Tower Wealth Partners
Tower Wealth Partners reported 101 stocks worth $203M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SPYG (11.6%), RECS (10.9%) and VSMV (9.4%). Compared with Q1 2026, the fund opened new positions in MU, SGOV and IVV, added to RECS, PVAL and EDIV, trimmed SPYG, VSMV and JAAA and sold out of MDT, LLY and PLTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYG Spdr Series Trust | $23.6M | 11.6% | 198K | −321 (−0%) | 8 of 8 | |
| 2 |  RECS Columbia ETF TR I | $22.1M | 10.9% | 511K | +5,226 (+1%) | 7 of 8 | |
| 3 |  VSMV Victory Portfolios II | $19M | 9.4% | 317K | −4,838 (−2%) | 8 of 8 | |
| 4 |  JAAA Janus Detroit Str TR | $17.1M | 8.4% | 339K | −3,049 (−1%) | 8 of 8 | |
| 5 |  IJH Ishares TR | $14.6M | 7.2% | 189K | −1,129 (−1%) | 8 of 8 | |
| 6 |  BUFR First Trust | $13M | 6.4% | 356K | −3,796 (−1%) | 8 of 8 | |
| 7 |  DIVO Amplify ETF TR | $11.4M | 5.6% | 249K | −1,022 (−0%) | 8 of 8 | |
| 8 |  PVAL Putnam ETF Trust | $9.6M | 4.7% | 188K | +12K (+7%) | 3 of 8 | |
| 9 |  EDIV State Street Spdr S&P Emerging Markets Dividend ETF | $7.1M | 3.5% | 173K | +3,702 (+2%) | 8 of 8 | |
| 10 |  FBND Fidelity Total Bond ETF | $4.1M | 2.0% | 90K | +9,404 (+12%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tower Wealth Partners 13F FAQ
What does Tower Wealth Partners own?
Tower Wealth Partners reported 101 stocks worth $203M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SPYG (11.6%), RECS (10.9%) and VSMV (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did Tower Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 57 added to, 21 trimmed and 4 sold out. New positions include MU, SGOV and IVV. It sold all of MDT, LLY and PLTR.
When will Tower Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tower Wealth Partners's portfolio worth?
The Q2 2026 filing reports $203M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.