13F-HR filed by Tower Wealth Partners, Inc.
Tower Wealth Partners, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-12, with 101 holding rows worth $202,558,141.
- Accession
- 0001951757-26-001232
- Filer
- CIK 1852808
- Filed
- 2026-08-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 101 entries on the cover page, a total value of $202,558,141 stated on the cover page (in dollars after the unit check, H1), rows summing to $202,558,141 with VALUE read as dollars as filed, 13F file number 028-21131. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 197,946 | $23,553,595 | dollars as filed | |
| COLUMBIA ETF TR I | 19761L706 | RESH ENHNC COR | 511,314 | $22,129,670 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647N691 | VICTORYSHS US | 317,448 | $18,982,882 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 338,662 | $17,099,044 | dollars as filed | |
| IJH | 464287507 | COM | 189,098 | $14,581,347 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 355,689 | $12,993,319 | dollars as filed | |
| AMPLIFY ETF TR | 032108409 | CWP ENHANCED DIV | 248,573 | $11,359,786 | dollars as filed | |
| PUTNAM ETF TRUST | 746729300 | FOCUSED LAR CAP | 187,813 | $9,569,072 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X533 | ST MAR DIVID ETF | 172,907 | $7,081,838 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 90,323 | $4,108,793 | dollars as filed | |
| VTI | 922908769 | COM | 10,804 | $3,997,912 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 4,528 | $3,334,454 | dollars as filed | |
| Apple Inc | 037833100 | COM | 11,115 | $3,216,197 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 14,988 | $2,049,159 | dollars as filed | |
| VanEck Merk Gold Trust | 921078101 | SHS | 52,903 | $2,041,527 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 16,292 | $2,032,590 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 22,732 | $1,866,525 | dollars as filed | |
| PROSHARES TR | 74347B680 | S&P MDCP 400 DIV | 19,004 | $1,740,196 | dollars as filed | |
| Invesco S&P International Dev Momt ETF | 46138E222 | SHS | 27,018 | $1,628,915 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,751 | $1,399,126 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 8,963 | $1,314,334 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,550 | $1,268,664 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 34,783 | $1,264,361 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,426 | $1,208,282 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,275 | $1,086,472 | dollars as filed | |
| CORNING INC | 219350105 | COM | 4,206 | $1,074,339 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 5,498 | $891,061 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,655 | $871,133 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 4,746 | $836,815 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,578 | $789,615 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 734 | $742,346 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,626 | $725,526 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,818 | $715,687 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 657 | $699,639 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,162 | $689,893 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,751 | $661,440 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 2,318 | $626,579 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 4,683 | $601,730 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,818 | $595,086 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,070 | $582,105 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,686 | $578,450 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 2,612 | $576,808 | dollars as filed | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 5,471 | $559,410 | dollars as filed | |
| TRI CONTL CORP | 895436103 | COM | 15,973 | $549,782 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 463 | $534,436 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 3,442 | $521,463 | dollars as filed | |
| BONDBLOXX ETF TRUST | 09789C820 | BLOOMBERG SEVEN | 10,992 | $519,592 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 607 | $509,492 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 5,849 | $508,507 | dollars as filed | |
| VANECK ETF TRUST | 92189F601 | URANI NUCLE ETF | 4,272 | $495,467 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 23,904 | $494,820 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,333 | $482,706 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,344 | $454,608 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,770 | $445,403 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 5,752 | $427,604 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 202 | $401,867 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 4,323 | $396,160 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,036 | $386,290 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 1,797 | $382,905 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,374 | $382,186 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 8,828 | $373,778 | dollars as filed | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 3,775 | $358,965 | dollars as filed | |
| RALPH LAUREN CORP | 751212101 | CL A | 869 | $348,825 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,291 | $348,730 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 3,417 | $343,989 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 1,396 | $343,723 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 2,192 | $343,530 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 5,145 | $341,114 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 407 | $337,761 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 1,421 | $337,573 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 1,588 | $328,668 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 342 | $319,931 | dollars as filed | |
| STATE STR CORP COM | 857477103 | Stock | 1,772 | $300,531 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 2,495 | $291,341 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 2,260 | $286,107 | dollars as filed | |
| TOTALENERGIES SE ACT | F92124100 | Stock | 3,497 | $271,927 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 2,648 | $270,758 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 360 | $269,600 | dollars as filed | |
| WOODWARD INC COM | 980745103 | Stock | 617 | $262,496 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 185 | $255,737 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 840 | $250,379 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 779 | $247,356 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 765 | $239,544 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 458 | $235,229 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 559 | $232,952 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33734X739 | BLOOMBERG AI ETF | 4,261 | $231,798 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 2,607 | $228,816 | dollars as filed | |
| COGNEX CORP | 192422103 | COM | 3,148 | $227,978 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 870 | $226,513 | dollars as filed | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 4,282 | $220,180 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 2,458 | $213,944 | dollars as filed | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 1,006 | $213,222 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 660 | $207,629 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 705 | $206,692 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 1,322 | $205,082 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 268 | $204,522 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 1,076 | $204,031 | dollars as filed | |
| ESSENTIAL UTILS INC COM | 29670G102 | Stock | 5,321 | $203,848 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 949 | $201,995 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 501 | $201,602 | dollars as filed | |
| SPY | 78462F103 | SHS | 269 | $200,735 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-001232 | this filing | 2026-08-12 | acceptance time not in the bulk data set |