Tower Wealth Partners, Inc.
Tower Wealth Partners, Inc. reported 101 holdings worth US$203M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Tower Wealth Partners, Inc. reported 101 holdings worth US$203M as of Jun 30, 2026. Largest: Apple Inc, Exxon Mobil Corporation and Microsoft Corp. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 101
- Value as reported
- US$203M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 11,115 | US$3.22M | 1.6% |
| Exxon Mobil Corporation | 14,988 | US$2.05M | 1.0% |
| Microsoft Corp. | 3,751 | US$1.4M | 0.69% |
| Procter & Gamble Company (the) | 8,963 | US$1.31M | 0.65% |
| Alphabet Inc (google) Class C | 3,550 | US$1.27M | 0.63% |
| Ppl Corporation | 34,783 | US$1.26M | 0.62% |
| Home Depot, Inc. (the) | 3,426 | US$1.21M | 0.60% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,275 | US$1.09M | 0.54% |
| Corning Incorporated | 4,206 | US$1.07M | 0.53% |
| Amazon.com, Inc. | 3,655 | US$871K | 0.43% |
| Amphenol Corporation | 4,746 | US$837K | 0.41% |
| Berkshire Hathaway Inc. | 1,578 | US$790K | 0.39% |
| Goldman Sachs Group, Inc. (the) | 734 | US$742K | 0.37% |
| Nvidia Corporation | 3,626 | US$726K | 0.36% |
| Johnson & Johnson | 2,818 | US$716K | 0.35% |
| Caterpillar, Inc. | 657 | US$700K | 0.35% |
| Chevron Corporation | 4,162 | US$690K | 0.34% |
| Broadcom Inc. | 1,751 | US$661K | 0.33% |
| Mcdonald's Corporation | 2,318 | US$627K | 0.31% |
| Merck & Company, Inc. | 4,683 | US$602K | 0.30% |
| Jp Morgan Chase & Co. | 1,818 | US$595K | 0.29% |
| International Business Machines Corporation | 2,070 | US$582K | 0.29% |
| Visa Inc. | 1,686 | US$578K | 0.29% |
| Cme Group Inc. | 2,612 | US$577K | 0.28% |
| Micron Technology, Inc. | 463 | US$534K | 0.26% |
| Tjx Companies, Inc. (the) | 3,442 | US$521K | 0.26% |
| Sterling Infrastructure, Inc. | 607 | US$509K | 0.25% |
| Oneok, Inc. | 5,849 | US$509K | 0.25% |
| At&t Inc. | 23,904 | US$495K | 0.24% |
| Amgen Inc. | 1,333 | US$483K | 0.24% |
| American Express Company | 1,344 | US$455K | 0.22% |
| Abbvie Inc. | 1,770 | US$445K | 0.22% |
| Williams Companies, Inc. (the) | 5,752 | US$428K | 0.21% |
| Asml Holding Nv | 202 | US$402K | 0.20% |
| Rtx Corporation | 2,036 | US$386K | 0.19% |
| Republic Services, Inc. | 1,797 | US$383K | 0.19% |
| Walmart Inc. | 3,374 | US$382K | 0.19% |
| Verizon Communications Inc. | 8,828 | US$374K | 0.18% |
| Hsbc Holdings Plc | 3,775 | US$359K | 0.18% |
| Ralph Lauren Corporation | 869 | US$349K | 0.17% |
| Coca-cola Company (the) | 4,291 | US$349K | 0.17% |
| Pnc Financial Services Group, Inc. (the) | 1,396 | US$344K | 0.17% |
| Novartis Ag | 2,192 | US$344K | 0.17% |
| Emcor Group, Inc. | 407 | US$338K | 0.17% |
| Cardinal Health, Inc. | 1,421 | US$338K | 0.17% |
| Royal Bank Of Canada | 1,588 | US$329K | 0.16% |
| Costco Wholesale Corporation | 342 | US$320K | 0.16% |
| State Street Corporation | 1,772 | US$301K | 0.15% |
| Wec Energy Group, Inc. | 2,495 | US$291K | 0.14% |
| Duke Energy Corporation (holding Company) | 2,260 | US$286K | 0.14% |
| Us Foods Holding Corp. | 2,648 | US$271K | 0.13% |
| Woodward, Inc. | 617 | US$262K | 0.13% |
| Monolithic Power Systems, Inc. | 185 | US$256K | 0.13% |
| Texas Instruments Incorporated | 840 | US$250K | 0.12% |
| Fedex Corporation | 765 | US$240K | 0.12% |
| Mastercard Incorporated | 458 | US$235K | 0.12% |
| Watsco, Inc. | 559 | US$233K | 0.12% |
| Nextera Energy, Inc. | 2,607 | US$229K | 0.11% |
| Cognex Corporation | 3,148 | US$228K | 0.11% |
| Datadog, Inc. | 870 | US$227K | 0.11% |
| Southwest Airlines Company | 4,282 | US$220K | 0.11% |
| Interactive Brokers Group, Inc. | 2,458 | US$214K | 0.11% |
| Quest Diagnostics Incorporated | 1,006 | US$213K | 0.11% |
| Norfolk Southern Corporation | 660 | US$208K | 0.10% |
| Air Products And Chemicals, Inc. | 705 | US$207K | 0.10% |
| Agnico Eagle Mines Limited | 1,322 | US$205K | 0.10% |
| Crowdstrike Holdings, Inc. | 268 | US$205K | 0.10% |
| Essential Utilities, Inc. | 5,321 | US$204K | 0.10% |
| Ross Stores, Inc. | 949 | US$202K | 0.10% |
| Snap-on Incorporated | 501 | US$202K | 0.10% |
| Alcoa Corporation | 0 | US$0 | 0.00% |
| Eli Lilly And Company | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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