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CIK: 0001852808
Total reported value
$202.6M
$202.6M
87 檔
46.4%
As reported in its official Q4 2025 Form 13F filing, Tower Wealth Partners, Inc.'s tracked investment portfolio stood at $202.6M with 87 total positions.
In Q4 2025, Tower Wealth Partners, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 56 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 | 12.69% | -0.71% | +0.41% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.57% | +0.90% | -1.64% | |
| 3 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 11.20% | +0.03% | +0.69% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 9.30% | -1.07% | +2.97% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.93% | +0.10% | -24.58% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.67% | -0.30% | +1.06% | |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 6.02% | -0.58% | -0.25% | |
| 8 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 3.58% | -0.19% | +3.41% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.03% | -0.01% | +15.11% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.80% | +0.23% | -0.19% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.68% | -0.01% | +1.28% | |
| 12 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.68% | +0.21% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.40% | +0.32% | -4.01% | |
| 14 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.12% | -0.20% | -4.07% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.00% | -0.08% | +16.19% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.36% | -0.66% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.84% | +0.09% | +1.96% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.07% | -0.81% | |
| 19 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.77% | +0.06% | +13.38% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.07% | -12.30% | |
| 21 | IDMO | Invesco S&p International De | ETF-Other | 0.73% | +0.07% | +5.35% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | — | +0.25% | |
| 23 | PPL | Ppl CORP | Stock-Utilities | 0.69% | -0.11% | -1.01% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.07% | +4.96% | |
| 25 | AXP | American Express Co | Stock-Financials | 0.49% | -0.05% | -0.21% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.07% | +66.03% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.05% | +4.56% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.04% | +8.77% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | -0.01% | +3.14% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | — | +15.90% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | +0.01% | -9.63% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.08% | +0.68% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.06% | +1.95% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.33% | +0.14% | +3.62% | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 0.32% | +0.09% | -0.05% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | — | +0.28% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.31% | -0.14% | +2.42% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.05% | +2.85% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.30% | -0.12% | -0.24% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.30% | -0.04% | -4.93% | |
| 41 | CME | Cme Group Inc | Stock-Financials | 0.29% | -0.05% | +4.76% | |
| 42 | TY | Tri-continental CORP | Stock-Other | 0.28% | — | +7.14% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.11% | +0.95% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | — | -44.18% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.13% | +15.08% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | +0.09% | -22.94% | |
| 47 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.26% | — | +13.03% | |
| 48 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.25% | +0.02% | +14.81% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.24% | +0.03% | +2.48% | |
| 50 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.24% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VSMV | Victoryshares US Min Vol ETF | +0.4% | +0.41% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +0.3% | +15.11% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +66.03% | Add |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +2.97% | Add |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +1.06% | Add |
| 6 | RECS | Columbia Resear Enh Cor ETF | +0.2% | +0.69% | Add |
| 7 | EDIV | State Street Spdr S&p Emergi | +0.2% | +3.41% | Add |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +16.19% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +1.28% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +15.90% | Add |
| 11 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | +13.38% | Add |
| 12 | OUNZ | Vaneck Merk Gold ETF | +0.1% | -4.07% | Trim |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -0.66% | Trim |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -1.64% | Trim |
| 15 | IDMO | Invesco S&p International De | +0.1% | +5.35% | Add |
| 16 | AXP | American Express Co | +0.1% | -0.21% | Trim |
| 17 | V | Visa Inc-class A Shares | +0.1% | +8.77% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | +1.95% | Add |
| 19 | MA | Mastercard Inc - A | 0% | +35.41% | Add |
| 20 | CAH | Cardinal Health Inc | 0% | +1.60% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.62% | Add |
| 22 | AVUV | Avantis US Small Cap Value | 0% | +1.96% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | +0.25% | Add |
| 24 | NVDA | Nvidia CORP | 0% | +15.08% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.19% | Trim |
| 26 | IBM | Intl Business Machines CORP | 0% | +3.14% | Add |
| 27 | AMGN | Amgen Inc | 0% | +1.37% | Add |
| 28 | XSVN | Bondbloxx Bbg 7 Yr US Treas | 0% | +13.03% | Add |
| 29 | APH | Amphenol Corp-cl A | 0% | -0.05% | Trim |
| 30 | RTX | Rtx CORP | 0% | -0.24% | Trim |
| 31 | IYR | Ishares US Real Estate ETF | 0% | +14.81% | Add |
| 32 | RY | Royal Bank Of Canada | 0% | +3.41% | Add |
| 33 | AVGO | Broadcom Inc | 0% | +2.85% | Add |
| 34 | RL | Ralph Lauren CORP | 0% | +1.54% | Add |
| 35 | NVS | Novartis Ag-sponsored Adr | 0% | +7.80% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.56% | Add |
| 37 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | +1.54% | Add |
| 38 | CME | Cme Group Inc | 0% | +4.76% | Add |
| 39 | FLEX | Flex Ltd. | 0% | +1.28% | Add |
| 40 | GLW | Corning Inc | 0% | -0.16% | Trim |
| 41 | KO | Coca-cola Co/the | 0% | +1.52% | Add |
| 42 | CRWD | Crowdstrike Holdings Inc - A | 0% | +8.94% | Add |
| 43 | TY | Tri-continental CORP | 0% | +7.14% | Add |
| 44 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 45 | MCD | Mcdonald's CORP | 0% | +0.68% | Add |
| 46 | TJX | Tjx Companies Inc | 0% | -4.93% | Trim |
| 47 | JPM | Jpmorgan Chase & Co | — | +0.28% | Add |
| 48 | DUK | Duke Energy CORP | — | +0.55% | Add |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | +2.48% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Tower Wealth Partners, Inc. reported a total U.S. public equity portfolio value of $202.6M across 87 disclosed positions in Q4 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 46.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
PVAL
市值: $3.1M
Top Position Liquidated / Trimmed
SPYV
前期市值: $2.8M
During Q4 2025, Tower Wealth Partners, Inc.'s top holdings by market value included VSMV (12.7%)、SPYG (11.6%)、RECS (11.2%). The largest single position, VSMV, represented 12.7% of total portfolio value.
In Q4 2025, Tower Wealth Partners, Inc. made 94 total portfolio adjustments, initiating 7 new buys, adding to 56 positions, trimming 21 holdings, and fully liquidating 10 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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