Institutional Fund
Tower Wealth Partners, Inc.
Lewisburg, PACIK 18528085 filings on record
Portfolio Value
$180.94M
Q1 2026
Holdings
87
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-0.5%
from $181.91M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Columbia ETF Tr I10.9%
- Spdr Series Trust10.7%
- Victory Portfolios II10.1%
- Janus Detroit Str Tr9.5%
- Ishares Tr7.1%
- First Tr Exchng Traded Fd Vi6.7%
- Other45.0%
Portfolio Holdings
87 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Columbia ETF Tr I | 506.1K | $19.73M | 10.9% | +7.2K | Added |
| 2 | Spdr Series Trust | 198.3K | $19.41M | 10.7% | +1.0K | Added |
| 3 | Victory Portfolios II | 322.3K | $18.23M | 10.1% | −95.3K | Reduced |
| 4 | Janus Detroit Str Tr | 341.7K | $17.21M | 9.5% | +7.4K | Added |
| 5 | Ishares Tr | 190.2K | $12.85M | 7.1% | −822 | Reduced |
| 6 | First Tr Exchng Traded Fd Vi | 359.5K | $12.14M | 6.7% | +5.3K | Added |
| 7 | Amplify ETF Tr | 249.6K | $11.19M | 6.2% | +3.4K | Added |
| 8 | Putnam ETF Trust | 175.8K | $8.16M | 4.5% | +108.8K | Added |
| 9 | Spdr Index Shs Fds | 169.2K | $6.68M | 3.7% | +2.8K | Added |
| 10 | Fidelity Merrimack Str Tr | 80.9K | $3.69M | 2.0% | +766 | Added |
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