Tower Wealth Partners, Inc.

Est. AUM

$180.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	COLUMBIA ETF TR I	RESH ENHNC COR	$19.7M	506088	10.90%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$19.4M	198267	10.73%	SOLE
3	VICTORY PORTFOLIOS II	VICTORYSHS US	$18.2M	322286	10.08%	SOLE
4	JANUS DETROIT STR TR	HENDRSON AAA CL	$17.2M	341711	9.51%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$12.8M	190227	7.10%	SOLE
6	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$12.1M	359485	6.71%	SOLE
7	AMPLIFY ETF TR	CWP ENHANCED DIV	$11.2M	249595	6.19%	SOLE
8	PUTNAM ETF TRUST	FOCUSED LAR CAP	$8.2M	175757	4.51%	SOLE
9	SPDR INDEX SHS FDS	STATE STREET SPD	$6.7M	169205	3.69%	SOLE
10	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.7M	80919	2.04%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$3.1M	9807	1.74%	SOLE
12	APPLE INC	COM	$2.9M	11402	1.60%	SOLE
13	EXXON MOBIL CORP	COM	$2.5M	14632	1.37%	SOLE
14	INVESCO QQQ TR	UNIT SER 1	$2.4M	4182	1.33%	SOLE
15	VANECK MERK GOLD ETF	GOLD SHS	$2.2M	48547	1.21%	SOLE
16	ISHARES TR	1 3 YR TREAS BD	$1.8M	21947	1.00%	SOLE
17	AMERICAN CENTY ETF TR	US SML CP VALU	$1.6M	14927	0.91%	SOLE
18	PROSHARES TR	S&P MDCP 400 DIV	$1.4M	16670	0.80%	SOLE
19	MICROSOFT CORP	COM	$1.4M	3693	0.76%	SOLE
20	PPL CORP	COM	$1.3M	34783	0.73%	SOLE
21	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$1.3M	24140	0.73%	SOLE
22	PROCTER & GAMBLE CO	COM	$1.3M	8969	0.72%	SOLE
23	HOME DEPOT INC	COM	$1.2M	3670	0.67%	SOLE
24	ALPHABET INC	CAP STK CL A	$1.0M	3492	0.55%	SOLE
25	CHEVRON CORPORATION	COM	$808K	3907	0.45%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$791K	1651	0.44%	SOLE
27	AMAZON COM INC	COM	$785K	3767	0.43%	SOLE
28	JOHNSON & JOHNSON	COM	$744K	3043	0.41%	SOLE
29	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$728K	2153	0.40%	SOLE
30	MCDONALDS CORP	COM	$708K	2278	0.39%	SOLE
31	AT&T INC	COM	$682K	23514	0.38%	SOLE
32	GOLDMAN SACHS GROUP INC	COM	$656K	775	0.36%	SOLE
33	VISA INC	COM CL A	$598K	1977	0.33%	SOLE
34	CME GROUP INC	COM	$595K	2014	0.33%	SOLE
35	AMPHENOL CORP	CL A	$581K	4599	0.32%	SOLE
36	RTX CORPORATION	COM	$561K	2907	0.31%	SOLE
37	TJX COS INC NEW	COM	$546K	3421	0.30%	SOLE
38	MERCK & CO INC	COM	$544K	4524	0.30%	SOLE
39	INTERNATIONAL BUSINESS MACHS	COM	$541K	2230	0.30%	SOLE
40	CORNING INC	COM	$525K	3858	0.29%	SOLE
41	JPMORGAN CHASE & CO	COM	$523K	1778	0.29%	SOLE
42	ONEOK INC NEW	COM	$517K	5716	0.29%	SOLE
43	BROADCOM INC	COM	$512K	1654	0.28%	SOLE
44	TRI CONTL CORP	COM	$493K	15604	0.27%	SOLE
45	AMERICAN EXPRESS CO	COM	$488K	1612	0.27%	SOLE
46	VANECK ETF TRUST	URANIUM AND NUCL	$477K	3578	0.26%	SOLE
47	FLEXTRONICS INTL LTD	ORD	$470K	7176	0.26%	SOLE
48	ISHARES TR	U.S. REAL ES ETF	$469K	4955	0.26%	SOLE
49	BONDBLOXX ETF TRUST	BLOOMBERG SEVEN	$468K	9815	0.26%	SOLE
50	CATERPILLAR INC	COM	$467K	659	0.26%	SOLE

1–50 of 87

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.