MANAGING PARTNER

0001951757-23-000463.txt : 20230731 0001951757-23-000463.hdr.sgml : 20230731 20230731133825 ACCESSION NUMBER: 0001951757-23-000463 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230731 DATE AS OF CHANGE: 20230731 EFFECTIVENESS DATE: 20230731 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: 231126359 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 X0202 13F-HR LIVE false false false 0001852808 XXXXXXXX 06-30-2023 06-30-2023 Tower Wealth Partners, Inc.

1000 MARKET SREET LEWISBURG PA 17837

13F HOLDINGS REPORT 028-21131 N DARIN M. KOSS MANAGING PARTNER (570) 524-7200 DARIN M. KOSS LEWISBURG PA 07-31-2023 0 49 124759137 false INFORMATION TABLE 2 F_13F_TowerWealth_Q22023.xml WISDOMTREE TR INTRST RATE HDGE 97717W380 1659398 37509 SH SOLE 0 0 37509 WEIS MKTS INC COM 948849104 321243 5003 SH SOLE 0 0 5003 WALMART INC COM 931142103 228383 1453 SH SOLE 0 0 1453 VISA INC COM CL A 92826C839 527681 2222 SH SOLE 0 0 2222 VICTORY PORTFOLIOS II VICTORYSHS US 92647N691 15972758 392644 SH SOLE 0 0 392644 VERIZON COMMUNICATIONS INC COM 92343V104 338392 9099 SH SOLE 0 0 9099 VANGUARD INDEX FDS TOTAL STK MKT 922908769 489022 2220 SH SOLE 0 0 2220 VANGUARD WORLD FD MEGA GRWTH IND 921910816 11593981 49269 SH SOLE 0 0 49269 VANECK MERK GOLD TR GOLD TRUST 921078101 1061781 57085 SH SOLE 0 0 57085 UNITEDHEALTH GROUP INC COM 91324P102 463818 965 SH SOLE 0 0 965 UNITED PARCEL SERVICE INC CL B 911312106 551373 3076 SH SOLE 0 0 3076 TRI CONTL CORP COM 895436103 331689 12097 SH SOLE 0 0 12097 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 386562 4210 SH SOLE 0 0 4210 SPDR SER TR PRTFLO S&P500 VL 78464A508 1874146 43383 SH SOLE 0 0 43383 PROSHARES TR S&P MDCP 400 DIV 74347B680 681408 9697 SH SOLE 0 0 9697 PROCTER AND GAMBLE CO COM 742718109 735484 4847 SH SOLE 0 0 4847 PPL CORP COM 69351T106 1079382 40793 SH SOLE 0 0 40793 ONEOK INC NEW COM 682680103 313478 5079 SH SOLE 0 0 5079 NEXTERA ENERGY INC COM 65339F101 259997 3504 SH SOLE 0 0 3504 MICROSOFT CORP COM 594918104 901750 2648 SH SOLE 0 0 2648 MERCK & CO INC COM 58933Y105 843617 7311 SH SOLE 0 0 7311 MCDONALDS CORP COM 580135101 575036 1927 SH SOLE 0 0 1927 JOHNSON & JOHNSON COM 478160104 744012 4495 SH SOLE 0 0 4495 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 9181473 184182 SH SOLE 0 0 184182 JPMORGAN CHASE & CO COM 46625H100 403160 2772 SH SOLE 0 0 2772 ISHARES TR 0-5 YR TIPS ETF 46429B747 3064250 31396 SH SOLE 0 0 31396 ISHARES TR GOV/CRED BD ETF 464288596 343573 3303 SH SOLE 0 0 3303 ISHARES TR CORE S&P SCP ETF 464287804 575379 5774 SH SOLE 0 0 5774 ISHARES TR U.S. REAL ES ETF 464287739 289303 3343 SH SOLE 0 0 3343 ISHARES TR GLOBAL 100 ETF 464287572 9522332 125195 SH SOLE 0 0 125195 ISHARES TR CORE S&P MCP ETF 464287507 13312731 50913 SH SOLE 0 0 50913 ISHARES TR 7-10 YR TRSY BD 464287440 576412 5967 SH SOLE 0 0 5967 INVESCO QQQ TR UNIT SER 1 46090E103 1684925 4561 SH SOLE 0 0 4561 HOME DEPOT INC COM 437076102 1042818 3357 SH SOLE 0 0 3357 GOLDMAN SACHS GROUP INC COM 38141G104 338667 1050 SH SOLE 0 0 1050 GENERAL MLS INC COM 370334104 219132 2857 SH SOLE 0 0 2857 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 8224313 328447 SH SOLE 0 0 328447 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2337159 46116 SH SOLE 0 0 46116 EXXON MOBIL CORP COM 30231G102 1731551 16145 SH SOLE 0 0 16145 ESSENTIAL UTILS INC COM 29670G102 308903 7740 SH SOLE 0 0 7740 DBX ETF TR XTRACK MSCI EMRG 233051101 4335200 191823 SH SOLE 0 0 191823 CHEVRON CORP NEW COM 166764100 560638 3563 SH SOLE 0 0 3563 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 623348 1828 SH SOLE 0 0 1828 AUTOMATIC DATA PROCESSING IN COM 053015103 222208 1011 SH SOLE 0 0 1011 APPLE INC COM 037833100 2284773 11779 SH SOLE 0 0 11779 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 10988964 305249 SH SOLE 0 0 305249 AMERICAN CENTY ETF TR US SML CP VALU 025072877 9933149 127988 SH SOLE 0 0 127988 AMAZON COM INC COM 023135106 400205 3070 SH SOLE 0 0 3070 AT&T INC COM 00206R102 320180 20074 SH SOLE 0 0 20074