Tower Wealth Partners, Inc.
CIK: 0001852808Latest portfolio: $181.9M · Q4 2025
Holdings
87
Total Value
$181.9M
New Positions
7
Closed Positions
10
Top Holdings
View All 87 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VSMVVICTORY PORTFOLIOS II | 417,579 | $23.1M | 12.69% | +2K | |
| 2 | SPYGSPDR SERIES TRUST | 197,262 | $21.0M | 11.57% | -3,287 | |
| 3 | RECSCOLUMBIA ETF TR I | 498,842 | $20.4M | 11.20% | +3K | |
| 4 | JAAAJANUS DETROIT STR TR | 334,326 | $16.9M | 9.30% | +10K | |
| 5 | IJHISHARES TR | 191,049 | $12.6M | 6.93% | -62,266 | |
| 6 | BUFRFIRST TR EXCHNG TRADED FD VI | 354,179 | $12.1M | 6.67% | +4K | |
| 7 | DIVOAMPLIFY ETF TR | 246,215 | $11.0M | 6.02% | -610 | |
| 8 | EDIVSPDR INDEX SHS FDS | 166,408 | $6.5M | 3.58% | +5K | |
| 9 | FBNDFIDELITY MERRIMACK STR TR | 80,153 | $3.7M | 2.03% | +11K | |
| 10 | VTIVANGUARD INDEX FDS | 9,748 | $3.3M | 1.80% | -19 | |
| 11 | AAPLAPPLE INC | 11,249 | $3.1M | 1.68% | +142 | |
| 12 | PVALPUTNAM ETF TRUST | 66,954 | $3.1M | 1.68% | NEW | |
| 13 | NDQINVESCO QQQ TR | 4,142 | $2.5M | 1.40% | -173 | |
| 14 | OUNZVANECK MERK GOLD ETF | 48,910 | $2.0M | 1.11% | -2,073 | |
| 15 | SHYISHARES TR | 21,921 | $1.8M | 1.00% | +3K | |
| 16 | XOMEXXON MOBIL CORP | 14,800 | $1.8M | 0.98% | -99 | |
| 17 | AVUVAMERICAN CENTY ETF TR | 15,013 | $1.5M | 0.84% | +289 | |
| 18 | MSFTMICROSOFT CORP | 2,948 | $1.4M | 0.78% | -24 | |
| 19 | REGLPROSHARES TR | 16,629 | $1.4M | 0.77% | +2K | |
| 20 | PGPROCTER AND GAMBLE CO | 9,652 | $1.4M | 0.76% | -1,354 | |
| 21 | IDMOINVESCO EXCH TRADED FD TR II | 24,009 | $1.3M | 0.73% | +1K | |
| 22 | AMZNAMAZON COM INC | 5,514 | $1.3M | 0.70% | +14 | |
| 23 | PPLPPL CORP | 35,665 | $1.2M | 0.69% | -364 | |
| 24 | HDHOME DEPOT INC | 3,574 | $1.2M | 0.68% | +169 | |
| 25 | AXPAMERICAN EXPRESS CO | 2,393 | $885K | 0.49% | -5 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.3078210472037216e+108T)
Technology0.0% ($3.0582028142574064e+41T)
Consumer Cyclical0.0% ($12721229682539.3T)
Unknown0.0% ($2544829.3T)
Utilities0.0% ($1248249.2T)
Healthcare0.0% ($717638.4T)
Industrials0.0% ($543481.4T)
Energy0.0% ($1781.5T)
Consumer Defensive0.0% ($1383.3T)
Communication Services0.0% ($875.6T)
Filing History
Fund Information
Tower Wealth Partners, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $181.9M across 87 holdings. The largest position is VICTORY PORTFOLIOS II (VSMV), representing 12.7% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.