Home › Towerpoint Wealth, LLC

Towerpoint Wealth, LLC 13F holdings

Filed 2026-07-09 · Towerpoint Wealth, LLC · 115 positions · $289.1M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VTVVANGUARD INDEX FDS144.2K$31.4M10.9%
VUGVANGUARD INDEX FDS360.3K$31.0M10.7%
VEAVANGUARD TAX-MANAGED FDS265.5K$18.9M6.5%
VOVANGUARD INDEX FDS224.6K$18.1M6.3%
VCITVANGUARD SCOTTSDALE FDS189.6K$15.7M5.4%
—T ROWE PRICE EXCHANGE-TRADED324.6K$13.8M4.8%
VBKVANGUARD INDEX FDS28.8K$10.5M3.6%
VBRVANGUARD INDEX FDS36.8K$8.9M3.1%
FVDFIRST TR EXCHANGE-TRADED FD147.1K$7.1M2.5%
IWDISHARES TR27.8K$6.7M2.3%
AVDVAMERICAN CENTY ETF TR53.6K$5.5M1.9%
LLYELI LILLY & CO4.5K$5.5M1.9%
SPYSTATE STR SPDR S&P 500 ETF T6.6K$4.9M1.7%
NVDANVIDIA CORPORATION24.5K$4.9M1.7%
AAPLAPPLE INC15.4K$4.5M1.5%
SPDWSPDR INDEX SHS FDS88.1K$4.4M1.5%
IWFISHARES TR32.3K$4.0M1.4%
LRCXLAM RESEARCH CORP9.1K$4.0M1.4%
SPYGSPDR SERIES TRUST33.2K$4.0M1.4%
FTSMFIRST TR EXCHANGE-TRADED FD64.5K$3.9M1.3%
KOMPSPDR SERIES TRUST52.2K$3.7M1.3%
IAUISHARES GOLD TR45.6K$3.4M1.2%
FDTFIRST TR EXCH TRD ALPHDX FD31.2K$3.0M1.0%
IJHISHARES TR37.5K$2.9M1.0%
IWNISHARES TR12.1K$2.7M0.9%
—FEDERATED HERMES ETF TRUST72.0K$2.4M0.8%
WMTWALMART INC19.8K$2.2M0.8%
GOOGALPHABET INC6.0K$2.1M0.7%
IVWISHARES TR15.4K$2.1M0.7%
BNDXVANGUARD CHARLOTTE FDS38.8K$1.9M0.6%
GLDSPDR GOLD TR5.0K$1.8M0.6%
ILCGISHARES TR15.8K$1.8M0.6%
VGTVANGUARD WORLD FD14.8K$1.8M0.6%
ESGVVANGUARD WORLD FD12.6K$1.7M0.6%
CMFISHARES TR27.2K$1.6M0.5%
ESMLISHARES TR26.5K$1.5M0.5%
VIGVANGUARD SPECIALIZED FUNDS6.1K$1.5M0.5%
MSFTMICROSOFT CORP3.9K$1.4M0.5%
HYGISHARES TR18.0K$1.4M0.5%
EFAISHARES TR13.7K$1.4M0.5%
SPYVSPDR SERIES TRUST21.4K$1.3M0.4%
ABBVABBVIE INC4.9K$1.2M0.4%
GOOGLALPHABET INC3.4K$1.2M0.4%
—FEDERATED HERMES ETF TRUST32.5K$1.2M0.4%
IVEISHARES TR5.3K$1.2M0.4%
JNJJOHNSON & JOHNSON4.6K$1.2M0.4%
CWBSPDR SERIES TRUST10.2K$1.1M0.4%
SPEMSPDR INDEX SHS FDS20.5K$1.1M0.4%
AMATAPPLIED MATLS INC1.5K$1.1M0.4%
VTIVANGUARD INDEX FDS2.8K$1.0M0.4%
METAMETA PLATFORMS INC1.8K$995,6080.3%
PGPROCTER & GAMBLE CO6.8K$992,8990.3%
CATCATERPILLAR INC872$928,5690.3%
LMBSFIRST TR EXCHANGE-TRADED FD17.0K$843,8410.3%
LMBSFIRST TR EXCHANGE-TRADED FD4.1K$820,3690.3%
INTCINTEL CORP5.6K$782,8990.3%
TSLATESLA INC1.7K$723,8530.3%
HDHOME DEPOT INC2.0K$689,5660.2%
EXMOCEXXON MOBIL CORP4.8K$660,0130.2%
SLYGSPDR SERIES TRUST5.5K$652,8260.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}