Tower Wealth Partners, Inc.
•CIK: 1852808•Filing: Q4 2025
**Tower Wealth Partners, Inc.** manages $182M across a portfolio of 87 positions. The strategy exhibits a notable allocation toward dividend-focused and sector-specific equities, highlighted by the top holdings in VSMV ($23.1M) and SPYG ($21.0M). Significant capital is also deployed into RECS ($20.4M) and JAAA ($16.9M), suggesting a focus on income generation and specific market segments. This concentrated exposure indicates a tactical approach emphasizing yield and established dividend streams.
Total AUM
$181.9M
QoQ Performance
-0.1%
Positions
83
Top 10 Concentration
71.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VSMV
SPYG
RECS
JAAA
IJH
BUFR
DIVO
VSMV12.7%
SPYG11.6%
RECS11.2%
JAAA9.3%
IJH6.9%
BUFR6.7%
DIVO6.0%
EDIV3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.4%
Technology4.4%
Financial2.4%
Consumer2.2%
Healthcare1.1%
Energy1.0%
Industrial0.6%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW7 new positions
↑56 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023