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Portfolio (Quarterly) Guide ↗

Towerpoint Wealth, LLC

· CIK 0001731445
13F Portfolio $289M AUM 115 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 37 Added 30 Reduced 2 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG VANGUARD INDEX FDS 360,346.0 $31.0M 10.74% +298K +477.1% $86.14 +1.7%
2 VEA VANGUARD TAX-MANAGED FDS 265,509.0 $18.9M 6.54% +10K +3.8% $71.25 +1.8%
3 VO VANGUARD INDEX FDS 224,580.0 $18.1M 6.26% +169K +302.6% $80.57 +1.2%
4 VCIT VANGUARD SCOTTSDALE FDS 189,622.0 $15.7M 5.42% +9K +4.7% $82.65 -2.7%
5 TAGG T ROWE PRICE EXCHANGE-TRADED 324,622.0 $13.8M 4.77% +18K +5.8% $42.47 -2.0%
6 FVD FIRST TR EXCHANGE-TRADED FD 147,084.0 $7.1M 2.45% +1K +0.7% $48.18 +4.3%
7 AVDV AMERICAN CENTY ETF TR 53,615.0 $5.5M 1.91% +32K +143.4% $103.05 +8.6%
8 LLY ELI LILLY & CO Healthcare 4,549.0 $5.5M 1.89% +267.0 +6.2% $1199.37 -3.2%
9 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,576.0 $4.9M 1.70% +614.0 +10.3% $746.80 +2.4%
10 NVDA NVIDIA CORPORATION Technology 24,544.0 $4.9M 1.70% +5K +27.7% $200.09 +12.6%
11 AAPL APPLE INC Technology 15,426.0 $4.5M 1.54% +1K +7.1% $289.37 +12.4%
12 IWF ISHARES TR 32,264.0 $4.0M 1.39% +24K +272.6% $124.17 -2.0%
13 FTSM FIRST TR EXCHANGE-TRADED FD 64,461.0 $3.9M 1.33% +3K +4.4% $59.73 -0.1%
14 FLCG FEDERATED HERMES ETF TRUST 72,050.0 $2.4M 0.83% +3K +4.5% $33.31 +4.5%
15 WMT WALMART INC Consumer Defensive 19,769.0 $2.2M 0.77% +914.0 +4.8% $113.26 -6.1%
16 BNDX VANGUARD CHARLOTTE FDS 38,772.0 $1.9M 0.65% +2K +4.0% $48.43 -2.4%
17 VGT VANGUARD WORLD FD 14,784.0 $1.8M 0.61% +13K +694.8% $119.52 -0.5%
18 CMF ISHARES TR 27,221.0 $1.6M 0.54% +218.0 +0.8% $57.64 -3.3%
19 VIG VANGUARD SPECIALIZED FUNDS 6,135.0 $1.5M 0.50% +233.0 +4.0% $236.63 +2.1%
20 MSFT MICROSOFT CORP Technology 3,858.0 $1.4M 0.50% +173.0 +4.7% $373.05 +33.2%
Page 1 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.8%
Financial Services 23.0%
Healthcare 16.6%
Consumer Defensive 7.9%
Communication Services 5.6%
Industrials 4.3%
Consumer Cyclical 3.7%
Energy 1.6%
Utilities 0.8%
Basic Materials 0.5%