Tower Wealth Partners, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Tower Wealth Partners, Inc. reported 90 stock positions worth $182.1 million. Its top holding was Victoryshares US Min Vol ETF (VSMV) at 12.3% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 11.5%) and Columbia Resear Enh Cor ETF (RECS, 11.0%). Compared with Q2 2025, it opened 10 new positions, sold out of 6, added to 51 and reduced 27. The biggest buy was Apple (AAPL, shares +5%) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LEWISBURG, PA
- CIK
- 0001852808
- Portfolio Value
- $182.1M (Q3 2025)
- SEC Filing
- 0001951757-25-001319 ↗ filed Nov 7, 2025
Holdings Value
Holdings 90 stocks · $182.1M
| VSMV Victoryshares US Min Vol ETF | 12.26% | 415,876 | $22.3M | Add +0.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 11.51% | 200,549 | $21.0M | Reduce -0.9% |
| RECS Columbia Resear Enh Cor ETF | 10.98% | 495,402 | $20.0M | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 9.08% | 253,315 | $16.5M | Reduce -0.6% |
| JAAA Janus Henderson Aaa Clo ETF | 9.06% | 324,681 | $16.5M | Add +0.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 6.43% | 350,459 | $11.7M | Reduce -0.4% |
| DIVO Amplify CWP Enhan Divid ETF | 6.04% | 246,825 | $11.0M | Reduce -0.1% |
| EDIV State Street SPDR S&P Emergi | 3.43% | 160,928 | $6.3M | Add +1.3% |
| FBND Fidelity Total Bond ETF | 1.77% | 69,633 | $3.2M | Add +7.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.76% | 9,767 | $3.2M | Add +5.3% |
| AAPL Apple Inc. | 1.55% | 11,107 | $2.8M | Add +5.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.54% | 50,711 | $2.8M | Add +7.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.42% | 4,315 | $2.6M | Add +4.5% |
| OUNZ Vaneck Merk Gold ETF | 1.04% | 50,983 | $1.9M | Add +6.0% |
| PG The Procter & Gamble Co. | 0.93% | 11,006 | $1.7M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.92% | 14,899 | $1.7M | Reduce -10.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.86% | 18,866 | $1.6M | Add +0.9% |
| MSFT Microsoft Corp. | 0.85% | 2,972 | $1.5M | Reduce -1.5% |
| AVUV Avantis US Small Cap Value | 0.81% | 14,724 | $1.5M | Add +4.2% |
| HD Home Depot Inc. | 0.76% | 3,405 | $1.4M | Reduce -2.4% |
| PPL PPL Corp. | 0.74% | 36,029 | $1.3M | Reduce -0.4% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.69% | 14,667 | $1.3M | Add +8.7% |
| IDMO Invesco S&P International DE | 0.68% | 22,789 | $1.2M | Add +7.6% |
| AMZN Amazon.com Inc. | 0.66% | 5,500 | $1.2M | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.54% | 1,340 | $984K | Add +39.1% |
| AXP American Express Co. | 0.44% | 2,398 | $797K | Add +8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 1,578 | $793K | No change |
| V Visa Inc. Class A | 0.38% | 2,030 | $693K | Add +0.6% |
| GS Goldman Sachs Group Inc. | 0.38% | 862 | $686K | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 2,423 | $684K | Reduce -7.9% |
| MCD McDonald's Corp. | 0.37% | 2,217 | $674K | Add +6.7% |
| T AT&T Inc. | 0.35% | 22,384 | $632K | Add +2.0% |
| JNJ Johnson & Johnson | 0.31% | 3,026 | $561K | Add +3.4% |
| JPM JPMorgan Chase & Co. | 0.31% | 1,773 | $559K | Reduce -11.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 3,695 | $534K | Add +5.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 1,905 | $532K | Add +6.7% |
| APH Amphenol Corp. Class A | 0.29% | 4,251 | $526K | Add +2.1% |
| AVGO Broadcom Inc. | 0.29% | 1,578 | $521K | Reduce -20.0% |
| CAT Caterpillar Inc. | 0.29% | 1,090 | $520K | Reduce -9.4% |
| CVX Chevron Corp. | 0.28% | 3,252 | $505K | Add +10.2% |
| RTX RTX Corp. | 0.27% | 2,973 | $497K | Reduce -11.5% |
| CME Cme Group Inc. | 0.27% | 1,828 | $494K | Add +9.1% |
| MRK Merck & Co. Inc. | 0.27% | 5,880 | $493K | Add +4.5% |
| TY Tri-Continental Corp. | 0.27% | 14,434 | $491K | Add +0.8% |
| EVSM Eaton Vance SHRT Dur Muni | 0.26% | 9,455 | $477K | No change |
| VZ Verizon Communications Inc. | 0.25% | 10,480 | $461K | Reduce -0.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.24% | 4,724 | $433K | Add +33.8% |
| NVDA Nvidia Corp. | 0.23% | 2,262 | $422K | Add +3.0% |
| IYR iShares US Real Estate ETF | 0.23% | 4,288 | $416K | Add +7.4% |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.23% | 8,625 | $416K | Add +7.4% |
| GOOGL Alphabet Inc. Class A | 0.22% | 1,684 | $409K | Reduce -5.0% |
| FLEX Flex Ltd. | 0.22% | 6,980 | $405K | Add +3.7% |
| OKE Oneok Inc. | 0.22% | 5,490 | $401K | Add +1.8% |
| RSG Republic Services Inc. | 0.21% | 1,701 | $390K | Add +1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.20% | 761 | $373K | Add +2.1% |
| ABBV Abbvie Inc. | 0.20% | 1,569 | $363K | Add +2.1% |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 1,824 | $333K | Add +17.4% |
| WMB Williams Cos Inc. | 0.18% | 5,110 | $324K | Reduce -6.9% |
| HOOD Robinhood Markets Inc. Class A | 0.17% | 2,221 | $318K | New |
| GLW Corning Inc. | 0.17% | 3,827 | $314K | New |
| AMGN Amgen Inc. | 0.17% | 1,094 | $309K | Reduce -1.8% |
| IVV iShares Core S&P 500 ETF | 0.17% | 452 | $303K | Add +3.2% |
| SE Sea Ltd.-ADR | 0.16% | 1,647 | $294K | Add +3.6% |
| COST Costco Wholesale Corp. | 0.16% | 313 | $290K | Reduce -40.4% |
| ADP Automatic Data Processing | 0.15% | 942 | $276K | Add +5.3% |
| PNC PNC Financial Services Group | 0.15% | 1,358 | $273K | Reduce -1.2% |
| WEC WEC Energy Group Inc. | 0.15% | 2,339 | $268K | Add +1.6% |
| RL Ralph Lauren Corp. | 0.15% | 843 | $264K | Add +3.8% |
| HON Honeywell International Inc. | 0.14% | 1,237 | $260K | Reduce -20.8% |
| RDDT Reddit Inc. Class A | 0.14% | 1,129 | $260K | New |
| AEM Agnico Eagle Mines Ltd. | 0.14% | 1,539 | $259K | New |
| EME Emcor Group Inc. | 0.14% | 398 | $259K | New |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.14% | 3,633 | $258K | Add +3.8% |
| FFIV F5 Inc. | 0.14% | 794 | $257K | Add +3.8% |
| APP AppLovin Corp. Class A | 0.14% | 350 | $251K | New |
| WMK Weis Markets Inc. filed as WEIS MKTS INC | 0.14% | 3,483 | $250K | Reduce -4.2% |
| TDG Transdigm Group Inc. | 0.14% | 187 | $246K | Add +4.5% |
| DUK Duke Energy Corp. | 0.13% | 1,984 | $245K | Reduce -1.6% |
| NVS Novartis AG-Sponsored ADR | 0.13% | 1,872 | $240K | New |
| ACN Accenture PLC Class A | 0.13% | 967 | $238K | Reduce -5.4% |
| KO The Coca-Cola Co. | 0.13% | 3,493 | $232K | Reduce -1.4% |
| RCL Royal Caribbean Cruises Ltd. | 0.13% | 715 | $231K | Add +2.6% |
| WTRG Essential Utilities Inc. | 0.12% | 5,649 | $225K | Reduce -6.0% |
| RY Royal Bank of Canada | 0.12% | 1,494 | $220K | New |
| CAH Cardinal Health Inc. | 0.12% | 1,372 | $215K | Add +2.3% |
| UBER Uber Technologies Inc. | 0.12% | 2,193 | $215K | New |
| ARES Ares Management Corp. Class A | 0.12% | 1,325 | $212K | Add +2.5% |
| APD Air Products & Chemicals Inc. | 0.12% | 774 | $211K | Add +0.8% |
| MA Mastercard Inc. Class A | 0.12% | 370 | $210K | New |
| WSO Watsco Inc. | 0.11% | 513 | $207K | Add +2.2% |
Portfolio Sells Q2 2025 → Q3 2025
| IJH iShares Core S&P Midcap ETF | Reduce -0.6% | 9.08% | −0.26 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -0.4% | 6.43% | −0.18 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.17 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -0.1% | 6.04% | −0.17 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -40.4% | 0.16% | −0.15 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -10.0% | 0.92% | −0.13 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.13 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.12 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 0.93% | −0.12 |
| IBM Intl Business Machines Corp. | Reduce -7.9% | 0.38% | −0.08 |
| HON Honeywell International Inc. | Reduce -20.8% | 0.14% | −0.07 |
| ACN Accenture PLC Class A | Reduce -5.4% | 0.13% | −0.05 |
| MSFT Microsoft Corp. | Reduce -1.5% | 0.85% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -11.8% | 0.31% | −0.04 |
| AVGO Broadcom Inc. | Reduce -20.0% | 0.29% | −0.04 |
| WMB Williams Cos Inc. | Reduce -6.9% | 0.18% | −0.03 |
| KO The Coca-Cola Co. | Reduce -1.4% | 0.13% | −0.02 |
| WMK Weis Markets Inc. | Reduce -4.2% | 0.14% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -0.9% | 0.25% | −0.02 |
| RTX RTX Corp. | Reduce -11.5% | 0.27% | −0.02 |
| AMGN Amgen Inc. | Reduce -1.8% | 0.17% | −0.01 |
| WTRG Essential Utilities Inc. | Reduce -6.0% | 0.12% | −0.01 |
| DUK Duke Energy Corp. | Reduce -1.6% | 0.13% | −0.01 |
| PNC PNC Financial Services Group | Reduce -1.2% | 0.15% | −0.00 |
| HD Home Depot Inc. | Reduce -2.4% | 0.76% | +0.00 |
| CAT Caterpillar Inc. | Reduce -9.4% | 0.29% | +0.01 |
| PPL PPL Corp. | Reduce -0.4% | 0.74% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -1.4% | 0.38% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -5.0% | 0.22% | +0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.9% | 11.51% | +0.10 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +5.4% | 1.55% | +0.28 |
| RECS Columbia Resear Enh Cor ETF | Add +0.5% | 10.98% | +0.26 |
| VSMV Victoryshares US Min Vol ETF | Add +0.7% | 12.26% | +0.23 |
| HOOD Robinhood Markets Inc. Class A | New | 0.17% | +0.17 |
| GLW Corning Inc. | New | 0.17% | +0.17 |
| RDDT Reddit Inc. Class A | New | 0.14% | +0.14 |
| AEM Agnico Eagle Mines Ltd. | New | 0.14% | +0.14 |
| EME Emcor Group Inc. | New | 0.14% | +0.14 |
| APP AppLovin Corp. Class A | New | 0.14% | +0.14 |
| OUNZ Vaneck Merk Gold ETF | Add +6.0% | 1.04% | +0.13 |
| NVS Novartis AG-Sponsored ADR | New | 0.13% | +0.13 |
| RY Royal Bank of Canada | New | 0.12% | +0.12 |
| META Meta Platforms Inc. Class A | Add +39.1% | 0.54% | +0.12 |
| UBER Uber Technologies Inc. | New | 0.12% | +0.12 |
| MA Mastercard Inc. Class A | New | 0.12% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.3% | 1.76% | +0.09 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +7.3% | 1.54% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.5% | 1.42% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +17.4% | 0.18% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.7% | 0.29% | +0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +33.8% | 0.24% | +0.05 |
| APH Amphenol Corp. Class A | Add +2.1% | 0.29% | +0.05 |
| AVUV Avantis US Small Cap Value | Add +4.2% | 0.81% | +0.04 |
| JNJ Johnson & Johnson | Add +3.4% | 0.31% | +0.04 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +8.7% | 0.69% | +0.04 |
| TJX TJX Companies Inc. | Add +5.2% | 0.29% | +0.04 |
| IDMO Invesco S&P International DE | Add +7.6% | 0.68% | +0.03 |
| ABBV Abbvie Inc. | Add +2.1% | 0.20% | +0.03 |
| CVX Chevron Corp. | Add +10.2% | 0.28% | +0.03 |
| NVDA Nvidia Corp. | Add +3.0% | 0.23% | +0.03 |
| FLEX Flex Ltd. | Add +3.7% | 0.22% | +0.02 |
| AXP American Express Co. | Add +8.4% | 0.44% | +0.02 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +3.8% | 0.14% | +0.02 |
| RL Ralph Lauren Corp. | Add +3.8% | 0.15% | +0.01 |
| SE Sea Ltd.-ADR | Add +3.6% | 0.16% | +0.01 |
| MCD McDonald's Corp. | Add +6.7% | 0.37% | +0.01 |
| FBND Fidelity Total Bond ETF | Add +7.1% | 1.77% | +0.01 |
| FFIV F5 Inc. | Add +3.8% | 0.14% | +0.01 |
| MRK Merck & Co. Inc. | Add +4.5% | 0.27% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +3.2% | 0.17% | +0.01 |
| WEC WEC Energy Group Inc. | Add +1.6% | 0.15% | +0.01 |
| IYR iShares US Real Estate ETF | Add +7.4% | 0.23% | +0.00 |
| TY Tri-Continental Corp. | Add +0.8% | 0.27% | +0.00 |
| XSVN Bondbloxx BBG 7 YR US Treas | Add +7.4% | 0.23% | +0.00 |
| CME Cme Group Inc. | Add +9.1% | 0.27% | −0.00 |
| RCL Royal Caribbean Cruises Ltd. | Add +2.6% | 0.13% | −0.00 |
| ADP Automatic Data Processing | Add +5.3% | 0.15% | −0.01 |
| APD Air Products & Chemicals Inc. | Add +0.8% | 0.12% | −0.01 |
| CAH Cardinal Health Inc. | Add +2.3% | 0.12% | −0.01 |
| ARES Ares Management Corp. Class A | Add +2.5% | 0.12% | −0.02 |
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 |