Tower Wealth Partners, Inc. — 13F Holdings & Portfolio
CIK 1852808 · latest 13F-HR filed 2026-05-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$180.9M
Long-equity book
Holdings
87
Distinct positions
Period
2026-03-31
Filed 2026-05-08
Q/Q Activity
+12 / −12 / ↑27 / ↓17
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PUTNAM ETF TRUST$5.1M +167.3%
- EXXON MOBIL CORP$701.4K +39.4%
- CHEVRON CORPORATION$308.0K +61.6%
- CORNING INC$190.0K +56.8%
- VANECK MERK GOLD ETF$158.3K +7.8%
Top Trims
- VICTORY PORTFOLIOS II-$4.8M -21.0%
- SPDR SERIES TRUST-$1.6M -7.8%
- AMAZON COM INC-$488.2K -38.4%
- AMERICAN EXPRESS CO-$397.7K -44.9%
- INTERNATIONAL BUSINESS MACHS-$199.7K -27.0%
New Positions
- MEDTRONIC PLC$338.8K
- ELI LILLY & CO$327.4K
- TECHNIPFMC PLC$298.8K
- TOTALENERGIES SE$286.3K
- AGNICO EAGLE MINES LTD$251.3K
Exited Positions
- META PLATFORMS INC$493.7K
- CROWDSTRIKE HLDGS INC$388.6K
- EXPEDIA GROUP INC$319.3K
- ISHARES TR$309.6K
- REDDIT INC$263.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | COLUMBIA ETF TR I | RECS | 19761L706 | $19.7M | 10.90% | 506,088 | SH |
| 2 | SPDR SERIES TRUST | SPYG | 78464A409 | $19.4M | 10.73% | 198,267 | SH |
| 3 | VICTORY PORTFOLIOS II | VSMV | 92647N691 | $18.2M | 10.08% | 322,286 | SH |
| 4 | JANUS DETROIT STR TR | JAAA | 47103U845 | $17.2M | 9.51% | 341,711 | SH |
| 5 | ISHARES TR | IJH | 464287507 | $12.8M | 7.10% | 190,227 | SH |
| 6 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $12.1M | 6.71% | 359,485 | SH |
| 7 | AMPLIFY ETF TR | DIVO | 032108409 | $11.2M | 6.19% | 249,595 | SH |
| 8 | PUTNAM ETF TRUST | PVAL | 746729300 | $8.2M | 4.51% | 175,757 | SH |
| 9 | SPDR INDEX SHS FDS | EDIV | 78463X533 | $6.7M | 3.69% | 169,205 | SH |
| 10 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $3.7M | 2.04% | 80,919 | SH |
| 11 | VANGUARD INDEX FDS | VTI | 922908769 | $3.1M | 1.74% | 9,807 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $2.9M | 1.60% | 11,402 | SH |
| 13 | EXXON MOBIL CORP | XOM | 30231G102 | $2.5M | 1.37% | 14,632 | SH |
| 14 | INVESCO QQQ TR | QQQ | 46090E103 | $2.4M | 1.33% | 4,182 | SH |
| 15 | VANECK MERK GOLD ETF | OUNZ | 921078101 | $2.2M | 1.21% | 48,547 | SH |
| 16 | ISHARES TR | SHY | 464287457 | $1.8M | 1.00% | 21,947 | SH |
| 17 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $1.6M | 0.91% | 14,927 | SH |
| 18 | PROSHARES TR | REGL | 74347B680 | $1.4M | 0.80% | 16,670 | SH |
| 19 | MICROSOFT CORP | MSFT | 594918104 | $1.4M | 0.76% | 3,693 | SH |
| 20 | PPL CORP | PPL | 69351T106 | $1.3M | 0.73% | 34,783 | SH |
| 21 | INVESCO EXCH TRADED FD TR II | IDMO | 46138E222 | $1.3M | 0.73% | 24,140 | SH |
| 22 | PROCTER & GAMBLE CO | PG | 742718109 | $1.3M | 0.72% | 8,969 | SH |
| 23 | HOME DEPOT INC | HD | 437076102 | $1.2M | 0.67% | 3,670 | SH |
| 24 | ALPHABET INC | GOOGL | 02079K305 | $1.0M | 0.55% | 3,492 | SH |
| 25 | CHEVRON CORPORATION | CVX | 166764100 | $808.4K | 0.45% | 3,907 | SH |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $791.2K | 0.44% | 1,651 | SH |
| 27 | AMAZON COM INC | AMZN | 023135106 | $784.6K | 0.43% | 3,767 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $743.8K | 0.41% | 3,043 | SH |
| 29 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $727.6K | 0.40% | 2,153 | SH |
| 30 | MCDONALDS CORP | MCD | 580135101 | $708.0K | 0.39% | 2,278 | SH |
| 31 | AT&T INC | T | 00206R102 | $681.7K | 0.38% | 23,514 | SH |
| 32 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $655.6K | 0.36% | 775 | SH |
| 33 | VISA INC | V | 92826C839 | $597.5K | 0.33% | 1,977 | SH |
| 34 | CME GROUP INC | CME | 12572Q105 | $594.8K | 0.33% | 2,014 | SH |
| 35 | AMPHENOL CORP | APH | 032095101 | $581.1K | 0.32% | 4,599 | SH |
| 36 | RTX CORPORATION | RTX | 75513E101 | $560.8K | 0.31% | 2,907 | SH |
| 37 | TJX COS INC NEW | TJX | 872540109 | $546.3K | 0.30% | 3,421 | SH |
| 38 | MERCK & CO INC | MRK | 58933Y105 | $544.2K | 0.30% | 4,524 | SH |
| 39 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $540.5K | 0.30% | 2,230 | SH |
| 40 | CORNING INC | GLW | 219350105 | $524.6K | 0.29% | 3,858 | SH |
| 41 | JPMORGAN CHASE & CO | JPM | 46625H100 | $523.0K | 0.29% | 1,778 | SH |
| 42 | ONEOK INC NEW | OKE | 682680103 | $516.7K | 0.29% | 5,716 | SH |
| 43 | BROADCOM INC | AVGO | 11135F101 | $511.9K | 0.28% | 1,654 | SH |
| 44 | TRI CONTL CORP | TY | 895436103 | $492.9K | 0.27% | 15,604 | SH |
| 45 | AMERICAN EXPRESS CO | AXP | 025816109 | $487.6K | 0.27% | 1,612 | SH |
| 46 | VANECK ETF TRUST | NLR | 92189F601 | $476.6K | 0.26% | 3,578 | SH |
| 47 | FLEXTRONICS INTL LTD | FLEX | Y2573F102 | $469.7K | 0.26% | 7,176 | SH |
| 48 | ISHARES TR | IYR | 464287739 | $468.5K | 0.26% | 4,955 | SH |
| 49 | BONDBLOXX ETF TRUST | XSVN | 09789C820 | $468.4K | 0.26% | 9,815 | SH |
| 50 | CATERPILLAR INC | CAT | 149123101 | $466.9K | 0.26% | 659 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $180.9M | 87 | 0001951757-26-000806 |
| 2025-12-31 | 2026-01-16 | $181.9M | 87 | 0001951757-26-000200 |