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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	V	VISA INC	Financial Services	751	$227K	0.09%	SOLD
2	VZ	VERIZON COMMUNICATIONS INC	Communication Services	3,989	$200K	0.08%	SOLD

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%