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Tower Wealth Partners, Inc.

Portfolio Manager
Tower Wealth Partners, Inc.
Performance
-1.11% (2026 Q1)
AUM (13F)
$180.94M
# of Holdings
87
Performance Rank
Allocation (Top 20)
82.91%

Tower Wealth Partners, Inc. Holdings Map

Top 50 Tower Wealth Partners, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RECS
COLUMBIA ETF TR I
10.9%506.1K$19.7M
+1.45%(+7.25K)
2025-Q1: 474.1K shares2025-Q2: 493.0K shares2025-Q3: 495.4K shares2025-Q4: 498.8K shares2026-Q1: 506.1K shares
$34.43(+26.32%)
2026-03-31
SPYG
SPDR SERIES TRUST
10.73%198.3K$19.4M
+0.51%(+1.00K)
2025-Q1: 199.5K shares2025-Q2: 202.5K shares2025-Q3: 200.5K shares2025-Q4: 197.3K shares2026-Q1: 198.3K shares
$64.14(+82.73%)
2026-03-31
VSMV
VICTORY PORTFOLIOS II
10.08%322.3K$18.2M
-22.82%(-95.29K)
2025-Q1: 404.4K shares2025-Q2: 413.0K shares2025-Q3: 415.9K shares2025-Q4: 417.6K shares2026-Q1: 322.3K shares
$35.86(+66.28%)
2026-03-31
JAAA
JANUS DETROIT STR TR
9.51%341.7K$17.2M
+2.21%(+7.38K)
2025-Q1: 322.9K shares2025-Q2: 323.1K shares2025-Q3: 324.7K shares2025-Q4: 334.3K shares2026-Q1: 341.7K shares
$49.90(+1.30%)
2026-03-31
IJH
ISHARES TR
7.1%190.2K$12.8M
-0.43%(-822)
2025-Q1: 249.2K shares2025-Q2: 254.8K shares2025-Q3: 253.3K shares2025-Q4: 191.0K shares2026-Q1: 190.2K shares
$49.91(+52.46%)
2026-03-31
BUFR
FIRST TR EXCHNG TRADED FD VI
6.71%359.5K$12.1M
+1.50%(+5.31K)
2025-Q1: 346.8K shares2025-Q2: 351.7K shares2025-Q3: 350.5K shares2025-Q4: 354.2K shares2026-Q1: 359.5K shares
$22.39(+63.22%)
2026-03-31
DIVO
AMPLIFY ETF TR
6.19%249.6K$11.2M
+1.37%(+3.38K)
2025-Q1: 243.6K shares2025-Q2: 246.9K shares2025-Q3: 246.8K shares2025-Q4: 246.2K shares2026-Q1: 249.6K shares
$33.42(+38.95%)
2026-03-31
PVAL
PUTNAM ETF TRUST
4.51%175.8K$8.2M
+162.50%(+108.80K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 67.0K shares2026-Q1: 175.8K shares
$45.28(+14.10%)
2026-03-31
EDIV
SPDR INDEX SHS FDS
3.69%169.2K$6.7M
+1.68%(+2.80K)
2025-Q1: 156.0K shares2025-Q2: 158.9K shares2025-Q3: 160.9K shares2025-Q4: 166.4K shares2026-Q1: 169.2K shares
$34.80(+18.38%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
2.04%80.9K$3.7M
+0.96%(+766)
2025-Q1: 67.6K shares2025-Q2: 65.0K shares2025-Q3: 69.6K shares2025-Q4: 80.2K shares2026-Q1: 80.9K shares
$45.85(-0.84%)
2026-03-31

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