13F Insight
DOSSIER · 13F-HR · Q2 2026

Tower Wealth Partners, Inc.

$203M in tracked AUM across 101 positions as of Q2 2026.

TW
CIK 0001852808 · last filed Jun 30, 2026
Total AUM
$203M
as of Q2 2026
Holdings
101
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Tower Wealth Partners, Inc.
1. Portfolio Overview

Tower Wealth Partners, Inc. has reported a significant expansion in assets under management, with the total portfolio value growing by 54.7% quarter-over-quarter, rising from $117.60M to $181.91M. This substantial increase in valuation is likely driven by a combination of market appreciation and net new capital inflows, given the high level of trading activity observed during the period...

The portfolio consists of 87 holdings, reflecting a diversified approach. However, the firm utilizes a "core-satellite" strategy where a small number of positions account for the majority of the portfolio's risk and return. The top 10 holdings alone constitute approximately 73.8% of the total portfolio value, indicating a high concentration level despite the large number of total holdings. The strategy is heavily ETF-centric, utilizing funds to gain broad market exposure while supplementing with selective individual equities.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$24M198K11.6%02
RECS
COLUMBIA ETF TR I
$22M511K10.9%03
VSMV
VICTORY PORTFOLIOS II
$19M317K9.4%04
JAAA
JANUS DETROIT STR TR
$17M339K8.4%05
IJH
ISHARES TR
$15M189K7.2%06
BUFR
FIRST TR EXCHNG TRADED FD VI
$13M356K6.4%07
DIVO
AMPLIFY ETF TR
$11M249K5.6%08
PVAL
PUTNAM ETF TRUST
$10M188K4.7%09
EDIV
SPDR INDEX SHS FDS
$7M173K3.5%10
FBND
FIDELITY MERRIMACK STR TR
$4M90K2.0%

Filing history

2026Q2Jun 30
$203M▲ 11.9%
101 positionsView →2026Q1Mar 31
$181M▼ 0.5%
87 positionsView →2025Q4Dec 31
$182M▼ 0.1%
87 positionsView →2025Q3Sep 30
$182M▲ 7.6%
90 positionsView →2025Q2Jun 30
$169M▼ 9.6%
86 positionsLocked2025Q1Mar 31
$187M▼ 2.1%
76 positionsLocked2024Q4Dec 31
$191M▲ 11.2%
77 positionsLocked2024Q3Sep 30
$172M▲ 6.2%
75 positionsLocked2024Q2Jun 30
$162M▲ 5.2%
65 positionsLocked2024Q1Mar 31
$154M▲ 8.8%
58 positionsLocked2023Q4Dec 31
$142M▲ 16.3%
56 positionsLocked2023Q3Sep 30
$122M▼ 2.5%
49 positionsLocked
Showing 12 of 23