Tower Wealth Partners, Inc.

Q4 2025 13F-HR Holdings

Location
Lewisburg, PA
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$181,905
Net value change ($000)
-151 (-0.1%)
New positions
7
Sold out positions
10
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
PVAL 3,051 NEW
VSMV 762 3.4%
FBND 470 14.6%
GOOGL 466 113.9%
NLR 442 NEW
JAAA 423 2.6%
BUFR 422 3.6%
RECS 384 1.9%
WMT 330 NEW
EXPE 319 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJH -3,922 -23.7%
SPYV -2,806 -100.0%
META -490 -49.8%
EVSM -477 -100.0%
PG -308 -18.2%
SE -294 -100.0%
HON -260 -100.0%
AEM -259 -100.0%
FFIV -257 -100.0%
WMK -250 -100.0%
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