Tower Wealth Partners, Inc. Portfolio Holdings

Tower Wealth Partners, Inc.

  • $179 Million
  • Q4 2025

Tower Wealth Partners, Inc. has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $179 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Victoryshares Us Multifactor M with a value of $22.5M, Spdr Portfolio with a value of $20.7M, Columbia ETF Tr I with a value of $20.2M, Janus Detroit Str Tr Janus Hen with a value of $16.9M, and Ishares Core S&P Mid Cap ETF with a value of $12.3M.

Examining the 13F form we can see an decrease of $2.27M in the current position value, from $181M to 179M.

Tower Wealth Partners, Inc. is based out at Lewisburg, PA

Below you can find more details about Tower Wealth Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
ETFs: $141 Million
Technology: $10 Million
Financial Services: $5.77 Million
Consumer Cyclical: $4.53 Million
Energy: $2.97 Million
Healthcare: $2.55 Million
Consumer Defensive: $2.26 Million
Utilities: $2.26 Million
Other: $4.26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.5 Million 12.6% of portfolio
417,579
Q4 2025 Added 0.41%
$0
$20.7 Million 11.58% of portfolio
197,262
Q4 2025 Reduced 1.64%
$0
$20.2 Million 11.31% of portfolio
498,842
Q4 2025 Added 0.69%
$0
$16.9 Million 9.48% of portfolio
334,326
Q4 2025 Added 2.97%
$0
$12.3 Million 6.87% of portfolio
191,049
Q4 2025 Reduced 24.58%
$0
$11.9 Million 6.66% of portfolio
354,179
Q4 2025 Added 1.06%
$0
$11.1 Million 6.21% of portfolio
246,215
Q4 2025 Reduced 0.25%
$0
$6.51 Million 3.65% of portfolio
166,408
Q4 2025 Added 3.41%
$0
$3.71 Million 2.08% of portfolio
80,153
Q4 2025 Added 15.11%
$0
$3.22 Million 1.8% of portfolio
9,748
Q4 2025 Reduced 0.19%
$4.3T
$3.01 Million 1.68% of portfolio
11,249
Q4 2025 Added 1.28%
$0
$2.93 Million 1.64% of portfolio
66,954
Q4 2025 New
$0
$2.5 Million 1.4% of portfolio
4,142
Q4 2025 Reduced 4.01%
$1.44B
$1.92 Million 1.08% of portfolio
48,910
Q4 2025 Reduced 4.07%
$0
$1.82 Million 1.02% of portfolio
21,921
Q4 2025 Added 16.19%
$490B
$1.74 Million 0.97% of portfolio
14,800
Q4 2025 Reduced 0.66%
$0
$1.47 Million 0.82% of portfolio
15,013
Q4 2025 Added 1.96%
$346B
$1.41 Million 0.79% of portfolio
9,652
Q4 2025 Reduced 12.3%
$0
$1.37 Million 0.77% of portfolio
16,629
Q4 2025 Added 13.38%
$0
$1.3 Million 0.73% of portfolio
24,009
Q4 2025 Added 5.35%
$27.1B
$1.31 Million 0.73% of portfolio
35,665
Q4 2025 Reduced 1.01%
$2.39T
$1.29 Million 0.72% of portfolio
5,514
Q4 2025 Added 0.25%
$367B
$1.28 Million 0.72% of portfolio
3,574
Q4 2025 Added 4.96%
$662B
$839,000 0.47% of portfolio
1,650
Q4 2025 Added 4.56%
$255B
$816,000 0.46% of portfolio
2,393
Q4 2025 Reduced 0.21%
$1.65T
$772,000 0.43% of portfolio
2,796
Q4 2025 Added 66.03%
$266B
$742,000 0.42% of portfolio
2,499
Q4 2025 Added 3.14%
$533B
$719,000 0.4% of portfolio
2,208
Q4 2025 Added 8.77%
$224B
$680,000 0.38% of portfolio
2,232
Q4 2025 Added 0.68%
$235B
$632,000 0.35% of portfolio
6,815
Q4 2025 Added 15.9%
$265B
$604,000 0.34% of portfolio
779
Q4 2025 Reduced 9.63%
$522B
$615,000 0.34% of portfolio
3,085
Q4 2025 Added 1.95%
$181B
$583,000 0.33% of portfolio
22,926
Q4 2025 Added 2.42%
$79.6B
$568,000 0.32% of portfolio
4,249
Q4 2025 Reduced 0.05%
$139B
$556,000 0.31% of portfolio
1,623
Q4 2025 Added 2.85%
$1.46T
$556,000 0.31% of portfolio
1,974
Q4 2025 Added 3.62%
$100B
$534,000 0.3% of portfolio
1,915
Q4 2025 Added 4.76%
$881B
$534,000 0.3% of portfolio
1,778
Q4 2025 Added 0.28%
$258B
$520,000 0.29% of portfolio
2,966
Q4 2025 Reduced 0.24%
$170B
$513,000 0.29% of portfolio
3,513
Q4 2025 Reduced 4.93%
$0
$526,000 0.29% of portfolio
15,464
Q4 2025 Added 7.14%
$303B
$508,000 0.28% of portfolio
3,283
Q4 2025 Added 0.95%
$465B
$485,000 0.27% of portfolio
2,603
Q4 2025 Added 15.08%
$0
$458,000 0.26% of portfolio
3,559
Q4 2025 New
$0
$467,000 0.26% of portfolio
4,923
Q4 2025 Added 14.81%
$291B
$463,000 0.26% of portfolio
840
Q4 2025 Reduced 22.94%
$0
$443,000 0.25% of portfolio
4,841
Q4 2025 Added 2.48%
$115B
$445,000 0.25% of portfolio
829
Q4 2025 Added 8.94%
$1.37T
$455,000 0.25% of portfolio
748
Q4 2025 Reduced 44.18%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $179 Million
  • Prior Value $181 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Tower Wealth Partners, Inc. Portfolio

Follow Tower Wealth Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tower Wealth Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tower Wealth Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email