13F Filings History of Tower Wealth Partners, Inc.

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$181,905,379
Signature - Title
Darin Koss - Chief Compliance Officer
Location
Lewisburg, PA
Summary
This page shows a list of all the recent 13F filings made by Tower Wealth Partners, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tower Wealth Partners, Inc. reported 87 stock holdings with total value $181,905,379 as of Q4 2025. Top holdings included VSMV, SPYG, RECS, JAAA, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $181,905,379 +$8,077,569 -$10,900,306 -$2,822,737 VSMV, SPYG, RECS, JAAA, IJH 13F-HR 16 Jan 2026, 16:39
Q3 2025 90 $182,056,006 +$5,141,420 -$2,808,091 +$2,333,329 VSMV, SPYG, RECS, IJH, JAAA 13F-HR 07 Nov 2025, 07:48
Q2 2025 86 $169,179,667 +$8,326,246 -$36,110,901 -$27,784,655 VSMV, SPYG, RECS, JAAA, IJH 13F-HR 28 Jul 2025, 17:02
Q1 2025 76 $187,058,762 +$3,542,516 -$2,775,084 +$767,432 VSMV, JAAA, SPYG, RECS, IJH 13F-HR 11 Apr 2025, 10:17
Q4 2024 77 $191,135,730 +$30,905,328 -$12,558,389 +$18,346,939 VSMV, SPYG, JAAA, RECS, IJH 13F-HR 07 Feb 2025, 14:59
Q3 2024 75 $171,952,795 +$3,942,804 -$1,308,972 +$2,633,832 VSMV, IJH, SPYG, DIVO, JAAA 13F-HR 28 Oct 2024, 17:44
Q2 2024 65 $161,967,947 +$16,189,005 -$9,964,015 +$6,224,990 VSMV, SPYG, IJH, JAAA, DIVO 13F-HR 09 Aug 2024, 15:50
Q1 2024 58 $154,005,115 +$16,891,547 -$1,041,704 +$15,849,843 VSMV, IJH, SPYG, DIVO, AVUV 13F-HR 18 Apr 2024, 12:56
Q4 2023 56 $141,531,619 +$25,977,246 -$14,441,314 +$11,535,932 VSMV, IJH, DIVO, SPYG, AVUV 13F-HR 22 Jan 2024, 09:30
Q3 2023 49 $121,676,818 +$2,291,259 -$972,523 +$1,318,736 VSMV, IJH, MGK, DIVO, AVUV 13F-HR 25 Oct 2023, 10:23
Q2 2023 49 $124,759,137 +$7,496,686 -$8,468,019 -$971,333 VSMV, IJH, MGK, DIVO, AVUV 13F-HR 31 Jul 2023, 13:38
Q1 2023 50 $119,720,671 +$2,172,755 -$1,601,969 +$570,786 VSMV, DIVO, IJH, MGK, IOO 13F-HR 04 May 2023, 17:24
Q4 2022 52 $114,807,733 +$10,762,709 -$883,117 +$9,879,592 VSMV, DIVO, IJH, IOO, MGK 13F-HR 31 Jan 2023, 11:45
Q3 2022 50 $101,431,000 +$41,546,705 -$14,021,765 +$27,524,940 VSMV, DIVO, IJH, MGK, AVUV 13F-HR 14 Nov 2022, 12:56
Q2 2022 42 $75,269,000 +$28,049,205 -$37,885,693 -$9,836,488 VSMV, IJH, MGK, VB, TIP 13F-HR 15 Aug 2022, 09:35
Q1 2022 48 $92,072,000 +$2,288,162 -$4,425,998 -$2,137,836 VSMV, VXF, MTUM, VB, TIP 13F-HR 15 Apr 2022, 15:16
Q4 2021 49 $98,682,000 +$3,096,202 -$3,904,960 -$808,758 VSMV, VXF, MTUM, TIP, VB 13F-HR 11 Feb 2022, 11:20
Q3 2021 49 $94,848,000 +$6,086,117 -$1,464,257 +$4,621,860 VSMV, VXF, MTUM, TIP, VB 13F-HR 15 Nov 2021, 10:57
Q2 2021 50 $90,921,000 +$11,550,103 -$1,922,676 +$9,627,427 VXF, VSMV, MTUM, TIP, VB 13F-HR 12 Aug 2021, 10:58
Q1 2021 49 $77,579,000 +$26,886,079 -$37,786,394 -$10,900,315 VSMV, MTUM, TIP, VXF, FIXD 13F-HR 17 May 2021, 16:32
Q4 2020 44 $87,302,000 $0 $0 $0 IEF, USMV, MTUM, VSMV, SMMV 13F-HR 09 Apr 2021, 15:04