Tower Wealth Partners, Inc. reported 76 positions worth $42.93M for the quarter ended Jun 30, 2026, up 14.0% on the prior quarter. It opened 14 new positions, added to 44, trimmed 16 and exited 4. Its largest holding is Apple Inc. at 7.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +463 | – | $534.44K | 1.24% |
| WWD Woodward, Inc. | +617 | – | $262.50K | 0.611% |
| MPWR Monolithic Power Systems, Inc. | +185 | – | $255.74K | 0.596% |
| NVDA Nvidia Corp | +1,220 | +50.7% | $244.11K | 1.69% |
| WSO Watsco Inc | +559 | – | $232.95K | 0.543% |
| CGNX Cognex Corp | +3,148 | – | $227.98K | 0.531% |
| DDOG Datadog, Inc. | +870 | – | $226.51K | 0.528% |
| LUV Southwest Airlines Co | +4,282 | – | $220.18K | 0.513% |
| IBKR Interactive Brokers Group, Inc. | +2,458 | – | $213.94K | 0.498% |
| DGX Quest Diagnostics Inc | +1,006 | – | $213.22K | 0.497% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MDT Medtronic plc | -3,910 | -100.0% | $338.80K | Exited |
| LLY ELI LILLY & Co | -356 | -100.0% | $327.44K | Exited |
| PLTR Palantir Technologies Inc. | -1,914 | -100.0% | $279.98K | Exited |
| FLEX Flex Ltd. | -1,678 | -23.4% | $271.95K | 2.08% |
| AA Alcoa Corp | -3,380 | -100.0% | $224.20K | Exited |
| RTX RTX Corp | -871 | -30.0% | $165.25K | 0.9% |
| V Visa Inc. | -291 | -14.7% | $99.84K | 1.35% |
| AXP American Express Co | -268 | -16.6% | $90.65K | 1.06% |
| HD Home Depot, Inc. | -244 | -6.6% | $86.05K | 2.81% |
| AAPL Apple Inc. | -287 | -2.5% | $83.05K | 7.49% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +463 | $534.44K | 1.24% |
| WWD Woodward, Inc. | +617 | $262.50K | 0.611% |
| MPWR Monolithic Power Systems, Inc. | +185 | $255.74K | 0.596% |
| WSO Watsco Inc | +559 | $232.95K | 0.543% |
| CGNX Cognex Corp | +3,148 | $227.98K | 0.531% |
| DDOG Datadog, Inc. | +870 | $226.51K | 0.528% |
| LUV Southwest Airlines Co | +4,282 | $220.18K | 0.513% |
| IBKR Interactive Brokers Group, Inc. | +2,458 | $213.94K | 0.498% |
| DGX Quest Diagnostics Inc | +1,006 | $213.22K | 0.497% |
| NSC Norfolk Southern Corp | +660 | $207.63K | 0.484% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 11.1K | $3.22M | 7.49% | -287 | -2.5% | Reduced | 0% |
| 2 | XOM ExxonMobil Holdings Corp | Energy | 15.0K | $2.05M | 4.77% | +356 | +2.4% | Added | 0% |
| 3 | OUNZ VanEck Merk Gold ETF | Others | 52.9K | $2.04M | 4.76% | +4,356 | +9.0% | Added | 0.08% |
| 4 | MSFT Microsoft Corp | Technology | 3,751 | $1.40M | 3.26% | +58 | +1.6% | Added | 0% |
| 5 | PG PROCTER & GAMBLE Co | Consumer Staples | 8,963 | $1.31M | 3.06% | -6 | -0.1% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 3,550 | $1.27M | 2.96% | +58 | +1.7% | Added | 0% |
| 7 | PPL PPL Corp | Utilities | 34.8K | $1.26M | 2.95% | 0 | 0.0% | Unchanged | 0% |
| 8 | HD Home Depot, Inc. | Consumer Discretionary | 3,426 | $1.21M | 2.81% | -244 | -6.6% | Reduced | 0% |
| 9 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 2,275 | $1.09M | 2.53% | +122 | +5.7% | Added | 0% |
| 10 | GLW Corning Inc | Basic Materials | 4,206 | $1.07M | 2.5% | +348 | +9.0% | Added | 0% |
| 11 | FLEX Flex Ltd. | Technology | 5,498 | $891.06K | 2.08% | -1,678 | -23.4% | Reduced | 0% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 3,655 | $871.13K | 2.03% | -112 | -3.0% | Reduced | 0% |
| 13 | APH Amphenol Corp | Industrials | 9,492 | $836.82K | 1.95% | +294 | +3.2% | Added | 0% |
| 14 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,578 | $789.62K | 1.84% | -73 | -4.4% | Reduced | 0% |
| 15 | GS Goldman Sachs Group Inc | Financial Services | 734 | $742.35K | 1.73% | -41 | -5.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Tower Wealth Partners.
As of its Q2 2026 13F filing, Tower Wealth Partners, Inc.’s five largest positions were Apple Inc. (AAPL) at 7.5%, ExxonMobil Holdings Corp (XOM) at 4.8%, VanEck Merk Gold ETF (OUNZ) at 4.8%, Microsoft Corp (MSFT) at 3.3%, PROCTER & GAMBLE Co (PG) at 3.1% of the reported portfolio.
Tower Wealth Partners, Inc. reported a 13F portfolio worth $42.93M across 76 positions for Q2 2026. That is up 14.0% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($534.44K), Woodward, Inc. ($262.50K), Monolithic Power Systems, Inc. ($255.74K). It opened 14 new positions.
Its largest sales by value were Medtronic plc ($338.80K), ELI LILLY & Co ($327.44K), Palantir Technologies Inc. ($279.98K). It exited 4 positions entirely.
From the Form 13F-HR reports Tower Wealth Partners, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.