Tower Wealth Partners, Inc.
SEC Form 13F institutional filer · CIK 0001852808
13F-HR · 57 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
58.5%
Tower Wealth Partners, Inc. — $51.8M AUM allocation strategy
Tower Wealth Partners, Inc. files SEC Form 13F and reports $51.8M of long US equity value across 57 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 8.2%, followed by Financials 7.6% and Energy 6.3%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Tower Wealth Partners, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$51.8M
total across 57 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MSFT +745 sh · −$59K+$GOOG +696 sh · +$129K+$CVX +624 sh · +$308K
Biggest trims (shares)
−$MRK −2.29K sh · −$173K−$AMZN −1.75K sh · −$488K−$IVV −1.27K sh · −$72.8K
Exited to nil (held last quarter, gone now)
$META ($494K last qtr)$CRWD ($389K last qtr)$EXPE ($319K last qtr)$CRM ($263K last qtr)$ADP ($255K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Integrated Oil & Gas6.3%—
- Technology Hardware, Storage & Peripherals5.6%—
- Systems Software2.6%—
- Electric Utilities2.5%—
- Asset Management & Custody Banks2.5%—
- Personal Care Products2.5%—
- Home Improvement Retail2.3%—
- Interactive Media & Services2.0%—
- Other holdings73.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 11.4K | $2.89M | +153 | 5.6% |
| $XOM | ExxonMobil Holdings Corporation | 14.6K | $2.48M | -168 | 4.8% |
| $MSFT | Microsoft Corporation | 3.69K | $1.37M | +745 | 2.6% |
| $PPL | PPL Corporation | 34.8K | $1.33M | -882 | 2.6% |
| $IVZ | Invesco Ltd | 24.1K | $1.32M | +131 | 2.6% |
| $PG | Procter & Gamble Company | 8.97K | $1.3M | -683 | 2.5% |
| $HD | Home Depot Inc | 3.67K | $1.21M | +96 | 2.3% |
…and 50 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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