Tower Wealth Partners, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Tower Wealth Partners, Inc. reported 101 stock positions worth $202.6 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 11.6% of the portfolio, followed by Columbia Resear Enh Cor ETF (RECS, 10.9%) and Victoryshares US Min Vol ETF (VSMV, 9.4%). Compared with Q1 2026, it opened 18 new positions, sold out of 4, added to 59 and reduced 22. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +8%) and the biggest sale Janus Henderson Aaa Clo ETF (JAAA, shares −1%).

Most Recent 13F
Q2 2026
Location
LEWISBURG, PA
CIK
0001852808
Portfolio Value
$202.6M (Q2 2026)
SEC Filing
0001951757-26-001232 ↗ filed Aug 12, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $154.0M Q1 2024 Q2 2024: $162.0M Q2 2024 Q3 2024: $172.0M Q3 2024 Q4 2024: $191.1M Q4 2024 Q1 2025: $187.1M Q1 2025 Q2 2025: $169.2M Q2 2025 Q3 2025: $182.1M Q3 2025 Q4 2025: $181.9M Q4 2025 Q1 2026: $180.9M Q1 2026 Q2 2026: $202.6M $202.6M Q2 2026

Holdings 101 stocks · $202.6M
SPYG SS SPDR P S&P 500 Growth ETF 11.63% 197,946 $23.6M Reduce -0.2%
RECS Columbia Resear Enh Cor ETF 10.93% 511,314 $22.1M Add +1.0%
VSMV Victoryshares US Min Vol ETF 9.37% 317,448 $19.0M Reduce -1.5%
JAAA Janus Henderson Aaa Clo ETF 8.44% 338,662 $17.1M Reduce -0.9%
IJH iShares Core S&P Midcap ETF 7.20% 189,098 $14.6M Reduce -0.6%
BUFR FT Vest Lad Buffervetf-Usd I 6.41% 355,689 $13.0M Reduce -1.1%
DIVO Amplify CWP Enhan Divid ETF 5.61% 248,573 $11.4M Reduce -0.4%
PVAL Putnam Focused LRG Cap Value 4.72% 187,813 $9.6M Add +6.9%
EDIV State Street SPDR S&P Emergi 3.50% 172,907 $7.1M Add +2.2%
FBND Fidelity Total Bond ETF 2.03% 90,323 $4.1M Add +11.6%
VTI VG Morningstar TS MKT ETF-US 1.97% 10,804 $4.0M Add +10.2%
QQQ Invesco QQQ Trust Series 1 1.65% 4,528 $3.3M Add +8.3%
AAPL Apple Inc. 1.59% 11,115 $3.2M Reduce -2.5%
XOM Exxon Mobil Corp. 1.01% 14,988 $2.0M Add +2.4%
OUNZ Vaneck Merk Gold ETF 1.01% 52,903 $2.0M Add +9.0%
AVUV Avantis US Small Cap Value 1.00% 16,292 $2.0M Add +9.1%
SHY iShares 1-3 Year Treasury Bo 0.92% 22,732 $1.9M Add +3.6%
REGL Prshrs S&P Mid 400 DVD Arist 0.86% 19,004 $1.7M Add +14.0%
IDMO Invesco S&P International DE 0.80% 27,018 $1.6M Add +11.9%
MSFT Microsoft Corp. 0.69% 3,751 $1.4M Add +1.6%
PG The Procter & Gamble Co. 0.65% 8,963 $1.3M Reduce -0.1%
GOOGL Alphabet Inc. Class A 0.63% 3,550 $1.3M Add +1.7%
PPL PPL Corp. 0.62% 34,783 $1.3M No change
HD Home Depot Inc. 0.60% 3,426 $1.2M Reduce -6.7%
TSM Taiwan Semiconductor-SP ADR 0.54% 2,275 $1.1M Add +5.7%
GLW Corning Inc. 0.53% 4,206 $1.1M Add +9.0%
FLEX Flex Ltd. 0.44% 5,498 $891K Reduce -23.4%
AMZN Amazon.com Inc. 0.43% 3,655 $871K Reduce -3.0%
APH Amphenol Corp. Class A 0.41% 4,746 $837K Add +3.2%
BRK.B Berkshire Hathaway Inc. Class B 0.39% 1,578 $790K Reduce -4.4%
GS Goldman Sachs Group Inc. 0.37% 734 $742K Reduce -5.3%
NVDA Nvidia Corp. 0.36% 3,626 $726K Add +50.7%
JNJ Johnson & Johnson 0.35% 2,818 $716K Reduce -7.4%
CAT Caterpillar Inc. 0.35% 657 $700K Reduce -0.3%
CVX Chevron Corp. 0.34% 4,162 $690K Add +6.5%
AVGO Broadcom Inc. 0.33% 1,751 $661K Add +5.9%
MCD McDonald's Corp. 0.31% 2,318 $627K Add +1.8%
MRK Merck & Co. Inc. 0.30% 4,683 $602K Add +3.5%
JPM JPMorgan Chase & Co. 0.29% 1,818 $595K Add +2.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.29% 2,070 $582K Reduce -7.2%
V Visa Inc. Class A 0.29% 1,686 $578K Reduce -14.7%
CME Cme Group Inc. 0.28% 2,612 $577K Add +29.7%
IYR iShares US Real Estate ETF 0.28% 5,471 $559K Add +10.4%
TY Tri-Continental Corp. 0.27% 15,973 $550K Add +2.4%
MU Micron Technology Inc. 0.26% 463 $534K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.26% 3,442 $521K Add +0.6%
XSVN Bondbloxx BBG 7 YR US Treas 0.26% 10,992 $520K Add +12.0%
STRL Sterling Infrastructure Inc. 0.25% 607 $509K Add +2.5%
OKE Oneok Inc. 0.25% 5,849 $509K Add +2.3%
NLR Vaneck Urani & Nuclr ETF-Usd 0.24% 4,272 $495K Add +19.4%
T AT&T Inc. 0.24% 23,904 $495K Add +1.7%
AMGN Amgen Inc. 0.24% 1,333 $483K Add +6.3%
AXP American Express Co. 0.22% 1,344 $455K Reduce -16.6%
ABBV Abbvie Inc. 0.22% 1,770 $445K Add +11.1%
WMB Williams Cos Inc. 0.21% 5,752 $428K Add +0.0%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.20% 202 $402K Add +2.5%
BIL SS SPDR BB 1-3M T-Bill ETF 0.20% 4,323 $396K Add +27.4%
RTX RTX Corp. 0.19% 2,036 $386K Reduce -30.0%
RSG Republic Services Inc. 0.19% 1,797 $383K Add +3.1%
WMT Walmart Inc. 0.19% 3,374 $382K Add +3.9%
VZ Verizon Communications Inc. 0.18% 8,828 $374K Add +4.6%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.18% 3,775 $359K Add +2.4%
RL Ralph Lauren Corp. 0.17% 869 $349K Add +1.6%
KO The Coca-Cola Co. 0.17% 4,291 $349K Add +17.9%
SGOV iShares 0-3 Month Treasury B 0.17% 3,417 $344K New
PNC PNC Financial Services Group 0.17% 1,396 $344K Add +2.9%
NVS Novartis AG-Sponsored ADR 0.17% 2,192 $344K Add +0.1%
FTI Technipfmc PLC 0.17% 5,145 $341K Add +19.0%
EME Emcor Group Inc. 0.17% 407 $338K Add +2.0%
CAH Cardinal Health Inc. 0.17% 1,421 $338K Add +2.4%
RY Royal Bank of Canada 0.16% 1,588 $329K Add +2.7%
COST Costco Wholesale Corp. 0.16% 342 $320K Add +3.3%
STT State Street Corp. 0.15% 1,772 $301K Add +7.9%
WEC WEC Energy Group Inc. 0.14% 2,495 $291K Add +0.5%
DUK Duke Energy Corp. 0.14% 2,260 $286K Add +18.3%
TTE Totalenergies SE 0.13% 3,497 $272K Add +11.1%
USFD US Foods Holding Corp. 0.13% 2,648 $271K Add +2.0%
IVV iShares Core S&P 500 ETF 0.13% 360 $270K New
WWD Woodward Inc. 0.13% 617 $262K New
MPWR Monolithic Power Systems Inc. 0.13% 185 $256K New
TXN Texas Instruments Inc. 0.12% 840 $250K Reduce -20.3%
RCL Royal Caribbean Cruises Ltd. 0.12% 779 $247K Add +7.0%
FDX FedEx Corp. 0.12% 765 $240K Add +24.6%
MA Mastercard Inc. Class A 0.12% 458 $235K Reduce -3.8%
WSO Watsco Inc. 0.12% 559 $233K New
FAI FT Bloomberg AI ETF 0.11% 4,261 $232K New
NEE Nextera Energy Inc. 0.11% 2,607 $229K Reduce -3.1%
CGNX Cognex Corp. 0.11% 3,148 $228K New
DDOG Datadog Inc. Class A 0.11% 870 $227K New
LUV Southwest Airlines Co. 0.11% 4,282 $220K New
IBKR Interactive Brokers Gro Class A 0.11% 2,458 $214K New
DGX Quest Diagnostics Inc. 0.11% 1,006 $213K New
NSC Norfolk Southern Corp. 0.10% 660 $208K New
APD Air Products & Chemicals Inc. 0.10% 705 $207K Add +1.9%
AEM Agnico Eagle Mines Ltd. 0.10% 1,322 $205K Add +6.8%
CRWD CrowdStrike Holdings Inc. Class A 0.10% 268 $205K New
AZN Astrazeneca PLC 0.10% 1,076 $204K New
WTRG Essential Utilities Inc. 0.10% 5,321 $204K No change
ROST Ross Stores Inc. 0.10% 949 $202K New
SNA Snap-on Inc. 0.10% 501 $202K New
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 269 $201K New

Portfolio Sells Q1 2026 → Q2 2026
JAAA Janus Henderson Aaa Clo ETF Reduce -0.9% 8.44% −1.07
VSMV Victoryshares US Min Vol ETF Reduce -1.5% 9.37% −0.70
DIVO Amplify CWP Enhan Divid ETF Reduce -0.4% 5.61% −0.58
BUFR FT Vest Lad Buffervetf-Usd I Reduce -1.1% 6.41% −0.29
MDT Medtronic PLC Sold out 0.00% −0.19
LLY Eli Lilly & Co. Sold out 0.00% −0.18
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.15
AA Alcoa Corp. Sold out 0.00% −0.12
RTX RTX Corp. Reduce -30.0% 0.19% −0.12
HD Home Depot Inc. Reduce -6.7% 0.60% −0.07
PG The Procter & Gamble Co. Reduce -0.1% 0.65% −0.07
JNJ Johnson & Johnson Reduce -7.4% 0.35% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -4.4% 0.39% −0.05
AXP American Express Co. Reduce -16.6% 0.22% −0.04
V Visa Inc. Class A Reduce -14.7% 0.29% −0.04
NEE Nextera Energy Inc. Reduce -3.1% 0.11% −0.03
MA Mastercard Inc. Class A Reduce -3.8% 0.12% −0.02
AAPL Apple Inc. Reduce -2.5% 1.59% −0.01
IBM Intl Business Machines Corp. Reduce -7.2% 0.29% −0.01
AMZN Amazon.com Inc. Reduce -3.0% 0.43% −0.00
GS Goldman Sachs Group Inc. Reduce -5.3% 0.37% +0.00
TXN Texas Instruments Inc. Reduce -20.3% 0.12% +0.01
CAT Caterpillar Inc. Reduce -0.3% 0.35% +0.09
IJH iShares Core S&P Midcap ETF Reduce -0.6% 7.20% +0.10
FLEX Flex Ltd. Reduce -23.4% 0.44% +0.18
SPYG SS SPDR P S&P 500 Growth ETF Reduce -0.2% 11.63% +0.90

Portfolio Buys Q1 2026 → Q2 2026
QQQ Invesco QQQ Trust Series 1 Add +8.3% 1.65% +0.31
MU Micron Technology Inc. New 0.26% +0.26
GLW Corning Inc. Add +9.0% 0.53% +0.24
VTI VG Morningstar TS MKT ETF-US Add +10.2% 1.97% +0.23
PVAL Putnam Focused LRG Cap Value Add +6.9% 4.72% +0.22
SGOV iShares 0-3 Month Treasury B New 0.17% +0.17
TSM Taiwan Semiconductor-SP ADR Add +5.7% 0.54% +0.13
IVV iShares Core S&P 500 ETF New 0.13% +0.13
WWD Woodward Inc. New 0.13% +0.13
MPWR Monolithic Power Systems Inc. New 0.13% +0.13
NVDA Nvidia Corp. Add +50.7% 0.36% +0.13
STRL Sterling Infrastructure Inc. Add +2.5% 0.25% +0.12
WSO Watsco Inc. New 0.12% +0.12
FAI FT Bloomberg AI ETF New 0.11% +0.11
CGNX Cognex Corp. New 0.11% +0.11
DDOG Datadog Inc. Class A New 0.11% +0.11
LUV Southwest Airlines Co. New 0.11% +0.11
IBKR Interactive Brokers Gro Class A New 0.11% +0.11
DGX Quest Diagnostics Inc. New 0.11% +0.11
NSC Norfolk Southern Corp. New 0.10% +0.10
CRWD CrowdStrike Holdings Inc. Class A New 0.10% +0.10
AZN Astrazeneca PLC New 0.10% +0.10
ROST Ross Stores Inc. New 0.10% +0.10
SNA Snap-on Inc. New 0.10% +0.10
SPY SS SPDR S&P 500 ETF Trust-US New 0.10% +0.10
AVUV Avantis US Small Cap Value Add +9.1% 1.00% +0.09
APH Amphenol Corp. Class A Add +3.2% 0.41% +0.09
IDMO Invesco S&P International DE Add +11.9% 0.80% +0.07
GOOGL Alphabet Inc. Class A Add +1.7% 0.63% +0.07
REGL Prshrs S&P Mid 400 DVD Arist Add +14.0% 0.86% +0.06
ASML ASML Holding NV-NY Reg SHS Add +2.5% 0.20% +0.05
AVGO Broadcom Inc. Add +5.9% 0.33% +0.04
STT State Street Corp. Add +7.9% 0.15% +0.03
ABBV Abbvie Inc. Add +11.1% 0.22% +0.03
RY Royal Bank of Canada Add +2.7% 0.16% +0.02
BIL SS SPDR BB 1-3M T-Bill ETF Add +27.4% 0.20% +0.02
RECS Columbia Resear Enh Cor ETF Add +1.0% 10.93% +0.02
KO The Coca-Cola Co. Add +17.9% 0.17% +0.02
IYR iShares US Real Estate ETF Add +10.4% 0.28% +0.02
PNC PNC Financial Services Group Add +2.9% 0.17% +0.01
RCL Royal Caribbean Cruises Ltd. Add +7.0% 0.12% +0.01
RL Ralph Lauren Corp. Add +1.6% 0.17% +0.01
HSBC HSBC Holdings PLC-Spons ADR Add +2.4% 0.18% +0.01
JPM JPMorgan Chase & Co. Add +2.3% 0.29% +0.00
CAH Cardinal Health Inc. Add +2.4% 0.17% +0.00
EME Emcor Group Inc. Add +2.0% 0.17% +0.00
FTI Technipfmc PLC Add +19.0% 0.17% +0.00
DUK Duke Energy Corp. Add +18.3% 0.14% +0.00
USFD US Foods Holding Corp. Add +2.0% 0.13% +0.00
TY Tri-Continental Corp. Add +2.4% 0.27% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 101$202.6MSPYG, RECS, VSMV, JAAA, IJH
Q1 2026 87$180.9MRECS, SPYG, VSMV, JAAA, IJH
Q4 2025 87$181.9MVSMV, SPYG, RECS, JAAA, IJH
Q3 2025 90$182.1MVSMV, SPYG, RECS, IJH, JAAA
Q2 2025 86$169.2MVSMV, SPYG, RECS, JAAA, IJH
Q1 2025 76$187.1MVSMV, JAAA, SPYG, RECS, IJH
Q4 2024 77$191.1MVSMV, SPYG, JAAA, RECS, IJH
Q3 2024 75$172.0MVSMV, IJH, SPYG, DIVO, JAAA
Q2 2024 65$162.0MVSMV, SPYG, IJH, JAAA, DIVO
Q1 2024 58$154.0MVSMV, IJH, SPYG, DIVO, AVUV