Tower Wealth Partners, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $440,385,108 | Individuals and high net worth (100%) |
| Mar 2025 to Mar 2026 | $350,469,868 | Individuals and high net worth (95%) |
| Mar 2024 to Feb 2025 | $307,900,239 | Individuals and high net worth (95%) |
| May 2023 to Feb 2024 | $259,248,147 | Individuals and high net worth (99%) |
| Apr 2023 | $259,248,147 | Individuals and high net worth (99%) |
| Apr 2022 to Mar 2023 | $276,627,506 | Individuals and high net worth (99%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 77.9%; sector active share 64.8% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
100 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 77.7% | $149,920,635 |
| Technology | 6.5% | $12,574,615 |
| Financial Services | 4.0% | $7,696,672 |
| Energy | 2.2% | $4,288,206 |
| Consumer Cyclical | 2.1% | $4,025,628 |
| Industrials | 1.9% | $3,680,488 |
| Healthcare | 1.7% | $3,343,913 |
| Consumer Defensive | 1.4% | $2,635,890 |
| Utilities | 1.2% | $2,274,436 |
| Communication Services | 1.1% | $2,137,252 |
| Basic Materials | 0.2% | $411,772 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FBND | Fidelity Total Bond ETF | +9,404 | 90,323 | $4,108,793 | |
| RECS | Columbia Research Enhanced Core ETF | +5,226 | 511,314 | $22,129,669 | |
| OUNZ | VanEck Merk Gold ETF | +4,356 | 52,903 | $2,041,526 | |
| EDIV | State Street(R) SPDR(R) S&P Emerging Markets Dividend ETF | +3,702 | 172,907 | $7,082,270 | |
| IDMO | Invesco Ltd. | +2,878 | 27,018 | $1,628,915 | |
| REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | +2,334 | 19,004 | $1,740,196 | |
| AVUV | Avantis U.S. Small Cap Value ETF | +1,365 | 16,292 | $2,032,589 | |
| NVDA | Nvidia Corp | +1,220 | 3,626 | $725,526 | |
| XSVN | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF | +1,177 | 10,992 | $519,591 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +997 | 10,804 | $3,997,912 | |
| — | +931 | 4,323 | $396,159 | ||
| FTI | TechnipFMC plc | +822 | 5,145 | $341,113 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | +785 | 22,732 | $1,866,524 | |
| NLR | VanEck Uranium and Nuclear ETF | +694 | 4,272 | $495,466 | |
| KO | Coca Cola Co | +652 | 4,291 | $348,729 | |
| CME | Cme Group Inc. | +598 | 2,612 | $576,807 | |
| IYR | iShares U.S. Real Estate ETF | +516 | 5,471 | $559,409 | |
| 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 | |
| TTE | TotalEnergies SE | +350 | 3,497 | $271,926 | |
| DUK | Duke Energy CORP | +350 | 2,260 | $286,070 | |
| GLW | Corning Inc | +348 | 4,206 | $1,074,338 | |
| QQQ | Invesco Qqq Trust, Series 1 | +346 | 4,528 | $3,334,419 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | −4,838 | 317,448 | $18,982,755 | |
| BUFR | FT Vest Laddered Buffer ETF | −3,796 | 355,689 | $12,993,319 | |
| JAAA | Janus Henderson AAA CLO ETF | −3,049 | 338,662 | $17,099,044 | |
| FLEX | Flex Ltd. | −1,678 | 5,498 | $891,060 | |
| IJH | iShares Core S&P Mid-Cap ETF | −1,129 | 189,098 | $14,581,346 | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | −1,022 | 248,573 | $11,359,786 | |
| RTX | RTX Corp | −871 | 2,036 | $386,290 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | −321 | 197,946 | $23,553,594 | |
| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 463 | $534,436 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 3,417 | $343,989 | |
| IVV | iShares Core S&P 500 ETF | 360 | $269,600 | |
| WWD | Woodward, Inc. | 617 | $262,496 | |
| MPWR | Monolithic Power Systems, Inc. | 185 | $255,736 | |
| WSO | Watsco Inc | 559 | $232,952 | |
| — | 4,261 | $231,798 | ||
| 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. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Reduced | 197,946 | $23,553,594 | 12.20% | |
| RECS |
Columbia Research Enhanced Core ETF
|
Added | 511,314 | $22,129,669 | 11.47% | |
| VSMV |
VictoryShares US Multi-Factor Minimum Volatility ETF
|
Reduced | 317,448 | $18,982,755 | 9.84% | |
| JAAA |
Janus Henderson AAA CLO ETF
|
Reduced | 338,662 | $17,099,044 | 8.86% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 189,098 | $14,581,346 | 7.56% | |
| BUFR |
FT Vest Laddered Buffer ETF
|
Reduced | 355,689 | $12,993,319 | 6.73% | |
| DIVO |
Amplify CWP Enhanced Dividend Income ETF
|
Reduced | 248,573 | $11,359,786 | 5.89% | |
| EDIV |
State Street(R) SPDR(R) S&P Emerging Markets Dividend ETF
|
Added | 172,907 | $7,082,270 | 3.67% | |
| FBND |
Fidelity Total Bond ETF
|
Added | 90,323 | $4,108,793 | 2.13% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 10,804 | $3,997,912 | 2.07% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 4,528 | $3,334,419 | 1.73% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,115 | $3,216,236 | 1.67% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 14,988 | $2,049,159 | 1.06% | |
| OUNZ |
VanEck Merk Gold ETF
|
Added | 52,903 | $2,041,526 | 1.06% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Added | 16,292 | $2,032,589 | 1.05% | |
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
Added | 22,732 | $1,866,524 | 0.97% | |
| REGL |
ProShares S&P MidCap 400 Dividend Aristocrats ETF
|
Added | 19,004 | $1,740,196 | 0.90% | |
| IDMO |
Invesco Ltd.
Financial Services
|
Added | 27,018 | $1,628,915 | 0.84% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,751 | $1,399,198 | 0.73% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 8,963 | $1,314,334 | 0.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,550 | $1,268,663 | 0.66% | |
| PPL |
PPL Corp
Utilities
|
Held | 34,783 | $1,264,362 | 0.66% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,426 | $1,208,281 | 0.63% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,275 | $1,086,471 | 0.56% | |
| GLW |
Corning Inc
Technology
|
Added | 4,206 | $1,074,338 | 0.56% | |
| FLEX |
Flex Ltd.
Technology
|
Reduced | 5,498 | $891,060 | 0.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,655 | $871,132 | 0.45% | |
| APH |
Amphenol Corp
Technology
|
Added | 4,746 | $836,814 | 0.43% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,578 | $789,615 | 0.41% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 734 | $742,345 | 0.38% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,626 | $725,526 | 0.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,818 | $715,687 | 0.37% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 657 | $699,639 | 0.36% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,162 | $689,893 | 0.36% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,751 | $661,440 | 0.34% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,318 | $626,578 | 0.32% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 4,683 | $601,765 | 0.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,818 | $595,085 | 0.31% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 2,070 | $582,104 | 0.30% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,686 | $578,449 | 0.30% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 2,612 | $576,807 | 0.30% | |
| IYR |
iShares U.S. Real Estate ETF
|
Added | 5,471 | $559,409 | 0.29% | |
| TY |
TRI-CONTINENTAL Corp
Financial Services
|
Added | 15,973 | $549,790 | 0.28% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 463 | $534,436 | 0.28% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 3,442 | $521,463 | 0.27% | |
| XSVN |
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
|
Added | 10,992 | $519,591 | 0.27% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
Added | 607 | $509,491 | 0.26% | |
| OKE |
Oneok Inc
Energy
|
Added | 5,849 | $508,512 | 0.26% | |
| NLR |
VanEck Uranium and Nuclear ETF
|
Added | 4,272 | $495,466 | 0.26% | |
| T |
At&T Inc.
Communication Services
|
Added | 23,904 | $494,812 | 0.26% |
Showing the top 50 of 100 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.