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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 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYV SPDR SERIES TRUST 21,375.0 $1.3M 0.45% $60.79 +4.3%
42 ABBV ABBVIE INC Healthcare 4,871.0 $1.2M 0.42% +86.0 +1.8% $251.64 +3.2%
43 GOOGL ALPHABET INC Communication Services 3,408.0 $1.2M 0.42% +571.0 +20.1% $357.39 -5.5%
44 FSCC FEDERATED HERMES ETF TRUST 32,457.0 $1.2M 0.42% +2K +6.7% $37.33 -5.2%
45 IVE ISHARES TR 5,317.0 $1.2M 0.42% -51.0 -0.9% $227.06 +4.2%
46 JNJ JOHNSON & JOHNSON Healthcare 4,593.0 $1.2M 0.40% NEW $253.96 +8.2%
47 CWB SPDR SERIES TRUST 10,210.0 $1.1M 0.38% $107.82 -6.4%
48 SPEM SPDR INDEX SHS FDS 20,542.0 $1.1M 0.37% -133.0 -0.6% $51.78 +1.8%
49 AMAT APPLIED MATLS INC Technology 1,455.0 $1.1M 0.36% NEW $723.07 -39.3%
50 VTI VANGUARD INDEX FDS 2,773.0 $1.0M 0.35% $369.98 +1.8%
51 META META PLATFORMS INC Communication Services 1,767.0 $996K 0.34% +694.0 +64.7% $563.45 +5.1%
52 PG PROCTER & GAMBLE CO Consumer Defensive 6,771.0 $993K 0.34% +515.0 +8.2% $146.64 +0.9%
53 CAT CATERPILLAR INC Industrials 872.0 $929K 0.32% +545.0 +166.7% $1064.87 -26.3%
54 LMBS FIRST TR EXCHANGE-TRADED FD 16,951.0 $844K 0.29% $49.78 -0.8%
55 LMBS PUT FIRST TR EXCHANGE-TRADED FD 4,100.0 $820K 0.28% NEW $200.09 -75.3%
56 INTC INTEL CORP Technology 5,607.0 $783K 0.27% $139.63 -35.7%
57 TSLA TESLA INC Consumer Cyclical 1,721.0 $724K 0.25% -48.0 -2.7% $420.60 -16.1%
58 HD HOME DEPOT INC Consumer Cyclical 1,955.0 $690K 0.24% -79.0 -3.9% $352.72 -9.3%
59 XOM EXXON MOBIL CORP Energy 4,827.0 $660K 0.23% -997.0 -17.1% $136.73 +19.8%
60 SLYG SPDR SERIES TRUST 5,480.0 $653K 0.23% $119.13 -5.2%
Page 3 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%