Tower Wealth Partners, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Tower Wealth Partners, Inc. held in its portfolio 86 assets valued at $181,905,379 (i.e. $181.91M).
The most valuable assets in the portfolio included: VICTORY PORTFOLIOS II ($23.08M), SPDR SERIES TRUST ($21.49M), and COLUMBIA ETF TR I ($20.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tower Wealth Partners, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VICTORY PORTFOLIOS II | 417579 | 23078380 | VICTORYSHS US |
| SPDR SERIES TRUST | 202103 | 21490226 | STATE STREET SPD |
| COLUMBIA ETF TR I | 498842 | 20372707 | RESH ENHNC COR |
| JANUS DETROIT STR TR | 334326 | 16910209 | HENDRSON AAA CL |
| ISHARES TR | 191049 | 12609234 | CORE S&P MCP ETF |
| FIRST TR EXCHNG TRADED FD VI | 354179 | 12134173 | FT VEST LADDERED |
| AMPLIFY ETF TR | 246215 | 10956568 | CWP ENHANCED DIV |
| SPDR INDEX SHS FDS | 166408 | 6514873 | S&P EM MKT DIV |
| FIDELITY MERRIMACK STR TR | 80153 | 3690244 | TOTAL BD ETF |
| VANGUARD INDEX FDS | 9748 | 3268212 | TOTAL STK MKT |
| APPLE INC | 11249 | 3058153 | COM |
| PUTNAM ETF TRUST | 66954 | 3051094 | FOCUSED LAR CAP |
| INVESCO QQQ TR | 4142 | 2544282 | UNIT SER 1 |
| VANECK MERK GOLD ETF | 48910 | 2028787 | GOLD SHS |
| ISHARES TR | 21921 | 1815497 | 1 3 YR TREAS BD |
| EXXON MOBIL CORP | 14800 | 1781032 | COM |
| AMERICAN CENTY ETF TR | 15013 | 1531026 | US SML CP VALU |
| MICROSOFT CORP | 2948 | 1425884 | COM |
| PROSHARES TR | 16629 | 1400494 | S&P MDCP 400 DIV |
| PROCTER AND GAMBLE CO | 9652 | 1383228 | COM |
| INVESCO EXCH TRADED FD TR II | 24009 | 1334180 | S&P INTL MOMNT |
| AMAZON COM INC | 5514 | 1272741 | COM |
| PPL CORP | 35665 | 1248987 | COM |
| HOME DEPOT INC | 3574 | 1229813 | COM |
| AMERICAN EXPRESS CO | 2393 | 885290 | COM |
| ALPHABET INC | 2796 | 875148 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 1650 | 829372 | CL B NEW |
| VISA INC | 2208 | 774368 | COM CL A |
| INTERNATIONAL BUSINESS MACHS | 2499 | 740229 | COM |
| MERCK & CO INC | 6815 | 717337 | COM |
| GOLDMAN SACHS GROUP INC | 779 | 684741 | COM |
| MCDONALDS CORP | 2232 | 682166 | COM |
| JOHNSON & JOHNSON | 3085 | 638441 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1974 | 599879 | SPONSORED ADS |
| AMPHENOL CORP NEW | 4249 | 574210 | CL A |
| JPMORGAN CHASE & CO. | 1778 | 572907 | COM |
| AT&T INC | 22926 | 569472 | COM |
| BROADCOM INC | 1623 | 561720 | COM |
| RTX CORPORATION | 2966 | 543964 | COM |
| TJX COS INC NEW | 3513 | 539632 | COM |
| CME GROUP INC | 1915 | 522948 | COM |
| TRI CONTL CORP | 15464 | 505071 | COM |
| CHEVRON CORP NEW | 3283 | 500362 | COM |
| META PLATFORMS INC | 748 | 493747 | CL A |
| NVIDIA CORPORATION | 2603 | 485460 | COM |
| CATERPILLAR INC | 840 | 481211 | COM |
| BONDBLOXX ETF TRUST | 9749 | 468380 | BLOOMBERG SEVEN |
| ISHARES TR | 4923 | 462220 | U.S. REAL ES ETF |
| VANECK ETF TRUST | 3559 | 442028 | URANIUM AND NUCL |
| FLEX LTD | 7069 | 427109 | ORD |
| ONEOK INC NEW | 5540 | 407214 | COM |
| CROWDSTRIKE HLDGS INC | 829 | 388602 | CL A |
| REPUBLIC SVCS INC | 1744 | 369606 | COM |
| ABBVIE INC | 1592 | 363756 | COM |
| AMGEN INC | 1109 | 362987 | COM |
| VERIZON COMMUNICATIONS INC | 8652 | 352396 | COM |
| CORNING INC | 3821 | 334567 | COM |
| PALANTIR TECHNOLOGIES INC | 1858 | 330260 | CL A |
| WALMART INC | 2962 | 330023 | COM |
| WILLIAMS COS INC | 5354 | 321829 | COM |
| EXPEDIA GROUP INC | 1127 | 319290 | COM NEW |
| ISHARES TR | 452 | 309593 | CORE S&P500 ETF |
| RALPH LAUREN CORP | 856 | 302690 | CL A |
| HSBC HLDGS PLC | 3689 | 290214 | SPON ADR NEW |
| CARDINAL HEALTH INC | 1394 | 286467 | COM |
| MASTERCARD INCORPORATED | 501 | 286011 | CL A |
| COSTCO WHSL CORP NEW | 331 | 285435 | COM |
| PNC FINL SVCS GROUP INC | 1358 | 283455 | COM |
| NOVARTIS AG | 2018 | 278222 | SPONSORED ADR |
| ROYAL BK CDA | 1545 | 263407 | COM |
| REDDIT INC | 1145 | 263201 | CL A |
| AUTOMATIC DATA PROCESSING IN | 992 | 255172 | COM |
| TRANSDIGM GROUP INC | 190 | 252672 | COM |
| ROBINHOOD MKTS INC | 2227 | 251874 | COM CL A |
| WEC ENERGY GROUP INC | 2362 | 249097 | COM |
| COCA COLA CO | 3546 | 247901 | COM |
| EMCOR GROUP INC | 401 | 245328 | COM |
| APPLOVIN CORP | 356 | 239880 | COM CL A |
| ACCENTURE PLC IRELAND | 889 | 238519 | SHS CLASS A |
| DUKE ENERGY CORP NEW | 1995 | 233856 | COM NEW |
| NEXTERA ENERGY INC | 2688 | 215793 | COM |
| ASML HOLDING N V | 201 | 215042 | N Y REGISTRY SHS |
| ARES MANAGEMENT CORPORATION | 1325 | 214160 | CL A COM STK |
| ORACLE CORP | 1052 | 205045 | COM |
| ESSENTIAL UTILS INC | 5321 | 204114 | COM |
| ROYAL CARIBBEAN GROUP | 718 | 200265 | COM |
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