Tower Wealth Partners, Inc. Top Holdings and 13F Report (2026) About Tower Wealth Partners, Inc.Investment ActivityTower 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 $23,553,595Columbia Research Enhanced Core ETF $22,129,670VictoryShares US Multi-Factor Minimum Volatility ETF $18,982,882Janus Henderson AAA CLO ETF $17,099,044iShares Core S&P Mid-Cap ETF $14,581,347 Largest New Holdings this Quarter 595112103 - Micron Technology $534,436 Holding46436E718 - ISHARES TR $343,989 Holding464287200 - iShares Core S&P 500 ETF $269,600 Holding980745103 - Woodward $262,496 Holding609839105 - 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 TR 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 TimeMap of 500 Largest Holdings ofTower Wealth Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$23,553,595$38,196 ▼-0.2%197,94611.6%ETFRECSColumbia Research Enhanced Core ETF$22,129,670$226,181 ▲1.0%511,31410.9%ETFVSMVVictoryShares US Multi-Factor Minimum Volatility ETF$18,982,882$289,305 ▼-1.5%317,4489.4%ETFJAAAJanus Henderson AAA CLO ETF$17,099,044$153,944 ▼-0.9%338,6628.4%ETFIJHiShares Core S&P Mid-Cap ETF$14,581,347$87,057 ▼-0.6%189,0987.2%ETFBUFRFT Vest Laddered Buffer ETF$12,993,319$138,668 ▼-1.1%355,6896.4%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$11,359,786$46,705 ▼-0.4%248,5735.6%ETFPVALPutnam Focused Large Cap Value ETF$9,569,072$614,253 ▲6.9%187,8134.7%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$7,081,838$151,625 ▲2.2%172,9073.5%ETFFBNDFidelity Total Bond ETF$4,108,793$427,788 ▲11.6%90,3232.0%ETFVTIVanguard Total Stock Market ETF$3,997,912$368,930 ▲10.2%10,8042.0%ETFQQQInvesco QQQ$3,334,454$254,797 ▲8.3%4,5281.6%ETFAAPLApple$3,216,197$83,045 ▼-2.5%11,1151.6%TechnologyXOMExxonMobil$2,049,159$48,672 ▲2.4%14,9881.0%EnergyOUNZVanEck Merk Gold ETF$2,041,527$168,098 ▲9.0%52,9031.0%ETFAVUVAvantis U.S. Small Cap Value ETF$2,032,590$170,297 ▲9.1%16,2921.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,866,525$64,456 ▲3.6%22,7320.9%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$1,740,196$213,724 ▲14.0%19,0040.9%ETFIDMOInvesco S&P International Developed Momentum ETF$1,628,915$173,515 ▲11.9%27,0180.8%ETFMSFTMicrosoft$1,399,126$21,634 ▲1.6%3,7510.7%TechnologyPGProcter & Gamble$1,314,334$880 ▼-0.1%8,9630.6%Consumer StaplesGOOGLAlphabet$1,268,664$20,727 ▲1.7%3,5500.6%Communication ServicesPPLPPL$1,264,3610.0%34,7830.6%UtilitiesHDHome Depot$1,208,282$86,054 ▼-6.6%3,4260.6%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$1,086,472$58,264 ▲5.7%2,2750.5%TechnologyGLWCorning$1,074,339$88,890 ▲9.0%4,2060.5%TechnologyFLEXFlex$891,061$271,954 ▼-23.4%5,4980.4%TechnologyAMZNAmazon.com$871,133$26,694 ▼-3.0%3,6550.4%Consumer DiscretionaryAPHAmphenol$836,815$25,919 ▲3.2%4,7460.4%TechnologyBRK.BBerkshire Hathaway$789,615$36,528 ▼-4.4%1,5780.4%FinanceGSThe Goldman Sachs Group$742,346$41,466 ▼-5.3%7340.4%FinanceNVDANVIDIA$725,526$244,110 ▲50.7%3,6260.4%TechnologyJNJJohnson & Johnson$715,687$57,143 ▼-7.4%2,8180.4%HealthcareCATCaterpillar$699,639$2,130 ▼-0.3%6570.3%IndustrialsCVXChevron$689,893$42,269 ▲6.5%4,1620.3%EnergyAVGOBroadcom$661,440$36,642 ▲5.9%1,7510.3%TechnologyMCDMcDonald's$626,579$10,812 ▲1.8%2,3180.3%Consumer DiscretionaryMRKMerck & Co., Inc.$601,730$20,430 ▲3.5%4,6830.3%HealthcareJPMJPMorgan Chase & Co.$595,086$13,093 ▲2.2%1,8180.3%FinanceIBMInternational Business Machines$582,105$44,994 ▼-7.2%2,0700.3%TechnologyVVisa$578,450$99,839 ▼-14.7%1,6860.3%FinanceCMECME Group$576,808$132,056 ▲29.7%2,6120.3%FinanceIYRiShares U.S. Real Estate ETF$559,410$52,761 ▲10.4%5,4710.3%ETFTYTri Continental$549,782$12,701 ▲2.4%15,9730.3%FinanceMUMicron Technology$534,436$534,436 ▲New Holding4630.3%TechnologyTJXTJX Companies$521,463$3,182 ▲0.6%3,4420.3%Consumer DiscretionaryXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$519,592$55,637 ▲12.0%10,9920.3%ETFSTRLSterling Infrastructure$509,492$12,590 ▲2.5%6070.3%IndustrialsOKEONEOK$508,507$11,563 ▲2.3%5,8490.3%EnergyNLRVanEck Uranium and Nuclear ETF$495,467$80,490 ▲19.4%4,2720.2%ETFTAT&T$494,820$8,073 ▲1.7%23,9040.2%Communication ServicesAMGNAmgen$482,706$28,607 ▲6.3%1,3330.2%HealthcareAXPAmerican Express$454,608$90,651 ▼-16.6%1,3440.2%FinanceABBVAbbVie$445,403$44,540 ▲11.1%1,7700.2%HealthcareWMBWilliams Companies$427,604$74 ▲0.0%5,7520.2%EnergyASMLASML$401,867$9,947 ▲2.5%2020.2%TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$396,160$85,317 ▲27.4%4,3230.2%ETFRTXRTX$386,290$165,255 ▼-30.0%2,0360.2%IndustrialsRSGRepublic Services$382,905$11,506 ▲3.1%1,7970.2%IndustrialsWALMART INC$382,186$14,273 ▲3.9%3,3740.2%COMVZVerizon Communications$373,778$16,301 ▲4.6%8,8280.2%Communication ServicesHSBCHSBC$358,965$8,368 ▲2.4%3,7750.2%FinanceRLRalph Lauren$348,825$5,620 ▲1.6%8690.2%Consumer DiscretionaryKOCocaCola$348,730$52,988 ▲17.9%4,2910.2%Consumer StaplesISHARES TR$343,989$343,989 ▲New Holding3,4170.2%0-3 MTH TREASURYPNCThe PNC Financial Services Group$343,723$9,603 ▲2.9%1,3960.2%FinanceNVSNovartis$343,530$313 ▲0.1%2,1920.2%HealthcareFTITechnipFMC$341,114$54,499 ▲19.0%5,1450.2%EnergyEMEEMCOR Group$337,761$6,639 ▲2.0%4070.2%IndustrialsCAHCardinal Health$337,573$7,839 ▲2.4%1,4210.2%HealthcareRYRoyal Bank Of Canada$328,668$8,693 ▲2.7%1,5880.2%FinanceCOSTCostco Wholesale$319,931$10,290 ▲3.3%3420.2%Consumer StaplesSTTState Street$300,531$22,048 ▲7.9%1,7720.1%FinanceWECWEC Energy Group$291,341$1,518 ▲0.5%2,4950.1%UtilitiesDUKDuke Energy$286,107$44,309 ▲18.3%2,2600.1%UtilitiesTOTALENERGIES SE$271,927$27,216 ▲11.1%3,4970.1%ACTUSFDUS Foods$270,758$5,317 ▲2.0%2,6480.1%Consumer StaplesIVViShares Core S&P 500 ETF$269,600$269,600 ▲New Holding3600.1%ETFWWDWoodward$262,496$262,496 ▲New Holding6170.1%IndustrialsMPWRMonolithic Power Systems$255,737$255,737 ▲New Holding1850.1%TechnologyTXNTexas Instruments$250,379$63,787 ▼-20.3%8400.1%TechnologyRCLRoyal Caribbean Cruises$247,356$16,194 ▲7.0%7790.1%Consumer DiscretionaryFDXFedEx$239,544$47,283 ▲24.6%7650.1%IndustrialsMAMastercard$235,229$9,245 ▼-3.8%4580.1%FinanceWSOWatsco$232,952$232,952 ▲New Holding5590.1%IndustrialsFIRST TR EXCHANGE-TRADED FD$231,798$231,798 ▲New Holding4,2610.1%BLOOMBERG AI ETFNEENextEra Energy$228,816$7,285 ▼-3.1%2,6070.1%UtilitiesCGNXCognex$227,978$227,978 ▲New Holding3,1480.1%TechnologyDDOGDatadog$226,513$226,513 ▲New Holding8700.1%TechnologyLUVSouthwest Airlines$220,180$220,180 ▲New Holding4,2820.1%IndustrialsIBKRInteractive Brokers Group$213,944$213,944 ▲New Holding2,4580.1%FinanceDGXQuest Diagnostics$213,222$213,222 ▲New Holding1,0060.1%HealthcareNSCNorfolk Southern$207,629$207,629 ▲New Holding6600.1%IndustrialsAPDAir Products and Chemicals$206,692$3,811 ▲1.9%7050.1%MaterialsAEMAgnico Eagle Mines$205,082$13,031 ▲6.8%1,3220.1%MaterialsCRWDCrowdStrike$204,522$204,522 ▲New Holding2680.1%TechnologyAZNCFAstraZeneca$204,031$204,031 ▲New Holding1,0760.1%HealthcareWTRGEssential Utilities$203,8480.0%5,3210.1%UtilitiesROSTRoss Stores$201,995$201,995 ▲New Holding9490.1%Consumer DiscretionarySNASnap-On$201,602$201,602 ▲New Holding5010.1%IndustrialsShowing largest 100 holdings. 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