§ 13F · FUND PROFILE
Tower Wealth Partners, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $182M (13F)Positions · 90Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | RECS | COLUMBIA ETF TR I | 506K | $20M | 10.9% | +1% |
| 2 | SPYG | SPDR SERIES TRUST | 198K | $19M | 10.7% | +1% |
| 3 | VSMV | VICTORY PORTFOLIOS II | 322K | $18M | 10.1% | −23% |
| 4 | JAAA | JANUS DETROIT STR TR | 342K | $17M | 9.5% | +2% |
| 5 | IJH | ISHARES TR | 190K | $13M | 7.1% | ±0% |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 359K | $12M | 6.7% | +2% |
| 7 | DIVO | AMPLIFY ETF TR | 250K | $11M | 6.2% | +1% |
| 8 | PVAL | PUTNAM ETF TRUST | 176K | $8M | 4.5% | +163% |
| 9 | EDIV | SPDR INDEX SHS FDS | 169K | $7M | 3.7% | +2% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 81K | $4M | 2.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWER SIGNAL
AC read
Tower Wealth Partners, Inc. is a Other fund managing $182 million in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed