Q2 2026 13F · SEC CIK 1852808

Tower Wealth Partners, Inc.

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $202.6M
Reported positions: 101
Top holdings a year, 3 yrs: +13.6%
Assets under management: $440.4M

Tower Wealth Partners, Inc. is a wealth manager that reported 101 positions worth $202.6M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were State Street Spdr Portfolio S&p 500 Grow (SPYG, 11.6%), Columbia ETF Tr I (RECS, 10.9%), Victory Portfolios II (VSMV, 9.4%). A portfolio copying its top holdings returned 13.6% a year over the last 3 years, against 20.4% for the S&P 500.

Tower Wealth Partners, Inc. holdings largest 50 of 101 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tower Wealth Partners, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYGState Street Spdr Portfolio S&p 500 Grow	11.6%	10.7%	197,946	-0.2%	$23.6M
RECSColumbia ETF Tr I	10.9%	10.9%	511,314	+1.0%	$22.1M
VSMVVictory Portfolios II	9.4%	10.1%	317,448	-1.5%	$19.0M
JAAAJanus Detroit Str Tr	8.4%	9.5%	338,662	-0.9%	$17.1M
IJHIshares Tr	7.2%	7.1%	189,098	-0.6%	$14.6M
BUFRFirst Tr Exchng Traded Fd Vi	6.4%	6.7%	355,689	-1.1%	$13.0M
DIVOAmplify ETF Tr	5.6%	6.2%	248,573	-0.4%	$11.4M
PVALPutnam Focused Large Capvalue ETF	4.7%	4.5%	187,813	+6.9%	$9.6M
EDIVState Street Spdr S&p Emerging Markets D	3.5%	3.7%	172,907	+2.2%	$7.1M
FBNDFidelity Merrimack Str Tr	2.0%	2.0%	90,323	+11.6%	$4.1M
VTIVanguard Index Fds	2.0%	1.7%	10,804	+10.2%	$4.0M
QQQInvesco Qqq Tr	1.6%	1.3%	4,528	+8.3%	$3.3M
AAPLApple Inc	1.6%	1.6%	11,115	-2.5%	$3.2M
XOMExxon Mobil Corp	1.0%	1.4%	14,988	+2.4%	$2.0M
OUNZVaneck Merk Gold Trust	1.0%	1.2%	52,903	+9.0%	$2.0M
AVUVAmerican Centy ETF Tr	1.0%	0.9%	16,292	+9.1%	$2.0M
SHYIshares Tr	0.9%	1.0%	22,732	+3.6%	$1.9M
REGLProshares Tr	0.9%	0.8%	19,004	+14.0%	$1.7M
IDMOInvesco Exch Traded Fd Tr II	0.8%	0.7%	27,018	+11.9%	$1.6M
MSFTMicrosoft Corp	0.7%	0.8%	3,751	+1.6%	$1.4M
PGProcter & Gamble Co	0.6%	0.7%	8,963	-0.1%	$1.3M
GOOGLAlphabet Inc	0.6%	0.6%	3,550	+1.7%	$1.3M
PPLPpl Corp	0.6%	0.7%	34,783	+0.0%	$1.3M
HDHome Depot Inc	0.6%	0.7%	3,426	-6.6%	$1.2M
TSMTaiwan Semiconductor Manufac	0.5%	0.4%	2,275	+5.7%	$1.1M
GLWCorning Inc	0.5%	0.3%	4,206	+9.0%	$1.1M
FLEXFlex Ltd Ord	0.4%	0.3%	5,498	-23.4%	$891K
AMZNAmazon Com Inc	0.4%	0.4%	3,655	-3.0%	$871K
APHAmphenol Corp	0.4%	0.3%	4,746	+3.2%	$837K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	1,578	-4.4%	$790K
GSGoldman Sachs Group Inc	0.4%	0.4%	734	-5.3%	$742K
NVDANvidia Corporation	0.4%	—	3,626	—	$726K
JNJJohnson & Johnson	0.4%	0.4%	2,818	-7.4%	$716K
CATCaterpillar Inc	0.3%	0.3%	657	-0.3%	$700K
CVXChevron Corporation	0.3%	0.4%	4,162	+6.5%	$690K
AVGOBroadcom Inc	0.3%	0.3%	1,751	+5.9%	$661K
MCDMcdonalds Corp	0.3%	0.4%	2,318	+1.8%	$627K
MRKMerck & Co Inc	0.3%	0.3%	4,683	+3.5%	$602K
JPMJpmorgan Chase & Co	0.3%	0.3%	1,818	+2.2%	$595K
IBMInternational Business Machs	0.3%	0.3%	2,070	-7.2%	$582K
VVisa Inc	0.3%	0.3%	1,686	-14.7%	$578K
CMECme Group Inc	0.3%	0.3%	2,612	+29.7%	$577K
IYRIshares Tr	0.3%	0.3%	5,471	+10.4%	$559K
TYTri Contl Corp Com	0.3%	0.3%	15,973	+2.4%	$550K
MUMicron Technology Inc	0.3%	—	463	—	$534K
TJXTjx Cos Inc New	0.3%	0.3%	3,442	+0.6%	$521K
XSVNBondbloxx ETF Trust	0.3%	0.3%	10,992	+12.0%	$520K
STRLSterling Infrastructure Inc	0.3%	—	607	—	$509K
OKEOneok Inc New	0.3%	0.3%	5,849	+2.3%	$509K
NLRVaneck ETF Trust	0.2%	0.3%	4,272	+19.4%	$495K

What Tower Wealth Partners, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

CME Cme Group Inc+29.7% shares
NLR Vaneck ETF Trust+19.4% shares
REGL Proshares Tr+14.0% shares
XSVN Bondbloxx ETF Trust+12.0% shares
IDMO Invesco Exch Traded Fd Tr II+11.9% shares
FBND Fidelity Merrimack Str Tr+11.6% shares
IYR Ishares Tr+10.4% shares
VTI Vanguard Index Fds+10.2% shares

Reduced

FLEX Flex Ltd Ord-23.4% shares
V Visa Inc-14.7% shares
JNJ Johnson & Johnson-7.4% shares
IBM International Business Machs-7.2% shares
HD Home Depot Inc-6.6% shares
GS Goldman Sachs Group Inc-5.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.1% /yr; S&P 500 +20.1%
3 years: +13.6% /yr; S&P 500 +20.4%
5 years: +6.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about Tower Wealth Partners, Inc.'s portfolio

What stocks does Tower Wealth Partners, Inc. own?

Tower Wealth Partners, Inc.'s latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 101 positions worth $202.6M. The largest are State Street Spdr Portfolio S&p 500 Grow (SPYG) at 11.6%, Columbia ETF Tr I (RECS) at 10.9%, Victory Portfolios II (VSMV) at 9.4%, Janus Detroit Str Tr (JAAA) at 8.4% and Ishares Tr (IJH) at 7.2%.

What did Tower Wealth Partners, Inc. buy last quarter?

In Q2 2026, Tower Wealth Partners, Inc. added Cme Group Inc (CME) (+29.7% shares), Vaneck ETF Trust (NLR) (+19.4% shares) and Proshares Tr (REGL) (+14.0% shares), compared with its Q1 2026 filing.

What did Tower Wealth Partners, Inc. sell last quarter?

In Q2 2026, Tower Wealth Partners, Inc. cut from its top 50 At&t Inc (T), cut from its top 50 Rtx Corporation (RTX), cut from its top 50 American Express Co (AXP), Flex Ltd Ord (FLEX) (-23.4% shares), Visa Inc (V) (-14.7% shares) and Johnson & Johnson (JNJ) (-7.4% shares), compared with its Q1 2026 filing.

How has Tower Wealth Partners, Inc.'s portfolio performed?

A portfolio copying Tower Wealth Partners, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.1% against +20.1%. Over 5 years: +6.6% a year against +11.6%.

When is Tower Wealth Partners, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Tower Wealth Partners, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Tower Wealth Partners, Inc. manage?

Tower Wealth Partners, Inc. reported $440.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $202.6M.