Tower Wealth Partners, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$180.9M
Q ending 2026-03-31
Prior quarter
$181.9M
Q ending 2025-12-31
Change
-0.5% QoQ · -3.3% YoY
Positions
87
reported holdings
Largest positions
All 87 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Columbia Etf Tr I | RECS | Shares | $19.7M | 506K |
| Spdr Series Trust | SPYG | Shares | $19.4M | 198K |
| Victory Portfolios Ii | VSMV | Shares | $18.2M | 322K |
| Janus Detroit Str Tr | JAAA | Shares | $17.2M | 342K |
| Ishares Tr | IJH | Shares | $12.8M | 190K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $12.1M | 359K |
| Amplify Etf Tr | DIVO | Shares | $11.2M | 250K |
| Putnam Etf Trust | PVAL | Shares | $8.2M | 176K |
| Spdr Index Shs Fds | EDIV | Shares | $6.7M | 169K |
| Fidelity Merrimack Str Tr | FBND | Shares | $3.7M | 81K |
| Vanguard Index Fds | VTI | Shares | $3.1M | 10K |
| Apple Inc | AAPL | Shares | $2.9M | 11K |
| Exxon Mobil Corp | XOM | Shares | $2.5M | 15K |
| Invesco Qqq Tr | QQQ | Shares | $2.4M | 4K |
| Vaneck Merk Gold Etf | OUNZ | Shares | $2.2M | 49K |
| Ishares Tr | SHY | Shares | $1.8M | 22K |
| American Centy Etf Tr | AVUV | Shares | $1.6M | 15K |
| Proshares Tr | REGL | Shares | $1.4M | 17K |
| Microsoft Corp | MSFT | Shares | $1.4M | 4K |
| Ppl Corp | PPL | Shares | $1.3M | 35K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $1.3M | 24K |
| Procter & Gamble Co | PG | Shares | $1.3M | 9K |
| Home Depot Inc | HD | Shares | $1.2M | 4K |
| Alphabet Inc | GOOGL | Shares | $1.0M | 3K |
| Chevron Corporation | CVX | Shares | $808K | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $791K | 2K |
| Amazon Com Inc | AMZN | Shares | $785K | 4K |
| Johnson & Johnson | JNJ | Shares | $744K | 3K |
| Taiwan Semiconductor Manufac | TSM | Shares | $728K | 2K |
| Mcdonalds Corp | MCD | Shares | $708K | 2K |
| At&T Inc | T | Shares | $682K | 24K |
| Goldman Sachs Group Inc | GS | Shares | $656K | 775 |
| Visa Inc | V | Shares | $598K | 2K |
| Cme Group Inc | CME | Shares | $595K | 2K |
| Amphenol Corp | APH | Shares | $581K | 5K |
| Rtx Corporation | RTX | Shares | $561K | 3K |
| Tjx Cos Inc New | TJX | Shares | $546K | 3K |
| Merck & Co Inc | MRK | Shares | $544K | 5K |
| International Business Machs | IBM | Shares | $541K | 2K |
| Corning Inc | GLW | Shares | $525K | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $523K | 2K |
| Oneok Inc New | OKE | Shares | $517K | 6K |
| Broadcom Inc | AVGO | Shares | $512K | 2K |
| Tri Contl Corp | TY | Shares | $493K | 16K |
| American Express Co | AXP | Shares | $488K | 2K |
| Vaneck Etf Trust | NLR | Shares | $477K | 4K |
| Flextronics Intl Ltd | Shares | $470K | 7K | |
| Ishares Tr | IYR | Shares | $469K | 5K |
| Bondbloxx Etf Trust | XSVN | Shares | $468K | 10K |
| Caterpillar Inc | CAT | Shares | $467K | 659 |
| Amgen Inc | AMGN | Shares | $441K | 1K |
| Verizon Communications Inc | VZ | Shares | $424K | 8K |
| Nvidia Corporation | NVDA | Shares | $420K | 2K |
| Williams Cos Inc | WMB | Shares | $419K | 6K |
| Walmart Inc | WMT | Shares | $404K | 3K |
| Republic Svcs Inc | RSG | Shares | $382K | 2K |
| Abbvie Inc | ABBV | Shares | $346K | 2K |
| Medtronic Plc | Shares | $339K | 4K | |
| Novartis Ag | NVS | Shares | $335K | 2K |
| Costco Wholesale Corporation | COST | Shares | $330K | 331 |
| Eli Lilly & Co | LLY | Shares | $327K | 356 |
| Spdr Series Trust | BIL | Shares | $311K | 3K |
| Hsbc Hldgs Plc | HSBC | Shares | $304K | 4K |
| Technipfmc Plc | Shares | $299K | 4K | |
| Emcor Group Inc | EME | Shares | $295K | 399 |
| Ralph Lauren Corp | RL | Shares | $294K | 855 |
| Cardinal Health Inc | CAH | Shares | $293K | 1K |
| Wec Energy Group Inc | WEC | Shares | $287K | 2K |
| Totalenergies Se | Shares | $286K | 3K | |
| Pnc Finl Svcs Group Inc | PNC | Shares | $282K | 1K |
| Palantir Technologies Inc | PLTR | Shares | $280K | 2K |
| Coca Cola Co | KO | Shares | $277K | 4K |
| Asml Hldg Nv | Shares | $260K | 197 | |
| Agnico Eagle Mines Ltd | AEM | Shares | $251K | 1K |
| Royal Bk Cda | RY | Shares | $250K | 2K |
| Duke Energy Corp New | DUK | Shares | $250K | 2K |
| Nextera Energy Inc | NEE | Shares | $250K | 3K |
| Sterling Infrastructure Inc | STRL | Shares | $241K | 592 |
| Us Foods Hldg Corp | USFD | Shares | $239K | 3K |
| Mastercard Incorporated | MA | Shares | $238K | 476 |
| Alcoa Corp | AA | Shares | $224K | 3K |
| Fedex Corp | FDX | Shares | $219K | 614 |
| Essential Utils Inc | WTRG | Shares | $214K | 5K |
| State Str Corp | STT | Shares | $208K | 2K |
| Texas Instrs Inc | TXN | Shares | $205K | 1K |
| Air Products And Chemicals I | APD | Shares | $201K | 692 |
| Royal Caribbean Group | Shares | $200K | 728 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.