Tower Wealth Partners, Inc.

13F filer · CIK 0001852808

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$203MU.S. long equity reported on 13F

Positions7915 new · 5 closed

Net flow last quarter+$3.05MBuys minus sells

Top 10 positions weight9.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202679 positions
QQQInvesco QQQ Trust, Series 1	$3.33M	1.65%	Not reported	+8.3%	Q4 2020
AAPLApple Inc.	$3.22M	1.59%	0.00%	-2.5%	Q4 2020
XOMExxonMobil Holdings Corp	$2.05M	1.01%	0.00%	+2.4%	Q4 2020
OUNZVanEck Merk Gold ETF	$2.04M	1.01%	0.08%	+9.0%	Q4 2020
MSFTMicrosoft Corp	$1.4M	0.69%	0.00%	+1.6%	Q4 2020
PGPROCTER & GAMBLE Co	$1.31M	0.65%	0.00%	-0.1%	Q4 2020
GOOGLAlphabet Inc.	$1.27M	0.63%	0.00%	+1.7%	Q2 2024
PPLPPL Corp	$1.26M	0.62%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$1.21M	0.60%	0.00%	-6.7%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.09M	0.54%	0.00%	+5.7%	Q3 2024
GLWCorning Inc	$1.07M	0.53%	0.00%	+9.0%	Q3 2025
FLEXFlex Ltd.	$891K	0.44%	0.00%	-23.4%	Q4 2024
AMZNAmazon Com Inc	$871K	0.43%	0.00%	-3.0%	Q4 2020
APHAmphenol Corp	$837K	0.41%	0.00%	+3.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$790K	0.39%	Not reported	-4.4%	Q4 2020
GSGoldman Sachs Group Inc	$742K	0.37%	0.00%	-5.3%	Q4 2020
NVDANvidia Corp	$726K	0.36%	0.00%	+50.7%	Q4 2024
JNJJohnson & Johnson	$716K	0.35%	0.00%	-7.4%	Q4 2020
CATCaterpillar Inc	$700K	0.35%	0.00%	-0.3%	Q4 2020
CVXChevron Corp	$690K	0.34%	0.00%	+6.5%	Q4 2020
AVGOBroadcom Inc.	$661K	0.33%	0.00%	+5.9%	Q4 2023
MCDMcdonalds Corp	$627K	0.31%	0.00%	+1.8%	Q4 2020
MRKMerck & Co., Inc.	$602K	0.30%	0.00%	+3.5%	Q4 2020
JPMJPMorgan Chase & Co	$595K	0.29%	0.00%	+2.3%	Q4 2020
IBMInternational Business Machines Corp	$582K	0.29%	0.00%	-7.2%	Q4 2023
VVisa Inc.	$578K	0.29%	0.00%	-14.7%	Q4 2020
CMECme Group Inc.	$577K	0.28%	0.00%	+29.7%	Q4 2023
TYTRI-CONTINENTAL Corp	$550K	0.27%	Not reported	+2.4%	Q4 2020
MUMicron Technology Inc	$534K	0.26%	0.00%	New	Q2 2026
TJXTJX Companies Inc	$521K	0.26%	0.00%	+0.6%	Q2 2024
STRLSterling Infrastructure, Inc.	$509K	0.25%	0.00%	+2.5%	Q1 2026
OKEOneok Inc	$509K	0.25%	0.00%	+2.3%	Q2 2021
TAt&T Inc.	$495K	0.24%	0.00%	+1.7%	Q4 2020
AMGNAmgen Inc	$483K	0.24%	0.00%	+6.3%	Q4 2022
AXPAmerican Express Co	$455K	0.22%	0.00%	-16.6%	Q3 2024
ABBVAbbVie Inc.	$445K	0.22%	0.00%	+11.1%	Q1 2024
WMBWilliams Companies, Inc.	$428K	0.21%	0.00%	0.0%	Q3 2024
ASMLAsml Holding NV	$402K	0.20%	0.00%	+2.5%	Q4 2025
RTXRTX Corp	$386K	0.19%	0.00%	-30.0%	Q4 2024
RSGRepublic Services, Inc.	$383K	0.19%	0.00%	+3.1%	Q4 2023
WMTWalmart Inc.	$382K	0.19%	0.00%	+3.9%	Q2 2023
VZVerizon Communications Inc	$374K	0.18%	0.00%	+4.6%	Q4 2020
HSBCHSBC Holdings PLC	$359K	0.18%	0.00%	+2.4%	Q2 2025
RLRalph Lauren Corp	$349K	0.17%	Not reported	+1.6%	Q2 2025
KOCoca Cola Co	$349K	0.17%	0.00%	+17.9%	Q3 2023
PNCPNC Financial Services Group, Inc.	$344K	0.17%	0.00%	+2.9%	Q2 2025
NVSNovartis AG	$344K	0.17%	0.00%	+0.1%	Q3 2025
FTITechnipFMC plc	$341K	0.17%	0.00%	+19.0%	Q1 2026
EMEEMCOR Group, Inc.	$338K	0.17%	0.00%	+2.0%	Q3 2025
CAHCardinal Health Inc	$338K	0.17%	0.00%	+2.4%	Q2 2025

Q1 2026Reported May 8, 202668 positions
AAPLApple Inc.	$2.89M	1.60%	0.00%	+1.4%	Q4 2020
XOMExxonMobil Holdings Corp	$2.48M	1.37%	0.00%	-1.1%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$2.41M	1.33%	Not reported	+1.0%	Q4 2020
OUNZVanEck Merk Gold ETF	$2.19M	1.21%	0.08%	-0.7%	Q4 2020
MSFTMicrosoft Corp	$1.37M	0.76%	0.00%	+25.3%	Q4 2020
PPLPPL Corp	$1.33M	0.73%	0.00%	-2.5%	Q4 2020
PGPROCTER & GAMBLE Co	$1.3M	0.72%	0.00%	-7.1%	Q4 2020
HDHome Depot, Inc.	$1.21M	0.67%	0.00%	+2.7%	Q4 2020
GOOGLAlphabet Inc.	$1M	0.55%	0.00%	+24.9%	Q2 2024
CVXChevron Corp	$808K	0.45%	0.00%	+19.0%	Q4 2020
BRK.BBerkshire Hathaway Inc	$791K	0.44%	Not reported	+0.1%	Q4 2020
AMZNAmazon Com Inc	$785K	0.43%	0.00%	-31.7%	Q4 2020
JNJJohnson & Johnson	$744K	0.41%	0.00%	-1.4%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$728K	0.40%	0.00%	+9.1%	Q3 2024
MCDMcdonalds Corp	$708K	0.39%	0.00%	+2.1%	Q4 2020
TAt&T Inc.	$682K	0.38%	0.00%	+2.6%	Q4 2020
GSGoldman Sachs Group Inc	$656K	0.36%	0.00%	-0.5%	Q4 2020
VVisa Inc.	$598K	0.33%	0.00%	-10.5%	Q4 2020
CMECme Group Inc.	$595K	0.33%	0.00%	+5.2%	Q4 2023
APHAmphenol Corp	$581K	0.32%	0.00%	+8.2%	Q4 2024
RTXRTX Corp	$561K	0.31%	0.00%	-2.0%	Q4 2024
TJXTJX Companies Inc	$546K	0.30%	0.00%	-2.6%	Q2 2024
MRKMerck & Co., Inc.	$544K	0.30%	0.00%	-33.6%	Q4 2020
IBMInternational Business Machines Corp	$541K	0.30%	0.00%	-10.8%	Q4 2023
GLWCorning Inc	$525K	0.29%	0.00%	+1.0%	Q3 2025
JPMJPMorgan Chase & Co	$523K	0.29%	0.00%	Not reported	Q4 2020
OKEOneok Inc	$517K	0.29%	0.00%	+3.2%	Q2 2021
AVGOBroadcom Inc.	$512K	0.28%	0.00%	+1.9%	Q4 2023
TYTRI-CONTINENTAL Corp	$493K	0.27%	Not reported	+0.9%	Q4 2020
AXPAmerican Express Co	$488K	0.27%	0.00%	-32.6%	Q3 2024
FLEXFlex Ltd.	$470K	0.26%	0.00%	+1.5%	Q4 2024
CATCaterpillar Inc	$467K	0.26%	0.00%	-21.6%	Q4 2020
AMGNAmgen Inc	$441K	0.24%	0.00%	+13.1%	Q4 2022
VZVerizon Communications Inc	$424K	0.23%	0.00%	-2.4%	Q4 2020
NVDANvidia Corp	$420K	0.23%	0.00%	-7.6%	Q4 2024
WMBWilliams Companies, Inc.	$419K	0.23%	0.00%	+7.4%	Q3 2024
WMTWalmart Inc.	$404K	0.22%	0.00%	+9.7%	Q2 2023
RSGRepublic Services, Inc.	$382K	0.21%	0.00%	-0.1%	Q4 2023
ABBVAbbVie Inc.	$346K	0.19%	0.00%	+0.1%	Q1 2024
MDTMedtronic plc	$339K	0.19%	0.00%	Not reported	Q2 2021
NVSNovartis AG	$335K	0.18%	0.00%	+8.5%	Q3 2025
COSTCostco Wholesale Corp	$330K	0.18%	0.00%	Not reported	Q2 2024
LLYELI LILLY & Co	$327K	0.18%	0.00%	New	Q1 2026
HSBCHSBC Holdings PLC	$304K	0.17%	0.00%	-0.1%	Q2 2025
FTITechnipFMC plc	$299K	0.17%	0.00%	New	Q1 2026
EMEEMCOR Group, Inc.	$295K	0.16%	0.00%	-0.5%	Q3 2025
RLRalph Lauren Corp	$294K	0.16%	Not reported	-0.1%	Q2 2025
CAHCardinal Health Inc	$293K	0.16%	0.00%	-0.4%	Q2 2025
WECWec Energy Group, Inc.	$287K	0.16%	0.00%	+5.1%	Q3 2024
TTETotalEnergies SE	$286K	0.16%	0.00%	New	Q1 2026

Q4 2025Reported Jan 16, 202667 positions
AAPLApple Inc.	$3.06M	1.68%	0.00%	+1.3%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$2.54M	1.40%	Not reported	-4.0%	Q4 2020
OUNZVanEck Merk Gold ETF	$2.03M	1.12%	0.08%	-4.1%	Q4 2020
XOMExxonMobil Holdings Corp	$1.78M	0.98%	0.00%	-0.7%	Q4 2020
MSFTMicrosoft Corp	$1.43M	0.78%	0.00%	-0.8%	Q4 2020
PGPROCTER & GAMBLE Co	$1.38M	0.76%	0.00%	-12.3%	Q4 2020
AMZNAmazon Com Inc	$1.27M	0.70%	0.00%	+0.3%	Q4 2020
PPLPPL Corp	$1.25M	0.69%	0.00%	-1.0%	Q4 2020
HDHome Depot, Inc.	$1.23M	0.68%	0.00%	+5.0%	Q4 2020
AXPAmerican Express Co	$885K	0.49%	0.00%	-0.2%	Q3 2024
GOOGLAlphabet Inc.	$875K	0.48%	0.00%	+66.0%	Q2 2024
BRK.BBerkshire Hathaway Inc	$829K	0.46%	Not reported	+4.6%	Q4 2020
VVisa Inc.	$774K	0.43%	0.00%	+8.8%	Q4 2020
IBMInternational Business Machines Corp	$740K	0.41%	0.00%	+3.1%	Q4 2023
MRKMerck & Co., Inc.	$717K	0.39%	0.00%	+15.9%	Q4 2020
GSGoldman Sachs Group Inc	$685K	0.38%	0.00%	-9.6%	Q4 2020
MCDMcdonalds Corp	$682K	0.38%	0.00%	+0.7%	Q4 2020
JNJJohnson & Johnson	$638K	0.35%	0.00%	+2.0%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$600K	0.33%	0.00%	+3.6%	Q3 2024
APHAmphenol Corp	$574K	0.32%	0.00%	-0.1%	Q4 2024
JPMJPMorgan Chase & Co	$573K	0.31%	0.00%	+0.3%	Q4 2020
TAt&T Inc.	$569K	0.31%	0.00%	+2.4%	Q4 2020
AVGOBroadcom Inc.	$562K	0.31%	0.00%	+2.9%	Q4 2023
RTXRTX Corp	$544K	0.30%	0.00%	-0.2%	Q4 2024
TJXTJX Companies Inc	$540K	0.30%	0.00%	-4.9%	Q2 2024
CMECme Group Inc.	$523K	0.29%	0.00%	+4.8%	Q4 2023
TYTRI-CONTINENTAL Corp	$505K	0.28%	Not reported	+7.1%	Q4 2020
CVXChevron Corp	$500K	0.28%	0.00%	+1.0%	Q4 2020
METAMeta Platforms, Inc.	$494K	0.27%	Not reported	-44.2%	Q4 2024
NVDANvidia Corp	$485K	0.27%	0.00%	+15.1%	Q4 2024
CATCaterpillar Inc	$481K	0.26%	0.00%	-22.9%	Q4 2020
FLEXFlex Ltd.	$427K	0.23%	0.00%	+1.3%	Q4 2024
OKEOneok Inc	$407K	0.22%	0.00%	+0.9%	Q2 2021
CRWDCrowdStrike Holdings, Inc.	$389K	0.21%	0.00%	+8.9%	Q1 2025
RSGRepublic Services, Inc.	$370K	0.20%	0.00%	+2.5%	Q4 2023
ABBVAbbVie Inc.	$364K	0.20%	0.00%	+1.5%	Q1 2024
AMGNAmgen Inc	$363K	0.20%	0.00%	+1.4%	Q4 2022
VZVerizon Communications Inc	$352K	0.19%	0.00%	-17.4%	Q4 2020
GLWCorning Inc	$335K	0.18%	0.00%	-0.2%	Q3 2025
PLTRPalantir Technologies Inc.	$330K	0.18%	0.00%	+1.9%	Q2 2025
WMTWalmart Inc.	$330K	0.18%	0.00%	Not reported	Q2 2023
WMBWilliams Companies, Inc.	$322K	0.18%	0.00%	+4.8%	Q3 2024
EXPEExpedia Group, Inc.	$319K	0.18%	0.00%	New	Q4 2025
RLRalph Lauren Corp	$303K	0.17%	Not reported	+1.5%	Q2 2025
HSBCHSBC Holdings PLC	$290K	0.16%	0.00%	+1.5%	Q2 2025
CAHCardinal Health Inc	$286K	0.16%	0.00%	+1.6%	Q2 2025
MAMastercard Inc	$286K	0.16%	0.00%	+35.4%	Q4 2024
COSTCostco Wholesale Corp	$285K	0.16%	0.00%	+5.8%	Q2 2024
PNCPNC Financial Services Group, Inc.	$283K	0.16%	0.00%	Not reported	Q2 2025
NVSNovartis AG	$278K	0.15%	0.00%	+7.8%	Q3 2025

Q3 2025Reported Nov 7, 202570 positions
AAPLApple Inc.	$2.83M	1.55%	0.00%	+5.4%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$2.59M	1.42%	Not reported	+4.5%	Q4 2020
OUNZVanEck Merk Gold ETF	$1.9M	1.04%	0.09%	+6.0%	Q4 2020
PGPROCTER & GAMBLE Co	$1.69M	0.93%	0.00%	-1.2%	Q4 2020
XOMExxonMobil Holdings Corp	$1.68M	0.92%	0.00%	-10.0%	Q4 2020
MSFTMicrosoft Corp	$1.54M	0.85%	0.00%	-1.5%	Q4 2020
HDHome Depot, Inc.	$1.38M	0.76%	0.00%	-2.4%	Q4 2020
PPLPPL Corp	$1.34M	0.74%	0.00%	-0.4%	Q4 2020
AMZNAmazon Com Inc	$1.21M	0.66%	0.00%	+2.3%	Q4 2020
METAMeta Platforms, Inc.	$984K	0.54%	Not reported	+39.2%	Q4 2024
AXPAmerican Express Co	$797K	0.44%	0.00%	+8.4%	Q3 2024
BRK.BBerkshire Hathaway Inc	$793K	0.44%	Not reported	Not reported	Q4 2020
VVisa Inc.	$693K	0.38%	0.00%	+0.6%	Q4 2020
GSGoldman Sachs Group Inc	$686K	0.38%	0.00%	-1.4%	Q4 2020
IBMInternational Business Machines Corp	$684K	0.38%	0.00%	-7.9%	Q4 2023
MCDMcdonalds Corp	$674K	0.37%	0.00%	+6.7%	Q4 2020
TAt&T Inc.	$632K	0.35%	0.00%	+2.0%	Q4 2020
JNJJohnson & Johnson	$561K	0.31%	0.00%	+3.4%	Q4 2020
JPMJPMorgan Chase & Co	$559K	0.31%	0.00%	-11.8%	Q4 2020
TJXTJX Companies Inc	$534K	0.29%	0.00%	+5.2%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$532K	0.29%	0.00%	+6.7%	Q3 2024
APHAmphenol Corp	$526K	0.29%	0.00%	+2.1%	Q4 2024
AVGOBroadcom Inc.	$521K	0.29%	0.00%	-20.0%	Q4 2023
CATCaterpillar Inc	$520K	0.29%	0.00%	-9.4%	Q4 2020
CVXChevron Corp	$505K	0.28%	0.00%	+10.2%	Q4 2020
RTXRTX Corp	$497K	0.27%	0.00%	-11.5%	Q4 2024
CMECme Group Inc.	$494K	0.27%	0.00%	+9.1%	Q4 2023
MRKMerck & Co., Inc.	$493K	0.27%	0.00%	+4.5%	Q4 2020
TYTRI-CONTINENTAL Corp	$491K	0.27%	Not reported	+0.8%	Q4 2020
VZVerizon Communications Inc	$461K	0.25%	0.00%	-0.9%	Q4 2020
NVDANvidia Corp	$422K	0.23%	0.00%	+3.1%	Q4 2024
GOOGLAlphabet Inc.	$409K	0.22%	0.00%	-5.0%	Q2 2024
FLEXFlex Ltd.	$405K	0.22%	0.00%	+3.7%	Q4 2024
OKEOneok Inc	$401K	0.22%	0.00%	+1.8%	Q2 2021
RSGRepublic Services, Inc.	$390K	0.21%	0.00%	+1.5%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$373K	0.20%	0.00%	+2.2%	Q1 2025
ABBVAbbVie Inc.	$363K	0.20%	0.00%	+2.1%	Q1 2024
PLTRPalantir Technologies Inc.	$333K	0.18%	0.00%	+17.4%	Q2 2025
WMBWilliams Companies, Inc.	$324K	0.18%	0.00%	-6.9%	Q3 2024
HOODRobinhood Markets, Inc.	$318K	0.17%	0.00%	New	Q3 2025
GLWCorning Inc	$314K	0.17%	0.00%	New	Q3 2025
AMGNAmgen Inc	$309K	0.17%	0.00%	-1.8%	Q4 2022
SESea Ltd	$294K	0.16%	0.00%	+3.7%	Q2 2025
COSTCostco Wholesale Corp	$290K	0.16%	0.00%	-40.4%	Q2 2024
ADPAutomatic Data Processing Inc	$276K	0.15%	0.00%	+5.3%	Q2 2021
PNCPNC Financial Services Group, Inc.	$273K	0.15%	0.00%	-1.2%	Q2 2025
WECWec Energy Group, Inc.	$268K	0.15%	0.00%	+1.6%	Q3 2024
RLRalph Lauren Corp	$264K	0.15%	Not reported	+3.8%	Q2 2025
HONHoneywell International Inc	$260K	0.14%	0.00%	-20.8%	Q4 2020
RDDTReddit, Inc.	$260K	0.14%	Not reported	New	Q3 2025

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