ETF Holders

Tower Wealth Partners, Inc. ETF holdings

Lewisburg, PA

Reported $161.1M in 25 ETFs in its Form 13F for June 30, 2026.

ETF value
$161.1M
ETFs held
25
Change from prior quarter
+11.1%
With price moves
ETFs as a share of its 13F
79.5%
of $202.6M

Top 10 of 25 ETF holdings

TickerFundValueSharesChange
SPYGState Street SPDR Portfolio S&P 500 Growth ETF$23.6M197,946−321 shares
RECSColumbia Research Enhanced Core ETF$22.1M511,314+5,226 shares
VSMVVictoryShares US Multi-Factor Minimum Volatility ETF$19.0M317,448−4,838 shares
JAAAJanus Henderson AAA CLO ETF$17.1M338,662−3,049 shares
IJHiShares Core S&P Mid-Cap ETF$14.6M189,098−1,129 shares
BUFRFT Vest Laddered Buffer ETF$13.0M355,689−3,796 shares
DIVOAmplify CWP Enhanced Dividend Income ETF$11.4M248,573−1,022 shares
PVALPutnam Focused Large Cap Value ETF$9.6M187,813+12,056 shares
EDIVState Street SPDR S&P Emerging Markets Dividend ETF$7.1M172,907+3,702 shares
FBNDFidelity Total Bond ETF$4.1M90,323+9,404 shares
15 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001852808. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Tower Wealth Partners, Inc. own?

Tower Wealth Partners, Inc. reported 25 ETF positions worth $161.1M in its Form 13F for June 30, 2026. The largest was SPYG, at $23.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.