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Livermore
Livermore
ZHEN

Tower Wealth Partners, Inc.

SEC CIK
0001852808
Latest filing
Aug 12, 2026

The latest 13F from Tower Wealth Partners, Inc. covers Q2 2026 (filed Aug 12, 2026): 101 long positions worth $202.6M. The top 10 holdings make up 69.8% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 Growth ETF at 11.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
18
Est. +$4.45M
Added
59
Est. +$4.39M
Reduced
22
Est. −$1.84M
Sold out
4
Est. −$1.17M

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    11.6%$23.6M
  2. Columbia ETF Tr I19761L706
    10.9%$22.1M
  3. Victory Portfolios II92647N691
    9.4%$19.0M
  4. Janus Detroit STR Tr47103U845
    8.4%$17.1M
  5. iShares Core S&P Mid-Cap ETF464287507
    7.2%$14.6M

Share of portfolio

Top 5 holdings and the other 96 positions, by share of portfolio value

  1. State Street SPDR Portfolio S&P 500 Growth ETF11.6%
  2. Columbia ETF Tr I10.9%
  3. Victory Portfolios II9.4%
  4. Janus Detroit STR Tr8.4%
  5. iShares Core S&P Mid-Cap ETF7.2%
  6. Other 96 positions52.4%

Biggest buys

New and added positions, by estimated amount bought

  1. Putnam ETF Trust746729300
    +$614.3KAdded
  2. MUMicron Technology Inc
    +$534.4KNewHistory
  3. Fidelity Merrimack STR Tr316188309
    +$427.8KAdded
  4. Vanguard Morningstar Total Stock Market ETF922908769
    +$368.9KAdded
  5. iShares Tr46436E718
    +$344.0KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Invesco QQQ Trust Series I46090E103
    +0.31 pp1.3% → 1.6%
  2. MUMicron Technology Inc
    +0.26 pp0.0% → 0.3%History
  3. GLWCorning Inc
    +0.24 pp0.3% → 0.5%History
  4. Vanguard Morningstar Total Stock Market ETF922908769
    +0.23 pp1.7% → 2.0%
  5. Putnam ETF Trust746729300
    +0.22 pp4.5% → 4.7%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MDTMedtronic plc
    −$338.8KSold outHistory
  2. LLYEli Lilly & Co
    −$327.4KSold outHistory
  3. Victory Portfolios II92647N691
    −$289.3KReduced
  4. PLTRPalantir Technologies Inc.
    −$280.0KSold outHistory
  5. FLEXFlex Ltd.
    −$272.0KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Janus Detroit STR Tr47103U845
    −1.07 pp9.5% → 8.4%
  2. Victory Portfolios II92647N691
    −0.70 pp10.1% → 9.4%
  3. Amplify ETF Tr032108409
    −0.58 pp6.2% → 5.6%
  4. First Tr Exchng Traded FD VI33740F755
    −0.29 pp6.7% → 6.4%
  5. MDTMedtronic plc
    −0.19 pp0.2% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$202.6M
+$21.6M (+11.9%) vs. prior quarter
Positions
101
+14 vs. prior quarter
Top 10 concentration
69.8%
Top 10 as share of value
Turnover
1.6%
Q2 2026, one quarter
Average holding period
13.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $202.6M (Q2 2026)

Q1 2021: $77.6MQ2 2021: $90.9MQ3 2021: $94.8MQ4 2021: $98.7MQ1 2022: $92.1MQ2 2022: $75.3MQ3 2022: $105.3MQ4 2022: $114.8MQ1 2023: $119.7MQ2 2023: $124.8MQ3 2023: $121.7MQ4 2023: $141.5MQ1 2024: $154.0MQ2 2024: $162.0MQ3 2024: $172.0MQ4 2024: $191.1MQ1 2025: $187.1MQ2 2025: $169.2MQ3 2025: $182.1MQ4 2025: $181.9MQ1 2026: $180.9MQ2 2026: $202.6M
Q1 2021Q2 2026
13F filings of Tower Wealth Partners, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 2026101$202.6MState Street SPDR Portfolio S&P 500 Growth ETFColumbia ETF Tr IVictory Portfolios IIvs. Q1 2026SEC
Q1 2026May 8, 202687$180.9MColumbia ETF Tr IState Street SPDR Portfolio S&P 500 Growth ETFVictory Portfolios IIvs. Q4 2025SEC
Q4 2025Jan 16, 202687$181.9MVictory Portfolios IIState Street SPDR Portfolio S&P 500 Growth ETFColumbia ETF Tr Ivs. Q3 2025SEC
Q3 2025Nov 7, 202590$182.1MVictory Portfolios IIState Street SPDR Portfolio S&P 500 Growth ETFColumbia ETF Tr Ivs. Q2 2025SEC
Q2 2025Jul 28, 202586$169.2MVictory Portfolios IIState Street SPDR Portfolio S&P 500 Growth ETFColumbia ETF Tr Ivs. Q1 2025SEC
Q1 2025Apr 11, 202576$187.1MVictory Portfolios IIJanus Detroit STR TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2024SEC
Q4 2024Feb 7, 202577$191.1MVictory Portfolios IIState Street SPDR Portfolio S&P 500 Growth ETFJanus Detroit STR Trvs. Q3 2024SEC
Q3 2024Oct 29, 202475$172.0MVictory Portfolios IIiShares Core S&P Mid-Cap ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q2 2024SEC
Q2 2024Aug 9, 202465$162.0MVictory Portfolios IIState Street SPDR Portfolio S&P 500 Growth ETFiShares Core S&P Mid-Cap ETFvs. Q1 2024SEC
Q1 2024Apr 18, 202458$154.0MVictory Portfolios IIiShares Core S&P Mid-Cap ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2023SEC
Q4 2023Jan 22, 202456$141.5MVictory Portfolios IIiShares Core S&P Mid-Cap ETFAmplify ETF Trvs. Q3 2023SEC
Q3 2023Oct 25, 202349$121.7MVictory Portfolios IIiShares Core S&P Mid-Cap ETFVanguard World FDvs. Q2 2023SEC
Q2 2023Jul 31, 202349$124.8MVictory Portfolios IIiShares Core S&P Mid-Cap ETFVanguard World FDvs. Q1 2023SEC
Q1 2023May 4, 202350$119.7MVictory Portfolios IIAmplify ETF TriShares Core S&P Mid-Cap ETFvs. Q4 2022SEC
Q4 2022Jan 31, 202352$114.8MVictory Portfolios IIAmplify ETF TriShares Core S&P Mid-Cap ETFvs. Q3 2022SEC
Q3 2022Nov 14, 202250$105.3MVictory Portfolios IIAmplify ETF TriShares Core S&P Mid-Cap ETFvs. Q2 2022SEC
Q2 2022Aug 15, 202242$75.3MVictory Portfolios IIiShares Core S&P Mid-Cap ETFVanguard World FDvs. Q1 2022SEC
Q1 2022Apr 15, 202248$92.1MVictory Portfolios IIVanguard Index FDSiShares MSCI USA Momentum Factor ETFvs. Q4 2021SEC
Q4 2021Feb 11, 202249$98.7MVictory Portfolios IIVanguard Index FDSiShares MSCI USA Momentum Factor ETFvs. Q3 2021SEC
Q3 2021Nov 15, 202149$94.8MVictory Portfolios IIVanguard Index FDSiShares MSCI USA Momentum Factor ETFvs. Q2 2021SEC
Q2 2021Aug 12, 202150$90.9MVanguard Index FDSVictory Portfolios IIiShares MSCI USA Momentum Factor ETFvs. Q1 2021SEC
Q1 2021May 17, 202149$77.6MVictory Portfolios IIiShares MSCI USA Momentum Factor ETFiShares Tips Bond ETF–SEC