Tower Wealth Partners, Inc. holds a focused book of 101 reported positions worth $202.6M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Micron Technology Inc and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 12% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Tower Wealth Partners, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 1.9 points over this window.
Growth of $10,000 cloning Tower Wealth Partners, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tower Wealth Partners, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 35 / 80 | $1.0B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $436.4M |
| New World Advisors LLC | 33 / 80 | $527.3M |
| Ketron Financial | 17 / 80 | $274.6M |
| Independent Investors Inc | 25 / 80 | $428.2M |
| Emerald Advisors, LLC | 31 / 80 | $650.7M |
| Ebert Capital Management Inc. | 12 / 80 | $85.0M |
| BlueSpruce Investments, LP | 9 / 80 | $506.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Tower Wealth Partners, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500GRW | $23.6M | 197.9K | 11.6% | ▼−0.2% Reduced · −321 sh | |
| 2 | Columbia ETF TR I RESH ENHNC COR | $22.1M | 511.3K | 10.9% | ▲+1.0% Added · +5K sh | |
| 3 | Victory Portfolios II VICTORYSHS US | $19.0M | 317.4K | 9.4% | ▼−1.5% Reduced · −5K sh | |
| 4 | Janus Detroit STR TR HENDRSON AAA CL | $17.1M | 338.7K | 8.4% | ▼−0.9% Reduced · −3K sh | |
| 5 | Ishares TR CORE S&P MCP ETF | $14.6M | 189.1K | 7.2% | ▼−0.6% Reduced · −1K sh | |
| 6 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $13.0M | 355.7K | 6.4% | ▼−1.1% Reduced · −4K sh | |
| 7 | Amplify ETF TR CWP ENHANCED DIV | $11.4M | 248.6K | 5.6% | ▼−0.4% Reduced · −1K sh | |
| 8 | Putnam ETF Trust FOCUSED LAR CAP | $9.6M | 187.8K | 4.7% | ▲+6.8% Added · +12K sh | |
| 9 | SPDR Index SHS FDS ST MAR DIVID ETF | $7.1M | 172.9K | 3.5% | ▲+2.2% Added · +4K sh | |
| 10 | Fidelity Merrimack STR TR TOTAL BD ETF | $4.1M | 90.3K | 2.0% | ▲+12% Added · +9K sh | |
| 11 | Vanguard Index FDS TOTAL STK MKT | $4.0M | 10.8K | 2.0% | ▲+10% Added · +997 sh | |
| 12 | Invesco QQQ TR UNIT SER 1 | $3.3M | 4.5K | 1.6% | ▲+8.3% Added · +346 sh | |
| 13 | Apple Inc COM | $3.2M | 11.1K | 1.6% | ▼−2.5% Reduced · −287 sh | |
| 14 | Exxon Mobil Corp COM | $2.0M | 15.0K | 1.0% | ▲+2.4% Added · +356 sh | |
| 15 | Vaneck Merk Gold ETF GOLD SHS | $2.0M | 52.9K | 1.0% | ▲+9.0% Added · +4K sh | |
| 16 | American Centy ETF TR US SML CP VALU | $2.0M | 16.3K | 1.0% | ▲+9.1% Added · +1K sh | |
| 17 | Ishares TR 1 3 YR TREAS BD | $1.9M | 22.7K | 0.9% | ▲+3.6% Added · +785 sh | |
| 18 | Proshares TR S&P MDCP 400 DIV | $1.7M | 19.0K | 0.9% | ▲+14% Added · +2K sh | |
| 19 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $1.6M | 27.0K | 0.8% | ▲+12% Added · +3K sh | |
| 20 | Microsoft Corp COM | $1.4M | 3.8K | 0.7% | ▲+1.6% Added · +58 sh | |
| 21 | Procter & Gamble Co COM | $1.3M | 9.0K | 0.6% | ▼−0.1% Reduced · −6 sh | |
| 22 | Alphabet Inc CAP STK CL A | $1.3M | 3.5K | 0.6% | ▲+1.7% Added · +58 sh | |
| 23 | PPL Corp COM | $1.3M | 34.8K | 0.6% | —Held | |
| 24 | Home Depot Inc COM | $1.2M | 3.4K | 0.6% | ▼−6.6% Reduced · −244 sh | |
| 25 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.1M | 2.3K | 0.5% | ▲+5.7% Added · +122 sh | |
| 26 | Corning Inc COM | $1.1M | 4.2K | 0.5% | ▲+9.0% Added · +348 sh | |
| 27 | Flex Ltd ORD | $891K | 5.5K | 0.4% | ▼−23% Reduced · −2K sh | |
| 28 | Amazon Com Inc COM | $871K | 3.7K | 0.4% | ▼−3.0% Reduced · −112 sh | |
| 29 | Amphenol Corp CL A | $837K | 4.7K | 0.4% | ▲+3.2% Added · +147 sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $790K | 1.6K | 0.4% | ▼−4.4% Reduced · −73 sh | |
| 31 | Goldman Sachs Group Inc COM | $742K | 734 | 0.4% | ▼−5.3% Reduced · −41 sh | |
| 32 | Nvidia Corporation COM | $726K | 3.6K | 0.4% | ▲+51% Added · +1K sh | |
| 33 | Johnson & Johnson COM | $716K | 2.8K | 0.4% | ▼−7.4% Reduced · −225 sh | |
| 34 | Caterpillar Inc COM | $700K | 657 | 0.3% | ▼−0.3% Reduced · −2 sh | |
| 35 | Chevron Corporation COM | $690K | 4.2K | 0.3% | ▲+6.5% Added · +255 sh | |
| 36 | Broadcom Inc COM | $661K | 1.8K | 0.3% | ▲+5.9% Added · +97 sh | |
| 37 | McDonalds Corp COM | $627K | 2.3K | 0.3% | ▲+1.8% Added · +40 sh | |
| 38 | Merck & Co Inc COM | $602K | 4.7K | 0.3% | ▲+3.5% Added · +159 sh | |
| 39 | JPMorgan Chase & Co COM | $595K | 1.8K | 0.3% | ▲+2.2% Added · +40 sh | |
| 40 | International Business Machs COM | $582K | 2.1K | 0.3% | ▼−7.2% Reduced · −160 sh | |
| 41 | Visa Inc COM CL A | $578K | 1.7K | 0.3% | ▼−15% Reduced · −291 sh | |
| 42 | Cme Group Inc COM | $577K | 2.6K | 0.3% | ▲+30% Added · +598 sh | |
| 43 | Ishares TR U.S. REAL ES ETF | $559K | 5.5K | 0.3% | ▲+10% Added · +516 sh | |
| 44 | Tri Contl Corp COM | $550K | 16.0K | 0.3% | ▲+2.4% Added · +369 sh | |
| 45 | Micron Technology Inc COM | $534K | 463 | 0.3% | ▲New New position | |
| 46 | TJX Cos Inc New COM | $521K | 3.4K | 0.3% | ▲+0.6% Added · +21 sh | |
| 47 | Bondbloxx ETF Trust BLOOMBERG SEVEN | $520K | 11.0K | 0.3% | ▲+12% Added · +1K sh | |
| 48 | Sterling Infrastructure Inc COM | $509K | 607 | 0.3% | ▲+2.5% Added · +15 sh | |
| 49 | Oneok Inc New COM | $509K | 5.8K | 0.3% | ▲+2.3% Added · +133 sh | |
| 50 | Vaneck ETF Trust URANI NUCLE ETF | $495K | 4.3K | 0.2% | ▲+19% Added · +694 sh |
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Use Arkolith to show Tower Wealth Partners, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 43d | 101 | $202.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 38d | 87 | $180.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 87 | $181.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 38d | 90 | $182.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 28d | 86 | $169.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 11d | 76 | $187.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 38d | 77 | $191.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 29d | 75 | $172.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.