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Tower Wealth Partners, Inc.
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $227,556,622
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $27,319,821
- COLUMBIA ETF TR I · RESH ENHNC COR · 19761L706 · shares: $22,146,900
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $20,712,822
- VICTORY PORTFOLIOS II · VICTORYSHS US · 92647N691 · shares: $18,166,954
- JANUS DETROIT STR TR · HENDRSON AAA CL · 47103U845 · shares: $14,186,108
- PUTNAM ETF TRUST · FOCUSED LAR CAP · 746729300 · shares: $13,236,508
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $12,605,041
- AMPLIFY ETF TR · CWP ENHANCED DIV · 032108409 · shares: $11,508,878
- MORGAN STANLEY ETF TRUST · EAT INC OPP ETF · 61774R817 · shares: $11,109,888
- FIRST TR EXCHNG TRADED FD VI · FT LADD BUFF ETF · 33740F755 · shares: $8,015,320
Reported holdings
103 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 1,354 shares | $204,264 |
| DATADOG INC | CL A COM | 23804L103 | — | 734 shares | $201,006 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 1,994 shares | $200,955 |