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

About Tower Wealth Partners, Inc.

Investment Activity

Tower Wealth Partners, Inc. has $202.56 million in total holdings as of June 30, 2026.
Tower Wealth Partners, Inc. owns shares of 101 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 4.37% of the portfolio was purchased this quarter.
About 1.49% of the portfolio was sold this quarter.
This quarter, Tower Wealth Partners, Inc. has purchased 87 new stocks and bought additional shares in 59 stocks.
Tower Wealth Partners, Inc. sold shares of 22 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 Growth ETF: $23,553,595
Columbia Research Enhanced Core ETF: $22,129,670
VictoryShares US Multi-Factor Minimum Volatility ETF: $18,982,882
Janus Henderson AAA CLO ETF: $17,099,044
iShares Core S&P Mid-Cap ETF: $14,581,347

Largest New Holdings this Quarter

595112103 - Micron Technology: $534,436 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF: $343,989 Holding
464287200 - iShares Core S&P 500 ETF: $269,600 Holding
980745103 - Woodward: $262,496 Holding
609839105 - Monolithic Power Systems: $255,737 Holding

Largest Purchases this Quarter

Putnam Focused Large Cap Value ETF: 12,056 shares (about $614.25K)
Micron Technology: 463 shares (about $534.44K)
Fidelity Total Bond ETF: 9,404 shares (about $427.79K)
Vanguard Total Stock Market ETF: 997 shares (about $368.93K)
iShares 0-3 Month Treasury Bond ETF: 3,417 shares (about $343.99K)

Largest Sales this Quarter

VictoryShares US Multi-Factor Minimum Volatility ETF: 4,838 shares (about $289.30K)
Flex: 1,678 shares (about $271.95K)
RTX: 871 shares (about $165.25K)
Janus Henderson AAA CLO ETF: 3,049 shares (about $153.94K)
FT Vest Laddered Buffer ETF: 3,796 shares (about $138.67K)

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
SPYG SPDR Portfolio S&P 500 Growth ETF	$23,553,595	$38,196 â–¼	-0.2%	197,946	11.6%	ETF
RECS Columbia Research Enhanced Core ETF	$22,129,670	$226,181 â–²	1.0%	511,314	10.9%	ETF
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF	$18,982,882	$289,305 â–¼	-1.5%	317,448	9.4%	ETF
JAAA Janus Henderson AAA CLO ETF	$17,099,044	$153,944 â–¼	-0.9%	338,662	8.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$14,581,347	$87,057 â–¼	-0.6%	189,098	7.2%	ETF
BUFR FT Vest Laddered Buffer ETF	$12,993,319	$138,668 â–¼	-1.1%	355,689	6.4%	ETF
DIVO Amplify CWP Enhanced Dividend Income ETF	$11,359,786	$46,705 â–¼	-0.4%	248,573	5.6%	ETF
PVAL Putnam Focused Large Cap Value ETF	$9,569,072	$614,253 â–²	6.9%	187,813	4.7%	ETF
EDIV SPDR S&P Emerging Markets Dividend ETF	$7,081,838	$151,625 â–²	2.2%	172,907	3.5%	ETF
FBND Fidelity Total Bond ETF	$4,108,793	$427,788 â–²	11.6%	90,323	2.0%	ETF
VTI Vanguard Total Stock Market ETF	$3,997,912	$368,930 â–²	10.2%	10,804	2.0%	ETF
QQQ Invesco QQQ	$3,334,454	$254,797 â–²	8.3%	4,528	1.6%	ETF
AAPL Apple	$3,216,197	$83,045 â–¼	-2.5%	11,115	1.6%	Technology
XOM ExxonMobil	$2,049,159	$48,672 â–²	2.4%	14,988	1.0%	Energy
OUNZ VanEck Merk Gold ETF	$2,041,527	$168,098 â–²	9.0%	52,903	1.0%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$2,032,590	$170,297 â–²	9.1%	16,292	1.0%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,866,525	$64,456 â–²	3.6%	22,732	0.9%	ETF
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$1,740,196	$213,724 â–²	14.0%	19,004	0.9%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$1,628,915	$173,515 â–²	11.9%	27,018	0.8%	ETF
MSFT Microsoft	$1,399,126	$21,634 â–²	1.6%	3,751	0.7%	Technology
PG Procter & Gamble	$1,314,334	$880 â–¼	-0.1%	8,963	0.6%	Consumer Staples
GOOGL Alphabet	$1,268,664	$20,727 â–²	1.7%	3,550	0.6%	Communication Services
PPL PPL	$1,264,361		0.0%	34,783	0.6%	Utilities
HD Home Depot	$1,208,282	$86,054 â–¼	-6.6%	3,426	0.6%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$1,086,472	$58,264 â–²	5.7%	2,275	0.5%	Technology
GLW Corning	$1,074,339	$88,890 â–²	9.0%	4,206	0.5%	Technology
FLEX Flex	$891,061	$271,954 â–¼	-23.4%	5,498	0.4%	Technology
AMZN Amazon.com	$871,133	$26,694 â–¼	-3.0%	3,655	0.4%	Consumer Discretionary
APH Amphenol	$836,815	$25,919 â–²	3.2%	4,746	0.4%	Technology
BRK.B Berkshire Hathaway	$789,615	$36,528 â–¼	-4.4%	1,578	0.4%	Finance
GS The Goldman Sachs Group	$742,346	$41,466 â–¼	-5.3%	734	0.4%	Finance
NVDA NVIDIA	$725,526	$244,110 â–²	50.7%	3,626	0.4%	Technology
JNJ Johnson & Johnson	$715,687	$57,143 â–¼	-7.4%	2,818	0.4%	Healthcare
CAT Caterpillar	$699,639	$2,130 â–¼	-0.3%	657	0.3%	Industrials
CVX Chevron	$689,893	$42,269 â–²	6.5%	4,162	0.3%	Energy
AVGO Broadcom	$661,440	$36,642 â–²	5.9%	1,751	0.3%	Technology
MCD McDonald's	$626,579	$10,812 â–²	1.8%	2,318	0.3%	Consumer Discretionary
MRK Merck & Co., Inc.	$601,730	$20,430 â–²	3.5%	4,683	0.3%	Healthcare
JPM JPMorgan Chase & Co.	$595,086	$13,093 â–²	2.2%	1,818	0.3%	Finance
IBM International Business Machines	$582,105	$44,994 â–¼	-7.2%	2,070	0.3%	Technology
V Visa	$578,450	$99,839 â–¼	-14.7%	1,686	0.3%	Finance
CME CME Group	$576,808	$132,056 â–²	29.7%	2,612	0.3%	Finance
IYR iShares U.S. Real Estate ETF	$559,410	$52,761 â–²	10.4%	5,471	0.3%	ETF
TY Tri Continental	$549,782	$12,701 â–²	2.4%	15,973	0.3%	Finance
MU Micron Technology	$534,436	$534,436 â–²	New Holding	463	0.3%	Technology
TJX TJX Companies	$521,463	$3,182 â–²	0.6%	3,442	0.3%	Consumer Discretionary
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF	$519,592	$55,637 â–²	12.0%	10,992	0.3%	ETF
STRL Sterling Infrastructure	$509,492	$12,590 â–²	2.5%	607	0.3%	Industrials
OKE ONEOK	$508,507	$11,563 â–²	2.3%	5,849	0.3%	Energy
NLR VanEck Uranium and Nuclear ETF	$495,467	$80,490 â–²	19.4%	4,272	0.2%	ETF
T AT&T	$494,820	$8,073 â–²	1.7%	23,904	0.2%	Communication Services
AMGN Amgen	$482,706	$28,607 â–²	6.3%	1,333	0.2%	Healthcare
AXP American Express	$454,608	$90,651 â–¼	-16.6%	1,344	0.2%	Finance
ABBV AbbVie	$445,403	$44,540 â–²	11.1%	1,770	0.2%	Healthcare
WMB Williams Companies	$427,604	$74 â–²	0.0%	5,752	0.2%	Energy
ASML ASML	$401,867	$9,947 â–²	2.5%	202	0.2%	Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$396,160	$85,317 â–²	27.4%	4,323	0.2%	ETF
RTX RTX	$386,290	$165,255 â–¼	-30.0%	2,036	0.2%	Industrials
RSG Republic Services	$382,905	$11,506 â–²	3.1%	1,797	0.2%	Industrials
WALMART INC	$382,186	$14,273 â–²	3.9%	3,374	0.2%	COM
VZ Verizon Communications	$373,778	$16,301 â–²	4.6%	8,828	0.2%	Communication Services
HSBC HSBC	$358,965	$8,368 â–²	2.4%	3,775	0.2%	Finance
RL Ralph Lauren	$348,825	$5,620 â–²	1.6%	869	0.2%	Consumer Discretionary
KO CocaCola	$348,730	$52,988 â–²	17.9%	4,291	0.2%	Consumer Staples
SGOV iShares 0-3 Month Treasury Bond ETF	$343,989	$343,989 â–²	New Holding	3,417	0.2%	ETF
PNC The PNC Financial Services Group	$343,723	$9,603 â–²	2.9%	1,396	0.2%	Finance
NVS Novartis	$343,530	$313 â–²	0.1%	2,192	0.2%	Healthcare
FTI TechnipFMC	$341,114	$54,499 â–²	19.0%	5,145	0.2%	Energy
EME EMCOR Group	$337,761	$6,639 â–²	2.0%	407	0.2%	Industrials
CAH Cardinal Health	$337,573	$7,839 â–²	2.4%	1,421	0.2%	Healthcare
RY Royal Bank Of Canada	$328,668	$8,693 â–²	2.7%	1,588	0.2%	Finance
COST Costco Wholesale	$319,931	$10,290 â–²	3.3%	342	0.2%	Consumer Staples
STT State Street	$300,531	$22,048 â–²	7.9%	1,772	0.1%	Finance
WEC WEC Energy Group	$291,341	$1,518 â–²	0.5%	2,495	0.1%	Utilities
DUK Duke Energy	$286,107	$44,309 â–²	18.3%	2,260	0.1%	Utilities
TOTALENERGIES SE	$271,927	$27,216 â–²	11.1%	3,497	0.1%	ACT
USFD US Foods	$270,758	$5,317 â–²	2.0%	2,648	0.1%	Consumer Staples
IVV iShares Core S&P 500 ETF	$269,600	$269,600 â–²	New Holding	360	0.1%	ETF
WWD Woodward	$262,496	$262,496 â–²	New Holding	617	0.1%	Industrials
MPWR Monolithic Power Systems	$255,737	$255,737 â–²	New Holding	185	0.1%	Technology
TXN Texas Instruments	$250,379	$63,787 â–¼	-20.3%	840	0.1%	Technology
RCL Royal Caribbean Cruises	$247,356	$16,194 â–²	7.0%	779	0.1%	Consumer Discretionary
FDX FedEx	$239,544	$47,283 â–²	24.6%	765	0.1%	Industrials
MA Mastercard	$235,229	$9,245 â–¼	-3.8%	458	0.1%	Finance
WSO Watsco	$232,952	$232,952 â–²	New Holding	559	0.1%	Industrials
FIRST TR EXCHANGE-TRADED FD	$231,798	$231,798 â–²	New Holding	4,261	0.1%	BLOOMBERG AI ETF
NEE NextEra Energy	$228,816	$7,285 â–¼	-3.1%	2,607	0.1%	Utilities
CGNX Cognex	$227,978	$227,978 â–²	New Holding	3,148	0.1%	Technology
DDOG Datadog	$226,513	$226,513 â–²	New Holding	870	0.1%	Technology
LUV Southwest Airlines	$220,180	$220,180 â–²	New Holding	4,282	0.1%	Industrials
IBKR Interactive Brokers Group	$213,944	$213,944 â–²	New Holding	2,458	0.1%	Finance
DGX Quest Diagnostics	$213,222	$213,222 â–²	New Holding	1,006	0.1%	Healthcare
NSC Norfolk Southern	$207,629	$207,629 â–²	New Holding	660	0.1%	Industrials
APD Air Products and Chemicals	$206,692	$3,811 â–²	1.9%	705	0.1%	Materials
AEM Agnico Eagle Mines	$205,082	$13,031 â–²	6.8%	1,322	0.1%	Materials
CRWD CrowdStrike	$204,522	$204,522 â–²	New Holding	268	0.1%	Technology
AZNCF AstraZeneca	$204,031	$204,031 â–²	New Holding	1,076	0.1%	Healthcare
WTRG Essential Utilities	$203,848		0.0%	5,321	0.1%	Utilities
ROST Ross Stores	$201,995	$201,995 â–²	New Holding	949	0.1%	Consumer Discretionary
SNA Snap-On	$201,602	$201,602 â–²	New Holding	501	0.1%	Industrials

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

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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