Tower Wealth Partners, Inc.
CIK 0001852808 · LEWISBURG, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$202.6M
2026 Q2
Positions
101
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
69.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYG
SPDR SERIES TRUST
11.6%
RECS
COLUMBIA ETF TR I
10.9%
VSMV
VICTORY PORTFOLIOS II
9.4%
JAAA
JANUS DETROIT STR TR
8.4%
IJH
ISHARES TR
7.2%
BUFR
FIRST TR EXCHNG TRADED FD VI
6.4%
DIVO
AMPLIFY ETF TR
5.6%
PVAL
PUTNAM ETF TRUST
4.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.