Tower Wealth Partners, Inc. Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$181.9M
Holdings
87
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VSMVVICTORY PORTFOLIOS II | 417,579 | $23.1M | 12.69% | |
| 2 | SPYGSPDR SERIES TRUST | 197,262 | $21.0M | 11.57% | |
| 3 | RECSCOLUMBIA ETF TR I | 498,842 | $20.4M | 11.20% | |
| 4 | JAAAJANUS DETROIT STR TR | 334,326 | $16.9M | 9.30% | |
| 5 | IJHISHARES TR | 191,049 | $12.6M | 6.93% | |
| 6 | BUFRFIRST TR EXCHNG TRADED FD VI | 354,179 | $12.1M | 6.67% | |
| 7 | DIVOAMPLIFY ETF TR | 246,215 | $11.0M | 6.02% | |
| 8 | EDIVSPDR INDEX SHS FDS | 166,408 | $6.5M | 3.58% | |
| 9 | FBNDFIDELITY MERRIMACK STR TR | 80,153 | $3.7M | 2.03% | |
| 10 | VTIVANGUARD INDEX FDS | 9,748 | $3.3M | 1.80% | |
| 11 | AAPLAPPLE INC | 11,249 | $3.1M | 1.68% | |
| 12 | PVALPUTNAM ETF TRUST | 66,954 | $3.1M | 1.68% | |
| 13 | NDQINVESCO QQQ TR | 4,142 | $2.5M | 1.40% | |
| 14 | OUNZVANECK MERK GOLD ETF | 48,910 | $2.0M | 1.11% | |
| 15 | SHYISHARES TR | 21,921 | $1.8M | 1.00% | |
| 16 | XOMEXXON MOBIL CORP | 14,800 | $1.8M | 0.98% | |
| 17 | AVUVAMERICAN CENTY ETF TR | 15,013 | $1.5M | 0.84% | |
| 18 | MSFTMICROSOFT CORP | 2,948 | $1.4M | 0.78% | |
| 19 | REGLPROSHARES TR | 16,629 | $1.4M | 0.77% | |
| 20 | PGPROCTER AND GAMBLE CO | 9,652 | $1.4M | 0.76% | |
| 21 | IDMOINVESCO EXCH TRADED FD TR II | 24,009 | $1.3M | 0.73% | |
| 22 | AMZNAMAZON COM INC | 5,514 | $1.3M | 0.70% | |
| 23 | PPLPPL CORP | 35,665 | $1.2M | 0.69% | |
| 24 | HDHOME DEPOT INC | 3,574 | $1.2M | 0.68% | |
| 25 | AXPAMERICAN EXPRESS CO | 2,393 | $885K | 0.49% | |
| 26 | GOOGLALPHABET INC | 2,796 | $875K | 0.48% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,650 | $829K | 0.46% | |
| 28 | VVISA INC | 2,208 | $774K | 0.43% | |
| 29 | IBMINTERNATIONAL BUSINESS MACHS | 2,499 | $740K | 0.41% | |
| 30 | MRKMERCK & CO INC | 6,815 | $717K | 0.39% | |
| 31 | GSGOLDMAN SACHS GROUP INC | 779 | $684K | 0.38% | |
| 32 | MCDMCDONALDS CORP | 2,232 | $682K | 0.37% | |
| 33 | JNJJOHNSON & JOHNSON | 3,085 | $638K | 0.35% | |
| 34 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,974 | $599K | 0.33% | |
| 35 | APHAMPHENOL CORP NEW | 4,249 | $574K | 0.32% | |
| 36 | JPMJPMORGAN CHASE & CO. | 1,778 | $572K | 0.31% | |
| 37 | TAT&T INC | 22,926 | $569K | 0.31% | |
| 38 | AVGOBROADCOM INC | 1,623 | $561K | 0.31% | |
| 39 | RTXRTX CORPORATION | 2,966 | $543K | 0.30% | |
| 40 | TJXTJX COS INC NEW | 3,513 | $539K | 0.30% | |
| 41 | CMECME GROUP INC | 1,915 | $522K | 0.29% | |
| 42 | TYTRI CONTL CORP | 15,464 | $505K | 0.28% | |
| 43 | CVXCHEVRON CORP NEW | 3,283 | $500K | 0.27% | |
| 44 | METAMETA PLATFORMS INC | 748 | $493K | 0.27% | |
| 45 | NVDANVIDIA CORPORATION | 2,603 | $485K | 0.27% | |
| 46 | CATCATERPILLAR INC | 840 | $481K | 0.26% | |
| 47 | XSVNBONDBLOXX ETF TRUST | 9,749 | $468K | 0.26% | |
| 48 | IYRISHARES TR | 4,923 | $462K | 0.25% | |
| 49 | BILSPDR SERIES TRUST | 4,841 | $442K | 0.24% | |
| 50 | NLRVANECK ETF TRUST | 3,559 | $442K | 0.24% | |
| 51 | FLEXFLEX LTD | 7,069 | $427K | 0.23% | |
| 52 | OKEONEOK INC NEW | 5,540 | $407K | 0.22% | |
| 53 | CRWDCROWDSTRIKE HLDGS INC | 829 | $388K | 0.21% | |
| 54 | RSGREPUBLIC SVCS INC | 1,744 | $369K | 0.20% | |
| 55 | ABBVABBVIE INC | 1,592 | $363K | 0.20% | |
| 56 | AMGNAMGEN INC | 1,109 | $362K | 0.20% | |
| 57 | BACVERIZON COMMUNICATIONS INC | 8,652 | $352K | 0.19% | |
| 58 | GLWCORNING INC | 3,821 | $334K | 0.18% | |
| 59 | WMTWALMART INC | 2,962 | $330K | 0.18% | |
| 60 | PLTRPALANTIR TECHNOLOGIES INC | 1,858 | $330K | 0.18% | |
| 61 | WMBWILLIAMS COS INC | 5,354 | $321K | 0.18% | |
| 62 | EXPEEXPEDIA GROUP INC | 1,127 | $319K | 0.18% | |
| 63 | IVVISHARES TR | 452 | $309K | 0.17% | |
| 64 | RLRALPH LAUREN CORP | 856 | $302K | 0.17% | |
| 65 | HBC2HSBC HLDGS PLC | 3,689 | $290K | 0.16% | |
| 66 | MAMASTERCARD INCORPORATED | 501 | $286K | 0.16% | |
| 67 | CAHCARDINAL HEALTH INC | 1,394 | $286K | 0.16% | |
| 68 | COSTCOSTCO WHSL CORP NEW | 331 | $285K | 0.16% | |
| 69 | PNCPNC FINL SVCS GROUP INC | 1,358 | $283K | 0.16% | |
| 70 | NVSNNOVARTIS AG | 2,018 | $278K | 0.15% | |
| 71 | RDDTREDDIT INC | 1,145 | $263K | 0.14% | |
| 72 | RYROYAL BK CDA | 1,545 | $263K | 0.14% | |
| 73 | ADPAUTOMATIC DATA PROCESSING IN | 992 | $255K | 0.14% | |
| 74 | T7DTRANSDIGM GROUP INC | 190 | $252K | 0.14% | |
| 75 | HOODROBINHOOD MKTS INC | 2,227 | $251K | 0.14% | |
| 76 | WECWEC ENERGY GROUP INC | 2,362 | $249K | 0.14% | |
| 77 | KOCOCA COLA CO | 3,546 | $247K | 0.14% | |
| 78 | EMEEMCOR GROUP INC | 401 | $245K | 0.13% | |
| 79 | APPAPPLOVIN CORP | 356 | $239K | 0.13% | |
| 80 | ACNACCENTURE PLC IRELAND | 889 | $238K | 0.13% | |
| 81 | DUKDUKE ENERGY CORP NEW | 1,995 | $233K | 0.13% | |
| 82 | NEENEXTERA ENERGY INC | 2,688 | $215K | 0.12% | |
| 83 | ASMLASML HOLDING N V | 201 | $215K | 0.12% | |
| 84 | ARESARES MANAGEMENT CORPORATION | 1,325 | $214K | 0.12% | |
| 85 | ORCLORACLE CORP | 1,052 | $205K | 0.11% | |
| 86 | WTRGESSENTIAL UTILS INC | 5,321 | $204K | 0.11% | |
| 87 | RCLROYAL CARIBBEAN GROUP | 718 | $200K | 0.11% |