Loading…
CIK 0001852808 • 6 13F filings • Apr 11, 2025 – Aug 12, 2026
Import this data to Google Sheets with:
=jivedata("tower-wealth-partners-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $364K | 0.2%Prev: 0.2% | 1,592 SH | Increased+23 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $239K | 0.1%Prev: 0.1% | 889 SH | Increased-78 SH |
| ALPHABET INC | CAP STK CL A | $875K | 0.5%Prev: 0.2% | 2,796 SH | Increased+1,112 SH |
| AMAZON COM INC | COM | $1.3M | 0.7%Prev: 0.7% | 5,514 SH | Increased+14 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.5M | 0.8%Prev: 0.8% | 15,013 SH | Increased+289 SH |
| AMERICAN EXPRESS CO | COM | $885K | 0.5%Prev: 0.4% | 2,393 SH | Increased-5 SH |
| AMGEN INC | COM | $363K | 0.2%Prev: 0.2% | 1,109 SH | Increased+15 SH |
| AMPHENOL CORP NEW | CL A | $574K | 0.3%Prev: 0.3% | 4,249 SH | Increased-2 SH |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $11.0M | 6.0%Prev: 6.0% | 246,215 SH | Decreased-610 SH |
| APPLE INC | COM | $3.1M | 1.7%Prev: 1.6% | 11,249 SH | Increased+142 SH |
| APPLOVIN CORP | COM CL A | $240K | 0.1%Prev: 0.1% | 356 SH | Decreased+6 SH |
| ARES MANAGEMENT CORPORATION | CL A COM STK | $214K | 0.1%Prev: 0.1% | 1,325 SH | Increased |
| ASML HOLDING N V | N Y REGISTRY SHS | $215K | 0.1% | 201 SH | New |
| AT&T INC | COM | $569K | 0.3%Prev: 0.3% | 22,926 SH | Decreased+542 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $255K | 0.1%Prev: 0.2% | 992 SH | Decreased+50 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $829K | 0.5%Prev: 0.4% | 1,650 SH | Increased+72 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG SEVEN | $468K | 0.3%Prev: 0.2% | 9,749 SH | Increased+1,124 SH |
| BROADCOM INC | COM | $562K | 0.3%Prev: 0.3% | 1,623 SH | Increased+45 SH |
| CARDINAL HEALTH INC | COM | $286K | 0.2%Prev: 0.1% | 1,394 SH | Increased+22 SH |
| CATERPILLAR INC | COM | $481K | 0.3%Prev: 0.3% | 840 SH | Decreased-250 SH |
| CHEVRON CORP NEW | COM | $500K | 0.3%Prev: 0.3% | 3,283 SH | Decreased+31 SH |
| CME GROUP INC | COM | $523K | 0.3%Prev: 0.3% | 1,915 SH | Increased+87 SH |
| COCA COLA CO | COM | $248K | 0.1%Prev: 0.1% | 3,546 SH | Increased+53 SH |
| COLUMBIA ETF TR I | RESH ENHNC COR | $20.4M | 11.2%Prev: 11.0% | 498,842 SH | Increased+3,440 SH |
| CORNING INC | COM | $335K | 0.2%Prev: 0.2% | 3,821 SH | Increased-6 SH |
| COSTCO WHSL CORP NEW | COM | $285K | 0.2%Prev: 0.2% | 331 SH | Decreased+18 SH |
| CROWDSTRIKE HLDGS INC | CL A | $389K | 0.2%Prev: 0.2% | 829 SH | Increased+68 SH |
| DUKE ENERGY CORP NEW | COM NEW | $234K | 0.1%Prev: 0.1% | 1,995 SH | Decreased+11 SH |
| EMCOR GROUP INC | COM | $245K | 0.1%Prev: 0.1% | 401 SH | Decreased+3 SH |
| ESSENTIAL UTILS INC | COM | $204K | 0.1%Prev: 0.1% | 5,321 SH | Decreased-328 SH |
| EXPEDIA GROUP INC | COM NEW | $319K | 0.2% | 1,127 SH | New |
| EXXON MOBIL CORP | COM | $1.8M | 1.0%Prev: 0.9% | 14,800 SH | Increased-99 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $3.7M | 2.0%Prev: 1.8% | 80,153 SH | Increased+10,520 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $12.1M | 6.7%Prev: 6.4% | 354,179 SH | Increased+3,720 SH |
| FLEX LTD | ORD | $427K | 0.2%Prev: 0.2% | 7,069 SH | Increased+89 SH |
| GOLDMAN SACHS GROUP INC | COM | $685K | 0.4%Prev: 0.4% | 779 SH | Decreased-83 SH |
| HOME DEPOT INC | COM | $1.2M | 0.7%Prev: 0.8% | 3,574 SH | Decreased+169 SH |
| HSBC HLDGS PLC | SPON ADR NEW | $290K | 0.2%Prev: 0.1% | 3,689 SH | Increased+56 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $740K | 0.4%Prev: 0.4% | 2,499 SH | Increased+76 SH |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $1.3M | 0.7%Prev: 0.7% | 24,009 SH | Increased+1,220 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.5M | 1.4%Prev: 1.4% | 4,142 SH | Decreased-173 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.8M | 1.0%Prev: 0.9% | 21,921 SH | Increased+3,055 SH |
| ISHARES TR | CORE S&P MCP ETF | $12.6M | 6.9%Prev: 9.1% | 191,049 SH | Decreased-62,266 SH |
| ISHARES TR | CORE S&P500 ETF | $310K | 0.2%Prev: 0.2% | 452 SH | Increased |
| ISHARES TR | U.S. REAL ES ETF | $462K | 0.3%Prev: 0.2% | 4,923 SH | Increased+635 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $16.9M | 9.3%Prev: 9.1% | 334,326 SH | Increased+9,645 SH |
| JOHNSON & JOHNSON | COM | $638K | 0.4%Prev: 0.3% | 3,085 SH | Increased+59 SH |
| JPMORGAN CHASE & CO. | COM | $573K | 0.3%Prev: 0.3% | 1,778 SH | Increased+5 SH |
| MASTERCARD INCORPORATED | CL A | $286K | 0.2%Prev: 0.1% | 501 SH | Increased+131 SH |
| MCDONALDS CORP | COM | $682K | 0.4%Prev: 0.4% | 2,232 SH | Increased+15 SH |
| MERCK & CO INC | COM | $717K | 0.4%Prev: 0.3% | 6,815 SH | Increased+935 SH |
| META PLATFORMS INC | CL A | $494K | 0.3%Prev: 0.5% | 748 SH | Decreased-592 SH |
| MICROSOFT CORP | COM | $1.4M | 0.8%Prev: 0.8% | 2,948 SH | Decreased-24 SH |
| NEXTERA ENERGY INC | COM | $216K | 0.1% | 2,688 SH | New |
| NOVARTIS AG | SPONSORED ADR | $278K | 0.2%Prev: 0.1% | 2,018 SH | Increased+146 SH |
| NVIDIA CORPORATION | COM | $485K | 0.3%Prev: 0.2% | 2,603 SH | Increased+341 SH |
| ONEOK INC NEW | COM | $407K | 0.2%Prev: 0.2% | 5,540 SH | Increased+50 SH |
| ORACLE CORP | COM | $205K | 0.1% | 1,052 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $330K | 0.2%Prev: 0.2% | 1,858 SH | Decreased+34 SH |
| PNC FINL SVCS GROUP INC | COM | $283K | 0.2%Prev: 0.1% | 1,358 SH | Increased |
| PPL CORP | COM | $1.2M | 0.7%Prev: 0.7% | 35,665 SH | Decreased-364 SH |
| PROCTER AND GAMBLE CO | COM | $1.4M | 0.8%Prev: 0.9% | 9,652 SH | Decreased-1,354 SH |
| PROSHARES TR | S&P MDCP 400 DIV | $1.4M | 0.8%Prev: 0.7% | 16,629 SH | Increased+1,962 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $3.1M | 1.7% | 66,954 SH | New |
| RALPH LAUREN CORP | CL A | $303K | 0.2%Prev: 0.1% | 856 SH | Increased+13 SH |
| REDDIT INC | CL A | $263K | 0.1%Prev: 0.1% | 1,145 SH | Increased+16 SH |
| REPUBLIC SVCS INC | COM | $370K | 0.2%Prev: 0.2% | 1,744 SH | Decreased+43 SH |
| ROBINHOOD MKTS INC | COM CL A | $252K | 0.1%Prev: 0.2% | 2,227 SH | Decreased+6 SH |
| ROYAL BK CDA | COM | $263K | 0.1%Prev: 0.1% | 1,545 SH | Increased+51 SH |
| ROYAL CARIBBEAN GROUP | COM | $200K | 0.1%Prev: 0.1% | 718 SH | Decreased+3 SH |
| RTX CORPORATION | COM | $544K | 0.3%Prev: 0.3% | 2,966 SH | Increased-7 SH |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $6.5M | 3.6%Prev: 3.4% | 166,408 SH | Increased+5,480 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $21.5M | 11.8% | 202,103 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $600K | 0.3%Prev: 0.3% | 1,974 SH | Increased+69 SH |
| TJX COS INC NEW | COM | $540K | 0.3%Prev: 0.3% | 3,513 SH | Increased-182 SH |
| TRANSDIGM GROUP INC | COM | $253K | 0.1%Prev: 0.1% | 190 SH | Increased+3 SH |
| TRI CONTL CORP | COM | $505K | 0.3%Prev: 0.3% | 15,464 SH | Increased+1,030 SH |
| VANECK ETF TRUST | URANIUM AND NUCL | $442K | 0.2% | 3,559 SH | New |
| VANECK MERK GOLD ETF | GOLD SHS | $2.0M | 1.1%Prev: 1.0% | 48,910 SH | Increased-2,073 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.3M | 1.8%Prev: 1.8% | 9,748 SH | Increased-19 SH |
| VERIZON COMMUNICATIONS INC | COM | $352K | 0.2%Prev: 0.3% | 8,652 SH | Decreased-1,828 SH |
| VICTORY PORTFOLIOS II | VICTORYSHS US | $23.1M | 12.7%Prev: 12.3% | 417,579 SH | Increased+1,703 SH |
| VISA INC | COM CL A | $774K | 0.4%Prev: 0.4% | 2,208 SH | Increased+178 SH |
| WALMART INC | COM | $330K | 0.2% | 2,962 SH | New |
| WEC ENERGY GROUP INC | COM | $249K | 0.1%Prev: 0.1% | 2,362 SH | Decreased+23 SH |
| WILLIAMS COS INC | COM | $322K | 0.2%Prev: 0.2% | 5,354 SH | Decreased+244 SH |
| 13F-HR |
| 0001951757-26-001232 |
| $202.6M |
| View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000974 | $169.2M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000806 | $180.9M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000305 | $187.1M | View |