Tower Wealth Partners, Inc.

Q2 2026 13F-HR Holdings

Location
Lewisburg, PA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$202,558
Net value change ($000)
+21,620 (11.9%)
New positions
18
Sold out positions
4
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYG 4,142 21.3%
RECS 2,403 12.2%
IJH 1,735 13.5%
PVAL 1,414 17.3%
QQQ 920 38.1%
BUFR 853 7.0%
VTI 852 27.1%
VSMV 752 4.1%
GLW 549 104.6%
MU 534 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -433 -17.4%
MDT -339 -100.0%
LLY -327 -100.0%
PLTR -280 -100.0%
AA -224 -100.0%
T -187 -27.4%
RTX -175 -31.2%
OUNZ -145 -6.6%
CVX -118 -14.6%
JAAA -113 -0.7%
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