Tower Wealth Partners, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Tower Wealth Partners, Inc. reported 87 stock positions worth $181.9 million. Its top holding was Victoryshares US Min Vol ETF (VSMV) at 12.7% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 11.6%) and Columbia Resear Enh Cor ETF (RECS, 11.2%). Compared with Q3 2025, it opened 7 new positions, sold out of 10, added to 56 and reduced 21. The biggest buy was a new position in Putnam Focused LRG Cap Value (PVAL) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- LEWISBURG, PA
- CIK
- 0001852808
- Portfolio Value
- $181.9M (Q4 2025)
- SEC Filing
- 0001951757-26-000200 ↗ filed Jan 16, 2026
Holdings Value
Holdings 87 stocks · $181.9M
| VSMV Victoryshares US Min Vol ETF | 12.69% | 417,579 | $23.1M | Add +0.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 11.57% | 197,262 | $21.0M | Reduce -1.6% |
| RECS Columbia Resear Enh Cor ETF | 11.20% | 498,842 | $20.4M | Add +0.7% |
| JAAA Janus Henderson Aaa Clo ETF | 9.30% | 334,326 | $16.9M | Add +3.0% |
| IJH iShares Core S&P Midcap ETF | 6.93% | 191,049 | $12.6M | Reduce -24.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 6.67% | 354,179 | $12.1M | Add +1.1% |
| DIVO Amplify CWP Enhan Divid ETF | 6.02% | 246,215 | $11.0M | Reduce -0.3% |
| EDIV State Street SPDR S&P Emergi | 3.58% | 166,408 | $6.5M | Add +3.4% |
| FBND Fidelity Total Bond ETF | 2.03% | 80,153 | $3.7M | Add +15.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.80% | 9,748 | $3.3M | Reduce -0.2% |
| AAPL Apple Inc. | 1.68% | 11,249 | $3.1M | Add +1.3% |
| PVAL Putnam Focused LRG Cap Value | 1.68% | 66,954 | $3.1M | New |
| QQQ Invesco QQQ Trust Series 1 | 1.40% | 4,142 | $2.5M | Reduce -4.0% |
| OUNZ Vaneck Merk Gold ETF | 1.12% | 48,910 | $2.0M | Reduce -4.1% |
| SHY iShares 1-3 Year Treasury Bo | 1.00% | 21,921 | $1.8M | Add +16.2% |
| XOM Exxon Mobil Corp. | 0.98% | 14,800 | $1.8M | Reduce -0.7% |
| AVUV Avantis US Small Cap Value | 0.84% | 15,013 | $1.5M | Add +2.0% |
| MSFT Microsoft Corp. | 0.78% | 2,948 | $1.4M | Reduce -0.8% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.77% | 16,629 | $1.4M | Add +13.4% |
| PG The Procter & Gamble Co. | 0.76% | 9,652 | $1.4M | Reduce -12.3% |
| IDMO Invesco S&P International DE | 0.73% | 24,009 | $1.3M | Add +5.3% |
| AMZN Amazon.com Inc. | 0.70% | 5,514 | $1.3M | Add +0.3% |
| PPL PPL Corp. | 0.69% | 35,665 | $1.2M | Reduce -1.0% |
| HD Home Depot Inc. | 0.68% | 3,574 | $1.2M | Add +5.0% |
| AXP American Express Co. | 0.49% | 2,393 | $885K | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.48% | 2,796 | $875K | Add +66.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 1,650 | $829K | Add +4.6% |
| V Visa Inc. Class A | 0.43% | 2,208 | $774K | Add +8.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 2,499 | $740K | Add +3.1% |
| MRK Merck & Co. Inc. | 0.39% | 6,815 | $717K | Add +15.9% |
| GS Goldman Sachs Group Inc. | 0.38% | 779 | $685K | Reduce -9.6% |
| MCD McDonald's Corp. | 0.38% | 2,232 | $682K | Add +0.7% |
| JNJ Johnson & Johnson | 0.35% | 3,085 | $638K | Add +1.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.33% | 1,974 | $600K | Add +3.6% |
| APH Amphenol Corp. Class A | 0.32% | 4,249 | $574K | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.31% | 1,778 | $573K | Add +0.3% |
| T AT&T Inc. | 0.31% | 22,926 | $569K | Add +2.4% |
| AVGO Broadcom Inc. | 0.31% | 1,623 | $562K | Add +2.9% |
| RTX RTX Corp. | 0.30% | 2,966 | $544K | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 3,513 | $540K | Reduce -4.9% |
| CME Cme Group Inc. | 0.29% | 1,915 | $523K | Add +4.8% |
| TY Tri-Continental Corp. | 0.28% | 15,464 | $505K | Add +7.1% |
| CVX Chevron Corp. | 0.28% | 3,283 | $500K | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.27% | 748 | $494K | Reduce -44.2% |
| NVDA Nvidia Corp. | 0.27% | 2,603 | $485K | Add +15.1% |
| CAT Caterpillar Inc. | 0.26% | 840 | $481K | Reduce -22.9% |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.26% | 9,749 | $468K | Add +13.0% |
| IYR iShares US Real Estate ETF | 0.25% | 4,923 | $462K | Add +14.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.24% | 4,841 | $442K | Add +2.5% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.24% | 3,559 | $442K | New |
| FLEX Flex Ltd. | 0.23% | 7,069 | $427K | Add +1.3% |
| OKE Oneok Inc. | 0.22% | 5,540 | $407K | Add +0.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 829 | $389K | Add +8.9% |
| RSG Republic Services Inc. | 0.20% | 1,744 | $370K | Add +2.5% |
| ABBV Abbvie Inc. | 0.20% | 1,592 | $364K | Add +1.5% |
| AMGN Amgen Inc. | 0.20% | 1,109 | $363K | Add +1.4% |
| VZ Verizon Communications Inc. | 0.19% | 8,652 | $352K | Reduce -17.4% |
| GLW Corning Inc. | 0.18% | 3,821 | $335K | Reduce -0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 1,858 | $330K | Add +1.9% |
| WMT Walmart Inc. | 0.18% | 2,962 | $330K | New |
| WMB Williams Cos Inc. | 0.18% | 5,354 | $322K | Add +4.8% |
| EXPE Expedia Group Inc. | 0.18% | 1,127 | $319K | New |
| IVV iShares Core S&P 500 ETF | 0.17% | 452 | $310K | No change |
| RL Ralph Lauren Corp. | 0.17% | 856 | $303K | Add +1.5% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.16% | 3,689 | $290K | Add +1.5% |
| CAH Cardinal Health Inc. | 0.16% | 1,394 | $286K | Add +1.6% |
| MA Mastercard Inc. Class A | 0.16% | 501 | $286K | Add +35.4% |
| COST Costco Wholesale Corp. | 0.16% | 331 | $285K | Add +5.8% |
| PNC PNC Financial Services Group | 0.16% | 1,358 | $283K | No change |
| NVS Novartis AG-Sponsored ADR | 0.15% | 2,018 | $278K | Add +7.8% |
| RY Royal Bank of Canada | 0.14% | 1,545 | $263K | Add +3.4% |
| RDDT Reddit Inc. Class A | 0.14% | 1,145 | $263K | Add +1.4% |
| ADP Automatic Data Processing | 0.14% | 992 | $255K | Add +5.3% |
| TDG Transdigm Group Inc. | 0.14% | 190 | $253K | Add +1.6% |
| HOOD Robinhood Markets Inc. Class A | 0.14% | 2,227 | $252K | Add +0.3% |
| WEC WEC Energy Group Inc. | 0.14% | 2,362 | $249K | Add +1.0% |
| KO The Coca-Cola Co. | 0.14% | 3,546 | $248K | Add +1.5% |
| EME Emcor Group Inc. | 0.13% | 401 | $245K | Add +0.8% |
| APP AppLovin Corp. Class A | 0.13% | 356 | $240K | Add +1.7% |
| ACN Accenture PLC Class A | 0.13% | 889 | $239K | Reduce -8.1% |
| DUK Duke Energy Corp. | 0.13% | 1,995 | $234K | Add +0.6% |
| NEE Nextera Energy Inc. | 0.12% | 2,688 | $216K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.12% | 201 | $215K | New |
| ARES Ares Management Corp. Class A | 0.12% | 1,325 | $214K | No change |
| ORCL Oracle Corp. | 0.11% | 1,052 | $205K | New |
| WTRG Essential Utilities Inc. | 0.11% | 5,321 | $204K | Reduce -5.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.11% | 718 | $200K | Add +0.4% |
Portfolio Sells Q3 2025 → Q4 2025
| IJH iShares Core S&P Midcap ETF | Reduce -24.6% | 6.93% | −2.15 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −1.54 |
| META Meta Platforms Inc. Class A | Reduce -44.2% | 0.27% | −0.27 |
| EVSM Eaton Vance SHRT Dur Muni | Sold out | 0.00% | −0.26 |
| PG The Procter & Gamble Co. | Reduce -12.3% | 0.76% | −0.17 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.16 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.14 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.14 |
| FFIV F5 Inc. | Sold out | 0.00% | −0.14 |
| WMK Weis Markets Inc. | Sold out | 0.00% | −0.14 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.12 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.12 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.11 |
| MSFT Microsoft Corp. | Reduce -0.8% | 0.78% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -17.4% | 0.19% | −0.06 |
| PPL PPL Corp. | Reduce -1.0% | 0.69% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.0% | 1.40% | −0.02 |
| CAT Caterpillar Inc. | Reduce -22.9% | 0.26% | −0.02 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -0.3% | 6.02% | −0.02 |
| WTRG Essential Utilities Inc. | Reduce -5.8% | 0.11% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -9.6% | 0.38% | −0.00 |
| ACN Accenture PLC Class A | Reduce -8.1% | 0.13% | +0.00 |
| TJX TJX Companies Inc. | Reduce -4.9% | 0.30% | +0.00 |
| GLW Corning Inc. | Reduce -0.2% | 0.18% | +0.01 |
| RTX RTX Corp. | Reduce -0.2% | 0.30% | +0.03 |
| APH Amphenol Corp. Class A | Reduce -0.1% | 0.32% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 1.80% | +0.04 |
| AXP American Express Co. | Reduce -0.2% | 0.49% | +0.05 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 0.98% | +0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.6% | 11.57% | +0.06 |
| OUNZ Vaneck Merk Gold ETF | Reduce -4.1% | 1.12% | +0.07 |
Portfolio Buys Q3 2025 → Q4 2025
| PVAL Putnam Focused LRG Cap Value | New | 1.68% | +1.68 |
| VSMV Victoryshares US Min Vol ETF | Add +0.4% | 12.69% | +0.43 |
| FBND Fidelity Total Bond ETF | Add +15.1% | 2.03% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +66.0% | 0.48% | +0.26 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.24% | +0.24 |
| JAAA Janus Henderson Aaa Clo ETF | Add +3.0% | 9.30% | +0.24 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +1.1% | 6.67% | +0.24 |
| RECS Columbia Resear Enh Cor ETF | Add +0.7% | 11.20% | +0.22 |
| WMT Walmart Inc. | New | 0.18% | +0.18 |
| EXPE Expedia Group Inc. | New | 0.18% | +0.18 |
| EDIV State Street SPDR S&P Emergi | Add +3.4% | 3.58% | +0.15 |
| SHY iShares 1-3 Year Treasury Bo | Add +16.2% | 1.00% | +0.14 |
| AAPL Apple Inc. | Add +1.3% | 1.68% | +0.13 |
| MRK Merck & Co. Inc. | Add +15.9% | 0.39% | +0.12 |
| NEE Nextera Energy Inc. | New | 0.12% | +0.12 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.12% | +0.12 |
| ORCL Oracle Corp. | New | 0.11% | +0.11 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +13.4% | 0.77% | +0.08 |
| IDMO Invesco S&P International DE | Add +5.3% | 0.73% | +0.06 |
| V Visa Inc. Class A | Add +8.8% | 0.43% | +0.04 |
| JNJ Johnson & Johnson | Add +1.9% | 0.35% | +0.04 |
| MA Mastercard Inc. Class A | Add +35.4% | 0.16% | +0.04 |
| CAH Cardinal Health Inc. | Add +1.6% | 0.16% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.6% | 0.33% | +0.04 |
| AVUV Avantis US Small Cap Value | Add +2.0% | 0.84% | +0.04 |
| AMZN Amazon.com Inc. | Add +0.3% | 0.70% | +0.04 |
| NVDA Nvidia Corp. | Add +15.1% | 0.27% | +0.04 |
| IBM Intl Business Machines Corp. | Add +3.1% | 0.41% | +0.03 |
| AMGN Amgen Inc. | Add +1.4% | 0.20% | +0.03 |
| XSVN Bondbloxx BBG 7 YR US Treas | Add +13.0% | 0.26% | +0.03 |
| IYR iShares US Real Estate ETF | Add +14.8% | 0.25% | +0.03 |
| RY Royal Bank of Canada | Add +3.4% | 0.14% | +0.02 |
| AVGO Broadcom Inc. | Add +2.9% | 0.31% | +0.02 |
| RL Ralph Lauren Corp. | Add +1.5% | 0.17% | +0.02 |
| NVS Novartis AG-Sponsored ADR | Add +7.8% | 0.15% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.6% | 0.46% | +0.02 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +1.5% | 0.16% | +0.02 |
| CME Cme Group Inc. | Add +4.8% | 0.29% | +0.02 |
| FLEX Flex Ltd. | Add +1.3% | 0.23% | +0.01 |
| KO The Coca-Cola Co. | Add +1.5% | 0.14% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +8.9% | 0.21% | +0.01 |
| TY Tri-Continental Corp. | Add +7.1% | 0.28% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.31% | +0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +2.5% | 0.24% | +0.01 |
| MCD McDonald's Corp. | Add +0.7% | 0.38% | +0.00 |
| OKE Oneok Inc. | Add +0.9% | 0.22% | +0.00 |
| TDG Transdigm Group Inc. | Add +1.6% | 0.14% | +0.00 |
| RDDT Reddit Inc. Class A | Add +1.4% | 0.14% | +0.00 |
| ABBV Abbvie Inc. | Add +1.5% | 0.20% | +0.00 |
| WMB Williams Cos Inc. | Add +4.8% | 0.18% | −0.00 |
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 |