Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tower Wealth Partners, Inc. (CIK 1852808) reported $180.9M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RECS ($19.7M, 10.90%), SPYG ($19.4M, 10.73%), VSMV ($18.2M, 10.08%), JAAA ($17.2M, 9.51%), IJH ($12.8M, 7.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RECS | COLUMBIA ETF TR I | $19.7M | 10.90% | 506,088 | Added |
| 2 | SPYG | SPDR SERIES TRUST | $19.4M | 10.73% | 198,267 | Added |
| 3 | VSMV | VICTORY PORTFOLIOS II | $18.2M | 10.08% | 322,286 | Trimmed |
| 4 | JAAA | JANUS DETROIT STR TR | $17.2M | 9.51% | 341,711 | Added |
| 5 | IJH | ISHARES TR | $12.8M | 7.10% | 190,227 | Trimmed |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | $12.1M | 6.71% | 359,485 | Added |
| 7 | DIVO | AMPLIFY ETF TR | $11.2M | 6.19% | 249,595 | Added |
| 8 | PVAL | PUTNAM ETF TRUST | $8.2M | 4.51% | 175,757 | Added |
| 9 | EDIV | SPDR INDEX SHS FDS | $6.7M | 3.69% | 169,205 | Added |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $3.7M | 2.04% | 80,919 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $3.1M | 1.74% | 9,807 | Added |
| 12 | AAPL | APPLE INC | $2.9M | 1.60% | 11,402 | Added |
| 13 | XOM | EXXON MOBIL CORP | $2.5M | 1.37% | 14,632 | Trimmed |
| 14 | QQQ | INVESCO QQQ TR | $2.4M | 1.33% | 4,182 | Added |
| 15 | OUNZ | VANECK MERK GOLD ETF | $2.2M | 1.21% | 48,547 | Trimmed |
| 16 | SHY | ISHARES TR | $1.8M | 1.00% | 21,947 | Added |
| 17 | AVUV | AMERICAN CENTY ETF TR | $1.6M | 0.91% | 14,927 | Trimmed |
| 18 | REGL | PROSHARES TR | $1.4M | 0.80% | 16,670 | Added |
| 19 | MSFT | MICROSOFT CORP | $1.4M | 0.76% | 3,693 | Added |
| 20 | PPL | PPL CORP | $1.3M | 0.73% | 34,783 | Trimmed |
| 21 | IDMO | INVESCO EXCH TRADED FD TR II | $1.3M | 0.73% | 24,140 | Added |
| 22 | PG | PROCTER & GAMBLE CO | $1.3M | 0.72% | 8,969 | Trimmed |
| 23 | HD | HOME DEPOT INC | $1.2M | 0.67% | 3,670 | Added |
| 24 | GOOGL | ALPHABET INC | $1.0M | 0.55% | 3,492 | Added |
| 25 | CVX | CHEVRON CORPORATION | $808,358 | 0.45% | 3,907 | Added |
Source: SEC Form 13F filings · as of 2026-03-31