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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  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTV VANGUARD INDEX FDS 144,190.0 $31.4M 10.87% -9K -6.0% $217.93 +3.9%
2 VBK VANGUARD INDEX FDS 28,768.0 $10.5M 3.64% -480.0 -1.6% $365.70 -4.6%
3 VBR VANGUARD INDEX FDS 36,794.0 $8.9M 3.09% -344.0 -0.9% $242.99 +1.6%
4 IWD ISHARES TR 27,783.0 $6.7M 2.33% -924.0 -3.2% $242.43 +6.3%
5 SPDW SPDR INDEX SHS FDS 88,065.0 $4.4M 1.53% -2K -2.1% $50.39 +3.6%
6 SPYG SPDR SERIES TRUST 33,225.0 $4.0M 1.37% -301.0 -0.9% $118.99 +2.3%
7 KOMP SPDR SERIES TRUST 52,248.0 $3.7M 1.29% -29K -35.8% $71.50 -5.8%
8 IAU ISHARES GOLD TR Financial Services 45,561.0 $3.4M 1.19% -430.0 -0.9% $75.51 +10.3%
9 FDT FIRST TR EXCH TRD ALPHDX FD 31,214.0 $3.0M 1.02% -351.0 -1.1% $94.68 +3.0%
10 IWN ISHARES TR 12,080.0 $2.7M 0.92% -129.0 -1.1% $221.21 +1.3%
11 GOOG ALPHABET INC 6,035.0 $2.1M 0.74% -3K -34.7% $353.33
12 IVW ISHARES TR 15,353.0 $2.1M 0.73% -168.0 -1.1% $137.53 +2.2%
13 ILCG ISHARES TR 15,792.0 $1.8M 0.64% -114.0 -0.7% $117.02 -1.1%
14 ESML ISHARES TR 26,489.0 $1.5M 0.51% -2K -5.4% $55.93 -1.6%
15 HYG ISHARES TR 17,953.0 $1.4M 0.50% -113.0 -0.6% $79.97 -1.0%
16 IVE ISHARES TR 5,317.0 $1.2M 0.42% -51.0 -0.9% $227.06 +4.3%
17 SPEM SPDR INDEX SHS FDS 20,542.0 $1.1M 0.37% -133.0 -0.6% $51.78 +3.0%
18 TSLA TESLA INC Consumer Cyclical 1,721.0 $724K 0.25% -48.0 -2.7% $420.60 -16.1%
19 HD HOME DEPOT INC Consumer Cyclical 1,955.0 $690K 0.24% -79.0 -3.9% $352.72 -9.5%
20 XOM EXXON MOBIL CORP Energy 4,827.0 $660K 0.23% -997.0 -17.1% $136.73 +17.6%
Page 1 of 2  ·  30 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%