Tower Wealth Partners, Inc.

Q3 2025 13F-HR Holdings

Location
Lewisburg, PA
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
90
Total value ($000)
$182,056
Net value change ($000)
+12,876 (7.6%)
New positions
10
Sold out positions
6
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VSMV 1,960 9.6%
RECS 1,852 10.2%
SPYG 1,659 8.6%
IJH 728 4.6%
AAPL 666 30.8%
BUFR 527 4.7%
DIVO 493 4.7%
VTI 385 13.7%
OUNZ 362 23.6%
SPYV 333 13.5%
Top Reduces (Value $000, Stocks/ETFs)
APO -296 -100.0%
BRO -273 -100.0%
COST -230 -44.2%
KMI -226 -100.0%
MDT -224 -100.0%
DRI -208 -100.0%
TXN -203 -100.0%
XOM -105 -5.9%
HON -104 -28.6%
IBM -92 -11.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type