Tower Wealth Partners, Inc.
CIK: 0001852808SEC EDGAR →
Portfolio Value
$181.9M
Holdings
87
As of
Q4 2025
New Positions
10
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VICTORY PORTFOLIOS II | 417,579 | $23.1M | 12.69% |
| 2 | SPDR SERIES TRUST | 197,262 | $21.0M | 11.57% |
| 3 | COLUMBIA ETF TR I | 498,842 | $20.4M | 11.20% |
| 4 | JANUS DETROIT STR TR | 334,326 | $16.9M | 9.30% |
| 5 | ISHARES TR | 191,049 | $12.6M | 6.93% |
| 6 | FIRST TR EXCHNG TRADED FD VI | 354,179 | $12.1M | 6.67% |
| 7 | AMPLIFY ETF TR | 246,215 | $11.0M | 6.02% |
| 8 | SPDR INDEX SHS FDS | 166,408 | $6.5M | 3.58% |
| 9 | FIDELITY MERRIMACK STR TR | 80,153 | $3.7M | 2.03% |
| 10 | VANGUARD INDEX FDS | 9,748 | $3.3M | 1.80% |
Quarterly Changes
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $147.4M | 81.1% |
| Technology | 16 | $11.8M | 6.5% |
| Consumer Cyclical | 7 | $4.5M | 2.5% |
| Unknown | 5 | $4.2M | 2.3% |
| Energy | 4 | $3.0M | 1.7% |
| Healthcare | 5 | $2.4M | 1.3% |
| Consumer Defensive | 4 | $2.2M | 1.2% |
| Communication Services | 4 | $2.2M | 1.2% |
| Utilities | 5 | $2.1M | 1.2% |
| Industrials | 5 | $1.9M | 1.0% |