Tower Wealth Partners, Inc.
CIK 1852808 · View on SEC EDGAR ↗
- Portfolio value
- $202.6M
- Positions
- 101
- As of
- June 30, 2026
#6,426 of 9,443 by 13F value · top 68.1%
Portfolio value QoQ: +11.9% 13F does not disclose cash
- Top 10 holdings weight
- 69.84%
- Top 25 holdings weight
- 84.37%
- Positions above 1%
- 16
- Effective number of positions
- 16.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.57% Est. buys $8,843,683 · sells $3,011,240
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 74.3% still held
- New positions
- 18
- Increased
- 59
- Decreased
- 22
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
4.7%
Industrials
3.2%
Energy
2.1%
Retail
1.9%
Healthcare
1.7%
Financial Services
1.5%
Utilities
1.1%
Financials
0.8%
Consumer products
0.6%
Communication Services
0.6%
Consumer Discretionary
0.6%
Telecommunication
0.4%
Consumer Staples
0.2%
Materials
0.2%
Logistics & Transportation
0.1%
Other/Unmapped
80.2%
Full portfolio 101 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPYG | $23,553,595 | 11.63% | 197,946 | $4,141,273 | Down ×1 | ||
| RECS | $22,129,670 | 10.93% | 511,314 | $2,402,360 | Up ×6 | ||
| VSMV VictoryShares US Multi-Factor Minimum Volatility ETF | $18,982,882 | 9.37% | 317,448 | $752,033 | Down ×2 | ||
| JAAA | $17,099,044 | 8.44% | 338,662 | $-112,939 | Down ×1 | ||
| IJH | $14,581,347 | 7.20% | 189,098 | $1,735,318 | Down ×4 | ||
| BUFR | $12,993,319 | 6.41% | 355,689 | $853,511 | Down ×1 | ||
| DIVO | $11,359,786 | 5.61% | 248,573 | $165,450 | Down ×1 | ||
| PVAL | $9,569,072 | 4.72% | 187,813 | $1,413,947 | Up ×2 | ||
| EDIV | $7,081,838 | 3.50% | 172,907 | $401,625 | Up ×6 | ||
| FBND | $4,108,793 | 2.03% | 90,323 | $417,268 | Up ×4 | ||
| VTI | $3,997,912 | 1.97% | 10,804 | $851,728 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3,334,454 | 1.65% | 4,528 | $920,660 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $3,216,197 | 1.59% | 11,115 | $322,365 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,049,159 | 1.01% | 14,988 | $-433,306 | Up ×1 | ||
| OUNZ | $2,041,527 | 1.01% | 52,903 | $-145,515 | Up ×1 | ||
| AVUV | $2,032,590 | 1.00% | 16,292 | $383,604 | Up ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1,866,525 | 0.92% | 22,732 | $54,361 | Up ×4 | ||
| REGL | $1,740,196 | 0.86% | 19,004 | $299,741 | Up ×6 | ||
| IDMO | $1,628,915 | 0.80% | 27,018 | $305,077 | Up ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $1,399,126 | 0.69% | 3,751 | $32,243 | Up ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,314,334 | 0.65% | 8,963 | $18,852 | Down ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,268,664 | 0.63% | 3,550 | $264,504 | Up ×3 | ||
| PPL PPL Corporation Common Stock | $1,264,361 | 0.62% | 34,783 | $-64,349 | |||
| HD Home Depot, Inc. (The) Common Stock | $1,208,282 | 0.60% | 3,426 | $1,256 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,086,472 | 0.54% | 2,275 | $358,866 | Up ×6 | ||
| GLW Corning Incorporated Common Stock | $1,074,339 | 0.53% | 4,206 | $549,767 | Up ×2 | ||
| FLEX Flex Ltd. - Ordinary Shares | $891,061 | 0.44% | 5,498 | $421,320 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $871,133 | 0.43% | 3,655 | $86,580 | Down ×2 | ||
| APH Amphenol Corporation Common Stock | $836,815 | 0.41% | 4,746 | $255,731 | Up ×2 | ||
| BRKB | $789,615 | 0.39% | 1,578 | $-1,544 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $742,346 | 0.37% | 734 | $86,704 | Down ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $725,526 | 0.36% | 3,626 | $305,920 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $715,687 | 0.35% | 2,818 | $-28,144 | Down ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $699,639 | 0.35% | 657 | $232,764 | Down ×4 | ||
| CVX Chevron Corporation Common Stock | $689,893 | 0.34% | 4,162 | $-118,465 | Up ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $661,440 | 0.33% | 1,751 | $149,510 | Up ×3 | ||
| MCD McDonald's Corporation Common Stock | $626,579 | 0.31% | 2,318 | $-81,401 | Up ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $601,730 | 0.30% | 4,683 | $57,529 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $595,086 | 0.29% | 1,818 | $72,070 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $582,105 | 0.29% | 2,070 | $41,575 | Down ×2 | ||
| V Visa Inc. | $578,450 | 0.29% | 1,686 | $-19,078 | Down ×2 | ||
| CME CME Group Inc. - Class A Common Stock | $576,808 | 0.28% | 2,612 | $-18,027 | Up ×5 | ||
| IYR | $559,410 | 0.28% | 5,471 | $90,865 | Up ×6 | ||
| TY Tri Continental Corporation Common Stock | $549,782 | 0.27% | 15,973 | $56,844 | Up ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $534,436 | 0.26% | 463 | Up ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $521,463 | 0.26% | 3,442 | $-24,871 | Up ×1 | ||
| XSVN | $519,592 | 0.26% | 10,992 | $51,220 | Up ×4 | ||
| STRL Sterling Infrastructure, Inc. - Common Stock | $509,492 | 0.25% | 607 | $268,388 | Up ×1 | ||
| OKE ONEOK, Inc. Common Stock | $508,507 | 0.25% | 5,849 | $-8,177 | Up ×4 | ||
| NLR | $495,467 | 0.24% | 4,272 | $18,913 | Up ×2 | ||
| T AT&T Inc. | $494,820 | 0.24% | 23,904 | $-186,865 | Up ×6 | ||
| AMGN Amgen Inc. - Common Stock | $482,706 | 0.24% | 1,333 | $41,486 | Up ×3 | ||
| AXP American Express Company Common Stock | $454,608 | 0.22% | 1,344 | $-32,990 | Down ×3 | ||
| ABBV AbbVie Inc. Common Stock | $445,403 | 0.22% | 1,770 | $98,941 | Up ×6 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $427,604 | 0.21% | 5,752 | $9,046 | Up ×3 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $401,867 | 0.20% | 202 | $141,663 | Up ×1 | ||
| BIL | $396,160 | 0.20% | 4,323 | $85,317 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $386,290 | 0.19% | 2,036 | $-174,470 | Down ×4 | ||
| RSG Republic Services, Inc. Common Stock | $382,905 | 0.19% | 1,797 | $1,153 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $382,186 | 0.19% | 3,374 | $-21,473 | Up ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $373,778 | 0.18% | 8,828 | $-50,061 | Up ×1 | ||
| HSBC HSBC Holdings, plc. Common Stock | $358,965 | 0.18% | 3,775 | $54,824 | Up ×1 | ||
| RL Ralph Lauren Corporation Common Stock | $348,825 | 0.17% | 869 | $54,714 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $348,730 | 0.17% | 4,291 | $71,984 | Up ×3 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $343,989 | 0.17% | 3,417 | Up ×1 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $343,723 | 0.17% | 1,396 | $61,345 | Up ×1 | ||
| NVS Novartis AG Common Stock | $343,530 | 0.17% | 2,192 | $9,008 | Up ×3 | ||
| FTI TechnipFMC plc Ordinary Share | $341,114 | 0.17% | 5,145 | $42,265 | Up ×1 | ||
| EME EMCOR Group, Inc. Common Stock | $337,761 | 0.17% | 407 | $43,175 | Up ×1 | ||
| CAH Cardinal Health, Inc. Common Stock | $337,573 | 0.17% | 1,421 | $44,275 | Up ×1 | ||
| RY Royal Bank Of Canada Common Stock | $328,668 | 0.16% | 1,588 | $78,556 | Up ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $319,931 | 0.16% | 342 | $-9,887 | Up ×1 | ||
| STT State Street Corporation Common Stock | $300,531 | 0.15% | 1,772 | $92,719 | Up ×1 | ||
| WEC WEC Energy Group, Inc. Common Stock | $291,341 | 0.14% | 2,495 | $4,000 | Up ×6 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $286,107 | 0.14% | 2,260 | $36,048 | Up ×1 | ||
| TTE TotalEnergies SE Ordinary Shares | $271,927 | 0.13% | 3,497 | $-14,387 | Up ×1 | ||
| USFD US Foods Holding Corp. Common Stock | $270,758 | 0.13% | 2,648 | $31,381 | Up ×1 | ||
| IVV | $269,600 | 0.13% | 360 | ||||
| WWD Woodward, Inc. - Common Stock | $262,496 | 0.13% | 617 | Up ×1 | |||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $255,737 | 0.13% | 185 | Up ×1 | |||
| TXN Texas Instruments Incorporated - Common Stock | $250,379 | 0.12% | 840 | $45,755 | Down ×1 | ||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $247,356 | 0.12% | 779 | $47,025 | Up ×4 | ||
| FDX FedEx Corporation Common Stock | $239,544 | 0.12% | 765 | $20,849 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $235,229 | 0.12% | 458 | $-2,609 | Down ×2 | ||
| WSO Watsco, Inc. Common Stock | $232,952 | 0.12% | 559 | ||||
| FAI | $231,798 | 0.11% | 4,261 | Up ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $228,816 | 0.11% | 2,607 | $-21,031 | Down ×1 | ||
| CGNX Cognex Corporation - Common Stock | $227,978 | 0.11% | 3,148 | Up ×1 | |||
| DDOG Datadog, Inc. - Class A Common Stock | $226,513 | 0.11% | 870 | Up ×1 | |||
| LUV Southwest Airlines Company Common Stock | $220,180 | 0.11% | 4,282 | Up ×1 | |||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $213,944 | 0.11% | 2,458 | Up ×1 | |||
| DGX Quest Diagnostics Incorporated Common Stock | $213,222 | 0.11% | 1,006 | Up ×1 | |||
| NSC Norfolk Southern Corporation Common Stock | $207,629 | 0.10% | 660 | Up ×1 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $206,692 | 0.10% | 705 | $5,673 | Up ×1 | ||
| AEM Agnico Eagle Mines Limited Common Stock | $205,082 | 0.10% | 1,322 | $-46,207 | Up ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $204,522 | 0.10% | 268 | ||||
| AZN AstraZeneca PLC - American Depositary Shares | $204,031 | 0.10% | 1,076 | Up ×1 | |||
| WTRG Essential Utilities, Inc. Common Stock | $203,848 | 0.10% | 5,321 | $-10,429 | |||
| ROST Ross Stores, Inc. - Common Stock | $201,995 | 0.10% | 949 | Up ×1 | |||
| SNA Snap-On Incorporated Common Stock | $201,602 | 0.10% | 501 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| RECS | $22,129,670 | 10.93% | up ×6 |
| EDIV | $7,081,838 | 3.50% | up ×6 |
| FBND | $4,108,793 | 2.03% | up ×4 |
| SHY | $1,866,525 | 0.92% | up ×4 |
| REGL | $1,740,196 | 0.86% | up ×6 |
| IDMO | $1,628,915 | 0.80% | up ×4 |
| GOOGL | $1,268,664 | 0.63% | up ×3 |
| TSM | $1,086,472 | 0.54% | up ×6 |
| CVX | $689,893 | 0.34% | up ×4 |
| AVGO | $661,440 | 0.33% | up ×3 |
| MCD | $626,579 | 0.31% | up ×6 |
| CME | $576,808 | 0.28% | up ×5 |
| IYR | $559,410 | 0.28% | up ×6 |
| TY | $549,782 | 0.27% | up ×6 |
| XSVN | $519,592 | 0.26% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| MU | $534,436 | 463 | 0.26% |
| SGOV | $343,989 | 3,417 | 0.17% |
| IVV | $269,600 | 360 | 0.13% |
| WWD | $262,496 | 617 | 0.13% |
| MPWR | $255,737 | 185 | 0.13% |
| WSO | $232,952 | 559 | 0.12% |
| FAI | $231,798 | 4,261 | 0.11% |
| CGNX | $227,978 | 3,148 | 0.11% |
| DDOG | $226,513 | 870 | 0.11% |
| LUV | $220,180 | 4,282 | 0.11% |
| IBKR | $213,944 | 2,458 | 0.11% |
| DGX | $213,222 | 1,006 | 0.11% |
| NSC | $207,629 | 660 | 0.10% |
| CRWD | $204,522 | 268 | 0.10% |
| AZN | $204,031 | 1,076 | 0.10% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| IOO | June 30, 2025 | 118,510 | $11,411,328 | No longer tracked |
| FTSL | June 30, 2025 | 247,918 | $11,317,457 | |
| SPYV | Dec. 31, 2025 | 50,711 | $2,805,840 | No longer tracked |
| UNH | June 30, 2025 | 966 | $505,942 | 25.8% |
| META | March 31, 2026 | 748 | $493,747 | -4.4% |
| EVSM | Dec. 31, 2025 | 9,455 | $476,863 | No longer tracked |
| CRM | June 30, 2025 | 1,470 | $394,489 | -24.6% |
| CRWD | March 31, 2026 | 829 | $388,602 | -49.3% |
| PWR | March 31, 2025 | 1,165 | $368,198 | 163.9% |
| MDT | June 30, 2026 | 3,910 | $338,802 | 20.3% |
| LLY | June 30, 2026 | 356 | $327,438 | 5.7% |
| EXPE | March 31, 2026 | 1,127 | $319,290 | 41.2% |
| IVV | March 31, 2026 | 452 | $309,593 | No longer tracked |
| DECK | March 31, 2025 | 1,466 | $297,730 | -19.8% |
| APO | Sept. 30, 2025 | 2,086 | $295,941 | -0.4% |
| SE | Dec. 31, 2025 | 1,647 | $294,368 | -7.9% |
| PLTR | June 30, 2026 | 1,914 | $279,980 | 49.7% |
| BRO | Sept. 30, 2025 | 2,464 | $273,184 | -23.3% |
| RDDT | March 31, 2026 | 1,145 | $263,201 | 10.1% |
| MSI | June 30, 2025 | 596 | $260,935 | 14.9% |
| HON | Dec. 31, 2025 | 1,237 | $260,388 | 13.4% |
| AEM | Dec. 31, 2025 | 1,539 | $259,414 | 23.0% |
| FFIV | Dec. 31, 2025 | 794 | $256,613 | 48.3% |
| ADP | March 31, 2026 | 992 | $255,172 | 37.5% |
| TDG | March 31, 2026 | 190 | $252,672 | 4.6% |
| HOOD | March 31, 2026 | 2,227 | $251,874 | 41.6% |
| WMK | Dec. 31, 2025 | 3,483 | $250,323 | 7.7% |
| APP | March 31, 2026 | 356 | $239,880 | -20.5% |
| ACN | March 31, 2026 | 889 | $238,519 | -6.7% |
| IEF | June 30, 2025 | 2,401 | $228,983 | |
| KMI | Sept. 30, 2025 | 7,703 | $226,468 | 13.5% |
| AA | June 30, 2026 | 3,380 | $224,195 | -4.6% |
| MDT | Sept. 30, 2025 | 2,570 | $224,027 | -1.2% |
| MA | March 31, 2025 | 415 | $218,527 | 5.2% |
| ARES | March 31, 2025 | 1,229 | $217,570 | -2.1% |
| UBER | Dec. 31, 2025 | 2,193 | $214,848 | -2.5% |
| ARES | March 31, 2026 | 1,325 | $214,160 | 31.6% |
| APD | Dec. 31, 2025 | 774 | $211,085 | 24.8% |
| IRM | March 31, 2025 | 1,987 | $208,854 | 41.2% |
| DRI | Sept. 30, 2025 | 953 | $207,725 | 15.6% |
| WSO | Dec. 31, 2025 | 513 | $207,406 | -6.8% |
| ORCL | March 31, 2026 | 1,052 | $205,045 | -3.1% |
| FCX | March 31, 2025 | 5,365 | $204,299 | 80.7% |
| TXN | Sept. 30, 2025 | 980 | $203,468 | 44.8% |