Tower Wealth Partners, Inc. Top Holdings and 13F Report (2026)

About Tower Wealth Partners, Inc.

Investment Activity

Tower Wealth Partners, Inc. has $180.94 million in total holdings as of March 31, 2026.
Tower Wealth Partners, Inc. owns shares of 87 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 5.77% of the portfolio was purchased this quarter.
About 5.78% of the portfolio was sold this quarter.
This quarter, Tower Wealth Partners, Inc. has purchased 87 new stocks and bought additional shares in 43 stocks.
Tower Wealth Partners, Inc. sold shares of 29 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Columbia Research Enhanced Core ETF: $19,727,310
SPDR Portfolio S&P 500 Growth ETF: $19,412,322
VictoryShares US Multi-Factor Minimum Volatility ETF: $18,230,849
Janus Henderson AAA CLO ETF: $17,211,983
iShares Core S&P Mid-Cap ETF: $12,846,029

Largest New Holdings this Quarter

G5960L103 - Medtronic: $338,802 Holding
532457108 - Eli Lilly and Company: $327,438 Holding
G87110105 - TechnipFMC: $298,849 Holding
F92124100 - TOTALENERGIES SE: $286,314 Holding
008474108 - Agnico Eagle Mines: $251,289 Holding

Largest Purchases this Quarter

Putnam Focused Large Cap Value ETF: 108,803 shares (about $5.05M)
Janus Henderson AAA CLO ETF: 7,385 shares (about $371.98K)
Medtronic: 3,910 shares (about $338.80K)
Eli Lilly and Company: 356 shares (about $327.44K)
TechnipFMC: 4,323 shares (about $298.85K)

Largest Sales this Quarter

VictoryShares US Multi-Factor Minimum Volatility ETF: 95,293 shares (about $5.39M)
Amazon.com: 1,747 shares (about $363.85K)
Merck & Co., Inc.: 2,291 shares (about $275.59K)
American Express: 781 shares (about $236.24K)
SPDR Bloomberg 1-3 Month T-Bill ETF: 1,449 shares (about $132.79K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RECS Columbia Research Enhanced Core ETF	$19,727,310	$282,449 â–²	1.5%	506,088	10.9%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$19,412,322	$98,400 â–²	0.5%	198,267	10.7%	ETF
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF	$18,230,849	$5,390,468 â–¼	-22.8%	322,286	10.1%	ETF
JAAA Janus Henderson AAA CLO ETF	$17,211,983	$371,982 â–²	2.2%	341,711	9.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$12,846,029	$55,510 â–¼	-0.4%	190,227	7.1%	ETF
BUFR FT Vest Laddered Buffer ETF	$12,139,808	$179,184 â–²	1.5%	359,485	6.7%	ETF
DIVO Amplify CWP Enhanced Dividend Income ETF	$11,194,336	$151,593 â–²	1.4%	249,595	6.2%	ETF
PVAL Putnam Focused Large Cap Value ETF	$8,155,125	$5,048,459 â–²	162.5%	175,757	4.5%	ETF
EDIV SPDR S&P Emerging Markets Dividend ETF	$6,680,213	$110,426 â–²	1.7%	169,205	3.7%	ETF
FBND Fidelity Total Bond ETF	$3,691,525	$34,945 â–²	1.0%	80,919	2.0%	ETF
VTI Vanguard Total Stock Market ETF	$3,146,184	$18,928 â–²	0.6%	9,807	1.7%	ETF
AAPL Apple	$2,893,832	$38,831 â–²	1.4%	11,402	1.6%	Computer and Technology
XOM ExxonMobil	$2,482,465	$28,503 â–¼	-1.1%	14,632	1.4%	Energy
QQQ Invesco QQQ	$2,413,794	$23,087 â–²	1.0%	4,182	1.3%	Finance
OUNZ VanEck Merk Gold ETF	$2,187,042	$16,353 â–¼	-0.7%	48,547	1.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,812,164	$2,147 â–²	0.1%	21,947	1.0%	Manufacturing
AVUV Avantis U.S. Small Cap Value ETF	$1,648,986	$9,500 â–¼	-0.6%	14,927	0.9%	ETF
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$1,440,455	$3,543 â–²	0.2%	16,670	0.8%	ETF
MSFT Microsoft	$1,366,883	$275,745 â–²	25.3%	3,693	0.8%	Computer and Technology
PPL PPL	$1,328,710	$33,692 â–¼	-2.5%	34,783	0.7%	Utilities
IDMO Invesco S&P International Developed Momentum ETF	$1,323,838	$7,184 â–²	0.5%	24,140	0.7%	ETF
PG Procter & Gamble	$1,295,482	$98,652 â–¼	-7.1%	8,969	0.7%	Consumer Staples
HD Home Depot	$1,207,026	$31,573 â–²	2.7%	3,670	0.7%	Retail/Wholesale
GOOGL Alphabet	$1,004,160	$200,142 â–²	24.9%	3,492	0.6%	Computer and Technology
CVX Chevron	$808,358	$129,106 â–²	19.0%	3,907	0.4%	Energy
BRK.B Berkshire Hathaway	$791,159	$479 â–²	0.1%	1,651	0.4%	Finance
AMZN Amazon.com	$784,553	$363,848 â–¼	-31.7%	3,767	0.4%	Retail/Wholesale
JNJ Johnson & Johnson	$743,831	$10,266 â–¼	-1.4%	3,043	0.4%	Medical
TSM Taiwan Semiconductor Manufacturing	$727,606	$60,493 â–²	9.1%	2,153	0.4%	Computer and Technology
MCD McDonald's	$707,980	$14,296 â–²	2.1%	2,278	0.4%	Retail/Wholesale
T AT&T	$681,685	$17,046 â–²	2.6%	23,514	0.4%	Computer and Technology
GS The Goldman Sachs Group	$655,642	$3,384 â–¼	-0.5%	775	0.4%	Finance
V Visa	$597,528	$69,817 â–¼	-10.5%	1,977	0.3%	Business Services
CME CME Group	$594,835	$29,240 â–²	5.2%	2,014	0.3%	Finance
APH Amphenol	$581,084	$44,223 â–²	8.2%	4,599	0.3%	Computer and Technology
RTX RTX	$560,760	$11,381 â–¼	-2.0%	2,907	0.3%	Aerospace
TJX TJX Companies	$546,334	$14,692 â–¼	-2.6%	3,421	0.3%	Retail/Wholesale
MRK Merck & Co., Inc.	$544,201	$275,589 â–¼	-33.6%	4,524	0.3%	Medical
IBM International Business Machines	$540,530	$65,203 â–¼	-10.8%	2,230	0.3%	Computer and Technology
GLW Corning	$524,572	$5,031 â–²	1.0%	3,858	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$523,016		0.0%	1,778	0.3%	Finance
OKE ONEOK	$516,684	$15,909 â–²	3.2%	5,716	0.3%	Energy
AVGO Broadcom	$511,930	$9,595 â–²	1.9%	1,654	0.3%	Computer and Technology
TY Tri Continental	$492,938	$4,423 â–²	0.9%	15,604	0.3%	Finance
AXP American Express	$487,598	$236,237 â–¼	-32.6%	1,612	0.3%	Finance
NLR VanEck Uranium and Nuclear ETF	$476,554	$2,531 â–²	0.5%	3,578	0.3%	ETF
FLEX Flex	$469,741	$7,004 â–²	1.5%	7,176	0.3%	Computer and Technology
IYR iShares U.S. Real Estate ETF	$468,545	$3,026 â–²	0.7%	4,955	0.3%	ETF
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF	$468,372	$3,150 â–²	0.7%	9,815	0.3%	ETF
CAT Caterpillar	$466,875	$128,231 â–¼	-21.5%	659	0.3%	Industrials
AMGN Amgen	$441,220	$51,018 â–²	13.1%	1,254	0.2%	Medical
VZ Verizon Communications	$423,839	$10,492 â–¼	-2.4%	8,443	0.2%	Computer and Technology
NVDA NVIDIA	$419,606	$34,357 â–¼	-7.6%	2,406	0.2%	Computer and Technology
WMB Williams Companies	$418,558	$28,894 â–²	7.4%	5,751	0.2%	Energy
WALMART INC	$403,659	$35,544 â–²	9.7%	3,248	0.2%	COM
RSG Republic Services	$381,752	$219 â–¼	-0.1%	1,743	0.2%	Business Services
ABBV AbbVie	$346,462	$217 â–²	0.1%	1,593	0.2%	Medical
MDT Medtronic	$338,802	$338,802 â–²	New Holding	3,910	0.2%	Medical
NVS Novartis	$334,522	$26,273 â–²	8.5%	2,190	0.2%	Medical
COST Costco Wholesale	$329,818		0.0%	331	0.2%	Retail/Wholesale
LLY Eli Lilly and Company	$327,438	$327,438 â–²	New Holding	356	0.2%	Medical
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$310,843	$132,786 â–¼	-29.9%	3,392	0.2%	ETF
HSBC HSBC	$304,141	$165 â–¼	-0.1%	3,687	0.2%	Finance
FTI TechnipFMC	$298,849	$298,849 â–²	New Holding	4,323	0.2%	Energy
EME EMCOR Group	$294,586	$1,477 â–¼	-0.5%	399	0.2%	Construction
RL Ralph Lauren	$294,111	$344 â–¼	-0.1%	855	0.2%	Consumer Discretionary
CAH Cardinal Health	$293,298	$1,268 â–¼	-0.4%	1,388	0.2%	Medical
WEC WEC Energy Group	$287,341	$13,892 â–²	5.1%	2,482	0.2%	Utilities
TOTALENERGIES SE	$286,314	$286,314 â–²	New Holding	3,147	0.2%	ACT
PNC The PNC Financial Services Group	$282,378	$208 â–¼	-0.1%	1,357	0.2%	Finance
PALANTIR TECHNOLOGIES INC	$279,980	$8,192 â–²	3.0%	1,914	0.2%	CL A
KO CocaCola	$276,746	$7,073 â–²	2.6%	3,639	0.2%	Consumer Staples
ASML ASML	$260,204	$5,283 â–¼	-2.0%	197	0.1%	Computer and Technology
AEM Agnico Eagle Mines	$251,289	$251,289 â–²	New Holding	1,238	0.1%	Basic Materials
RY Royal Bank Of Canada	$250,112	$162 â–²	0.1%	1,546	0.1%	Finance
DUK Duke Energy	$250,059	$11,128 â–¼	-4.3%	1,910	0.1%	Utilities
NEE NextEra Energy	$249,847	$186 â–²	0.1%	2,690	0.1%	Utilities
STRL Sterling Infrastructure	$241,104	$241,104 â–²	New Holding	592	0.1%	Construction
USFD US Foods	$239,377	$239,377 â–²	New Holding	2,596	0.1%	Consumer Staples
MA Mastercard	$237,838	$12,491 â–¼	-5.0%	476	0.1%	Business Services
AA Alcoa	$224,195	$224,195 â–²	New Holding	3,380	0.1%	Industrials
FDX FedEx	$218,695	$218,695 â–²	New Holding	614	0.1%	Transportation
WTRG Essential Utilities	$214,277		0.0%	5,321	0.1%	Utilities
STT State Street	$207,812	$207,812 â–²	New Holding	1,642	0.1%	Finance
TXN Texas Instruments	$204,624	$204,624 â–²	New Holding	1,054	0.1%	Computer and Technology
APD Air Products and Chemicals	$201,019	$201,019 â–²	New Holding	692	0.1%	Basic Materials
RCL Royal Caribbean Cruises	$200,331	$2,752 â–²	1.4%	728	0.1%	Consumer Discretionary
META Meta Platforms	$0	$493,747 â–¼	-100.0%	0	0.0%	Computer and Technology
CRWD CrowdStrike	$0	$388,602 â–¼	-100.0%	0	0.0%	Computer and Technology
EXPE Expedia Group	$0	$319,290 â–¼	-100.0%	0	0.0%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$0	$309,593 â–¼	-100.0%	0	0.0%	ETF
REDDIT INC	$0	$263,201 â–¼	-100.0%	0	0.0%	CL A
ADP Automatic Data Processing	$0	$255,172 â–¼	-100.0%	0	0.0%	Computer and Technology
TDG Transdigm Group	$0	$252,672 â–¼	-100.0%	0	0.0%	Aerospace
HOOD Robinhood Markets	$0	$251,874 â–¼	-100.0%	0	0.0%	Finance
APPLOVIN CORP	$0	$239,880 â–¼	-100.0%	0	0.0%	COM CL A
ACN Accenture	$0	$238,519 â–¼	-100.0%	0	0.0%	Computer and Technology
ARES Ares Management	$0	$214,160 â–¼	-100.0%	0	0.0%	Finance
ORCL Oracle	$0	$205,045 â–¼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Tower Wealth Partners, Inc. Top Holdings and 13F Report (2026)

About Tower Wealth Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Tower Wealth Partners, Inc. Top Holdings and 13F Report (2026)

About Tower Wealth Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTower Wealth Partners, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools