Tower Wealth Partners, Inc. 13F Holdings · Q2 2026
Tower Wealth Partners, Inc. reported 101 securities worth $202.56M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYG (11.63%), RECS (10.93%), VSMV (9.37%). Among its top 25 positions this quarter: 15 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $23.6M | 11.63% | 197,946 | Trimmed |
| 2 | RECS | COLUMBIA ETF TR I | $22.1M | 10.93% | 511,314 | Added |
| 3 | VSMV | VICTORY PORTFOLIOS II | $19.0M | 9.37% | 317,448 | Trimmed |
| 4 | JAAA | JANUS DETROIT STR TR | $17.1M | 8.44% | 338,662 | Trimmed |
| 5 | IJH | ISHARES TR | $14.6M | 7.20% | 189,098 | Trimmed |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | $13.0M | 6.41% | 355,689 | Trimmed |
| 7 | DIVO | AMPLIFY ETF TR | $11.4M | 5.61% | 248,573 | Trimmed |
| 8 | PVAL | PUTNAM ETF TRUST | $9.6M | 4.72% | 187,813 | Added |
| 9 | EDIV | SPDR INDEX SHS FDS | $7.1M | 3.50% | 172,907 | Added |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $4.1M | 2.03% | 90,323 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $4.0M | 1.97% | 10,804 | Added |
| 12 | QQQ | INVESCO QQQ TR | $3.3M | 1.65% | 4,528 | Added |
| 13 | AAPL | APPLE INC | $3.2M | 1.59% | 11,115 | Trimmed |
| 14 | OUNZ | VANECK MERK GOLD ETF | $2.0M | 1.01% | 52,903 | Added |
| 15 | XOM | EXXON MOBIL CORP | $2.0M | 1.01% | 14,988 | Added |
| 16 | AVUV | AMERICAN CENTY ETF TR | $2.0M | 1.00% | 16,292 | Added |
| 17 | SHY | ISHARES TR | $1.9M | 0.92% | 22,732 | Added |
| 18 | REGL | PROSHARES TR | $1.7M | 0.86% | 19,004 | Added |
| 19 | IDMO | INVESCO EXCH TRADED FD TR II | $1.6M | 0.80% | 27,018 | Added |
| 20 | MSFT | MICROSOFT CORP | $1.4M | 0.69% | 3,751 | Added |
| 21 | PG | PROCTER & GAMBLE CO | $1.3M | 0.65% | 8,963 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $1.3M | 0.63% | 3,550 | Added |
| 23 | PPL | PPL CORP | $1.3M | 0.62% | 34,783 | Hold |
| 24 | HD | HOME DEPOT INC | $1.2M | 0.60% | 3,426 | Trimmed |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.1M | 0.54% | 2,275 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR