13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001852808
Total reported value
$202.6M
$202.6M
90 檔
47.5%
According to the latest 13F quarterly dataset, Tower Wealth Partners, Inc. managed an equity portfolio of $202.6M at the end of Q3 2025, spanning 90 distinct U.S. exchange-listed positions.
In Q3 2025, Tower Wealth Partners, Inc. displayed an active expansion posture, initiating 23 new positions and adding to 49 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 | 12.26% | -0.71% | +0.69% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.51% | +0.90% | -0.95% | |
| 3 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 10.98% | +0.03% | +0.49% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.08% | +0.10% | -0.58% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 9.06% | -1.07% | +0.49% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.43% | -0.30% | -0.36% | |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 6.04% | -0.58% | -0.05% | |
| 8 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 3.43% | -0.19% | +1.25% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.77% | -0.01% | +7.09% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.76% | +0.23% | +5.28% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.55% | -0.01% | +5.41% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.54% | — | +7.32% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.42% | +0.32% | +4.50% | |
| 14 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.04% | -0.20% | +5.96% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.93% | -0.07% | -1.17% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.36% | -10.04% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.86% | -0.08% | +0.92% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.07% | -1.52% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.80% | +0.09% | +4.23% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -0.07% | -2.35% | |
| 21 | PPL | Ppl CORP | Stock-Utilities | 0.74% | -0.11% | -0.41% | |
| 22 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.69% | +0.06% | +8.71% | |
| 23 | IDMO | Invesco S&p International De | ETF-Other | 0.68% | +0.07% | +7.63% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | — | +2.33% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | — | +39.15% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.44% | -0.05% | +8.41% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.05% | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | -0.04% | +0.59% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | +0.01% | -1.37% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | -0.01% | -7.94% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.08% | +6.69% | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.35% | -0.14% | +2.01% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.06% | +3.42% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | — | -11.75% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.29% | -0.04% | +5.18% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.29% | +0.14% | +6.66% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.29% | +0.09% | +2.06% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.05% | -19.98% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.09% | -9.39% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.11% | +10.16% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.27% | -0.12% | -11.47% | |
| 42 | CME | Cme Group Inc | Stock-Financials | 0.27% | -0.05% | +9.13% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.27% | — | +4.53% | |
| 44 | TY | Tri-continental CORP | Stock-Other | 0.27% | — | +0.78% | |
| 45 | EVSM | Eaton Vance Shrt Dur Muni | ETF-Other | 0.26% | — | — | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.25% | -0.05% | -0.92% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.24% | +0.03% | +33.75% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.13% | +3.05% | |
| 49 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.23% | +0.02% | +7.36% | |
| 50 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.23% | — | +7.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +2.9% | -0.95% | Add |
| 2 | RECS | Columbia Resear Enh Cor ETF | +2.6% | +0.49% | Add |
| 3 | VSMV | Victoryshares US Min Vol ETF | +1.8% | +0.69% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +1.3% | -0.58% | Add |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.9% | -0.36% | Add |
| 6 | DIVO | Amplify Cwp Enhan Divid ETF | +0.7% | -0.05% | Add |
| 7 | EDIV | State Street Spdr S&p Emergi | +0.5% | +1.25% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +5.28% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +4.50% | Add |
| 10 | AAPL | Apple Inc | +0.4% | +5.41% | Add |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | +7.32% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.3% | +39.15% | Add |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | +0.49% | Add |
| 14 | MSFT | Microsoft CORP | +0.3% | -1.52% | Trim |
| 15 | OUNZ | Vaneck Merk Gold ETF | +0.2% | +5.96% | Add |
| 16 | APH | Amphenol Corp-cl A | +0.2% | +2.06% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.66% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +2.33% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | -19.98% | Trim |
| 20 | AXP | American Express Co | +0.1% | +8.41% | Add |
| 21 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | +8.71% | Add |
| 22 | FBND | Fidelity Total Bond ETF | +0.1% | +7.09% | Add |
| 23 | NVDA | Nvidia CORP | +0.1% | +3.05% | Add |
| 24 | FLEX | Flex Ltd. | +0.1% | +3.70% | Add |
| 25 | RTX | Rtx CORP | +0.1% | -11.47% | Add |
| 26 | CAT | Caterpillar Inc | +0.1% | -9.39% | Trim |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | -1.37% | Trim |
| 28 | HD | Home Depot Inc | +0.1% | -2.35% | Trim |
| 29 | TJX | Tjx Companies Inc | +0.1% | +5.18% | Add |
| 30 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +2.15% | Add |
| 31 | MCD | Mcdonald's CORP | +0.1% | +6.69% | Add |
| 32 | JNJ | Johnson & Johnson | +0.1% | +3.42% | Add |
| 33 | MRK | Merck & Co. Inc. | +0.1% | +4.53% | Add |
| 34 | IBM | Intl Business Machines CORP | +0.1% | -7.94% | Trim |
| 35 | TY | Tri-continental CORP | 0% | +0.78% | Add |
| 36 | JPM | Jpmorgan Chase & Co | 0% | -11.75% | Trim |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | +3.20% | Add |
| 38 | CME | Cme Group Inc | 0% | +9.13% | Add |
| 39 | IYR | Ishares US Real Estate ETF | 0% | +7.36% | Add |
| 40 | T | At&t Inc | 0% | +2.01% | Add |
| 41 | PPL | Ppl CORP | 0% | -0.41% | Trim |
| 42 | ABBV | Abbvie Inc | 0% | +2.08% | Add |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +0.92% | Add |
| 44 | WEC | Wec Energy Group Inc | 0% | +1.61% | Add |
| 45 | WMB | Williams Cos Inc | 0% | -6.92% | Add |
| 46 | DUK | Duke Energy CORP | 0% | -1.59% | Add |
| 47 | ADP | Automatic Data Processing | 0% | +5.25% | Add |
| 48 | VZ | Verizon Communications Inc | 0% | -0.92% | Add |
| 49 | TDG | Transdigm Group Inc | 0% | +4.47% | Add |
| 50 | EVSM | Eaton Vance Shrt Dur Muni | 0% | — | 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 90 disclosed positions in Q3 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 47.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
IDMO
市值: $1.2M
Top Position Liquidated / Trimmed
IOO
前期市值: $11.4M
During Q3 2025, Tower Wealth Partners, Inc.'s top holdings by market value included VSMV (12.3%)、SPYG (11.5%)、RECS (11.0%). The largest single position, VSMV, represented 12.3% of total portfolio value.
In Q3 2025, Tower Wealth Partners, Inc. made 99 total portfolio adjustments, initiating 23 new buys, adding to 49 positions, trimming 18 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.