Tower Wealth Partners, Inc.: 13F holdings
CIK 18528082026Q2
| Positions | 101 |
|---|
| Reported value | $202.6m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 101 (+14 vs prior quarter) |
|---|
| Reported value | $202.6m (+11.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYG SPDR SERIES TRUST | 197,946 | $23.6m | 11.6% |
| RECS COLUMBIA ETF TR I | 511,314 | $22.1m | 10.9% |
| VWO VICTORY PORTFOLIOS II | 317,448 | $19.0m | 9.4% |
| JAAA JANUS DETROIT STR TR | 338,662 | $17.1m | 8.4% |
| IJH ISHARES TR | 189,098 | $14.6m | 7.2% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 355,689 | $13.0m | 6.4% |
| DIVO AMPLIFY ETF TR | 248,573 | $11.4m | 5.6% |
| PVAL PUTNAM ETF TRUST | 187,813 | $9.6m | 4.7% |
| EDIV SPDR INDEX SHS FDS | 172,907 | $7.1m | 3.5% |
| FBND FIDELITY MERRIMACK STR TR | 90,323 | $4.1m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1852808")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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