Tower Wealth Partners, Inc.

Q3 2026 13F-HR Holdings

Location
Lewisburg, PA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$227,557
Net value change ($000)
+24,999 (12.3%)
New positions
17
Sold out positions
15
Turnover %
11.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XAGG 11,110 NEW
AVUV 10,572 520.0%
IJH 6,132 42.1%
SPYG 3,766 16.0%
PVAL 3,668 38.3%
XOM 2,341 NEW
PAAA 1,597 NEW
NVDA 910 125.3%
MSFT 718 51.3%
AAPL 535 16.6%
Top Reduces (Value $000, Stocks/ETFs)
BUFR -4,978 -38.3%
JAAA -2,913 -17.0%
EDIV -2,661 -37.6%
XOM -2,049 -100.0%
REGL -1,740 -100.0%
VSMV -816 -4.3%
GLW -732 -68.2%
OUNZ -606 -29.7%
IBM -582 -100.0%
OKE -509 -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