Tower Wealth Partners, Inc. - Portfolio overview

Tower Wealth Partners, Inc. has 105 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. RECS - COLUMBIA ETF TR I, 10.43%
2. SPYG - SPDR SERIES TRUST, 10.26%
3. VSMV - VICTORY PORTFOLIOS II, 9.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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