Tower Wealth Partners, Inc. Portfolio Holdings

Tower Wealth Partners, Inc.

  • $181 Million
  • Q3 2025

Tower Wealth Partners, Inc. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $181 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Victoryshares Us Multifactor M with a value of $22.3M, Spdr Portfolio with a value of $21M, Columbia ETF Tr I with a value of $20M, Ishares Core S&P Mid Cap ETF with a value of $16.5M, and Janus Detroit Str Tr Janus Hen with a value of $16.5M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $168M to 181M.

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 $181 Million
ETFs: $146 Million
Technology: $9.75 Million
Financial Services: $5.68 Million
Consumer Cyclical: $4.58 Million
Energy: $2.91 Million
Industrials: $2.65 Million
Communication Services: $2.49 Million
Consumer Defensive: $2.46 Million
Other: $4.73 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.3 Million 12.34% of portfolio
415,876
Q3 2025 Added 0.69%
$0
$21 Million 11.59% of portfolio
200,549
Q3 2025 Reduced 0.95%
$0
$20 Million 11.05% of portfolio
495,402
Q3 2025 Added 0.49%
$0
$16.5 Million 9.14% of portfolio
253,315
Q3 2025 Reduced 0.58%
$0
$16.5 Million 9.12% of portfolio
324,681
Q3 2025 Added 0.49%
$0
$11.7 Million 6.48% of portfolio
350,459
Q3 2025 Reduced 0.36%
$0
$11 Million 6.08% of portfolio
246,825
Q3 2025 Reduced 0.05%
$0
$6.25 Million 3.46% of portfolio
160,928
Q3 2025 Added 1.25%
$0
$3.22 Million 1.78% of portfolio
69,633
Q3 2025 Added 7.09%
$0
$3.21 Million 1.77% of portfolio
9,767
Q3 2025 Added 5.28%
$4.3T
$2.83 Million 1.56% of portfolio
11,107
Q3 2025 Added 5.41%
$0
$2.81 Million 1.55% of portfolio
50,711
Q3 2025 Added 7.32%
$0
$2.59 Million 1.43% of portfolio
4,315
Q3 2025 Added 4.5%
$1.44B
$1.9 Million 1.05% of portfolio
50,983
Q3 2025 Added 5.96%
$490B
$1.68 Million 0.93% of portfolio
14,899
Q3 2025 Reduced 10.04%
$346B
$1.69 Million 0.93% of portfolio
11,006
Q3 2025 Reduced 1.17%
$3.78T
$1.54 Million 0.85% of portfolio
2,972
Q3 2025 Reduced 1.52%
$0
$1.47 Million 0.81% of portfolio
14,724
Q3 2025 Added 4.23%
$367B
$1.38 Million 0.76% of portfolio
3,405
Q3 2025 Reduced 2.35%
$27.1B
$1.34 Million 0.74% of portfolio
36,029
Q3 2025 Reduced 0.41%
$0
$1.25 Million 0.69% of portfolio
14,667
Q3 2025 Added 8.71%
$0
$1.23 Million 0.68% of portfolio
22,789
Q3 2025 Added 7.63%
$2.39T
$1.21 Million 0.67% of portfolio
5,500
Q3 2025 Added 2.33%
$1.37T
$984,000 0.54% of portfolio
1,340
Q3 2025 Added 39.15%
$662B
$793,000 0.44% of portfolio
1,578
Q2 2025 Added 3.27%
$255B
$796,000 0.44% of portfolio
2,398
Q3 2025 Added 8.41%
$265B
$686,000 0.38% of portfolio
862
Q3 2025 Reduced 1.37%
$533B
$693,000 0.38% of portfolio
2,030
Q3 2025 Added 0.59%
$266B
$683,000 0.38% of portfolio
2,423
Q3 2025 Reduced 7.94%
$224B
$673,000 0.37% of portfolio
2,217
Q3 2025 Added 6.69%
$181B
$632,000 0.35% of portfolio
22,384
Q3 2025 Added 2.01%
$881B
$559,000 0.31% of portfolio
1,773
Q3 2025 Reduced 11.75%
$522B
$561,000 0.31% of portfolio
3,026
Q3 2025 Added 3.42%
$170B
$534,000 0.3% of portfolio
3,695
Q3 2025 Added 5.18%
$291B
$520,000 0.29% of portfolio
1,090
Q3 2025 Reduced 9.39%
$79.6B
$526,000 0.29% of portfolio
4,251
Q3 2025 Added 2.06%
$1.46T
$532,000 0.29% of portfolio
1,905
Q3 2025 Added 6.66%
$139B
$520,000 0.29% of portfolio
1,578
Q3 2025 Reduced 19.98%
$303B
$505,000 0.28% of portfolio
3,252
Q3 2025 Added 10.16%
$258B
$497,000 0.27% of portfolio
2,973
Q3 2025 Reduced 11.47%
$100B
$493,000 0.27% of portfolio
1,828
Q3 2025 Added 9.13%
$0
$490,000 0.27% of portfolio
14,434
Q3 2025 Added 0.77%
$235B
$493,000 0.27% of portfolio
5,880
Q3 2025 Added 4.53%
$172B
$460,000 0.25% of portfolio
10,480
Q3 2025 Reduced 0.92%
$0
$433,000 0.24% of portfolio
4,724
Q3 2025 Added 33.75%
$1.65T
$409,000 0.23% of portfolio
1,684
Q3 2025 Reduced 4.97%
$465B
$422,000 0.23% of portfolio
2,262
Q3 2025 Added 3.05%
$0
$416,000 0.23% of portfolio
4,288
Q3 2025 Added 7.36%
$31.5B
$400,000 0.22% of portfolio
5,490
Q3 2025 Added 1.8%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $181 Million
  • Prior Value $168 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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