Tower Wealth Partners, Inc.

CIK

1852808

Location

LEWISBURG, PA

Portfolio Value

Micro $40,553,006

Diversification

Diversified

Filing Date

Global Rank

#6,734 / 8,232 ▲ 251

Top Industry

Oil & Gas Integrated 9.9%

3Y Alpha vs SPY

-4.3%

Period ended 2 months ago

Filed May 8, 2026 · 37d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.1%

SPY

+76.3%

Annualised alpha

-4.3%

Max drawdown

−13.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

68 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.1%

−0.5 pts

Top 5

28.0%

+0.9 pts

Top 10

41.9%

−0.2 pts

HHI

272

Diversified−1

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.7%	$8,780,620	12
Financial Services	13.4%	$5,424,984	12
Energy	11.9%	$4,811,211	6
Unclassified	11.3%	$4,600,808	2
Consumer Cyclical	9.2%	$3,740,333	6
Healthcare	8.3%	$3,369,760	8
Consumer Defensive	6.3%	$2,545,083	5
Utilities	5.7%	$2,330,269	5
Industrials	5.3%	$2,163,768	6
Communication Services	5.2%	$2,109,667	3
Basic Materials	1.7%	$676,503	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+745	3,693	$1,367,037
GOOGL	Alphabet Inc.	+696	3,492	$1,004,159
CVX	Chevron Corp	+624	3,907	$808,358
T	At&T Inc.	+588	23,514	$681,670
WMB	Williams Companies, Inc.	+397	5,751	$418,557
APH	Amphenol Corp /De/	+350	4,599	$581,083
WMT	Walmart Inc.	+286	3,248	$403,661
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+179	2,153	$727,606
OKE	Oneok Inc /New/	+176	5,716	$516,669
NVS	Novartis AG	+172	2,190	$334,522
AAPL	Apple Inc.	+153	11,402	$2,893,713
AMGN	Amgen Inc	+145	1,254	$441,219
TY	TRI-CONTINENTAL Corp	+140	15,604	$492,930
WEC	Wec Energy Group, Inc.	+120	2,482	$287,341
FLEX	Flex Ltd.	+107	7,176	$469,740
CME	Cme Group Inc.	+99	2,014	$594,834
HD	Home Depot, Inc.	+96	3,670	$1,207,026
KO	Coca Cola Co	+93	3,639	$276,745
PLTR	Palantir Technologies Inc.	+56	1,914	$279,979
MCD	Mcdonalds Corp	+46	2,278	$707,979
QQQ	Invesco Qqq Trust, Series 1	+40	4,182	$2,413,766
GLW	Corning Inc /Ny	+37	3,858	$524,572
AVGO	Broadcom Inc.	+31	1,654	$511,929
RCL	Royal Caribbean Cruises Ltd	+10	728	$200,331
NEE	Nextera Energy Inc	+2	2,690	$249,847
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	−2,291	4,524	$544,191
AMZN	Amazon Com Inc	−1,747	3,767	$784,553
PPL	PPL Corp	−882	34,783	$1,328,710
AXP	American Express Co	−781	1,612	$487,597
PG	PROCTER & GAMBLE Co	−683	8,969	$1,295,482
OUNZ	VanEck Merk Gold ETF	−363	48,547	$2,187,042
IBM	International Business Machines Corp	−269	2,230	$540,529
V	Visa Inc.	−231	1,977	$597,528
VZ	Verizon Communications Inc	−209	8,443	$423,838
NVDA	Nvidia Corp	−197	2,406	$419,606
CAT	Caterpillar Inc	−181	659	$466,875
XOM	Exxon Mobil Corp	−168	14,632	$2,482,465
TJX	Tjx Companies Inc /De/	−92	3,421	$546,333
DUK	Duke Energy CORP	−85	1,910	$250,095
RTX	RTX Corp	−59	2,907	$560,760
JNJ	Johnson & Johnson	−42	3,043	$743,830
MA	Mastercard Inc	−25	476	$237,838
CAH	Cardinal Health Inc	−6	1,388	$293,298
GS	Goldman Sachs Group Inc	−4	775	$655,642
ASML	Asml Holding NV	−4	197	$260,203
EME	EMCOR Group, Inc.	−2	399	$294,585
HSBC	Hsbc Holdings PLC	−2	3,687	$304,140
RL	Ralph Lauren Corp	−1	855	$294,111
RSG	Republic Services, Inc.	−1	1,743	$381,751
PNC	Pnc Financial Services Group, Inc.	−1	1,357	$282,378
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	3,910	$338,801
LLY	ELI LILLY & Co	356	$327,438
FTI	TechnipFMC plc	4,323	$298,848
TTE	TotalEnergies SE	3,147	$286,314
AEM	Agnico Eagle Mines Ltd	1,238	$251,289
STRL	Sterling Infrastructure, Inc.	592	$241,103
USFD	US Foods Holding Corp.	2,596	$239,377
AA	Alcoa Corp	3,380	$224,195
FDX	Fedex Corp	614	$218,694
STT	State Street Corp	1,642	$207,811
TXN	Texas Instruments Inc	1,054	$204,623
APD	Air Products & Chemicals, Inc.	692	$201,019
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	748	$493,747
CRWD	CrowdStrike Holdings, Inc.	829	$388,602
EXPE	Expedia Group, Inc.	1,127	$319,290
RDDT	Reddit, Inc.	1,145	$263,201
ADP	Automatic Data Processing Inc	992	$255,172
TDG	TransDigm Group INC	190	$252,671
HOOD	Robinhood Markets, Inc.	2,227	$251,873
APP	AppLovin Corp	356	$239,879
ACN	Accenture plc	889	$238,518
ARES	Ares Management Corp	1,325	$214,159
ORCL	Oracle Corp	1,052	$205,045
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 positions · $40,553,006 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	11,402	+153	$2,893,713	−5.4%	7.14%
XOM	Exxon Mobil Corp Energy	Reduced	14,632	-168	$2,482,465	+39.4%	6.12%
QQQ	Invesco Qqq Trust, Series 1	Added	4,182	+40	$2,413,766	−5.1%	5.95%
OUNZ	VanEck Merk Gold ETF	Reduced	48,547	-363	$2,187,042	+7.8%	5.39%
MSFT	Microsoft Corp Technology	Added	3,693	+745	$1,367,037	−4.1%	3.37%
PPL	PPL Corp Utilities	Reduced	34,783	-882	$1,328,710	+6.4%	3.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	8,969	-683	$1,295,482	−6.3%	3.19%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,670	+96	$1,207,026	−1.9%	2.98%
GOOGL	Alphabet Inc. Communication Services	Added	3,492	+696	$1,004,159	+14.7%	2.48%
CVX	Chevron Corp Energy	Added	3,907	+624	$808,358	+61.6%	1.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,651	+1	$791,159	−4.6%	1.95%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,767	-1,747	$784,553	−38.4%	1.93%
JNJ	Johnson & Johnson Healthcare	Reduced	3,043	-42	$743,830	+16.5%	1.83%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,153	+179	$727,606	+21.3%	1.79%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,278	+46	$707,979	+3.8%	1.75%
T	At&T Inc. Communication Services	Added	23,514	+588	$681,670	+19.7%	1.68%
GS	Goldman Sachs Group Inc Financial Services	Reduced	775	-4	$655,642	−4.2%	1.62%
V	Visa Inc. Financial Services	Reduced	1,977	-231	$597,528	−22.8%	1.47%
CME	Cme Group Inc. Financial Services	Added	2,014	+99	$594,834	+13.7%	1.47%
APH	Amphenol Corp /De/ Technology	Added	4,599	+350	$581,083	+1.2%	1.43%
RTX	RTX Corp Industrials	Reduced	2,907	-59	$560,760	+3.1%	1.38%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	3,421	-92	$546,333	+1.2%	1.35%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,524	-2,291	$544,191	−24.1%	1.34%
IBM	International Business Machines Corp Technology	Reduced	2,230	-269	$540,529	−27.0%	1.33%
GLW	Corning Inc /Ny Technology	Added	3,858	+37	$524,572	+56.8%	1.29%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,778	0	$523,016	−8.7%	1.29%
OKE	Oneok Inc /New/ Energy	Added	5,716	+176	$516,669	+26.9%	1.27%
AVGO	Broadcom Inc. Technology	Added	1,654	+31	$511,929	−8.9%	1.26%
TY	TRI-CONTINENTAL Corp Financial Services	Added	15,604	+140	$492,930	−2.4%	1.22%
AXP	American Express Co Financial Services	Reduced	1,612	-781	$487,597	−44.9%	1.20%
FLEX	Flex Ltd. Technology	Added	7,176	+107	$469,740	+10.0%	1.16%
CAT	Caterpillar Inc Industrials	Reduced	659	-181	$466,875	−3.0%	1.15%
AMGN	Amgen Inc Healthcare	Added	1,254	+145	$441,219	+21.6%	1.09%
VZ	Verizon Communications Inc Communication Services	Reduced	8,443	-209	$423,838	+20.3%	1.05%
NVDA	Nvidia Corp Technology	Reduced	2,406	-197	$419,606	−13.6%	1.03%
WMB	Williams Companies, Inc. Energy	Added	5,751	+397	$418,557	+30.1%	1.03%
WMT	Walmart Inc. Consumer Defensive	Added	3,248	+286	$403,661	+22.3%	1.00%
RSG	Republic Services, Inc. Industrials	Reduced	1,743	-1	$381,751	+3.3%	0.94%
ABBV	AbbVie Inc. Healthcare	Added	1,593	+1	$346,461	−4.8%	0.85%
MDT	Medtronic plc Healthcare	NEW	3,910	NEW	$338,801	NEW	0.84%
NVS	Novartis AG Healthcare	Added	2,190	+172	$334,522	+20.2%	0.82%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	331	0	$329,818	+15.5%	0.81%
LLY	ELI LILLY & Co Healthcare	NEW	356	NEW	$327,438	NEW	0.81%
HSBC	Hsbc Holdings PLC Financial Services	Reduced	3,687	-2	$304,140	+4.8%	0.75%
FTI	TechnipFMC plc Energy	NEW	4,323	NEW	$298,848	NEW	0.74%
EME	EMCOR Group, Inc. Industrials	Reduced	399	-2	$294,585	+20.1%	0.73%
RL	Ralph Lauren Corp Consumer Cyclical	Reduced	855	-1	$294,111	−2.8%	0.73%
CAH	Cardinal Health Inc Healthcare	Reduced	1,388	-6	$293,298	+2.4%	0.72%
WEC	Wec Energy Group, Inc. Utilities	Added	2,482	+120	$287,341	+15.4%	0.71%
TTE	TotalEnergies SE Energy	NEW	3,147	NEW	$286,314	NEW	0.71%