13FBOX
Tower Wealth Partners, Inc. · 13F Holdings
Options Calculator Rankings

Tower Wealth Partners, Inc.

No.7108
Latest AUM (Q2 2026)
$202.6M
QoQ Change Q1 2026
+$21.6M+11.9%
Holdings
101
New Buys
18
Adds
59
Reduces
22
Exits
4
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSPDR SERIES TRUSTSPYG
11.63%10.73%$23.6M197,946$19.4M198,267-321-0.16%Reduce
CCOLUMBIA ETF TR IRECS
10.93%10.9%$22.1M511,314$19.7M506,088+5,226+1.03%Add
VVICTORY PORTFOLIOS IIVSMV
9.37%10.08%$19.0M317,448$18.2M322,286-4,838-1.50%Reduce
JJANUS HENDERSONJAAA
8.44%9.51%$17.1M338,662$17.2M341,711-3,049-0.89%Reduce
IISHARES COREIJH
7.2%7.1%$14.6M189,098$12.8M190,227-1,129-0.59%Reduce
FIRST INTST BANCSYSTEM INCFIBK
6.41%6.71%$13.0M355,689$12.1M359,485-3,796-1.06%Reduce
AAMPLIFY ETF TRDIVO
5.61%6.19%$11.4M248,573$11.2M249,595-1,022-0.41%Reduce
PPUTNAM ETF TRUSTPVAL
4.72%4.51%$9.6M187,813$8.2M175,757+12,056+6.86%Add
SSPDR INDEX SHS FDSEDIV
3.5%3.69%$7.1M172,907$6.7M169,205+3,702+2.19%Add
FFIDELITY MERRIMACK STR TRFBND
2.03%2.04%$4.1M90,323$3.7M80,919+9,404+11.62%Add
GGENERAL DYNAMICS CORPVTI
1.97%1.74%$4.0M10,804$3.1M9,807+997+10.17%Add
VVANGUARD INDEX FDSVOO
1.65%1.33%$3.3M4,528$2.4M4,182+346+8.27%Add
APPLE INCAAPL
1.59%1.6%$3.2M11,115$2.9M11,402-287-2.52%Reduce
EXXON MOBIL CORPXOM
1.01%1.37%$2.0M14,988$2.5M14,632+356+2.43%Add
VVANECK MERK GOLD TRUSTOUNZ
1.01%1.21%$2.0M52,903$2.2M48,547+4,356+8.97%Add
AAVANTIS U SAVUV
1%0.91%$2.0M16,292$1.6M14,927+1,365+9.14%Add
IISHARES 1-3 YEAR TREASURY BOND ETFSHY
0.92%1%$1.9M22,732$1.8M21,947+785+3.58%Add
PPROSHARES TRREGL
0.86%0.8%$1.7M19,004$1.4M16,670+2,334+14.00%Add
IINVESCO S&PIDMO
0.8%0.73%$1.6M27,018$1.3M24,140+2,878+11.92%Add
MICROSOFT CORPMSFT
0.69%0.76%$1.4M3,751$1.4M3,693+58+1.57%Add
PROCTER & GAMBLE COPG
0.65%0.72%$1.3M8,963$1.3M8,969-6-0.07%Reduce
ALPHABET INCGOOGL
0.63%0.55%$1.3M3,550$1.0M3,492+58+1.66%Add
PPL CORP COMPPL
0.62%0.73%$1.3M34,783$1.3M34,78300.00%Unchanged
HOME DEPOT INCHD
0.6%0.67%$1.2M3,426$1.2M3,670-244-6.65%Reduce
TAIWAN SEMICONDUCTOR MANUFACTSM
0.54%0.4%$1.1M2,275$727,6062,153+122+5.67%Add
CORNING INCGLW
0.53%0.29%$1.1M4,206$524,5723,858+348+9.02%Add
FFLEX LTDFLEX
0.44%0.26%$891,0615,498$469,7417,176-1,678-23.38%Reduce
AMAZON COM INCAMZN
0.43%0.43%$871,1333,655$784,5533,767-112-2.97%Reduce
AMPHENOL CORPAPH
0.41%0.32%$836,8154,746$581,0844,599+147+3.20%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.39%0.44%$789,6151,578$791,1591,651-73-4.42%Reduce
GOLDMAN SACHS GROUP INCGS
0.37%0.36%$742,346734$655,642775-41-5.29%Reduce
NVIDIA CORPORATIONNVDA
0.36%0.23%$725,5263,626$419,6062,406+1,220+50.71%Add
JOHNSON & JOHNSONJNJ
0.35%0.41%$715,6872,818$743,8313,043-225-7.39%Reduce
CATERPILLAR INCCAT
0.35%0.26%$699,639657$466,875659-2-0.30%Reduce
CHEVRON CORPORATIONCVX
0.34%0.45%$689,8934,162$808,3583,907+255+6.53%Add
BROADCOM INCAVGO
0.33%0.28%$661,4401,751$511,9301,654+97+5.86%Add
MCDONALDS CORPMCD
0.31%0.39%$626,5792,318$707,9802,278+40+1.76%Add
MERCK & CO INCMRK
0.3%0.3%$601,7304,683$544,2014,524+159+3.51%Add
JPMORGAN CHASE & COJPM
0.29%0.29%$595,0861,818$523,0161,778+40+2.25%Add
IINTERNATIONAL BUSINESS MACHSIBM
0.29%0.3%$582,1052,070$540,5302,230-160-7.17%Reduce
VISA INCV
0.29%0.33%$578,4501,686$597,5281,977-291-14.72%Reduce
CME GROUP INCCME
0.28%0.33%$576,8082,612$594,8352,014+598+29.69%Add
IISHARES US REAL ESTATE ETFIYR
0.28%0.26%$559,4105,471$468,5454,955+516+10.41%Add
TTRI CONTL CORPTY
0.27%0.27%$549,78215,973$492,93815,604+369+2.36%Add
MICRON TECHNOLOGY INCMU
0.26%$534,436463$00+463New Buy
TJX COS INC NEWTJX
0.26%0.3%$521,4633,442$546,3343,421+21+0.61%Add
BBONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETFXSVN
0.26%0.26%$519,59210,992$468,3729,815+1,177+11.99%Add
SSTERLING INFRASTRUCTURE INCSTRL
0.25%0.13%$509,492607$241,104592+15+2.53%Add
ONEOK INC NEWOKE
0.25%0.29%$508,5075,849$516,6845,716+133+2.33%Add
VANECK URANIUM AND NUCLEAR ETFNLR
0.24%0.26%$495,4674,272$476,5543,578+694+19.40%Add

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