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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 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KOMP SPDR SERIES TRUST 52,248.0 $3.7M 1.29% -29K -35.8% $71.50 -5.6%
22 IAU ISHARES GOLD TR Financial Services 45,561.0 $3.4M 1.19% -430.0 -0.9% $75.51 +11.4%
23 FDT FIRST TR EXCH TRD ALPHDX FD 31,214.0 $3.0M 1.02% -351.0 -1.1% $94.68 +2.8%
24 IJH ISHARES TR 37,511.0 $2.9M 1.00% $77.11 -1.8%
25 IWN ISHARES TR 12,080.0 $2.7M 0.92% -129.0 -1.1% $221.21 +1.1%
26 FLCG FEDERATED HERMES ETF TRUST 72,050.0 $2.4M 0.83% +3K +4.5% $33.31 +6.1%
27 WMT WALMART INC Consumer Defensive 19,769.0 $2.2M 0.77% +914.0 +4.8% $113.26 -4.3%
28 GOOG ALPHABET INC 6,035.0 $2.1M 0.74% -3K -34.7% $353.33
29 IVW ISHARES TR 15,353.0 $2.1M 0.73% -168.0 -1.1% $137.53 +2.3%
30 BNDX VANGUARD CHARLOTTE FDS 38,772.0 $1.9M 0.65% +2K +4.0% $48.43 -2.1%
31 GLD SPDR GOLD TR Financial Services 5,020.0 $1.8M 0.64% $368.38 +11.4%
32 ILCG ISHARES TR 15,792.0 $1.8M 0.64% -114.0 -0.7% $117.02 -1.3%
33 VGT VANGUARD WORLD FD 14,784.0 $1.8M 0.61% +13K +694.8% $119.52 +1.1%
34 ESGV VANGUARD WORLD FD 12,586.0 $1.7M 0.58% $132.24 +3.7%
35 CMF ISHARES TR 27,221.0 $1.6M 0.54% +218.0 +0.8% $57.64 -3.3%
36 ESML ISHARES TR 26,489.0 $1.5M 0.51% -2K -5.4% $55.93 -1.5%
37 VIG VANGUARD SPECIALIZED FUNDS 6,135.0 $1.5M 0.50% +233.0 +4.0% $236.63 +2.8%
38 MSFT MICROSOFT CORP Technology 3,858.0 $1.4M 0.50% +173.0 +4.7% $373.05 +36.7%
39 HYG ISHARES TR 17,953.0 $1.4M 0.50% -113.0 -0.6% $79.97 -1.0%
40 EFA ISHARES TR 13,698.0 $1.4M 0.49% $103.88 +4.2%
Page 2 of 6  ·  115 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%