Sign In
test

Darin Koss

Tower Wealth Partners, Inc.

Assets Managed
$180.938M
Holdings
87
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-0.53%(2Q avg: -0.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tower Wealth Partners, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Tower Wealth Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 180.938M in assets, with a quarterly growth rate of -0.53% and a 2-quarter average growth rate of -0.3%. The portfolio is managed by Darin Koss, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 1.46%
10.91%
$19.727M
506,088 shares@ $38.98 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.51%
10.73%
$19.412M
198,267 shares@ $97.92 avg price
VSMV
Victoryshares Us Min Vol Etf
Recent Activity
Decreased -22.82%
10.08%
$18.231M
322,286 shares@ $56.57 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 2.21%
9.52%
$17.212M
341,711 shares@ $50.37 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.43%
7.1%
$12.846M
190,227 shares@ $67.53 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 1.5%
6.71%
$12.14M
359,485 shares@ $33.77 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 1.38%
6.19%
$11.194M
249,595 shares@ $44.86 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 162.51%
4.51%
$8.155M
175,757 shares@ $46.41 avg price
EDIV
Spdr S&p Emerging Markets Di
Recent Activity
Increased 1.69%
3.7%
$6.68M
169,205 shares@ $39.48 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 0.96%
2.05%
$3.692M
80,919 shares@ $45.63 avg price

1-10 of 87