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CIK: 0001852808
Total reported value
$202.6M
$202.6M
86 檔
44.4%
During the Q2 2025 filing period, Tower Wealth Partners, Inc. (CIK: 0001852808) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $202.6M across 86 reported positions.
In Q2 2025, Tower Wealth Partners, Inc. displayed an active expansion posture, initiating 16 new positions and adding to 51 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 12.03% | -0.71% | +2.13% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.41% | +0.90% | +1.49% | |
| 3 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 10.72% | +0.03% | +3.98% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 9.69% | -1.07% | +0.04% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.34% | +0.10% | +2.26% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.61% | -0.30% | +1.42% | |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 6.21% | -0.58% | +1.36% | |
| 8 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 3.58% | -0.19% | +1.88% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.76% | -0.01% | -3.75% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.67% | +0.23% | +3.60% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.46% | — | +5.89% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.35% | +0.32% | +3.30% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.28% | -0.01% | +4.52% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.06% | -0.36% | +0.89% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.05% | -0.07% | -1.20% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.92% | -0.08% | -0.45% | |
| 17 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.91% | -0.20% | -5.37% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.07% | +0.20% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.76% | +0.09% | -89.59% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -0.07% | +0.35% | |
| 21 | PPL | Ppl CORP | Stock-Utilities | 0.72% | -0.11% | -0.02% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | — | +2.95% | |
| 23 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.65% | +0.06% | +2.44% | |
| 24 | IDMO | Invesco S&p International De | ETF-Other | 0.64% | +0.07% | — | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | -0.01% | +5.15% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.05% | +3.27% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | -0.04% | -0.25% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | — | +27.21% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.42% | -0.05% | -0.45% | |
| 30 | T | At&t Inc | Stock-Comm Services | 0.38% | -0.14% | +6.22% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.37% | +0.01% | -12.42% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.08% | +12.57% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | — | -1.23% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.05% | +5.96% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.02% | +6.06% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.29% | -0.12% | +43.63% | |
| 37 | EVSM | Eaton Vance Shrt Dur Muni | ETF-Other | 0.28% | — | +0.57% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.09% | +7.51% | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.27% | -0.05% | +1.15% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | -0.05% | +7.42% | |
| 41 | TY | Tri-continental CORP | Stock-Other | 0.27% | — | +3.40% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.06% | +1.95% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.26% | — | +20.14% | |
| 44 | OKE | Oneok Inc | Stock-Energy | 0.26% | -0.04% | -0.64% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.26% | -0.04% | +3.32% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.11% | -6.70% | |
| 47 | RSG | Republic Services Inc | Stock-Industrials | 0.24% | -0.02% | -7.91% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.24% | +0.09% | +4.94% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.24% | +0.14% | +4.32% | |
| 50 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +2.8% | +1.49% | Add |
| 2 | RECS | Columbia Resear Enh Cor ETF | +2.3% | +3.98% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +1.6% | +2.26% | Add |
| 4 | VSMV | Victoryshares US Min Vol ETF | +1.6% | +2.13% | Add |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | +1.1% | +1.42% | Add |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | +0.9% | +0.04% | Add |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | +0.9% | +1.36% | Add |
| 8 | IDMO | Invesco S&p International De | +0.6% | NEW | New buy |
| 9 | EDIV | State Street Spdr S&p Emergi | +0.6% | +1.88% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +3.30% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +3.60% | Add |
| 12 | MSFT | Microsoft CORP | +0.3% | +0.20% | Add |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +5.89% | Add |
| 14 | XSVN | Bondbloxx Bbg 7 Yr US Treas | +0.2% | NEW | New buy |
| 15 | META | Meta Platforms Inc-class A | +0.2% | +27.21% | Add |
| 16 | ACN | Accenture plc | +0.2% | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | +0.2% | +2.95% | Add |
| 18 | PNC | Pnc Financial Services Group | +0.2% | NEW | New buy |
| 19 | SE | Sea Ltd-adr | +0.2% | NEW | New buy |
| 20 | KO | Coca-cola Co/the | +0.2% | NEW | New buy |
| 21 | AVGO | Broadcom Inc | +0.2% | +5.96% | Add |
| 22 | CAH | Cardinal Health Inc | +0.1% | NEW | New buy |
| 23 | FFIV | F5 Inc | +0.1% | NEW | New buy |
| 24 | MDT | Medtronic plc | +0.1% | NEW | New buy |
| 25 | ARES | Ares Management CORP - A | +0.1% | NEW | New buy |
| 26 | RL | Ralph Lauren CORP | +0.1% | NEW | New buy |
| 27 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | NEW | New buy |
| 28 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | NEW | New buy |
| 29 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 30 | IBM | Intl Business Machines CORP | +0.1% | +5.15% | Add |
| 31 | DRI | Darden Restaurants Inc | +0.1% | NEW | New buy |
| 32 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 33 | RTX | Rtx CORP | +0.1% | +43.63% | Add |
| 34 | FBND | Fidelity Total Bond ETF | +0.1% | -3.75% | Trim |
| 35 | APH | Amphenol Corp-cl A | +0.1% | +4.94% | Add |
| 36 | AXP | American Express Co | +0.1% | -0.45% | Trim |
| 37 | FLEX | Flex Ltd. | +0.1% | +4.44% | Add |
| 38 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.32% | Add |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | -0.45% | Trim |
| 40 | OUNZ | Vaneck Merk Gold ETF | +0.1% | -5.37% | Trim |
| 41 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.36% | Add |
| 42 | NVDA | Nvidia CORP | +0.1% | +3.20% | Add |
| 43 | CAT | Caterpillar Inc | +0.1% | +7.51% | Add |
| 44 | AAPL | Apple Inc | +0.1% | +4.52% | Add |
| 45 | GS | Goldman Sachs Group Inc | +0.1% | -12.42% | Trim |
| 46 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | +2.44% | Add |
| 47 | HD | Home Depot Inc | +0.1% | +0.35% | Add |
| 48 | JPM | Jpmorgan Chase & Co | +0.1% | -1.23% | Trim |
| 49 | T | At&t Inc | +0.1% | +6.22% | Add |
| 50 | COST | Costco Wholesale CORP | +0.1% | +6.06% | Add |
According to official SEC Form 13F filings, Tower Wealth Partners, Inc. reported a total U.S. public equity portfolio value of $202.6M across 86 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VSMV, SPYG, RECS) accounted for 44.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
IDMO
市值: $1.1M
Top Position Liquidated / Trimmed
IOO
前期市值: $11.4M
During Q2 2025, Tower Wealth Partners, Inc.'s top holdings by market value included VSMV (12.0%)、SPYG (11.4%)、RECS (10.7%). The largest single position, VSMV, represented 12.0% of total portfolio value.
In Q2 2025, Tower Wealth Partners, Inc. made 91 total portfolio adjustments, initiating 16 new buys, adding to 51 positions, trimming 18 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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