Tower Wealth Partners, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Tower Wealth Partners, Inc. reported 87 stock positions worth $180.9 million. Its top holding was Columbia Resear Enh Cor ETF (RECS) at 10.9% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 10.7%) and Victoryshares US Min Vol ETF (VSMV, 10.1%). Compared with Q4 2025, it opened 12 new positions, sold out of 12, added to 43 and reduced 29. The biggest buy was Putnam Focused LRG Cap Value (PVAL, shares +163%) and the biggest sale Victoryshares US Min Vol ETF (VSMV, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- LEWISBURG, PA
- CIK
- 0001852808
- Portfolio Value
- $180.9M (Q1 2026)
- SEC Filing
- 0001951757-26-000806 ↗ filed May 8, 2026
Holdings Value
Holdings 87 stocks · $180.9M
| RECS Columbia Resear Enh Cor ETF | 10.90% | 506,088 | $19.7M | Add +1.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 10.73% | 198,267 | $19.4M | Add +0.5% |
| VSMV Victoryshares US Min Vol ETF | 10.08% | 322,286 | $18.2M | Reduce -22.8% |
| JAAA Janus Henderson Aaa Clo ETF | 9.51% | 341,711 | $17.2M | Add +2.2% |
| IJH iShares Core S&P Midcap ETF | 7.10% | 190,227 | $12.8M | Reduce -0.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 6.71% | 359,485 | $12.1M | Add +1.5% |
| DIVO Amplify CWP Enhan Divid ETF | 6.19% | 249,595 | $11.2M | Add +1.4% |
| PVAL Putnam Focused LRG Cap Value | 4.51% | 175,757 | $8.2M | Add +162.5% |
| EDIV State Street SPDR S&P Emergi | 3.69% | 169,205 | $6.7M | Add +1.7% |
| FBND Fidelity Total Bond ETF | 2.04% | 80,919 | $3.7M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.74% | 9,807 | $3.1M | Add +0.6% |
| AAPL Apple Inc. | 1.60% | 11,402 | $2.9M | Add +1.4% |
| XOM Exxon Mobil Corp. | 1.37% | 14,632 | $2.5M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.33% | 4,182 | $2.4M | Add +1.0% |
| OUNZ Vaneck Merk Gold ETF | 1.21% | 48,547 | $2.2M | Reduce -0.7% |
| SHY iShares 1-3 Year Treasury Bo | 1.00% | 21,947 | $1.8M | Add +0.1% |
| AVUV Avantis US Small Cap Value | 0.91% | 14,927 | $1.6M | Reduce -0.6% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.80% | 16,670 | $1.4M | Add +0.3% |
| MSFT Microsoft Corp. | 0.76% | 3,693 | $1.4M | Add +25.3% |
| PPL PPL Corp. | 0.73% | 34,783 | $1.3M | Reduce -2.5% |
| IDMO Invesco S&P International DE | 0.73% | 24,140 | $1.3M | Add +0.6% |
| PG The Procter & Gamble Co. | 0.72% | 8,969 | $1.3M | Reduce -7.1% |
| HD Home Depot Inc. | 0.67% | 3,670 | $1.2M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 0.56% | 3,492 | $1.0M | Add +24.9% |
| CVX Chevron Corp. | 0.45% | 3,907 | $808K | Add +19.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 1,651 | $791K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.43% | 3,767 | $785K | Reduce -31.7% |
| JNJ Johnson & Johnson | 0.41% | 3,043 | $744K | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 2,153 | $728K | Add +9.1% |
| MCD McDonald's Corp. | 0.39% | 2,278 | $708K | Add +2.1% |
| T AT&T Inc. | 0.38% | 23,514 | $682K | Add +2.6% |
| GS Goldman Sachs Group Inc. | 0.36% | 775 | $656K | Reduce -0.5% |
| V Visa Inc. Class A | 0.33% | 1,977 | $598K | Reduce -10.5% |
| CME Cme Group Inc. | 0.33% | 2,014 | $595K | Add +5.2% |
| APH Amphenol Corp. Class A | 0.32% | 4,599 | $581K | Add +8.2% |
| RTX RTX Corp. | 0.31% | 2,907 | $561K | Reduce -2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 3,421 | $546K | Reduce -2.6% |
| MRK Merck & Co. Inc. | 0.30% | 4,524 | $544K | Reduce -33.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 2,230 | $541K | Reduce -10.8% |
| GLW Corning Inc. | 0.29% | 3,858 | $525K | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.29% | 1,778 | $523K | No change |
| OKE Oneok Inc. | 0.29% | 5,716 | $517K | Add +3.2% |
| AVGO Broadcom Inc. | 0.28% | 1,654 | $512K | Add +1.9% |
| TY Tri-Continental Corp. | 0.27% | 15,604 | $493K | Add +0.9% |
| AXP American Express Co. | 0.27% | 1,612 | $488K | Reduce -32.6% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.26% | 3,578 | $477K | Add +0.5% |
| FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD | 0.26% | 7,176 | $470K | Add +1.5% |
| IYR iShares US Real Estate ETF | 0.26% | 4,955 | $469K | Add +0.7% |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.26% | 9,815 | $468K | Add +0.7% |
| CAT Caterpillar Inc. | 0.26% | 659 | $467K | Reduce -21.6% |
| AMGN Amgen Inc. | 0.24% | 1,254 | $441K | Add +13.1% |
| VZ Verizon Communications Inc. | 0.23% | 8,443 | $424K | Reduce -2.4% |
| NVDA Nvidia Corp. | 0.23% | 2,406 | $420K | Reduce -7.6% |
| WMB Williams Cos Inc. | 0.23% | 5,751 | $419K | Add +7.4% |
| WMT Walmart Inc. | 0.22% | 3,248 | $404K | Add +9.7% |
| RSG Republic Services Inc. | 0.21% | 1,743 | $382K | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.19% | 1,593 | $346K | Add +0.1% |
| MDT Medtronic PLC | 0.19% | 3,910 | $339K | New |
| NVS Novartis AG-Sponsored ADR | 0.18% | 2,190 | $335K | Add +8.5% |
| COST Costco Wholesale Corp. | 0.18% | 331 | $330K | No change |
| LLY Eli Lilly & Co. | 0.18% | 356 | $327K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.17% | 3,392 | $311K | Reduce -29.9% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.17% | 3,687 | $304K | Reduce -0.1% |
| FTI Technipfmc PLC | 0.17% | 4,323 | $299K | New |
| EME Emcor Group Inc. | 0.16% | 399 | $295K | Reduce -0.5% |
| RL Ralph Lauren Corp. | 0.16% | 855 | $294K | Reduce -0.1% |
| CAH Cardinal Health Inc. | 0.16% | 1,388 | $293K | Reduce -0.4% |
| WEC WEC Energy Group Inc. | 0.16% | 2,482 | $287K | Add +5.1% |
| TTE Totalenergies SE | 0.16% | 3,147 | $286K | New |
| PNC PNC Financial Services Group | 0.16% | 1,357 | $282K | Reduce -0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 1,914 | $280K | Add +3.0% |
| KO The Coca-Cola Co. | 0.15% | 3,639 | $277K | Add +2.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.14% | 197 | $260K | Reduce -2.0% |
| AEM Agnico Eagle Mines Ltd. | 0.14% | 1,238 | $251K | New |
| RY Royal Bank of Canada | 0.14% | 1,546 | $250K | Add +0.1% |
| DUK Duke Energy Corp. | 0.14% | 1,910 | $250K | Reduce -4.3% |
| NEE Nextera Energy Inc. | 0.14% | 2,690 | $250K | Add +0.1% |
| STRL Sterling Infrastructure Inc. | 0.13% | 592 | $241K | New |
| USFD US Foods Holding Corp. | 0.13% | 2,596 | $239K | New |
| MA Mastercard Inc. Class A | 0.13% | 476 | $238K | Reduce -5.0% |
| AA Alcoa Corp. | 0.12% | 3,380 | $224K | New |
| FDX FedEx Corp. | 0.12% | 614 | $219K | New |
| WTRG Essential Utilities Inc. | 0.12% | 5,321 | $214K | No change |
| STT State Street Corp. | 0.11% | 1,642 | $208K | New |
| TXN Texas Instruments Inc. | 0.11% | 1,054 | $205K | New |
| APD Air Products & Chemicals Inc. | 0.11% | 692 | $201K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.11% | 728 | $200K | Add +1.4% |
Portfolio Sells Q4 2025 → Q1 2026
| VSMV Victoryshares US Min Vol ETF | Reduce -22.8% | 10.08% | −2.61 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -31.7% | 0.43% | −0.27 |
| AXP American Express Co. | Reduce -32.6% | 0.27% | −0.22 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.21 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.18 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.17 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.14 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.14 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.14 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.14 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.13 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.13 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.12 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.11 |
| IBM Intl Business Machines Corp. | Reduce -10.8% | 0.30% | −0.11 |
| V Visa Inc. Class A | Reduce -10.5% | 0.33% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -33.6% | 0.30% | −0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -29.9% | 0.17% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -7.1% | 0.72% | −0.04 |
| NVDA Nvidia Corp. | Reduce -7.6% | 0.23% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -5.0% | 0.13% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -0.5% | 0.36% | −0.01 |
| CAT Caterpillar Inc. | Reduce -21.6% | 0.26% | −0.01 |
| RL Ralph Lauren Corp. | Reduce -0.1% | 0.16% | −0.00 |
| PNC PNC Financial Services Group | Reduce -0.1% | 0.16% | +0.00 |
| CAH Cardinal Health Inc. | Reduce -0.4% | 0.16% | +0.00 |
| TJX TJX Companies Inc. | Reduce -2.6% | 0.30% | +0.01 |
| RSG Republic Services Inc. | Reduce -0.1% | 0.21% | +0.01 |
| HSBC HSBC Holdings PLC-Spons ADR | Reduce -0.1% | 0.17% | +0.01 |
| DUK Duke Energy Corp. | Reduce -4.3% | 0.14% | +0.01 |
| RTX RTX Corp. | Reduce -2.0% | 0.31% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -2.0% | 0.14% | +0.03 |
| EME Emcor Group Inc. | Reduce -0.5% | 0.16% | +0.03 |
| VZ Verizon Communications Inc. | Reduce -2.4% | 0.23% | +0.04 |
| PPL PPL Corp. | Reduce -2.5% | 0.73% | +0.05 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.41% | +0.06 |
| AVUV Avantis US Small Cap Value | Reduce -0.6% | 0.91% | +0.07 |
| OUNZ Vaneck Merk Gold ETF | Reduce -0.7% | 1.21% | +0.09 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.4% | 7.10% | +0.17 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 1.37% | +0.39 |
Portfolio Buys Q4 2025 → Q1 2026
| PVAL Putnam Focused LRG Cap Value | Add +162.5% | 4.51% | +2.83 |
| JAAA Janus Henderson Aaa Clo ETF | Add +2.2% | 9.51% | +0.22 |
| MDT Medtronic PLC | New | 0.19% | +0.19 |
| LLY Eli Lilly & Co. | New | 0.18% | +0.18 |
| CVX Chevron Corp. | Add +19.0% | 0.45% | +0.17 |
| FTI Technipfmc PLC | New | 0.17% | +0.17 |
| DIVO Amplify CWP Enhan Divid ETF | Add +1.4% | 6.19% | +0.16 |
| TTE Totalenergies SE | New | 0.16% | +0.16 |
| AEM Agnico Eagle Mines Ltd. | New | 0.14% | +0.14 |
| STRL Sterling Infrastructure Inc. | New | 0.13% | +0.13 |
| USFD US Foods Holding Corp. | New | 0.13% | +0.13 |
| AA Alcoa Corp. | New | 0.12% | +0.12 |
| FDX FedEx Corp. | New | 0.12% | +0.12 |
| STT State Street Corp. | New | 0.11% | +0.11 |
| TXN Texas Instruments Inc. | New | 0.11% | +0.11 |
| APD Air Products & Chemicals Inc. | New | 0.11% | +0.11 |
| EDIV State Street SPDR S&P Emergi | Add +1.7% | 3.69% | +0.11 |
| GLW Corning Inc. | Add +1.0% | 0.29% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +24.9% | 0.56% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +9.1% | 0.40% | +0.07 |
| T AT&T Inc. | Add +2.6% | 0.38% | +0.06 |
| OKE Oneok Inc. | Add +3.2% | 0.29% | +0.06 |
| WMB Williams Cos Inc. | Add +7.4% | 0.23% | +0.05 |
| AMGN Amgen Inc. | Add +13.1% | 0.24% | +0.04 |
| WMT Walmart Inc. | Add +9.7% | 0.22% | +0.04 |
| CME Cme Group Inc. | Add +5.2% | 0.33% | +0.04 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +1.5% | 6.71% | +0.04 |
| NVS Novartis AG-Sponsored ADR | Add +8.5% | 0.18% | +0.03 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +0.3% | 0.80% | +0.03 |
| FLEX Flex Ltd. | Add +1.5% | 0.26% | +0.02 |
| WEC WEC Energy Group Inc. | Add +5.1% | 0.16% | +0.02 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +0.5% | 0.26% | +0.02 |
| NEE Nextera Energy Inc. | Add +0.1% | 0.14% | +0.02 |
| KO The Coca-Cola Co. | Add +2.6% | 0.15% | +0.02 |
| MCD McDonald's Corp. | Add +2.1% | 0.39% | +0.02 |
| FBND Fidelity Total Bond ETF | Add +1.0% | 2.04% | +0.01 |
| APH Amphenol Corp. Class A | Add +8.2% | 0.32% | +0.01 |
| IYR iShares US Real Estate ETF | Add +0.7% | 0.26% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.1% | 1.00% | +0.00 |
| XSVN Bondbloxx BBG 7 YR US Treas | Add +0.7% | 0.26% | +0.00 |
| RCL Royal Caribbean Cruises Ltd. | Add +1.4% | 0.11% | +0.00 |
| IDMO Invesco S&P International DE | Add +0.6% | 0.73% | −0.00 |
| TY Tri-Continental Corp. | Add +0.9% | 0.27% | −0.01 |
| RY Royal Bank of Canada | Add +0.1% | 0.14% | −0.01 |
| ABBV Abbvie Inc. | Add +0.1% | 0.19% | −0.01 |
| HD Home Depot Inc. | Add +2.7% | 0.67% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.44% | −0.02 |
| AVGO Broadcom Inc. | Add +1.9% | 0.28% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +3.0% | 0.15% | −0.03 |
| MSFT Microsoft Corp. | Add +25.3% | 0.76% | −0.03 |
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 |