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TWP

Tower Wealth Partners Portfolio holdings

AUM $203M
1-Year Est. Return 21.75%
This Fund
S&P 500
This Quarter Est. Return
+7.03%
1 Year Est. Return
+21.75%
3 Year Est. Return
+53.75%
5 Year Est. Return
+52.7%
10 Year Est. Return
–
AUM
$182M
AUM Growth
+$12.9M
Cap. Flow
+$1.93M
Cap. Flow %
1.06%
Top 10 Hldgs %
72.33%
Holding
96
New
10
Increased
51
Reduced
27
Closed
6

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$281K
2
GLW icon
Corning
GLW
+$250K
3
HOOD icon
Robinhood
HOOD
+$242K
4
EME icon
Emcor
EME
+$241K
5
RDDT icon
Reddit
RDDT
+$230K

Top Sells

Rank Stock Value
1
APO icon
Apollo Global Management
APO
+$296K
2
BRO icon
Brown & Brown
BRO
+$273K
3
KMI icon
Kinder Morgan
KMI
+$226K
4
MDT icon
Medtronic
MDT
+$224K
5
DRI icon
Darden Restaurants
DRI
+$208K

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.48%
2 Technology 5.2%
3 Financials 3.3%
4 Consumer Discretionary 2.52%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
26
American Express
AXP
$221B
$797K 0.44%
2,398
+186
+8% +$59.2K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.1T
$793K 0.44%
1,578
– –
V icon
28
Visa
V
$701B
$693K 0.38%
2,030
+12
+0.6% +$4.15K
GS icon
29
Goldman Sachs
GS
$288B
$686K 0.38%
862
-12
-1% -$8.89K
IBM icon
30
IBM
IBM
$235B
$684K 0.38%
2,423
-209
-8% -$54.7K
MCD icon
31
McDonald's
MCD
$182B
$674K 0.37%
2,217
+139
+7% +$42.3K
T icon
32
AT&T
T
$182B
$632K 0.35%
22,384
+440
+2% +$12.5K
JNJ icon
33
Johnson & Johnson
JNJ
$642B
$561K 0.31%
3,026
+100
+3% +$17.1K
JPM icon
34
JPMorgan Chase
JPM
$931B
$559K 0.31%
1,773
-236
-12% -$70.2K
TJX icon
35
TJX Companies
TJX
$139B
$534K 0.29%
3,695
+182
+5% +$24.2K
TSM icon
36
TSMC
TSM
$2.17T
$532K 0.29%
1,905
+119
+7% +$29.1K
APH icon
37
Amphenol
APH
$194B
$526K 0.29%
8,502
+172
+2% +$9.44K
AVGO icon
38
Broadcom
AVGO
$1.65T
$521K 0.29%
1,578
-394
-20% -$121K
CAT icon
39
Caterpillar
CAT
$360B
$520K 0.29%
1,090
-113
-9% -$48.2K
CVX icon
40
Chevron
CVX
$416B
$505K 0.28%
3,252
+300
+10% +$46.5K
RTX icon
41
RTX Corp
RTX
$263B
$497K 0.27%
2,973
-385
-11% -$59.8K
CME icon
42
CME Group
CME
$101B
$494K 0.27%
1,828
+153
+9% +$41.6K
MRK icon
43
Merck
MRK
$357B
$493K 0.27%
5,880
+255
+5% +$21K
TY icon
44
TRI-Continental Corp
TY
$1.85B
$491K 0.27%
14,434
+111
+0.8% +$3.66K
EVSM icon
45
Eaton Vance Short Duration Municipal Income ETF
EVSM
$830M
$477K 0.26%
9,455
– –
VZ icon
46
Verizon
VZ
$213B
$461K 0.25%
10,480
-97
-0.9% -$4.2K
BIL icon
47
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47B
$433K 0.24%
4,724
+1,192
+34% +$109K
NVDA icon
48
NVIDIA
NVDA
$5.09T
$422K 0.23%
2,262
+67
+3% +$11.7K
IYR icon
49
iShares US Real Estate ETF
IYR
$4.31B
$416K 0.23%
4,288
+294
+7% +$28.3K
XSVN icon
50
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$385M
$416K 0.23%
8,625
+591
+7% +$28.2K
1
2
3 4

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ATIA
American Trust Investment Advisors Lebanon, New Hampshire $203M AUM 25.26% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
ECP
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SFA
Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return

Tower Wealth Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Tower Wealth Partners held 96 positions worth $182M, up 7.6% from $169M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Tower Wealth Partners's Q3 2025 filing shows 10 new, 51 increased, 27 reduced and 6 closed positions. Its largest new stake was Corning: 3,827 shares worth $314K. The largest sale was Apollo Global Management, an estimated $296K.

By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, down from 81% a quarter earlier, followed by Technology and Financials.

  • Tower Wealth Partners's largest Q3 2025 buy was Corning: 3,827 shares worth $314K.
  • Tower Wealth Partners added most to Meta Platforms (Facebook) in Q3 2025, an estimated $281K increase.
  • Tower Wealth Partners's biggest Q3 2025 reduction was Costco, cutting an estimated $203K.
  • Tower Wealth Partners fully exited Apollo Global Management in Q3 2025, selling an estimated $296K.
  • Tower Wealth Partners's ten largest holdings make up 72% of its $182M portfolio in Q3 2025.
  • Tower Wealth Partners opened 10 new positions and closed 6 in Q3 2025.
  • Tower Wealth Partners's portfolio value rose 7.6% quarter-over-quarter to $182M.

Based on Tower Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.