§ 13F · FUND PROFILE
Tower Wealth Partners, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $169.2T (13F)Positions · 86Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VSMV | VICTORY PORTFOLIOS II | 418K | $23.1T | 12.7% | ±0% |
| 2 | SPYG | SPDR SERIES TRUST | 197K | $21.0T | 11.6% | −2% |
| 3 | RECS | COLUMBIA ETF TR I | 499K | $20.4T | 11.2% | +1% |
| 4 | JAAA | JANUS DETROIT STR TR | 334K | $16.9T | 9.3% | +3% |
| 5 | IJH | ISHARES TR | 191K | $12.6T | 6.9% | −25% |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 354K | $12.1T | 6.7% | +1% |
| 7 | DIVO | AMPLIFY ETF TR | 246K | $11.0T | 6.0% | ±0% |
| 8 | EDIV | SPDR INDEX SHS FDS | 166K | $6.5T | 3.6% | +3% |
| 9 | FBND | FIDELITY MERRIMACK STR TR | 80K | $3.7T | 2.0% | +15% |
| 10 | VTI | VANGUARD INDEX FDS | 10K | $3.3T | 1.8% | ±0% |
§ 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 $169179.7 trillion in assets. The fund runs a portfolio of 86 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed