StockDriftsStockDriftsTop 50 Tower Wealth Partners INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 11.63% | 197.9K | $23.6M | -0.16%(-321) | $64.14(+91.43%) | 2026-06-30 | |
| RECS | COLUMBIA ETF TR I | 10.93% | 511.3K | $22.1M | +1.03%(+5.23K) | $34.49(+31.19%) | 2026-06-30 | |
| VSMV | VICTORY PORTFOLIOS II | 9.37% | 317.4K | $19.0M | -1.50%(-4.84K) | $35.86(+68.35%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 8.44% | 338.7K | $17.1M | -0.89%(-3.05K) | $49.90(+1.35%) | 2026-06-30 | |
| IJH | ISHARES TR | 7.2% | 189.1K | $14.6M | -0.59%(-1.13K) | $49.91(+56.11%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 6.41% | 355.7K | $13.0M | -1.06%(-3.80K) | $22.39(+66.71%) | 2026-06-30 | |
| DIVO | AMPLIFY ETF TR | 5.61% | 248.6K | $11.4M | -0.41%(-1.02K) | $33.42(+44.51%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 4.72% | 187.8K | $9.6M | +6.86%(+12.06K) | $45.47(+20.03%) | 2026-06-30 | |
| EDIV | SPDR INDEX SHS FDS | 3.5% | 172.9K | $7.1M | +2.19%(+3.70K) | $34.91(+19.28%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.03% | 90.3K | $4.1M | +11.62%(+9.40K) | $45.82(-1.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.36% | +41.86% | +6.45% | +36.68% |
| Top 20 Holdings Unweighted | +11.42% | +38.32% | +7.31% | +42.28% |
Tower Wealth Partners INC reports $202.56M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (11.6%), RECS (10.9%) and VSMV (9.4%). The top 20 holdings account for 81.34% of reported assets. Its disclosed equity book has returned +41.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tower Wealth Partners INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1852808). View Tower Wealth Partners INC’s 13F filings on SEC