Tower Wealth Partners, Inc.

RIA/Wealth

Tower Wealth Partners, Inc. is a RIA/Wealth based in Lewisburg, PA led by Darin Michael Koss, reporting $350.5M in AUM as of Q3 2025 with 79% ETF concentration and 72% concentrated in top 10 holdings.

Managing PartnerDarin Michael Koss

Portfolio Value: $182.1M
Positions: 90
Top Holding: VSMV at 12.26%
Last Reported: Q3 2025

Address1000 Market Street, Lewisburg, PA, 17837, United States

Top Holdings

Largest long holdings in Tower Wealth Partners, Inc.'s portfolio (72.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 VSMV VictoryShares US Multi-Factor Minimum Volatility VSMV	ETF ETF	$22.3M	12.26%	+$152.9K Bought	— 415.9K shares	Q4 2022 Held for 2y 11m
2 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$21.0M	11.51%	-$201.9K Sold	— 200.5K shares	Q4 2023 Held for 1y 11m
3 Columbia Research Enhanced Core RECS	ETF ETF	$20.0M	10.98%	+$97.7K Bought	— 495.4K shares	Q4 2024 Held for 11 months
4 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$16.5M	9.08%	-$96.9K Sold	— 253.3K shares	Q2 2022 Held for 3y 5m
5 Janus Henderson AAA CLO JAAA	ETF ETF	$16.5M	9.06%	+$81.1K Bought	— 324.7K shares	Q3 2022 Held for 3y 2m
6 FT Vest Laddered Buffer BUFR	ETF ETF	$11.7M	6.43%	-$42.7K Sold	— 350.5K shares	Q4 2022 Held for 2y 11m
7 Amplify CWP Enhanced Dividend Income DIVO	ETF ETF	$11.0M	6.04%	-$5.3K Sold	— 246.8K shares	Q3 2022 Held for 3y 2m
8 SPDR S&P Emerging Markets Dividend EDIV	ETF ETF	$6.3M	3.43%	+$77.1K Bought	— 160.9K shares	Q2 2024 Held for 1y 5m
9 Fidelity Total Bond FBND	ETF ETF	$3.2M	1.77%	+$213.1K Bought	— 69.6K shares	Q4 2024 Held for 11 months
10 Vanguard Total Stock Market VTI	ETF ETF	$3.2M	1.76%	+$160.8K Bought	— 9.8K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Tower Wealth Partners, Inc.'s latest filing

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Market Value

$182.1M

Prior: $169.2M

Q/Q Change

+7.61%

+$12.9M

Net Flows % of MV

+1.17%

Turnover Ratio

2.18%

New Purchases

9 stocks

$2.3M

Added To

51 stocks

+$2.6M

Sold Out Of

6 stocks

$1.4M

Reduced Holdings

27 stocks

-$1.4M

Increased Positions

Position	Shares Δ	Change
1 Robinhood Markets, Inc. HOOD	New	0 → 2.2K +$318.0K
2 Corning GLW	New	0 → 3.8K +$313.9K
3 Reddit RDDT	New	0 → 1.1K +$259.7K
4 Agnico Eagle Mines AEM	New	0 → 1.5K +$259.4K
5 EMCOR Group EME	New	0 → 398.0 +$258.5K

Decreased Positions

Position	Shares Δ	Change
1 Apollo Global Management APO	Sold	2.1K → 0 −$295.9K
2 Brown & Brown BRO	Sold	2.5K → 0 −$273.2K
3 Kinder Morgan KMI	Sold	7.7K → 0 −$226.5K
4 Medtronic MDT	Sold	2.6K → 0 −$224.0K
5 Darden Restaurants DRI	Sold	953.0 → 0 −$207.7K