Tower Wealth Partners, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Tower Wealth Partners, Inc. disclosed 98 stock positions valued at approximately $202.56M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, COLUMBIA ETF TR I, and VICTORY PORTFOLIOS II.
- Report Period
- June 30, 2026
- No. of Stocks
- 98
- Portfolio Value
- $202.56M
Holdings by Sector
Tower Wealth Partners, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYG | Other | 11.63% | 197,946 | -321 | -0.16% | $23,553,595 |
| COLUMBIA ETF TR I | RECS | Other | 10.93% | 511,314 | +5,226 | +1.03% | $22,129,670 |
| VICTORY PORTFOLIOS II | VSMV | Other | 9.37% | 317,448 | -4,838 | -1.50% | $18,982,882 |
| JANUS DETROIT STR TR | JAAA | Other | 8.44% | 338,662 | -3,049 | -0.89% | $17,099,044 |
| ISHARES TR | IJH | Other | 7.20% | 189,098 | -1,129 | -0.59% | $14,581,347 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 6.41% | 355,689 | -3,796 | -1.06% | $12,993,319 |
| AMPLIFY ETF TR | DIVO | Other | 5.61% | 248,573 | -1,022 | -0.41% | $11,359,786 |
| PUTNAM ETF TRUST | PVAL | Other | 4.72% | 187,813 | +12,056 | +6.86% | $9,569,072 |
| SPDR INDEX SHS FDS | EDIV | Other | 3.50% | 172,907 | +3,702 | +2.19% | $7,081,838 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 2.03% | 90,323 | +9,404 | +11.62% | $4,108,793 |
| VANGUARD INDEX FDS | VTI | Other | 1.97% | 10,804 | +997 | +10.17% | $3,997,912 |
| INVESCO QQQ TR | QQQ | Other | 1.65% | 4,528 | +346 | +8.27% | $3,334,454 |
| APPLE INC | AAPL | Technology | 1.59% | 11,115 | -287 | -2.52% | $3,216,197 |
| EXXON MOBIL CORP | XOM | Energy | 1.01% | 14,988 | +356 | +2.43% | $2,049,159 |
| VANECK MERK GOLD ETF | OUNZ | Other | 1.01% | 52,903 | +4,356 | +8.97% | $2,041,527 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.00% | 16,292 | +1,365 | +9.14% | $2,032,590 |
| ISHARES TR | SHY | Other | 0.92% | 22,732 | +785 | +3.58% | $1,866,525 |
| PROSHARES TR | REGL | Other | 0.86% | 19,004 | +2,334 | +14.00% | $1,740,196 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 0.80% | 27,018 | +2,878 | +11.92% | $1,628,915 |
| MICROSOFT CORP | MSFT | Technology | 0.69% | 3,751 | +58 | +1.57% | $1,399,126 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.65% | 8,963 | -6 | -0.07% | $1,314,334 |
| ALPHABET INC | GOOGL | Communication Services | 0.63% | 3,550 | +58 | +1.66% | $1,268,664 |
| PPL CORP | PPL | Utilities | 0.62% | 34,783 | - | - | $1,264,361 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.60% | 3,426 | -244 | -6.65% | $1,208,282 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.54% | 2,275 | +122 | +5.67% | $1,086,472 |
| CORNING INC | GLW | Technology | 0.53% | 4,206 | +348 | +9.02% | $1,074,339 |
| FLEX LTD | FLEX | Other | 0.44% | 5,498 | -1,678 | -23.38% | $891,061 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.43% | 3,655 | -112 | -2.97% | $871,133 |
| AMPHENOL CORP | APH | Technology | 0.41% | 4,746 | +147 | +3.20% | $836,815 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.39% | 1,578 | -73 | -4.42% | $789,615 |
Showing 30 of 98 holdings in the latest reporting period.