Tower Wealth Partners, Inc. 13F Holdings
CIK 0001852808 · LEWISBURG, PA
As of Sep 30, 2025, Tower Wealth Partners, Inc. reported 90 positions worth
CIK 0001852808 · LEWISBURG, PA
As of Sep 30, 2025, Tower Wealth Partners, Inc. reported 90 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VICTORY PORTFOLIOS II | VSMV | — | 415,876 | $22.3M | 12.26% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 200,549 | $21.0M | 11.51% |
| COLUMBIA RESEARCH ENHANCED CORE ETF | RECS | — | 495,402 | $20.0M | 10.98% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 253,315 | 6.5M | 9.08% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 324,681 | 6.5M | 9.06% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 350,459 | 1.7M | 6.43% |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | — | 246,825 | 1.0M | 6.04% |
| SPDR(R) S&P(R) EMERGING MARKETS DIVIDEND ETF | EDIV | — | 160,928 | $6.3M | 3.43% |
| FIDELITY TOTAL BOND ETF | FBND | — | 69,633 | $3.2M | 1.77% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 9,767 | $3.2M | 1.76% |
| APPLE INC | AAPL | Technology | 11,107 | $2.8M | 1.55% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 50,711 | $2.8M | 1.54% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 4,315 | $2.6M | 1.42% |
| VANECK MERK GOLD ETF | OUNZ | — | 50,983 | .9M | 1.04% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 11,006 | .7M | 0.93% |
| EXXON MOBIL CORP | XOM | Energy | 14,899 | .7M | 0.92% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 18,866 | .6M | 0.86% |
| MICROSOFT CORP | MSFT | Technology | 2,972 | .5M | 0.85% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 14,724 | .5M | 0.80% |
| HOME DEPOT INC | HD | Consumer Cyclical | 3,405 | .4M | 0.76% |
| PPL CORP | PPL | Utilities | 36,029 | .3M | 0.74% |
| PROSHARES TR | REGL | — | 14,667 | .3M | 0.69% |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | IDMO | — | 22,789 | .2M | 0.68% |
| AMAZON.COM INC | AMZN | Equity | 5,500 | .2M | 0.66% |
| META PLATFORMS INC | META | Communication Services | 1,340 | $984.1K | 0.54% |