Tower Wealth Partners, Inc.

Q1 2026 13F-HR Holdings

Location
Lewisburg, PA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$180,938
Net value change ($000)
-967 (-0.5%)
New positions
12
Sold out positions
12
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 5,104 167.3%
XOM 701 39.4%
MDT 339 NEW
LLY 327 NEW
CVX 308 61.6%
JAAA 302 1.8%
FTI 299 NEW
TOTALENERGIES SE 286 NEW
AEM 251 NEW
STRL 241 NEW
Top Reduces (Value $000, Stocks/ETFs)
VSMV -4,847 -21.0%
SPYG -1,636 -7.8%
RECS -646 -3.2%
META -494 -100.0%
AMZN -488 -38.3%
AXP -397 -44.9%
CRWD -389 -100.0%
EXPE -319 -100.0%
IVV -310 -100.0%
RDDT -263 -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