k | 2.3k | 126.60 | |
| Totalenergies Se Act (TTE) | 0.1 | $272k | 3.5k | 77.76 | |
| Us Foods Hldg Corp call (USFD) | 0.1 | $271k | 2.6k | 102.25 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $270k | 360.00 | 748.89 | |
| Woodward Governor Company (WWD) | 0.1 | $263k | 617.00 | 425.44 | |
| Monolithic Power Systems (MPWR) | 0.1 | $256k | 185.00 | 1382.36 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $250k | 840.00 | 298.07 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $247k | 779.00 | 317.53 | |
| FedEx Corporation (FDX) | 0.1 | $240k | 765.00 | 313.13 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $235k | 458.00 | 513.60 | |
| Watsco, Incorporated (WSO) | 0.1 | $233k | 559.00 | 416.73 | |
| First Tr Exchange-traded Bloomberg Ai Etf (FAI) | 0.1 | $232k | 4.3k | 54.40 | |
| Nextera Energy (NEE) | 0.1 | $229k | 2.6k | 87.77 | |
| Cognex Corporation (CGNX) | 0.1 | $228k | 3.1k | 72.42 | |
| Datadog Cl A Com (DDOG) | 0.1 | $227k | 870.00 | 260.36 | |
| Southwest Airlines (LUV) | 0.1 | $220k | 4.3k | 51.42 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $214k | 2.5k | 87.04 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $213k | 1.0k | 211.95 | |
| Norfolk Southern (NSC) | 0.1 | $208k | 660.00 | 314.59 | |
| Air Products & Chemicals (APD) | 0.1 | $207k | 705.00 | 293.18 | |
| Agnico (AEM) | 0.1 | $205k | 1.3k | 155.13 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $205k | 268.00 | 763.14 | |
| Astrazeneca Ord (AZN) | 0.1 | $204k | 1.1k | 189.62 | |
| Essential Utils (WTRG) | 0.1 | $204k | 5.3k | 38.31 | |
| Ross Stores (ROST) | 0.1 | $202k | 949.00 | 212.85 | |
| Snap-on Incorporated (SNA) | 0.1 | $202k | 501.00 | 402.40 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $201k | 269.00 | 746.23 |
