# Tower Wealth Partners, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1852808. Source: https://holderbook.com/funds/1852808-tower-wealth-partners-inc/

- Reported value: $202.6M
- Positions: 101
- Weight of the ten largest: 69.8%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $23.6M | 197,946 | 11.6% | 11 |
| COLUMBIA ETF TR I | [RECS](https://holderbook.com/stocks/RECS/) | $22.1M | 511,314 | 10.9% | 7 |
| VICTORY PORTFOLIOS II | [VSMV](https://holderbook.com/stocks/VSMV/) | $19.0M | 317,448 | 9.4% | 23 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $17.1M | 338,662 | 8.4% | 16 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $14.6M | 189,098 | 7.2% | 17 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $13.0M | 355,689 | 6.4% | 15 |
| AMPLIFY ETF TR | [DIVO](https://holderbook.com/stocks/DIVO/) | $11.4M | 248,573 | 5.6% | 16 |
| PUTNAM ETF TRUST | [PVAL](https://holderbook.com/stocks/PVAL/) | $9.6M | 187,813 | 4.7% | 3 |
| SPDR INDEX SHS FDS | [EDIV](https://holderbook.com/stocks/EDIV/) | $7.1M | 172,907 | 3.5% | 9 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $4.1M | 90,323 | 2.0% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $4.0M | 10,804 | 2.0% | 23 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $3.3M | 4,528 | 1.6% | 23 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.2M | 11,115 | 1.6% | 23 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.0M | 14,988 | 1.0% | 23 |
| VANECK MERK GOLD ETF | [OUNZ](https://holderbook.com/stocks/OUNZ/) | $2.0M | 52,903 | 1.0% | 23 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $2.0M | 16,292 | 1.0% | 16 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $1.9M | 22,732 | 0.9% | 7 |
| PROSHARES TR | [REGL](https://holderbook.com/stocks/REGL/) | $1.7M | 19,004 | 0.9% | 16 |
| INVESCO EXCH TRADED FD TR II | [IDMO](https://holderbook.com/stocks/IDMO/) | $1.6M | 27,018 | 0.8% | 5 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.4M | 3,751 | 0.7% | 23 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.3M | 8,963 | 0.6% | 23 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.3M | 3,550 | 0.6% | 9 |
| PPL CORP | [PPL](https://holderbook.com/stocks/PPL/) | $1.3M | 34,783 | 0.6% | 23 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.2M | 3,426 | 0.6% | 23 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.1M | 2,275 | 0.5% | 8 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $1.1M | 4,206 | 0.5% | 4 |
| FLEX LTD | [FLEX](https://holderbook.com/stocks/FLEX/) | $891.1K | 5,498 | 0.4% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $871.1K | 3,655 | 0.4% | 23 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $836.8K | 4,746 | 0.4% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $789.6K | 1,578 | 0.4% | 23 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $742.3K | 734 | 0.4% | 23 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $725.5K | 3,626 | 0.4% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $715.7K | 2,818 | 0.4% | 23 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $699.6K | 657 | 0.3% | 11 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $689.9K | 4,162 | 0.3% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $661.4K | 1,751 | 0.3% | 11 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $626.6K | 2,318 | 0.3% | 23 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $601.7K | 4,683 | 0.3% | 23 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $595.1K | 1,818 | 0.3% | 23 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $582.1K | 2,070 | 0.3% | 11 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $578.5K | 1,686 | 0.3% | 23 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $576.8K | 2,612 | 0.3% | 11 |
| ISHARES TR | [IYR](https://holderbook.com/stocks/IYR/) | $559.4K | 5,471 | 0.3% | 23 |
| TRI CONTL CORP | [TY](https://holderbook.com/stocks/TY/) | $549.8K | 15,973 | 0.3% | 23 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $534.4K | 463 | 0.3% | 1 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $521.5K | 3,442 | 0.3% | 9 |
| BONDBLOXX ETF TRUST | [XSVN](https://holderbook.com/stocks/XSVN/) | $519.6K | 10,992 | 0.3% | 5 |
| STERLING INFRASTRUCTURE INC | [STRL](https://holderbook.com/stocks/STRL/) | $509.5K | 607 | 0.3% | 2 |
| ONEOK INC NEW | [OKE](https://holderbook.com/stocks/OKE/) | $508.5K | 5,849 | 0.3% | 21 |
| VANECK ETF TRUST | [NLR](https://holderbook.com/stocks/NLR/) | $495.5K | 4,272 | 0.2% | 3 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $494.8K | 23,904 | 0.2% | 23 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $482.7K | 1,333 | 0.2% | 10 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $454.6K | 1,344 | 0.2% | 8 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $445.4K | 1,770 | 0.2% | 10 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $427.6K | 5,752 | 0.2% | 8 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $401.9K | 202 | 0.2% | 3 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $396.2K | 4,323 | 0.2% | 14 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $386.3K | 2,036 | 0.2% | 7 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $382.9K | 1,797 | 0.2% | 11 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $382.2K | 3,374 | 0.2% | 3 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $373.8K | 8,828 | 0.2% | 23 |
| HSBC HLDGS PLC | [HSBC](https://holderbook.com/stocks/HSBC/) | $359.0K | 3,775 | 0.2% | 5 |
| RALPH LAUREN CORP | [RL](https://holderbook.com/stocks/RL/) | $348.8K | 869 | 0.2% | 5 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $348.7K | 4,291 | 0.2% | 5 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $344.0K | 3,417 | 0.2% | 1 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $343.7K | 1,396 | 0.2% | 5 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $343.5K | 2,192 | 0.2% | 4 |
| TECHNIPFMC PLC | [FTI](https://holderbook.com/stocks/FTI/) | $341.1K | 5,145 | 0.2% | 2 |
| EMCOR GROUP INC | [EME](https://holderbook.com/stocks/EME/) | $337.8K | 407 | 0.2% | 4 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $337.6K | 1,421 | 0.2% | 5 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $328.7K | 1,588 | 0.2% | 4 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $319.9K | 342 | 0.2% | 9 |
| STATE STR CORP | [STT](https://holderbook.com/stocks/STT/) | $300.5K | 1,772 | 0.1% | 2 |
| WEC ENERGY GROUP INC | [WEC](https://holderbook.com/stocks/WEC/) | $291.3K | 2,495 | 0.1% | 8 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $286.1K | 2,260 | 0.1% | 6 |
| TOTALENERGIES SE | [TTE](https://holderbook.com/stocks/TTE/) | $271.9K | 3,497 | 0.1% | 2 |
| US FOODS HLDG CORP | [USFD](https://holderbook.com/stocks/USFD/) | $270.8K | 2,648 | 0.1% | 2 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $269.6K | 360 | 0.1% | 1 |
| WOODWARD INC | [WWD](https://holderbook.com/stocks/WWD/) | $262.5K | 617 | 0.1% | 1 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $255.7K | 185 | 0.1% | 1 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $250.4K | 840 | 0.1% | 2 |
| ROYAL CARIBBEAN GROUP | [RCL](https://holderbook.com/stocks/RCL/) | $247.4K | 779 | 0.1% | 5 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $239.5K | 765 | 0.1% | 2 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $235.2K | 458 | 0.1% | 4 |
| WATSCO INC | [WSO](https://holderbook.com/stocks/WSO/) | $233.0K | 559 | 0.1% | 1 |
| FIRST TR EXCHANGE TRADED FD | [FAI](https://holderbook.com/stocks/FAI/) | $231.8K | 4,261 | 0.1% | 1 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $228.8K | 2,607 | 0.1% | 3 |
| COGNEX CORP | [CGNX](https://holderbook.com/stocks/CGNX/) | $228.0K | 3,148 | 0.1% | 1 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $226.5K | 870 | 0.1% | 1 |
| SOUTHWEST AIRLS CO | [LUV](https://holderbook.com/stocks/LUV/) | $220.2K | 4,282 | 0.1% | 1 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $213.9K | 2,458 | 0.1% | 1 |
| QUEST DIAGNOSTICS INC | [DGX](https://holderbook.com/stocks/DGX/) | $213.2K | 1,006 | 0.1% | 1 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $207.6K | 660 | 0.1% | 1 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $206.7K | 705 | 0.1% | 2 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $205.1K | 1,322 | 0.1% | 2 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $204.5K | 268 | 0.1% | 1 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $204.0K | 1,076 | 0.1% | 1 |
| ESSENTIAL UTILS INC | [WTRG](https://holderbook.com/stocks/WTRG/) | $203.8K | 5,321 | 0.1% | 23 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $202.0K | 949 | 0.1% | 1 |
| SNAP ON INC | [SNA](https://holderbook.com/stocks/SNA/) | $201.6K | 501 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.7% | +14.8% | -6.1% | 100% |
| Q1 2026 | -1.0% | -4.6% | +3.7% | 100% |
| Q4 2025 | +1.4% | +2.4% | -1.0% | 100% |
| Q3 2025 | +6.2% | +7.8% | -1.6% | 100% |
| Q2 2025 | +5.9% | +10.5% | -4.5% | 100% |
| Q1 2025 | -2.7% | -4.6% | +1.9% | 100% |
| Q4 2024 | +0.4% | +2.1% | -1.7% | 100% |
| Q3 2024 | +4.8% | +5.4% | -0.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $202.6M | 101 |
| Q1 2026 | $180.9M | 87 |
| Q4 2025 | $181.9M | 87 |
| Q3 2025 | $182.1M | 90 |
| Q2 2025 | $169.2M | 86 |
| Q1 2025 | $187.1M | 76 |
| Q4 2024 | $191.1M | 77 |
| Q3 2024 | $172.0M | 75 |
| Q2 2024 | $162.0M | 65 |
| Q1 2024 | $154.0M | 58 |
| Q4 2023 | $141.5M | 56 |
| Q3 2023 | $121.7M | 49 |