0001951757-23-000625.txt : 20231025 0001951757-23-000625.hdr.sgml : 20231025 20231025102325 ACCESSION NUMBER: 0001951757-23-000625 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231025 DATE AS OF CHANGE: 20231025 EFFECTIVENESS DATE: 20231025 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: 231344399 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 09-30-2023 09-30-2023 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 10-25-2023 0 49 121676818 false INFORMATION TABLE 2 F_13F_TowerWealth_Q32023.xml AMAZON COM INC COM 023135106 408818 3216 SH SOLE 0 0 3216 INVESCO QQQ TR UNIT SER 1 46090E103 1592152 4444 SH SOLE 0 0 4444 JOHNSON & JOHNSON COM 478160104 563036 3615 SH SOLE 0 0 3615 VANGUARD INDEX FDS TOTAL STK MKT 922908769 471550 2220 SH SOLE 0 0 2220 GOLDMAN SACHS GROUP INC COM 38141G104 348485 1077 SH SOLE 0 0 1077 PROCTER AND GAMBLE CO COM 742718109 712526 4885 SH SOLE 0 0 4885 COCA COLA CO COM 191216100 209365 3740 SH SOLE 0 0 3740 UNITED PARCEL SERVICE INC CL B 911312106 487873 3130 SH SOLE 0 0 3130 MERCK & CO INC COM 58933Y105 754359 7327 SH SOLE 0 0 7327 VERIZON COMMUNICATIONS INC COM 92343V104 322091 9938 SH SOLE 0 0 9938 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 10703647 308196 SH SOLE 0 0 308196 HOME DEPOT INC COM 437076102 1017675 3368 SH SOLE 0 0 3368 AUTOMATIC DATA PROCESSING IN COM 053015103 246113 1023 SH SOLE 0 0 1023 VICTORY PORTFOLIOS II VICTORYSHS US 92647N691 15483030 393870 SH SOLE 0 0 393870 ISHARES TR U.S. REAL ES ETF 464287739 258956 3314 SH SOLE 0 0 3314 ISHARES TR CORE S&P SCP ETF 464287804 540039 5725 SH SOLE 0 0 5725 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 640348 1828 SH SOLE 0 0 1828 MICROSOFT CORP COM 594918104 876206 2775 SH SOLE 0 0 2775 SCHLUMBERGER LTD COM STK 806857108 259843 4457 SH SOLE 0 0 4457 ISHARES TR 0-5 YR TIPS ETF 46429B747 3107061 32058 SH SOLE 0 0 32058 AMERICAN CENTY ETF TR US SML CP VALU 025072877 10013145 128456 SH SOLE 0 0 128456 PPL CORP COM 69351T106 951658 40393 SH SOLE 0 0 40393 TRI CONTL CORP COM 895436103 324722 12212 SH SOLE 0 0 12212 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 8088704 330286 SH SOLE 0 0 330286 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 9235001 183489 SH SOLE 0 0 183489 ISHARES TR GLOBAL 100 ETF 464287572 9289615 126838 SH SOLE 0 0 126838 VISA INC COM CL A 92826C839 567665 2468 SH SOLE 0 0 2468 DBX ETF TR XTRACK MSCI EMRG 233051101 4284834 195402 SH SOLE 0 0 195402 WEIS MKTS INC COM 948849104 315189 5003 SH SOLE 0 0 5003 MCDONALDS CORP COM 580135101 511337 1941 SH SOLE 0 0 1941 AT&T INC COM 00206R102 301511 20074 SH SOLE 0 0 20074 ONEOK INC NEW COM 682680103 324992 5124 SH SOLE 0 0 5124 ISHARES TR GOV/CRED BD ETF 464288596 329804 3296 SH SOLE 0 0 3296 JPMORGAN CHASE & CO COM 46625H100 362840 2502 SH SOLE 0 0 2502 CHEVRON CORP NEW COM 166764100 605177 3589 SH SOLE 0 0 3589 WALMART INC COM 931142103 272361 1703 SH SOLE 0 0 1703 VANECK MERK GOLD TR GOLD TRUST 921078101 998387 55807 SH SOLE 0 0 55807 ISHARES TR 7-10 YR TRSY BD 464287440 550181 6007 SH SOLE 0 0 6007 WISDOMTREE TR INTRST RATE HDGE 97717W380 1705389 76958 SH SOLE 0 0 76958 ESSENTIAL UTILS INC COM 29670G102 211850 6171 SH SOLE 0 0 6171 SPDR SER TR PRTFLO S&P500 VL 78464A508 1794975 43504 SH SOLE 0 0 43504 VANGUARD WORLD FD MEGA GRWTH IND 921910816 11123092 49022 SH SOLE 0 0 49022 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2176871 44535 SH SOLE 0 0 44535 PROSHARES TR S&P MDCP 400 DIV 74347B680 683017 10234 SH SOLE 0 0 10234 EXXON MOBIL CORP COM 30231G102 1897976 16142 SH SOLE 0 0 16142 UNITEDHEALTH GROUP INC COM 91324P102 493602 979 SH SOLE 0 0 979 ISHARES TR CORE S&P MCP ETF 464287507 12682190 50861 SH SOLE 0 0 50861 APPLE INC COM 037833100 2030037 11857 SH SOLE 0 0 11857 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 547523 5963 SH SOLE 0 0 5963