Filed: 11/7/2025ACC: 0001951757-25-001319
📋 What this filing means
TOWER WEALTH PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $182.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$182.06M
Total AUM (reported)
2.99M
Total Shares
Allocation by class
COM$27.69M15.2%
VICTORYSHS US$22.32M12.3%
PRTFLO S&P500 GW$20.96M11.5%
RESH ENHNC COR$19.99M11.0%
CORE S&P MCP ETF$16.53M9.1%
HENDRSON AAA CL$16.49M9.1%
FT VEST LADDERED$11.71M6.4%
Portfolio Concentration
Top 3$63.26M34.7%
4–10$68.41M37.6%
11–25$25.45M14.0%
Rest$24.93M13.7%
Top 3 weight
34.7%
Top 10 weight
72.3%
Voting Authority Distribution
Total shares with voting rights: 2.99M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole89
Shared0
Other1
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings90
Rows:
VICTORY PORTFOLIOS II
SOLEShares415.88K
TypeSH
Market value$22.32M
12.26%
Sole
0.00
Shared
0.00
None
415.88K
SPDR SERIES TRUST
SOLEShares200.55K
TypeSH
Market value$20.96M
11.51%
Sole
0.00
Shared
0.00
None
200.55K
COLUMBIA ETF TR I
SOLEShares495.40K
TypeSH
Market value$19.99M
10.98%
Sole
0.00
Shared
0.00
None
495.40K
ISHARES TR
SOLEShares253.31K
TypeSH
Market value$16.53M
9.08%
Sole
0.00
Shared
0.00
None
253.31K
JANUS DETROIT STR TR
SOLEShares324.68K
TypeSH
Market value$16.49M
9.06%
Sole
0.00
Shared
0.00
None
324.68K
FIRST TR EXCHNG TRADED FD VI
SOLEShares350.46K
TypeSH
Market value$11.71M
6.43%
Sole
0.00
Shared
0.00
None
350.46K
AMPLIFY ETF TR
SOLEShares246.82K
TypeSH
Market value$11.00M
6.04%
Sole
0.00
Shared
0.00
None
246.82K
SPDR INDEX SHS FDS
SOLEShares160.93K
TypeSH
Market value$6.25M
3.43%
Sole
0.00
Shared
0.00
None
160.93K
FIDELITY MERRIMACK STR TR
SOLEShares69.63K
TypeSH
Market value$3.22M
1.77%
Sole
0.00
Shared
0.00
None
69.63K
VANGUARD INDEX FDS
SOLEShares9.77K
TypeSH
Market value$3.21M
1.76%
Sole
0.00
Shared
0.00
None
9.77K
APPLE INC
SOLEShares11.11K
TypeSH
Market value$2.83M
1.55%
Sole
0.00
Shared
0.00
None
11.11K
SPDR SERIES TRUST
SOLEShares50.71K
TypeSH
Market value$2.81M
1.54%
Sole
0.00
Shared
0.00
None
50.71K
INVESCO QQQ TR
SOLEShares4.32K
TypeSH
Market value$2.59M
1.42%
Sole
0.00
Shared
0.00
None
4.32K
VANECK MERK GOLD ETF
SOLEShares50.98K
TypeSH
Market value$1.90M
1.04%
Sole
0.00
Shared
0.00
None
50.98K
PROCTER AND GAMBLE CO
SOLEShares11.01K
TypeSH
Market value$1.69M
0.93%
Sole
0.00
Shared
0.00
None
11.01K
EXXON MOBIL CORP
SOLEShares14.90K
TypeSH
Market value$1.68M
0.92%
Sole
0.00
Shared
0.00
None
14.90K
ISHARES TR
SOLEShares18.87K
TypeSH
Market value$1.57M
0.86%
Sole
0.00
Shared
0.00
None
18.87K
MICROSOFT CORP
SOLEShares2.97K
TypeSH
Market value$1.54M
0.85%
Sole
0.00
Shared
0.00
None
2.97K
AMERICAN CENTY ETF TR
SOLEShares14.72K
TypeSH
Market value$1.47M
0.80%
Sole
0.00
Shared
0.00
None
14.72K
HOME DEPOT INC
SOLEShares3.40K
TypeSH
Market value$1.38M
0.76%
Sole
0.00
Shared
0.00
None
3.40K
PPL CORP
SOLEShares36.03K
TypeSH
Market value$1.34M
0.74%
Sole
0.00
Shared
0.00
None
36.03K
PROSHARES TR
SOLEShares14.67K
TypeSH
Market value$1.25M
0.69%
Sole
0.00
Shared
0.00
None
14.67K
INVESCO EXCH TRADED FD TR II
SOLEShares22.79K
TypeSH
Market value$1.23M
0.68%
Sole
0.00
Shared
0.00
None
22.79K
AMAZON COM INC
SOLEShares5.50K
TypeSH
Market value$1.21M
0.66%
Sole
0.00
Shared
0.00
None
5.50K
META PLATFORMS INC
SOLEShares1.34K
TypeSH
Market value$984.1K
0.54%
Sole
0.00
Shared
0.00
None
1.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VICTORY PORTFOLIOS IISOLE | VICTORYSHS US | 415.88K | SH | $22.32M 12.26% | 0.00 | 0.00 | 415.88K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 200.55K | SH | $20.96M 11.51% | 0.00 | 0.00 | 200.55K |
COLUMBIA ETF TR ISOLE | RESH ENHNC COR | 495.40K | SH | $19.99M 10.98% | 0.00 | 0.00 | 495.40K |
ISHARES TRSOLE | CORE S&P MCP ETF | 253.31K | SH | $16.53M 9.08% | 0.00 | 0.00 | 253.31K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 324.68K | SH | $16.49M 9.06% | 0.00 | 0.00 | 324.68K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 350.46K | SH | $11.71M 6.43% | 0.00 | 0.00 | 350.46K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 246.82K | SH | $11.00M 6.04% | 0.00 | 0.00 | 246.82K |
SPDR INDEX SHS FDSSOLE | S&P EM MKT DIV | 160.93K | SH | $6.25M 3.43% | 0.00 | 0.00 | 160.93K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 69.63K | SH | $3.22M 1.77% | 0.00 | 0.00 | 69.63K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.77K | SH | $3.21M 1.76% | 0.00 | 0.00 | 9.77K |
APPLE INCSOLE | COM | 11.11K | SH | $2.83M 1.55% | 0.00 | 0.00 | 11.11K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 50.71K | SH | $2.81M 1.54% | 0.00 | 0.00 | 50.71K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.32K | SH | $2.59M 1.42% | 0.00 | 0.00 | 4.32K |
VANECK MERK GOLD ETFSOLE | GOLD SHS | 50.98K | SH | $1.90M 1.04% | 0.00 | 0.00 | 50.98K |
PROCTER AND GAMBLE COSOLE | COM | 11.01K | SH | $1.69M 0.93% | 0.00 | 0.00 | 11.01K |
EXXON MOBIL CORPSOLE | COM | 14.90K | SH | $1.68M 0.92% | 0.00 | 0.00 | 14.90K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 18.87K | SH | $1.57M 0.86% | 0.00 | 0.00 | 18.87K |
MICROSOFT CORPSOLE | COM | 2.97K | SH | $1.54M 0.85% | 0.00 | 0.00 | 2.97K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 14.72K | SH | $1.47M 0.80% | 0.00 | 0.00 | 14.72K |
HOME DEPOT INCSOLE | COM | 3.40K | SH | $1.38M 0.76% | 0.00 | 0.00 | 3.40K |
PPL CORPSOLE | COM | 36.03K | SH | $1.34M 0.74% | 0.00 | 0.00 | 36.03K |
PROSHARES TRSOLE | S&P MDCP 400 DIV | 14.67K | SH | $1.25M 0.69% | 0.00 | 0.00 | 14.67K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL MOMNT | 22.79K | SH | $1.23M 0.68% | 0.00 | 0.00 | 22.79K |
AMAZON COM INCSOLE | COM | 5.50K | SH | $1.21M 0.66% | 0.00 | 0.00 | 5.50K |
META PLATFORMS INCSOLE | CL A | 1.34K | SH | $984.1K 0.54% | 0.00 | 0.00 | 1.34K |
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