Tower Wealth Partners, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Tower Wealth Partners, Inc. reported 86 stock positions worth $169.2 million. Its top holding was Victoryshares US Min Vol ETF (VSMV) at 12.0% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 11.4%) and Columbia Resear Enh Cor ETF (RECS, 10.7%). Compared with Q1 2025, it opened 16 new positions, sold out of 6, added to 51 and reduced 18. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +1%) and the biggest sale an exit from iShares Global 100 ETF (IOO).
- Most Recent 13F
- Q2 2026
- Location
- LEWISBURG, PA
- CIK
- 0001852808
- Portfolio Value
- $169.2M (Q2 2025)
- SEC Filing
- 0001951757-25-000974 ↗ filed Jul 28, 2025
Holdings Value
Holdings 86 stocks · $169.2M
| VSMV Victoryshares US Min Vol ETF | 12.03% | 413,027 | $20.4M | Add +2.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 11.41% | 202,481 | $19.3M | Add +1.5% |
| RECS Columbia Resear Enh Cor ETF | 10.72% | 492,981 | $18.1M | Add +4.0% |
| JAAA Janus Henderson Aaa Clo ETF | 9.69% | 323,084 | $16.4M | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 9.34% | 254,800 | $15.8M | Add +2.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 6.61% | 351,737 | $11.2M | Add +1.4% |
| DIVO Amplify CWP Enhan Divid ETF | 6.21% | 246,945 | $10.5M | Add +1.4% |
| EDIV State Street SPDR S&P Emergi | 3.58% | 158,944 | $6.1M | Add +1.9% |
| FBND Fidelity Total Bond ETF | 1.76% | 65,024 | $3.0M | Reduce -3.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.67% | 9,277 | $2.8M | Add +3.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.46% | 47,252 | $2.5M | Add +5.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.35% | 4,129 | $2.3M | Add +3.3% |
| AAPL Apple Inc. | 1.28% | 10,537 | $2.2M | Add +4.5% |
| XOM Exxon Mobil Corp. | 1.06% | 16,562 | $1.8M | Add +0.9% |
| PG The Procter & Gamble Co. | 1.05% | 11,136 | $1.8M | Reduce -1.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.92% | 18,694 | $1.5M | Reduce -0.5% |
| OUNZ Vaneck Merk Gold ETF | 0.91% | 48,114 | $1.5M | Reduce -5.4% |
| MSFT Microsoft Corp. | 0.89% | 3,018 | $1.5M | Add +0.2% |
| AVUV Avantis US Small Cap Value | 0.76% | 14,126 | $1.3M | Reduce -89.6% |
| HD Home Depot Inc. | 0.76% | 3,487 | $1.3M | Add +0.3% |
| PPL PPL Corp. | 0.72% | 36,179 | $1.2M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 0.70% | 5,375 | $1.2M | Add +3.0% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.65% | 13,492 | $1.1M | Add +2.4% |
| IDMO Invesco S&P International DE | 0.64% | 21,174 | $1.1M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 2,632 | $776K | Add +5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 1,578 | $767K | Add +3.3% |
| V Visa Inc. Class A | 0.42% | 2,018 | $716K | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.42% | 963 | $711K | Add +27.2% |
| AXP American Express Co. | 0.42% | 2,212 | $706K | Reduce -0.5% |
| T AT&T Inc. | 0.38% | 21,944 | $635K | Add +6.2% |
| GS Goldman Sachs Group Inc. | 0.37% | 874 | $619K | Reduce -12.4% |
| MCD McDonald's Corp. | 0.36% | 2,078 | $607K | Add +12.6% |
| JPM JPMorgan Chase & Co. | 0.34% | 2,009 | $582K | Reduce -1.2% |
| AVGO Broadcom Inc. | 0.32% | 1,972 | $544K | Add +6.0% |
| COST Costco Wholesale Corp. | 0.31% | 525 | $520K | Add +6.1% |
| RTX RTX Corp. | 0.29% | 3,358 | $490K | Add +43.6% |
| EVSM Eaton Vance SHRT Dur Muni | 0.28% | 9,455 | $473K | Add +0.6% |
| CAT Caterpillar Inc. | 0.28% | 1,203 | $467K | Add +7.5% |
| CME Cme Group Inc. | 0.27% | 1,675 | $462K | Add +1.1% |
| VZ Verizon Communications Inc. | 0.27% | 10,577 | $458K | Add +7.4% |
| TY Tri-Continental Corp. | 0.27% | 14,323 | $453K | Add +3.4% |
| JNJ Johnson & Johnson | 0.26% | 2,926 | $447K | Add +1.9% |
| MRK Merck & Co. Inc. | 0.26% | 5,625 | $445K | Add +20.1% |
| OKE Oneok Inc. | 0.26% | 5,393 | $440K | Reduce -0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 3,513 | $434K | Add +3.3% |
| CVX Chevron Corp. | 0.25% | 2,952 | $423K | Reduce -6.7% |
| RSG Republic Services Inc. | 0.24% | 1,676 | $413K | Reduce -7.9% |
| APH Amphenol Corp. Class A | 0.24% | 4,165 | $411K | Add +4.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 1,786 | $405K | Add +4.3% |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.23% | 8,034 | $385K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 745 | $379K | Add +1.4% |
| IYR iShares US Real Estate ETF | 0.22% | 3,994 | $379K | Add +4.9% |
| HON Honeywell International Inc. | 0.21% | 1,561 | $364K | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.20% | 2,195 | $347K | Add +3.2% |
| WMB Williams Cos Inc. | 0.20% | 5,490 | $345K | Add +8.0% |
| FLEX Flex Ltd. | 0.20% | 6,731 | $336K | Add +4.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.19% | 3,532 | $324K | Reduce -40.1% |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,772 | $312K | Reduce -46.9% |
| AMGN Amgen Inc. | 0.18% | 1,114 | $311K | Add +11.6% |
| ACN Accenture PLC Class A | 0.18% | 1,022 | $305K | New |
| APO Apollo Global Management Inc. | 0.17% | 2,086 | $296K | Add +4.7% |
| ABBV Abbvie Inc. | 0.17% | 1,537 | $285K | Add +3.4% |
| ADP Automatic Data Processing | 0.16% | 895 | $276K | Add +4.8% |
| BRO Brown & Brown Inc. | 0.16% | 2,464 | $273K | Add +4.6% |
| TDG Transdigm Group Inc. | 0.16% | 179 | $272K | Add +4.7% |
| IVV iShares Core S&P 500 ETF | 0.16% | 438 | $272K | No change |
| WMK Weis Markets Inc. filed as WEIS MKTS INC | 0.16% | 3,634 | $263K | Reduce -3.6% |
| PNC PNC Financial Services Group | 0.15% | 1,374 | $256K | New |
| SE Sea Ltd.-ADR | 0.15% | 1,589 | $254K | New |
| KO The Coca-Cola Co. | 0.15% | 3,543 | $251K | New |
| WEC WEC Energy Group Inc. | 0.14% | 2,302 | $240K | Add +1.9% |
| DUK Duke Energy Corp. | 0.14% | 2,016 | $238K | Add +9.2% |
| KMI Kinder Morgan Inc. | 0.13% | 7,703 | $226K | Add +4.7% |
| CAH Cardinal Health Inc. | 0.13% | 1,341 | $225K | New |
| FFIV F5 Inc. | 0.13% | 765 | $225K | New |
| MDT Medtronic PLC | 0.13% | 2,570 | $224K | New |
| ARES Ares Management Corp. Class A | 0.13% | 1,293 | $224K | New |
| WTRG Essential Utilities Inc. | 0.13% | 6,007 | $223K | Reduce -7.0% |
| RL Ralph Lauren Corp. | 0.13% | 812 | $223K | New |
| WSO Watsco Inc. | 0.13% | 502 | $222K | Add +2.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.13% | 697 | $218K | New |
| APD Air Products & Chemicals Inc. | 0.13% | 768 | $217K | Add +4.1% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.13% | 3,499 | $213K | New |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 1,554 | $212K | New |
| DRI Darden Restaurants Inc. | 0.12% | 953 | $208K | New |
| TXN Texas Instruments Inc. | 0.12% | 980 | $203K | New |
Portfolio Sells Q1 2025 → Q2 2025
| IOO iShares Global 100 ETF | Sold out | 0.00% | −6.10 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −6.05 |
| AVUV Avantis US Small Cap Value | Reduce -89.6% | 0.76% | −5.56 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.27 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.21 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.14 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -40.1% | 0.19% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -46.9% | 0.18% | −0.09 |
| CVX Chevron Corp. | Reduce -6.7% | 0.25% | −0.03 |
| OKE Oneok Inc. | Reduce -0.6% | 0.26% | −0.03 |
| WTRG Essential Utilities Inc. | Reduce -7.0% | 0.13% | −0.00 |
| WMK Weis Markets Inc. | Reduce -3.6% | 0.16% | +0.00 |
| RSG Republic Services Inc. | Reduce -7.9% | 0.24% | +0.01 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 1.05% | +0.02 |
| PPL PPL Corp. | Reduce -0.0% | 0.72% | +0.03 |
| HON Honeywell International Inc. | Reduce -0.5% | 0.21% | +0.04 |
| V Visa Inc. Class A | Reduce -0.3% | 0.42% | +0.04 |
| GS Goldman Sachs Group Inc. | Reduce -12.4% | 0.37% | +0.07 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 0.34% | +0.08 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.5% | 0.92% | +0.09 |
| OUNZ Vaneck Merk Gold ETF | Reduce -5.4% | 0.91% | +0.09 |
| AXP American Express Co. | Reduce -0.5% | 0.42% | +0.10 |
| FBND Fidelity Total Bond ETF | Reduce -3.8% | 1.76% | +0.11 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1.5% | 11.41% | +2.84 |
| RECS Columbia Resear Enh Cor ETF | Add +4.0% | 10.72% | +2.30 |
| IJH iShares Core S&P Midcap ETF | Add +2.3% | 9.34% | +1.57 |
| VSMV Victoryshares US Min Vol ETF | Add +2.1% | 12.03% | +1.56 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +1.4% | 6.61% | +1.11 |
| JAAA Janus Henderson Aaa Clo ETF | Add +0.0% | 9.69% | +0.94 |
| DIVO Amplify CWP Enhan Divid ETF | Add +1.4% | 6.21% | +0.90 |
| IDMO Invesco S&P International DE | New | 0.64% | +0.64 |
| EDIV State Street SPDR S&P Emergi | Add +1.9% | 3.58% | +0.60 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.6% | 1.67% | +0.35 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.3% | 1.35% | +0.34 |
| MSFT Microsoft Corp. | Add +0.2% | 0.89% | +0.28 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +5.9% | 1.46% | +0.24 |
| XSVN Bondbloxx BBG 7 YR US Treas | New | 0.23% | +0.23 |
| META Meta Platforms Inc. Class A | Add +27.2% | 0.42% | +0.19 |
| ACN Accenture PLC Class A | New | 0.18% | +0.18 |
| AMZN Amazon.com Inc. | Add +3.0% | 0.70% | +0.17 |
| AVGO Broadcom Inc. | Add +6.0% | 0.32% | +0.15 |
| PNC PNC Financial Services Group | New | 0.15% | +0.15 |
| SE Sea Ltd.-ADR | New | 0.15% | +0.15 |
| KO The Coca-Cola Co. | New | 0.15% | +0.15 |
| CAH Cardinal Health Inc. | New | 0.13% | +0.13 |
| FFIV F5 Inc. | New | 0.13% | +0.13 |
| ARES Ares Management Corp. Class A | New | 0.13% | +0.13 |
| MDT Medtronic PLC | New | 0.13% | +0.13 |
| RL Ralph Lauren Corp. | New | 0.13% | +0.13 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.13% | +0.13 |
| IBM Intl Business Machines Corp. | Add +5.2% | 0.46% | +0.13 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.13% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | New | 0.13% | +0.13 |
| RTX RTX Corp. | Add +43.6% | 0.29% | +0.12 |
| DRI Darden Restaurants Inc. | New | 0.12% | +0.12 |
| TXN Texas Instruments Inc. | New | 0.12% | +0.12 |
| APH Amphenol Corp. Class A | Add +4.9% | 0.24% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.3% | 0.24% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.4% | 0.22% | +0.09 |
| FLEX Flex Ltd. | Add +4.4% | 0.20% | +0.08 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +2.4% | 0.65% | +0.08 |
| NVDA Nvidia Corp. | Add +3.2% | 0.20% | +0.08 |
| AAPL Apple Inc. | Add +4.5% | 1.28% | +0.08 |
| CAT Caterpillar Inc. | Add +7.5% | 0.28% | +0.08 |
| HD Home Depot Inc. | Add +0.3% | 0.76% | +0.07 |
| T AT&T Inc. | Add +6.2% | 0.38% | +0.06 |
| COST Costco Wholesale Corp. | Add +6.1% | 0.31% | +0.06 |
| MCD McDonald's Corp. | Add +12.6% | 0.36% | +0.05 |
| WMB Williams Cos Inc. | Add +8.0% | 0.20% | +0.04 |
| TY Tri-Continental Corp. | Add +3.4% | 0.27% | +0.04 |
| MRK Merck & Co. Inc. | Add +20.1% | 0.26% | +0.04 |
| CME Cme Group Inc. | Add +1.1% | 0.27% | +0.04 |
| TJX TJX Companies Inc. | Add +3.3% | 0.26% | +0.04 |
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 |