Investor
Tower Wealth Partners, Inc.
CIK 0001852808 · filed 2026-05-08 · SEC filing
13F book
$180.9M
Positions
87
12 new · 12 sold
Largest name
10.9%
Columbia Etf Tr I
Est. mark
−$1.03M
Price effect on 75 names still held. Flow $68.1K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Columbia Etf Tr I | — | 506.1K | $19.7M | 10.9% | −$927.8K | Added−$645.4K |
| Spdr Series Trust | — | 198.3K | $19.4M | 10.7% | −$1.73M | Added−$1.64M |
| Victory Portfolios Ii | — | 322.3K | $18.2M | 10.1% | $419K | Cut−$4.85M |
| Janus Detroit Str Tr | — | 341.7K | $17.2M | 9.5% | −$70.2K | Added$301.8K |
| Ishares Tr | — | 190.2K | $12.8M | 7.1% | $291K | Cut$236.8K |
| First Tr Exchng Traded Fd Vi | — | 359.5K | $12.1M | 6.7% | −$173.5K | Added$5.63K |
| Amplify Etf Tr | — | 249.6K | $11.2M | 6.2% | $86.2K | Added$237.8K |
| Putnam Etf Trust | — | 175.8K | $8.16M | 4.5% | $55.6K | Added$5.1M |
| Spdr Index Shs Fds | — | 169.2K | $6.68M | 3.7% | $54.9K | Added$165.3K |
| Fidelity Merrimack Str Tr | — | 80.9K | $3.69M | 2.0% | −$33.7K | Added$1.28K |
| Vanguard Index Fds | — | 9.81K | $3.15M | 1.7% | −$141K | Added−$122K |
| Apple Inc. | AAPL | 11.4K | $2.89M | 1.6% | −$203.2K | Added−$164.3K |
| Exxon Mobil Corp | — | 14.6K | $2.48M | 1.4% | $721.7K | Cut$701.4K |
| Invesco Qqq Tr | — | 4.18K | $2.41M | 1.3% | −$153.6K | Added−$130.5K |
| Vaneck Merk Gold Etf | OUNZ | 48.5K | $2.19M | 1.2% | $173.3K | Cut$158.3K |
| Ishares Tr | — | 21.9K | $1.81M | 1.0% | −$5.48K | Added−$3.33K |
| American Centy Etf Tr | — | 14.9K | $1.65M | 0.9% | $126.7K | Cut$118K |
| Proshares Tr | — | 16.7K | $1.44M | 0.8% | $36.4K | Added$40K |
| Microsoft Corp | MSFT | 3.69K | $1.37M | 0.8% | −$334.7K | Added−$59K |
| Ppl Corp | — | 34.8K | $1.33M | 0.7% | $110.6K | Cut$79.7K |
| Invesco Exch Traded Fd Tr Ii | — | 24.1K | $1.32M | 0.7% | −$17.5K | Added−$10.3K |
| Procter And Gamble Co | PG | 8.97K | $1.3M | 0.7% | $10.1K | Cut−$87.7K |
| Home Depot, Inc. | HD | 3.67K | $1.21M | 0.7% | −$54.4K | Added−$22.8K |
| Alphabet Inc | — | 3.49K | $1M | 0.6% | −$71.1K | Added$129K |
| Chevron Corp New | CVX | 3.91K | $808.4K | 0.4% | $178.9K | Added$308K |
| Berkshire Hathaway Inc Del | — | 1.65K | $791.2K | 0.4% | −$38.7K | Added−$38.2K |
| Amazon Com Inc | AMZN | 3.77K | $784.6K | 0.4% | −$84.9K | Cut−$488.2K |
| Johnson & Johnson | JNJ | 3.04K | $743.8K | 0.4% | $114.1K | Cut$105.4K |
| Taiwan Semiconductor Mfg Ltd | — | 2.15K | $727.6K | 0.4% | $67.2K | Added$127.7K |
| Mcdonalds Corp | MCD | 2.28K | $708K | 0.4% | $11.5K | Added$25.8K |
| At&T Inc | — | 23.5K | $681.7K | 0.4% | $95.2K | Added$112.2K |
| Goldman Sachs Group Inc | — | 775 | $655.6K | 0.4% | −$25.6K | Cut−$29.1K |
| Visa Inc. | V | 1.98K | $597.5K | 0.3% | −$95.8K | Cut−$176.8K |
| Cme Group Inc. | CME | 2.01K | $594.8K | 0.3% | $42.6K | Added$71.9K |
| Amphenol Corp New | — | 4.6K | $581.1K | 0.3% | −$37.3K | Added$6.87K |
| RTX Corp | RTX | 2.91K | $560.8K | 0.3% | $27.6K | Cut$16.8K |
| Tjx Cos Inc New | — | 3.42K | $546.3K | 0.3% | $20.8K | Cut$6.7K |
| Merck & Co., Inc. | MRK | 4.52K | $544.2K | 0.3% | $68K | Cut−$173.1K |
| International Business Machs | — | 2.23K | $540.5K | 0.3% | −$120K | Cut−$199.7K |
| Corning Inc | — | 3.86K | $524.6K | 0.3% | $185K | Added$190K |
| Jpmorgan Chase & Co. | — | 1.78K | $523K | 0.3% | −$49.9K | Held |
| Oneok Inc /New/ | OKE | 5.72K | $516.7K | 0.3% | $93.6K | Added$109.5K |
| Broadcom Inc. | AVGO | 1.65K | $511.9K | 0.3% | −$59.4K | Added−$49.8K |
| Tri Contl Corp | — | 15.6K | $492.9K | 0.3% | −$16.6K | Added−$12.1K |
| American Express Co | AXP | 1.61K | $487.6K | 0.3% | −$108.8K | Cut−$397.7K |
| Vaneck Etf Trust | — | 3.58K | $476.6K | 0.3% | $32K | Added$34.5K |
| Flex Ltd. | FLEX | 7.18K | $469.7K | 0.3% | $35.6K | Added$42.6K |
| Ishares Tr | — | 4.96K | $468.5K | 0.3% | $3.3K | Added$6.33K |
| Bondbloxx Etf Trust | — | 9.81K | $468.4K | 0.3% | −$3.16K | Added−$8 |
| Caterpillar Inc | CAT | 659 | $466.9K | 0.3% | $89.4K | Cut−$14.3K |
| Amgen Inc | AMGN | 1.25K | $441.2K | 0.2% | $27.2K | Added$78.2K |
| Verizon Communications Inc | VZ | 8.44K | $423.8K | 0.2% | $80K | Cut$71.4K |
| Nvidia Corp | NVDA | 2.41K | $419.6K | 0.2% | −$29.1K | Cut−$65.9K |
| Williams Cos Inc | — | 5.75K | $418.6K | 0.2% | $67.8K | Added$96.7K |
| Walmart Inc. | WMT | 3.25K | $403.7K | 0.2% | $38.1K | Added$73.6K |
| Republic Svcs Inc | — | 1.74K | $381.8K | 0.2% | $12.4K | Cut$12.1K |
| AbbVie Inc. | ABBV | 1.59K | $346.5K | 0.2% | −$17.5K | Added−$17.3K |
| Medtronic Plc | MDT | 3.91K | $338.8K | 0.2% | — | New |
| Novartis Ag | — | 2.19K | $334.5K | 0.2% | $30K | Added$56.3K |
| Costco Whsl Corp New | — | 331 | $329.8K | 0.2% | $44.4K | Held |
| Eli Lilly & Co | LLY | 356 | $327.4K | 0.2% | — | New |
| Spdr Series Trust | — | 3.39K | $310.8K | 0.2% | $882 | Cut−$131.5K |
| Hsbc Hldgs Plc | — | 3.69K | $304.1K | 0.2% | $14.1K | Cut$13.9K |
| TechnipFMC PLC | FTI | 4.32K | $298.8K | 0.2% | — | New |
| EMCOR Group, Inc. | EME | 399 | $294.6K | 0.2% | $50.5K | Cut$49.3K |
| Ralph Lauren Corp | RL | 855 | $294.1K | 0.2% | −$8.23K | Cut−$8.58K |
| Cardinal Health Inc | CAH | 1.39K | $293.3K | 0.2% | $8.06K | Cut$6.83K |
| Wec Energy Group, Inc. | WEC | 2.48K | $287.3K | 0.2% | $24.4K | Added$38.2K |
| Totalenergies Se | TTE | 3.15K | $286.3K | 0.2% | — | New |
| Pnc Finl Svcs Group Inc | — | 1.36K | $282.4K | 0.2% | −$868 | Cut−$1.08K |
| Palantir Technologies Inc. | PLTR | 1.91K | $280K | 0.2% | −$58.5K | Added−$50.3K |
| Coca Cola Co | KO | 3.64K | $276.7K | 0.2% | $21.8K | Added$28.8K |
| Asml Holding N V | — | 197 | $260.2K | 0.1% | $49.4K | Cut$45.2K |
| Agnico Eagle Mines Ltd | AEM | 1.24K | $251.3K | 0.1% | — | New |
| Royal Bk Cda | — | 1.55K | $250.1K | 0.1% | −$13.5K | Added−$13.3K |
| Duke Energy Corp New | — | 1.91K | $250.1K | 0.1% | $26.2K | Cut$16.2K |
| Nextera Energy Inc | — | 2.69K | $249.8K | 0.1% | $33.9K | Added$34.1K |
| Sterling Infrastructure, Inc. | STRL | 592 | $241.1K | 0.1% | — | New |
| Us Foods Hldg Corp | — | 2.6K | $239.4K | 0.1% | — | New |
| Mastercard Inc | MA | 476 | $237.8K | 0.1% | −$33.9K | Cut−$48.2K |
| Alcoa Corp | AA | 3.38K | $224.2K | 0.1% | — | New |
| Fedex Corp | FDX | 614 | $218.7K | 0.1% | — | New |
| Essential Utils Inc | — | 5.32K | $214.3K | 0.1% | $10.2K | Held |
| State Str Corp | — | 1.64K | $207.8K | 0.1% | — | New |
| Texas Instrs Inc | — | 1.05K | $204.6K | 0.1% | — | New |
| Air Prods & Chems Inc | — | 692 | $201K | 0.1% | — | New |
| Royal Caribbean Group | — | 728 | $200.3K | 0.1% | −$2.69K | Added$66 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.