Tower Wealth Partners, Inc.
Filing Date
Global Rank
#7,039
/ 8,517
▲ 521
Top Industry
Semiconductors
8.7%
3Y Alpha vs SPY
+0.8%
Period ended 46 days ago
Filed Aug 12, 2026 · 3d
23 quarters · since Dec 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+79.2%
SPY
+75.3%
Annualised alpha
+0.9%
Max drawdown
−13.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
80 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.2%
−0.0 pts
Top 5
25.9%
−2.3 pts
Top 10
39.0%
−3.1 pts
HHI
248
Diversified−26
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.2% | $11,737,801 |
| Financial Services | 13.0% | $6,067,757 |
| Unclassified | 12.8% | $5,972,985 |
| Energy | 9.2% | $4,288,206 |
| Consumer Cyclical | 8.6% | $4,025,628 |
| Industrials | 7.9% | $3,680,488 |
| Healthcare | 7.2% | $3,343,913 |
| Consumer Defensive | 5.7% | $2,635,890 |
| Utilities | 4.9% | $2,274,436 |
| Communication Services | 4.6% | $2,137,252 |
| Basic Materials | 0.9% | $411,772 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OUNZ | VanEck Merk Gold ETF | +4,356 | 52,903 | $2,041,526 | |
| NVDA | Nvidia Corp | +1,220 | 3,626 | $725,526 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | +931 | 4,323 | $396,159 | |
| FTI | TechnipFMC plc | +822 | 5,145 | $341,113 | |
| KO | Coca Cola Co | +652 | 4,291 | $348,729 | |
| CME | Cme Group Inc. | +598 | 2,612 | $576,807 | |
| T | At&T Inc. | +390 | 23,904 | $494,812 | |
| VZ | Verizon Communications Inc | +385 | 8,828 | $373,777 | |
| TY | TRI-CONTINENTAL Corp | +369 | 15,973 | $549,790 | |
| XOM | ExxonMobil Holdings Corp | +356 | 14,988 | $2,049,159 | |
| DUK | Duke Energy CORP | +350 | 2,260 | $286,070 | |
| TTE | TotalEnergies SE | +350 | 3,497 | $271,926 | |
| GLW | Corning Inc /Ny | +348 | 4,206 | $1,074,338 | |
| QQQ | Invesco Qqq Trust, Series 1 | +346 | 4,528 | $3,334,419 | |
| CVX | Chevron Corp | +255 | 4,162 | $689,893 | |
| ABBV | AbbVie Inc. | +177 | 1,770 | $445,402 | |
| MRK | Merck & Co., Inc. | +159 | 4,683 | $601,765 | |
| FDX | Fedex Corp | +151 | 765 | $239,544 | |
| APH | Amphenol Corp /De/ | +147 | 4,746 | $0 | |
| OKE | Oneok Inc /New/ | +133 | 5,849 | $508,512 | |
| STT | State Street Corp | +130 | 1,772 | $300,531 | |
| WMT | Walmart Inc. | +126 | 3,374 | $382,139 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +122 | 2,275 | $1,086,471 | |
| AVGO | Broadcom Inc. | +97 | 1,751 | $661,440 | |
| HSBC | Hsbc Holdings PLC | +88 | 3,775 | $358,964 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FLEX | Flex Ltd. | −1,678 | 5,498 | $891,060 | |
| RTX | RTX Corp | −871 | 2,036 | $386,290 | |
| V | Visa Inc. | −291 | 1,686 | $578,449 | |
| AAPL | Apple Inc. | −287 | 11,115 | $3,216,236 | |
| AXP | American Express Co | −268 | 1,344 | $454,608 | |
| HD | Home Depot, Inc. | −244 | 3,426 | $1,208,281 | |
| JNJ | Johnson & Johnson | −225 | 2,818 | $715,687 | |
| TXN | Texas Instruments Inc | −214 | 840 | $250,378 | |
| IBM | International Business Machines Corp | −160 | 2,070 | $582,104 | |
| AMZN | Amazon Com Inc | −112 | 3,655 | $871,132 | |
| NEE | Nextera Energy Inc | −83 | 2,607 | $228,816 | |
| BRK-B | Berkshire Hathaway Inc | −73 | 1,578 | $789,615 | |
| GS | Goldman Sachs Group Inc | −41 | 734 | $742,345 | |
| MA | Mastercard Inc | −18 | 458 | $235,228 | |
| PG | PROCTER & GAMBLE Co | −6 | 8,963 | $1,314,334 | |
| CAT | Caterpillar Inc | −2 | 657 | $699,639 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 463 | $534,436 | |
| WWD | Woodward, Inc. | 617 | $262,496 | |
| MPWR | Monolithic Power Systems, Inc. | 185 | $255,736 | |
| WSO | Watsco Inc | 559 | $232,952 | |
| CGNX | Cognex Corp | 3,148 | $227,978 | |
| DDOG | Datadog, Inc. | 870 | $226,513 | |
| LUV | Southwest Airlines Co | 4,282 | $220,180 | |
| IBKR | Interactive Brokers Group, Inc. | 2,458 | $213,944 | |
| DGX | Quest Diagnostics Inc | 1,006 | $213,221 | |
| NSC | Norfolk Southern Corp | 660 | $207,629 | |
| CRWD | CrowdStrike Holdings, Inc. | 268 | $204,521 | |
| AZN | Astrazeneca PLC | 1,076 | $204,031 | |
| ROST | Ross Stores, Inc. | 949 | $201,994 | |
| SNA | Snap-on Inc | 501 | $201,602 | |
| SPY | Spdr S&P 500 ETF Trust | 269 | $200,881 | |
| No positions match the current search. | ||||
80 tracked positions ·
$46,576,128 total
· filing declares
101 positions · $202,558,141
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 80 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 4,528 | $3,334,419 | 7.16% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,115 | $3,216,236 | 6.91% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 14,988 | $2,049,159 | 4.40% | |
| OUNZ |
VanEck Merk Gold ETF
|
Added | 52,903 | $2,041,526 | 4.38% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,751 | $1,399,198 | 3.00% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 8,963 | $1,314,334 | 2.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,550 | $1,268,663 | 2.72% | |
| PPL |
PPL Corp
Utilities
|
Held | 34,783 | $1,264,362 | 2.71% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,426 | $1,208,281 | 2.59% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,275 | $1,086,471 | 2.33% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 4,206 | $1,074,338 | 2.31% | |
| FLEX |
Flex Ltd.
Technology
|
Reduced | 5,498 | $891,060 | 1.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,655 | $871,132 | 1.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,578 | $789,615 | 1.70% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 734 | $742,345 | 1.59% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,626 | $725,526 | 1.56% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,818 | $715,687 | 1.54% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 657 | $699,639 | 1.50% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,162 | $689,893 | 1.48% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,751 | $661,440 | 1.42% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,318 | $626,578 | 1.35% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 4,683 | $601,765 | 1.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,818 | $595,085 | 1.28% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 2,070 | $582,104 | 1.25% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,686 | $578,449 | 1.24% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 2,612 | $576,807 | 1.24% | |
| TY |
TRI-CONTINENTAL Corp
Financial Services
|
Added | 15,973 | $549,790 | 1.18% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 463 | $534,436 | 1.15% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 3,442 | $521,463 | 1.12% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
Added | 607 | $509,491 | 1.09% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 5,849 | $508,512 | 1.09% | |
| T |
At&T Inc.
Communication Services
|
Added | 23,904 | $494,812 | 1.06% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 1,333 | $482,705 | 1.04% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 1,344 | $454,608 | 0.98% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,770 | $445,402 | 0.96% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 5,752 | $427,603 | 0.92% | |
| ASML |
Asml Holding NV
Technology
|
Added | 202 | $401,866 | 0.86% | |
| BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
|
Added | 4,323 | $396,159 | 0.85% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 2,036 | $386,290 | 0.83% | |
| RSG |
Republic Services, Inc.
Industrials
|
Added | 1,797 | $382,904 | 0.82% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,374 | $382,139 | 0.82% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 8,828 | $373,777 | 0.80% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
Added | 3,775 | $358,964 | 0.77% | |
| RL |
Ralph Lauren Corp
Consumer Cyclical
|
Added | 869 | $348,825 | 0.75% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 4,291 | $348,729 | 0.75% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 1,396 | $343,723 | 0.74% | |
| NVS |
Novartis AG
Healthcare
|
Added | 2,192 | $343,530 | 0.74% | |
| FTI |
TechnipFMC plc
Energy
|
Added | 5,145 | $341,113 | 0.73% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Added | 407 | $337,761 | 0.73% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Added | 1,421 | $337,572 | 0.72% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.