account_balance
Investment manager · 13F filer · SEC CIK 1852808
Tower Wealth Partners, Inc.
Reported value$228Mas of Sep 30, 2026
Positions103 15 new, 13 sold out
Top 10 weight69.9%SPYG alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYGSPDR Series Trust
12.0%Added +12%
RECSColumbia ETF Tr I
9.7%Trimmed −4%
IJHiShares Tr
9.1%Added +52%
VSMVVictory Portfolios II
8.0%Trimmed −4%
JAAAJanus Detroit STR Tr
6.2%Trimmed −17%
PVALPutnam ETF Trust
5.8%Added +34%
AVUVAmerican Centy ETF Tr
5.5%Added +557%
DIVOAmplify ETF Tr
5.1%
XAGGMorgan Stanley ETF Trust
4.9%New
BUFRFirst Tr Exchng Traded Fd Vi
3.5%−40%
FBNDFidelity Merrimack STR Tr
1.9%+13%
EDIVSPDR Index SHS FDS
1.9%−36%
SPYGSPDR Series Trust
12.0%Added +12%
RECSColumbia ETF Tr I
9.7%Trimmed −4%
IJHiShares Tr
9.1%
VSMVVictory Portfolios II
8.0%
JAAAJanus Detroit STR Tr
6.2%−17%
PVALPutnam ETF Trust
5.8%
AVUVAmerican Centy ETF Tr
5.5%
DIVOAmplify ETF Tr
5.1%
XAGGMorgan Stanley ETF Trust
4.9%New
BUFR3.5%
FBND
EDIV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYG SPDR Series Trust 12.0% Added +12%
RECS Columbia ETF Tr I 9.7% Trimmed −4%
IJH iShares Tr 9.1% Added +52%
VSMV Victory Portfolios II 8.0% Trimmed −4%
JAAA Janus Detroit STR Tr 6.2% Trimmed −17%
PVAL Putnam ETF Trust 5.8% Added +34%
AVUV American Centy ETF Tr 5.5% Added +557%
DIVO Amplify ETF Tr 5.1% Held
XAGG Morgan Stanley ETF Trust 4.9% New
BUFR First Tr Exchng Traded Fd Vi 3.5% Trimmed −40%
FBND Fidelity Merrimack STR Tr 1.9% Added +13%
EDIV SPDR Index SHS FDS 1.9% Trimmed −36%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.