Tower Wealth Partners, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Tower Wealth Partners, Inc. reported 76 stock positions worth $187.1 million. Its top holding was Victoryshares US Min Vol ETF (VSMV) at 10.5% of the portfolio, followed by Janus Henderson Aaa Clo ETF (JAAA, 8.8%) and SS SPDR P S&P 500 Growth ETF (SPYG, 8.6%). Compared with Q4 2024, it opened 5 new positions, sold out of 6, added to 47 and reduced 20. The biggest buy was Victoryshares US Min Vol ETF (VSMV, shares +0%) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LEWISBURG, PA
- CIK
- 0001852808
- Portfolio Value
- $187.1M (Q1 2025)
- SEC Filing
- 0001951757-25-000305 ↗ filed Apr 11, 2025
Holdings Value
Holdings 76 stocks · $187.1M
| VSMV Victoryshares US Min Vol ETF | 10.47% | 404,425 | $19.6M | Add +0.3% |
| JAAA Janus Henderson Aaa Clo ETF | 8.75% | 322,948 | $16.4M | Reduce -0.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 8.57% | 199,503 | $16.0M | Reduce -1.1% |
| RECS Columbia Resear Enh Cor ETF | 8.42% | 474,119 | $15.7M | Add +1.3% |
| IJH iShares Core S&P Midcap ETF | 7.77% | 249,159 | $14.5M | Add +0.5% |
| AVUV Avantis US Small Cap Value | 6.32% | 135,647 | $11.8M | Add +0.8% |
| IOO iShares Global 100 ETF | 6.10% | 118,510 | $11.4M | Reduce -0.0% |
| FTSL First Trust Senior Loan ETF | 6.05% | 247,918 | $11.3M | Reduce -0.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 5.50% | 346,802 | $10.3M | Reduce -0.3% |
| DIVO Amplify CWP Enhan Divid ETF | 5.31% | 243,627 | $9.9M | Reduce -0.3% |
| EDIV State Street SPDR S&P Emergi | 2.98% | 156,018 | $5.6M | Add +0.4% |
| FBND Fidelity Total Bond ETF | 1.65% | 67,559 | $3.1M | Add +1.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.32% | 8,955 | $2.5M | Reduce -0.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.22% | 44,623 | $2.3M | Add +0.8% |
| AAPL Apple Inc. | 1.20% | 10,081 | $2.2M | Add +10.9% |
| XOM Exxon Mobil Corp. | 1.04% | 16,416 | $2.0M | Add +1.4% |
| PG The Procter & Gamble Co. | 1.03% | 11,271 | $1.9M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.00% | 3,997 | $1.9M | Reduce -1.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.83% | 18,778 | $1.6M | Add +2.0% |
| OUNZ Vaneck Merk Gold ETF | 0.82% | 50,845 | $1.5M | Add +0.1% |
| PPL PPL Corp. | 0.70% | 36,187 | $1.3M | Reduce -3.2% |
| HD Home Depot Inc. | 0.68% | 3,475 | $1.3M | Add +0.5% |
| MSFT Microsoft Corp. | 0.60% | 3,012 | $1.1M | Reduce -6.2% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.57% | 13,171 | $1.1M | Add +0.9% |
| AMZN Amazon.com Inc. | 0.53% | 5,221 | $993K | Add +6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 1,528 | $814K | No change |
| V Visa Inc. Class A | 0.38% | 2,023 | $709K | Reduce -18.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 2,503 | $622K | Add +5.3% |
| AXP American Express Co. | 0.32% | 2,222 | $598K | Add +18.3% |
| T AT&T Inc. | 0.31% | 20,659 | $584K | Add +9.2% |
| MCD McDonald's Corp. | 0.31% | 1,846 | $577K | Add +19.7% |
| GS Goldman Sachs Group Inc. | 0.29% | 998 | $545K | Reduce -1.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.29% | 5,897 | $541K | Add +7.5% |
| OKE Oneok Inc. | 0.29% | 5,428 | $539K | Add +3.6% |
| CVX Chevron Corp. | 0.28% | 3,164 | $529K | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 0.28% | 3,336 | $516K | Add +107.6% |
| UNH Unitedhealth Group Inc. | 0.27% | 966 | $506K | Reduce -12.1% |
| JPM JPMorgan Chase & Co. | 0.27% | 2,034 | $499K | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.25% | 2,870 | $476K | Add +0.2% |
| EVSM Eaton Vance SHRT Dur Muni | 0.25% | 9,401 | $469K | No change |
| COST Costco Wholesale Corp. | 0.25% | 495 | $468K | Add +17.0% |
| VZ Verizon Communications Inc. | 0.24% | 9,846 | $447K | Reduce -6.1% |
| RSG Republic Services Inc. | 0.24% | 1,820 | $441K | Add +7.3% |
| CME Cme Group Inc. | 0.23% | 1,656 | $439K | Reduce -10.9% |
| META Meta Platforms Inc. Class A | 0.23% | 757 | $436K | Add +40.5% |
| TY Tri-Continental Corp. | 0.23% | 13,852 | $425K | Add +0.9% |
| MRK Merck & Co. Inc. | 0.22% | 4,682 | $420K | Reduce -16.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 3,400 | $414K | Add +2.3% |
| CRM Salesforce Inc. | 0.21% | 1,470 | $394K | Add +69.5% |
| CAT Caterpillar Inc. | 0.20% | 1,119 | $369K | No change |
| IYR iShares US Real Estate ETF | 0.19% | 3,806 | $364K | Add +1.5% |
| HON Honeywell International Inc. | 0.18% | 1,568 | $332K | Reduce -29.8% |
| AVGO Broadcom Inc. | 0.17% | 1,861 | $312K | Add +20.4% |
| ABBV Abbvie Inc. | 0.17% | 1,486 | $311K | Add +5.2% |
| AMGN Amgen Inc. | 0.17% | 998 | $311K | Reduce -29.5% |
| RTX RTX Corp. | 0.17% | 2,338 | $310K | Add +31.9% |
| WMB Williams Cos Inc. | 0.16% | 5,083 | $304K | Add +10.7% |
| BRO Brown & Brown Inc. | 0.16% | 2,356 | $293K | Add +19.8% |
| WMK Weis Markets Inc. filed as WEIS MKTS INC | 0.16% | 3,769 | $290K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 1,712 | $284K | Add +16.5% |
| APO Apollo Global Management Inc. | 0.15% | 1,992 | $273K | Add +14.3% |
| MSI Motorola Solutions Inc. | 0.14% | 596 | $261K | Add +14.8% |
| ADP Automatic Data Processing | 0.14% | 854 | $261K | Add +2.1% |
| APH Amphenol Corp. Class A | 0.14% | 3,969 | $260K | Add +27.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.14% | 735 | $259K | New |
| WTRG Essential Utilities Inc. | 0.14% | 6,457 | $255K | Add +0.4% |
| WSO Watsco Inc. | 0.13% | 492 | $250K | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 0.13% | 438 | $246K | New |
| WEC WEC Energy Group Inc. | 0.13% | 2,258 | $246K | Add +5.6% |
| TDG Transdigm Group Inc. | 0.13% | 171 | $237K | New |
| NVDA Nvidia Corp. | 0.12% | 2,127 | $231K | Add +28.1% |
| IEF iShares 7-10 Year Treasury B | 0.12% | 2,401 | $229K | Add +2.5% |
| DUK Duke Energy Corp. | 0.12% | 1,846 | $225K | New |
| APD Air Products & Chemicals Inc. | 0.12% | 738 | $218K | Add +6.8% |
| FLEX Flex Ltd. | 0.11% | 6,445 | $213K | Add +16.3% |
| KMI Kinder Morgan Inc. | 0.11% | 7,360 | $210K | New |
Portfolio Sells Q4 2024 → Q1 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.1% | 8.57% | −0.71 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.19 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.16 |
| IOO iShares Global 100 ETF | Reduce -0.0% | 6.10% | −0.15 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.11 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.11 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.11 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.11 |
| MSFT Microsoft Corp. | Reduce -6.2% | 0.60% | −0.10 |
| HON Honeywell International Inc. | Reduce -29.8% | 0.18% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.2% | 1.00% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -16.6% | 0.22% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.9% | 1.32% | −0.06 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -0.3% | 5.50% | −0.04 |
| V Visa Inc. Class A | Reduce -18.6% | 0.38% | −0.03 |
| AMGN Amgen Inc. | Reduce -29.5% | 0.17% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -12.1% | 0.27% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -1.4% | 0.29% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 0.27% | +0.01 |
| CME Cme Group Inc. | Reduce -10.9% | 0.23% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -6.1% | 0.24% | +0.02 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 1.03% | +0.02 |
| FTSL First Trust Senior Loan ETF | Reduce -0.0% | 6.05% | +0.05 |
| PPL PPL Corp. | Reduce -3.2% | 0.70% | +0.06 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.7% | 8.75% | +0.12 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -0.3% | 5.31% | +0.13 |
Portfolio Buys Q4 2024 → Q1 2025
| VSMV Victoryshares US Min Vol ETF | Add +0.3% | 10.47% | +0.34 |
| OUNZ Vaneck Merk Gold ETF | Add +0.1% | 0.82% | +0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.14% | +0.14 |
| XOM Exxon Mobil Corp. | Add +1.4% | 1.04% | +0.13 |
| IVV iShares Core S&P 500 ETF | New | 0.13% | +0.13 |
| TDG Transdigm Group Inc. | New | 0.13% | +0.13 |
| DUK Duke Energy Corp. | New | 0.12% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +107.6% | 0.28% | +0.12 |
| KMI Kinder Morgan Inc. | New | 0.11% | +0.11 |
| EDIV State Street SPDR S&P Emergi | Add +0.4% | 2.98% | +0.11 |
| T AT&T Inc. | Add +9.2% | 0.31% | +0.09 |
| FBND Fidelity Total Bond ETF | Add +1.3% | 1.65% | +0.08 |
| MCD McDonald's Corp. | Add +19.7% | 0.31% | +0.07 |
| META Meta Platforms Inc. Class A | Add +40.5% | 0.23% | +0.07 |
| IBM Intl Business Machines Corp. | Add +5.3% | 0.33% | +0.06 |
| CRM Salesforce Inc. | Add +69.5% | 0.21% | +0.06 |
| RTX RTX Corp. | Add +31.9% | 0.17% | +0.06 |
| RSG Republic Services Inc. | Add +7.3% | 0.24% | +0.06 |
| BRO Brown & Brown Inc. | Add +19.8% | 0.16% | +0.05 |
| CVX Chevron Corp. | Add +3.1% | 0.28% | +0.05 |
| COST Costco Wholesale Corp. | Add +17.0% | 0.25% | +0.05 |
| SHY iShares 1-3 Year Treasury Bo | Add +2.0% | 0.83% | +0.04 |
| JNJ Johnson & Johnson | Add +0.2% | 0.25% | +0.04 |
| ABBV Abbvie Inc. | Add +5.2% | 0.17% | +0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.8% | 1.22% | +0.03 |
| WMB Williams Cos Inc. | Add +10.7% | 0.16% | +0.03 |
| AXP American Express Co. | Add +18.3% | 0.32% | +0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +7.5% | 0.29% | +0.03 |
| APH Amphenol Corp. Class A | Add +27.8% | 0.14% | +0.03 |
| WEC WEC Energy Group Inc. | Add +5.6% | 0.13% | +0.03 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +0.9% | 0.57% | +0.02 |
| WTRG Essential Utilities Inc. | Add +0.4% | 0.14% | +0.01 |
| WSO Watsco Inc. | Add +2.1% | 0.13% | +0.01 |
| MSI Motorola Solutions Inc. | Add +14.8% | 0.14% | +0.01 |
| OKE Oneok Inc. | Add +3.6% | 0.29% | +0.01 |
| IYR iShares US Real Estate ETF | Add +1.5% | 0.19% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +6.8% | 0.12% | +0.01 |
| ADP Automatic Data Processing | Add +2.1% | 0.14% | +0.01 |
| TJX TJX Companies Inc. | Add +2.3% | 0.22% | +0.01 |
| IEF iShares 7-10 Year Treasury B | Add +2.5% | 0.12% | +0.01 |
| AAPL Apple Inc. | Add +10.9% | 1.20% | +0.01 |
| NVDA Nvidia Corp. | Add +28.1% | 0.12% | +0.01 |
| FLEX Flex Ltd. | Add +16.3% | 0.11% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +16.5% | 0.15% | 0.00 |
| TY Tri-Continental Corp. | Add +0.9% | 0.23% | −0.00 |
| APO Apollo Global Management Inc. | Add +14.3% | 0.15% | −0.00 |
| AVGO Broadcom Inc. | Add +20.4% | 0.17% | −0.02 |
| HD Home Depot Inc. | Add +0.5% | 0.68% | −0.02 |
| AMZN Amazon.com Inc. | Add +6.3% | 0.53% | −0.03 |
| RECS Columbia Resear Enh Cor ETF | Add +1.3% | 8.42% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 101 | $202.6M | SPYG, RECS, VSMV, JAAA, IJH |
| Q1 2026 | 87 | $180.9M | RECS, SPYG, VSMV, JAAA, IJH |
| Q4 2025 | 87 | $181.9M | VSMV, SPYG, RECS, JAAA, IJH |
| Q3 2025 | 90 | $182.1M | VSMV, SPYG, RECS, IJH, JAAA |
| Q2 2025 | 86 | $169.2M | VSMV, SPYG, RECS, JAAA, IJH |
| Q1 2025 | 76 | $187.1M | VSMV, JAAA, SPYG, RECS, IJH |
| Q4 2024 | 77 | $191.1M | VSMV, SPYG, JAAA, RECS, IJH |
| Q3 2024 | 75 | $172.0M | VSMV, IJH, SPYG, DIVO, JAAA |
| Q2 2024 | 65 | $162.0M | VSMV, SPYG, IJH, JAAA, DIVO |
| Q1 2024 | 58 | $154.0M | VSMV, IJH, SPYG, DIVO, AVUV |