Tower Wealth Partners, Inc.
102 holdingsFiling period: 2026-06-30Current AUM: $207.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 197.9K | $23.6M | $23.6M | 11.39% | -321 | 2026-06-30 |
| 2 | RECS | COLUMBIA ETF TR I | 511.3K | $22.1M | $23.0M | 11.12% | +5.2K | 2026-06-30 |
| 3 | VSMV | VICTORY PORTFOLIOS II | 317.4K | $19.0M | $19.3M | 9.34% | -4,838 | 2026-06-30 |
| 4 | JAAA | JANUS DETROIT STR TR | 338.7K | $17.1M | $17.1M | 8.29% | -3,049 | 2026-06-30 |
| 5 | IJH | ISHARES TR | 189.1K | $14.6M | $13.8M | 6.69% | -1,129 | 2026-06-30 |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 355.7K | $13.0M | $13.2M | 6.40% | -3,796 | 2026-06-30 |
| 7 | DIVO | AMPLIFY ETF TR | 248.6K | $11.4M | $11.8M | 5.71% | -1,022 | 2026-06-30 |
| 8 | PVAL | PUTNAM ETF TRUST | 187.8K | $9.6M | $10.1M | 4.87% | +12.1K | 2026-06-30 |
| 9 | EDIV | SPDR INDEX SHS FDS | 172.9K | $7.1M | $7.2M | 3.48% | +3.7K | 2026-06-30 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 90.3K | $4.1M | $4.0M | 1.93% | +9.4K | 2026-06-30 |
| 11 | VTI | VANGUARD INDEX FDS | 10.8K | $4.0M | $4.0M | 1.95% | +997 | 2026-06-30 |
| 12 | QQQ | INVESCO QQQ TR | 4.5K | $3.3M | $3.2M | 1.54% | +346 | 2026-06-30 |
| 13 | AAPL | APPLE INC | 11.1K | $3.2M | $3.7M | 1.78% | -287 | 2026-06-30 |
| 14 | XOM | EXXON MOBIL CORP | 15.0K | $2.0M | $2.5M | 1.23% | +356 | 2026-06-30 |
| 15 | XOM | EXXON MOBIL CORP | 15.0K | $2.0M | $2.5M | 1.23% | +356 | 2026-06-30 |
| 16 | OUNZ | VANECK MERK GOLD ETF | 52.9K | $2.0M | $2.2M | 1.06% | +4.4K | 2026-06-30 |
| 17 | AVUV | AMERICAN CENTY ETF TR | 16.3K | $2.0M | $2.0M | 0.98% | +1.4K | 2026-06-30 |
| 18 | SHY | ISHARES TR | 22.7K | $1.9M | $1.8M | 0.89% | +785 | 2026-06-30 |
| 19 | REGL | PROSHARES TR | 19.0K | $1.7M | $1.7M | 0.83% | +2.3K | 2026-06-30 |
| 20 | IDMO | INVESCO EXCH TRADED FD TR II | 27.0K | $1.6M | $1.7M | 0.80% | +2.9K | 2026-06-30 |
| 21 | MSFT | MICROSOFT CORP | 3.8K | $1.4M | $1.9M | 0.90% | +58 | 2026-06-30 |
| 22 | PG | PROCTER & GAMBLE CO | 9.0K | $1.3M | $1.3M | 0.63% | -6 | 2026-06-30 |
| 23 | GOOGL | ALPHABET INC | 3.5K | $1.3M | $1.2M | 0.59% | +58 | 2026-06-30 |
| 24 | PPL | PPL CORP | 34.8K | $1.3M | $1.2M | 0.56% | -- | 2026-06-30 |
| 25 | HD | HOME DEPOT INC | 3.4K | $1.2M | $1.0M | 0.51% | -244 | 2026-06-30 |
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