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
87 檔
43.2%
According to the latest 13F quarterly dataset, Tower Wealth Partners, Inc. managed an equity portfolio of $202.6M at the end of Q1 2026, spanning 87 distinct U.S. exchange-listed positions.
Tower Wealth Partners, Inc. executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 12 holdings and trimming 29 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 10.90% | +0.03% | +1.45% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.73% | +0.90% | +0.51% | |
| 3 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 10.08% | -0.71% | -22.82% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 9.51% | -1.07% | +2.21% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.10% | +0.10% | -0.43% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.71% | -0.30% | +1.50% | |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 6.19% | -0.58% | +1.37% | |
| 8 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 4.51% | +0.21% | +162.50% | |
| 9 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 3.69% | -0.19% | +1.68% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.04% | -0.01% | +0.96% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.74% | +0.23% | +0.61% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.60% | -0.01% | +1.36% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | -0.36% | -1.14% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.33% | +0.32% | +0.97% | |
| 15 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.21% | -0.20% | -0.74% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.00% | -0.08% | +0.12% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.91% | +0.09% | -0.57% | |
| 18 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.80% | +0.06% | +0.25% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.07% | +25.27% | |
| 20 | PPL | Ppl CORP | Stock-Utilities | 0.73% | -0.11% | -2.47% | |
| 21 | IDMO | Invesco S&p International De | ETF-Other | 0.73% | +0.07% | +0.55% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.07% | -7.08% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.07% | +2.69% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.07% | +24.89% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.11% | +19.01% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.05% | +0.06% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | — | -31.68% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.06% | -1.36% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.40% | +0.14% | +9.07% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | -0.08% | +2.06% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.38% | -0.14% | +2.56% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.36% | +0.01% | -0.51% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | -0.04% | -10.46% | |
| 34 | CME | Cme Group Inc | Stock-Financials | 0.33% | -0.05% | +5.17% | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 0.32% | +0.09% | +8.24% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.31% | -0.12% | -1.99% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.30% | -0.04% | -2.62% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.30% | — | -33.62% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | -0.01% | -10.76% | |
| 40 | GLW | Corning Inc | Stock-Tech | 0.29% | +0.24% | +0.97% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | — | — | |
| 42 | OKE | Oneok Inc | Stock-Energy | 0.29% | -0.04% | +3.18% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.05% | +1.91% | |
| 44 | TY | Tri-continental CORP | Stock-Other | 0.27% | — | +0.91% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.27% | -0.05% | -32.64% | |
| 46 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.26% | -0.02% | +0.53% | |
| 47 | FLEX | Flex Ltd. | Stock-Tech | 0.26% | +0.18% | +1.51% | |
| 48 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.26% | +0.02% | +0.65% | |
| 49 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.26% | — | +0.68% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | +0.09% | -21.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PVAL | Putnam Focused Lrg Cap Value | +2.8% | +162.50% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.4% | -1.14% | Trim |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +2.21% | Add |
| 4 | CVX | Chevron CORP | +0.2% | +19.01% | Add |
| 5 | DIVO | Amplify Cwp Enhan Divid ETF | +0.2% | +1.37% | Add |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.2% | -0.43% | Trim |
| 7 | GLW | Corning Inc | +0.1% | +0.97% | Add |
| 8 | EDIV | State Street Spdr S&p Emergi | +0.1% | +1.68% | Add |
| 9 | OUNZ | Vaneck Merk Gold ETF | +0.1% | -0.74% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +24.89% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +9.07% | Add |
| 12 | AVUV | Avantis US Small Cap Value | +0.1% | -0.57% | Trim |
| 13 | T | At&t Inc | +0.1% | +2.56% | Add |
| 14 | OKE | Oneok Inc | +0.1% | +3.18% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | -1.36% | Trim |
| 16 | WMB | Williams Cos Inc | +0.1% | +7.42% | Add |
| 17 | PPL | Ppl CORP | 0% | -2.47% | Trim |
| 18 | AMGN | Amgen Inc | 0% | +13.07% | Add |
| 19 | WMT | Walmart Inc | 0% | +9.66% | Add |
| 20 | CME | Cme Group Inc | 0% | +5.17% | Add |
| 21 | VZ | Verizon Communications Inc | 0% | -2.42% | Trim |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +1.50% | Add |
| 23 | NVS | Novartis Ag-sponsored Adr | 0% | +8.52% | Add |
| 24 | EME | Emcor Group Inc | 0% | -0.50% | Trim |
| 25 | FLEX | Flex Ltd. | 0% | +1.51% | Add |
| 26 | REGL | Prshrs S&p Mid 400 Dvd Arist | 0% | +0.25% | Add |
| 27 | ASML | ASML Holding N.V. | 0% | -1.99% | Trim |
| 28 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 29 | WEC | Wec Energy Group Inc | 0% | +5.08% | Add |
| 30 | NLR | Vaneck Urani & Nuclr Etf-usd | 0% | +0.53% | Add |
| 31 | NEE | Nextera Energy Inc | 0% | +0.07% | Add |
| 32 | KO | Coca-cola Co/the | 0% | +2.62% | Add |
| 33 | MCD | Mcdonald's CORP | 0% | +2.06% | Add |
| 34 | RTX | Rtx CORP | 0% | -1.99% | Trim |
| 35 | DUK | Duke Energy CORP | 0% | -4.26% | Trim |
| 36 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | -0.05% | Trim |
| 37 | RSG | Republic Services Inc | 0% | -0.06% | Trim |
| 38 | WTRG | Essential Utilities Inc | 0% | — | Unchanged |
| 39 | IYR | Ishares US Real Estate ETF | 0% | +0.65% | Add |
| 40 | FBND | Fidelity Total Bond ETF | 0% | +0.96% | Add |
| 41 | CAT | Caterpillar Inc | — | -21.55% | Trim |
| 42 | RY | Royal Bank Of Canada | — | +0.06% | Add |
| 43 | IDMO | Invesco S&p International De | — | +0.55% | Add |
| 44 | APH | Amphenol Corp-cl A | — | +8.24% | Add |
| 45 | CAH | Cardinal Health Inc | — | -0.43% | Trim |
| 46 | TJX | Tjx Companies Inc | — | -2.62% | Trim |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | — | +0.12% | Add |
| 48 | PNC | Pnc Financial Services Group | — | -0.07% | Trim |
| 49 | RCL | Royal Caribbean Cruises Ltd. | — | +1.39% | Add |
| 50 | XSVN | Bondbloxx Bbg 7 Yr US Treas | — | +0.68% | 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 87 disclosed positions in Q1 2026.
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 RECS, SPYG, VSMV) accounted for 43.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
MDT
市值: $338.8K
Top Position Liquidated / Trimmed
META
前期市值: $493.7K
During Q1 2026, Tower Wealth Partners, Inc.'s top holdings by market value included RECS (10.9%)、SPYG (10.7%)、VSMV (10.1%). The largest single position, RECS, represented 10.9% of total portfolio value.
In Q1 2026, Tower Wealth Partners, Inc. made 96 total portfolio adjustments, initiating 12 new buys, adding to 43 positions, trimming 29 holdings, and fully liquidating 12 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.