0001852808-22-000003.txt : 20220815 0001852808-22-000003.hdr.sgml : 20220815 20220815093551 ACCESSION NUMBER: 0001852808-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tower Wealth Partners, Inc. CENTRAL INDEX KEY: 0001852808 IRS NUMBER: 202170640 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21131 FILM NUMBER: 221162894 BUSINESS ADDRESS: STREET 1: 1000 MARKET SREET CITY: LEWISBURG STATE: PA ZIP: 17837 BUSINESS PHONE: (570) 524-7200 MAIL ADDRESS: STREET 1: 1000 MARKET SREET CITY: LEWISBURG STATE: PA ZIP: 17837 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001852808 XXXXXXXX 06-30-2022 06-30-2022 Tower Wealth Partners, Inc.

1000 MARKET SREET LEWISBURG PA 17837

13F HOLDINGS REPORT 028-21131 N DARIN KOSS (570) 524-7200 DARIN KOSS Lewisburg PA 08-15-2022 0 42 75269 false INFORMATION TABLE 2 13F_TowerWealth_20220630.xml VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF ETF 92647N691 16406 447204 SH SOLE 0 0 447204 ISHARES S&P MIDCAP FUND ETF 464287507 10705 47319 SH SOLE 0 0 47319 VANGUARD MEGA CAP GROWTH ETF ETF 921910816 10241 56363 SH SOLE 0 0 56363 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 8068 45811 SH SOLE 0 0 45811 ISHARES TIPS BOND ETF ETF 464287176 3600 31602 SH SOLE 0 0 31602 FIRST TRUST MANAGED MUNICIPAL ETF ETF 33739N108 2426 47941 SH SOLE 0 0 47941 WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND ETF 97717W380 1908 41852 SH SOLE 0 0 41852 APPLE INC COM Stock 037833100 1793 13118 SH SOLE 0 0 13118 SPYV - SPDR PORTFOLIO S&P 500 VALUE ETF 78464A508 1635 44398 SH SOLE 0 0 44398 INVESCO QQQ TRUST ETF 46090E103 1572 5608 SH SOLE 0 0 5608 EXXON MOBIL CORP COM Stock 30231G102 1390 16231 SH SOLE 0 0 16231 PPL CORP COM Stock 69351T106 1117 41158 SH SOLE 0 0 41158 VAN ECK MERK GOLD TRUST ETF 921078101 1013 57795 SH SOLE 0 0 57795 HOME DEPOT INC COM Stock 437076102 1006 3669 SH SOLE 0 0 3669 JOHNSON & JOHNSON COM Stock 478160104 855 4815 SH SOLE 0 0 4815 IOO - ISHARES GLOBAL 100 ETF 464287572 827 12904 SH SOLE 0 0 12904 UNITEDHEALTH GROUP INC COM Stock 91324P102 643 1251 SH SOLE 0 0 1251 SPTS - SPDR PORTFOLIO SHORT TERM TREAS ETF 78468R101 637 21643 SH SOLE 0 0 21643 MICROSOFT CORP COM Stock 594918104 629 2451 SH SOLE 0 0 2451 MERCK & CO INC COM Stock 58933Y105 564 6187 SH SOLE 0 0 6187 ISHARES S&P SMALL-CAP FUND ETF 464287804 550 5948 SH SOLE 0 0 5948 UNITED PARCEL SERVICE INC CL B Stock 911312106 538 2947 SH SOLE 0 0 2947 PROCTER AND GAMBLE CO COM Stock 742718109 524 3642 SH SOLE 0 0 3642 CHEVRON CORP NEW COM Stock 166764100 515 3555 SH SOLE 0 0 3555 MCDONALDS CORP COM Stock 580135101 499 2021 SH SOLE 0 0 2021 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 497 1822 SH SOLE 0 0 1822 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 452 2398 SH SOLE 0 0 2398 VISA INC COM CL A Stock 92826C839 433 2201 SH SOLE 0 0 2201 AT&T INC COM Stock 00206R102 417 19910 SH SOLE 0 0 19910 ESSENTIAL UTILS INC COM Stock 29670G102 403 8790 SH SOLE 0 0 8790 GBF - ISHARES GOVT/CREDIT BOND ETF 464288596 375 3484 SH SOLE 0 0 3484 WEIS MKTS INC COM Stock 948849104 373 5003 SH SOLE 0 0 5003 GOLDMAN SACHS GROUP INC COM Stock 38141G104 334 1124 SH SOLE 0 0 1124 TRI CONTL CORP COM CEF 895436103 296 11317 SH SOLE 0 0 11317 JPMORGAN CHASE & CO COM Stock 46625H100 291 2580 SH SOLE 0 0 2580 VERIZON COMMUNICATIONS INC COM Stock 92343V104 291 5739 SH SOLE 0 0 5739 AMAZON COM INC COM Stock 023135106 290 2732 SH SOLE 0 0 2732 IYR - ISHARES U.S. REAL ESTATE ETF 464287739 267 2900 SH SOLE 0 0 2900 NEXTERA ENERGY INC COM Stock 65339F101 237 3055 SH SOLE 0 0 3055 ONEOK INC NEW COM Stock 682680103 226 4080 SH SOLE 0 0 4080 CISCO SYS INC COM Stock 17275R102 219 5133 SH SOLE 0 0 5133 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 207 1930 SH SOLE 0 0 1930