Tower Wealth Partners, Inc. Portfolio Stock Holdings
Tower Wealth Partners, Inc. disclosed 87 stock positions valued at approximately $180.9 million in its latest SEC 13F filing. The largest holdings include COLUMBIA ETF TR I, SPDR SERIES TRUST, and VICTORY PORTFOLIOS II. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 87
- Portfolio Value
- $180.9M
Holdings by Sector
Tower Wealth Partners, Inc. Portfolio Holdings in Q1 2026
86 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COLUMBIA ETF TR I | RECS | Other | 10.90% | 506,088 | +7,246 | +1.45% | $19,727,310 |
| SPDR SERIES TRUST | SPYG | Other | 10.73% | 198,267 | +1,005 | +0.51% | $19,412,322 |
| VICTORY PORTFOLIOS II | VSMV | Other | 10.08% | 322,286 | -95,293 | -22.82% | $18,230,849 |
| JANUS DETROIT STR TR | JAAA | Other | 9.51% | 341,711 | +7,385 | +2.21% | $17,211,983 |
| ISHARES TR | IJH | Other | 7.10% | 190,227 | -822 | -0.43% | $12,846,029 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 6.71% | 359,485 | +5,306 | +1.50% | $12,139,808 |
| AMPLIFY ETF TR | DIVO | Other | 6.19% | 249,595 | +3,380 | +1.37% | $11,194,336 |
| PUTNAM ETF TRUST | PVAL | Other | 4.51% | 175,757 | +108,803 | +162.50% | $8,155,125 |
| SPDR INDEX SHS FDS | EDIV | Other | 3.69% | 169,205 | +2,797 | +1.68% | $6,680,213 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 2.04% | 80,919 | +766 | +0.96% | $3,691,525 |
| VANGUARD INDEX FDS | VTI | Other | 1.74% | 9,807 | +59 | +0.61% | $3,146,184 |
| APPLE INC | AAPL | Technology | 1.60% | 11,402 | +153 | +1.36% | $2,893,832 |
| EXXON MOBIL CORP | XOM | Energy | 1.37% | 14,632 | -168 | -1.14% | $2,482,465 |
| INVESCO QQQ TR | QQQ | Other | 1.33% | 4,182 | +40 | +0.97% | $2,413,794 |
| VANECK MERK GOLD ETF | OUNZ | Other | 1.21% | 48,547 | -363 | -0.74% | $2,187,042 |
| ISHARES TR | SHY | Other | 1.00% | 21,947 | +26 | +0.12% | $1,812,164 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.91% | 14,927 | -86 | -0.57% | $1,648,986 |
| PROSHARES TR | REGL | Other | 0.80% | 16,670 | +41 | +0.25% | $1,440,455 |
| MICROSOFT CORP | MSFT | Technology | 0.76% | 3,693 | +745 | +25.27% | $1,366,883 |
| PPL CORP | PPL | Utilities | 0.73% | 34,783 | -882 | -2.47% | $1,328,710 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 0.73% | 24,140 | +131 | +0.55% | $1,323,838 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.72% | 8,969 | -683 | -7.08% | $1,295,482 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.67% | 3,670 | +96 | +2.69% | $1,207,026 |
| ALPHABET INC | GOOGL | Communication Services | 0.55% | 3,492 | +696 | +24.89% | $1,004,160 |
| CHEVRON CORPORATION | CVX | Energy | 0.45% | 3,907 | +624 | +19.01% | $808,358 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.44% | 1,651 | +1 | +0.06% | $791,159 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.43% | 3,767 | -1,747 | -31.68% | $784,553 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.41% | 3,043 | -42 | -1.36% | $743,831 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.40% | 2,153 | +179 | +9.07% | $727,606 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.39% | 2,278 | +46 | +2.06% | $707,980 |
| AT&T INC | T | Communication Services | 0.38% | 23,514 | +588 | +2.56% | $681,685 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.36% | 775 | -4 | -0.51% | $655,642 |
| VISA INC | V | Financial Services | 0.33% | 1,977 | -231 | -10.46% | $597,528 |
| CME GROUP INC | CME | Financial Services | 0.33% | 2,014 | +99 | +5.17% | $594,835 |
| AMPHENOL CORP | APH | Technology | 0.32% | 4,599 | +350 | +8.24% | $581,084 |
| RTX CORPORATION | RTX | Industrials | 0.31% | 2,907 | -59 | -1.99% | $560,760 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.30% | 3,421 | -92 | -2.62% | $546,334 |
| MERCK & CO INC | MRK | Healthcare | 0.30% | 4,524 | -2,291 | -33.62% | $544,201 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.30% | 2,230 | -269 | -10.76% | $540,530 |
| CORNING INC | GLW | Technology | 0.29% | 3,858 | +37 | +0.97% | $524,572 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.29% | 1,778 | - | - | $523,016 |
| ONEOK INC NEW | OKE | Energy | 0.29% | 5,716 | +176 | +3.18% | $516,684 |
| BROADCOM INC | AVGO | Technology | 0.28% | 1,654 | +31 | +1.91% | $511,930 |
| TRI CONTL CORP | TY | Financial Services | 0.27% | 15,604 | +140 | +0.91% | $492,938 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.27% | 1,612 | -781 | -32.64% | $487,598 |
| VANECK ETF TRUST | NLR | Other | 0.26% | 3,578 | +19 | +0.53% | $476,554 |
| FLEXTRONICS INTL LTD | FLEX | Other | 0.26% | 7,176 | +107 | +1.51% | $469,741 |
| ISHARES TR | IYR | Other | 0.26% | 4,955 | +32 | +0.65% | $468,545 |
| BONDBLOXX ETF TRUST | XSVN | Other | 0.26% | 9,815 | +66 | +0.68% | $468,372 |
| CATERPILLAR INC | CAT | Industrials | 0.26% | 659 | -181 | -21.55% | $466,875 |
| AMGEN INC | AMGN | Healthcare | 0.24% | 1,254 | +145 | +13.07% | $441,220 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.23% | 8,443 | -209 | -2.42% | $423,839 |
| NVIDIA CORPORATION | NVDA | Technology | 0.23% | 2,406 | -197 | -7.57% | $419,606 |
| WILLIAMS COS INC | WMB | Energy | 0.23% | 5,751 | +397 | +7.42% | $418,558 |
| WALMART INC | WMT | Consumer Defensive | 0.22% | 3,248 | +286 | +9.66% | $403,659 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.21% | 1,743 | -1 | -0.06% | $381,752 |
| ABBVIE INC | ABBV | Healthcare | 0.19% | 1,593 | +1 | +0.06% | $346,462 |
| MEDTRONIC PLC | MDT | Other | 0.19% | 3,910 | +3,910 | +100.00% | $338,802 |
| NOVARTIS AG | NVS | Healthcare | 0.18% | 2,190 | +172 | +8.52% | $334,522 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.18% | 331 | - | - | $329,818 |
| ELI LILLY & CO | LLY | Healthcare | 0.18% | 356 | +356 | +100.00% | $327,438 |
| SPDR SERIES TRUST | BIL | Other | 0.17% | 3,392 | -1,449 | -29.93% | $310,843 |
| HSBC HLDGS PLC | HSBC | Financial Services | 0.17% | 3,687 | -2 | -0.05% | $304,141 |
| TECHNIPFMC PLC | G87110105 | Other | 0.17% | 4,323 | +4,323 | +100.00% | $298,849 |
| EMCOR GROUP INC | EME | Industrials | 0.16% | 399 | -2 | -0.50% | $294,586 |
| RALPH LAUREN CORP | RL | Consumer Cyclical | 0.16% | 855 | -1 | -0.12% | $294,111 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.16% | 1,388 | -6 | -0.43% | $293,298 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.16% | 2,482 | +120 | +5.08% | $287,341 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.16% | 1,357 | -1 | -0.07% | $282,378 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.15% | 1,914 | +56 | +3.01% | $279,980 |
| COCA COLA CO | KO | Consumer Defensive | 0.15% | 3,639 | +93 | +2.62% | $276,746 |
| ASML HLDG NV | ASML | Other | 0.14% | 197 | -4 | -1.99% | $260,204 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 0.14% | 1,238 | +1,238 | +100.00% | $251,289 |
| ROYAL BK CDA | RY | Financial Services | 0.14% | 1,546 | +1 | +0.06% | $250,112 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.14% | 1,910 | -85 | -4.26% | $250,059 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.14% | 2,690 | +2 | +0.07% | $249,847 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.13% | 592 | +592 | +100.00% | $241,104 |
| US FOODS HLDG CORP | USFD | Consumer Defensive | 0.13% | 2,596 | +2,596 | +100.00% | $239,377 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.13% | 476 | -25 | -4.99% | $237,838 |
| ALCOA CORP | AA | Basic Materials | 0.12% | 3,380 | +3,380 | +100.00% | $224,195 |
| FEDEX CORP | FDX | Industrials | 0.12% | 614 | +614 | +100.00% | $218,695 |
| ESSENTIAL UTILS INC | WTRG | Utilities | 0.12% | 5,321 | - | - | $214,277 |
| STATE STR CORP | STT | Financial Services | 0.11% | 1,642 | +1,642 | +100.00% | $207,812 |
| TEXAS INSTRS INC | TXN | Technology | 0.11% | 1,054 | +1,054 | +100.00% | $204,624 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.11% | 692 | +692 | +100.00% | $201,019 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 0.11% | 728 | +10 | +1.39% | $200,331 |