Institutions / Tower Wealth Partners, Inc.
Tower Wealth Partners, Inc.
CIK 1852808 · Institution · as of Dec 31, 2025
Portfolio value
$181.91M
Positions
87
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 87 →
| Company | Value | % of portfolio |
|---|---|---|
| Victory Portfolios II | $23.08M | 12.7% |
| SPDR Series Trust | $21.05M | 11.6% |
| Columbia ETF Tr I | $20.37M | 11.2% |
| Janus Detroit Str Tr | $16.91M | 9.3% |
| iShares Tr | $12.61M | 6.9% |
| First Tr Exchng Traded Fd VI | $12.13M | 6.7% |
| Amplify ETF Tr | $10.96M | 6.0% |
| SPDR Index Shs Fds | $6.51M | 3.6% |
| Fidelity Merrimack Str Tr | $3.69M | 2.0% |
| Vanguard Index Fds | $3.27M | 1.8% |
| Apple Inc. | $3.06M | 1.7% |
| Putnam ETF Trust | $3.05M | 1.7% |
| Invesco Qqq Tr | $2.54M | 1.4% |
| VanEck Merk Gold ETF | $2.03M | 1.1% |
| iShares Tr | $1.82M | 1.0% |
| Exxon Mobil Corp | $1.78M | 1.0% |
| American Centy ETF Tr | $1.53M | 0.8% |
| Microsoft Corp | $1.43M | 0.8% |
| ProShares Tr | $1.40M | 0.8% |
| PROCTER & GAMBLE Co | $1.38M | 0.8% |
| Invesco Exch Traded Fd Tr II | $1.33M | 0.7% |
| Amazon.com Inc | $1.27M | 0.7% |
| PPL Corp | $1.25M | 0.7% |
| Home Depot, Inc. | $1.23M | 0.7% |
| American Express Co | $885.3K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.