Tower Wealth Partners, Inc.
88 holdingsFiling period: 2026-03-31Current AUM: $198.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RECS | COLUMBIA ETF TR I | 506.1K | $19.7M | $22.1M | 11.15% | +7.2K | 2026-03-31 |
| 2 | SPYG | SPDR SERIES TRUST | 198.3K | $19.4M | $23.2M | 11.70% | +1.0K | 2026-03-31 |
| 3 | VSMV | VICTORY PORTFOLIOS II | 322.3K | $18.2M | $19.2M | 9.69% | -95,293 | 2026-03-31 |
| 4 | JAAA | JANUS DETROIT STR TR | 341.7K | $17.2M | $17.3M | 8.69% | +7.4K | 2026-03-31 |
| 5 | IJH | ISHARES TR | 190.2K | $12.8M | $14.3M | 7.21% | -822 | 2026-03-31 |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 359.5K | $12.1M | $13.2M | 6.66% | +5.3K | 2026-03-31 |
| 7 | DIVO | AMPLIFY ETF TR | 249.6K | $11.2M | $11.7M | 5.89% | +3.4K | 2026-03-31 |
| 8 | PVAL | PUTNAM ETF TRUST | 175.8K | $8.2M | $9.4M | 4.73% | +108.8K | 2026-03-31 |
| 9 | EDIV | SPDR INDEX SHS FDS | 169.2K | $6.7M | $7.0M | 3.53% | +2.8K | 2026-03-31 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 80.9K | $3.7M | $3.6M | 1.82% | +766 | 2026-03-31 |
| 11 | VTI | VANGUARD INDEX FDS | 9.8K | $3.1M | $3.6M | 1.82% | +59 | 2026-03-31 |
| 12 | AAPL | APPLE INC | 11.4K | $2.9M | $3.5M | 1.77% | +153 | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 14.6K | $2.5M | $2.3M | 1.15% | -168 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 14.6K | $2.5M | $2.3M | 1.15% | -168 | 2026-03-31 |
| 15 | QQQ | INVESCO QQQ TR | 4.2K | $2.4M | $2.9M | 1.45% | +40 | 2026-03-31 |
| 16 | OUNZ | VANECK MERK GOLD ETF | 48.5K | $2.2M | $1.9M | 0.95% | -363 | 2026-03-31 |
| 17 | SHY | ISHARES TR | 21.9K | $1.8M | $1.8M | 0.91% | +26 | 2026-03-31 |
| 18 | AVUV | AMERICAN CENTY ETF TR | 14.9K | $1.6M | $1.9M | 0.94% | -86 | 2026-03-31 |
| 19 | REGL | PROSHARES TR | 16.7K | $1.4M | $1.6M | 0.79% | +41 | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 3.7K | $1.4M | $1.7M | 0.86% | +745 | 2026-03-31 |
| 21 | PPL | PPL CORP | 34.8K | $1.3M | $1.2M | 0.62% | -882 | 2026-03-31 |
| 22 | IDMO | INVESCO EXCH TRADED FD TR II | 24.1K | $1.3M | $1.5M | 0.74% | +131 | 2026-03-31 |
| 23 | PG | PROCTER & GAMBLE CO | 9.0K | $1.3M | $1.3M | 0.65% | -683 | 2026-03-31 |
| 24 | HD | HOME DEPOT INC | 3.7K | $1.2M | $1.2M | 0.61% | +96 | 2026-03-31 |
| 25 | GOOGL | ALPHABET INC | 3.5K | $1.0M | $1.2M | 0.63% | +696 | 2026-03-31 |
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