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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 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMZN AMAZON COM INC Consumer Cyclical 2,540.0 $605K 0.21% +131.0 +5.4% $238.34 +7.0%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 633.0 $592K 0.20% +10.0 +1.6% $935.56 -0.4%
63 ABT ABBOTT LABORATORIES Healthcare 6,427.0 $583K 0.20% +47.0 +0.7% $90.75 +22.7%
64 XLE SELECT SECTOR SPDR TR 10,906.0 $579K 0.20% +448.0 +4.3% $53.11 +22.4%
65 CMI CUMMINS INC Industrials 812.0 $579K 0.20% NEW $713.21 -22.6%
66 NUDM NUSHARES ETF TR 13,948.0 $558K 0.19% $40.02 +2.3%
67 QQQ INVESCO QQQ TR Financial Services 741.0 $545K 0.19% -440.0 -37.3% $736.04 -3.7%
68 JPM JPMORGAN CHASE & CO Financial Services 1,638.0 $536K 0.18% $327.35 +8.3%
69 AMD ADVANCED MICRO DEVICES INC Technology 903.0 $525K 0.18% NEW $580.91 -21.3%
70 VNQ VANGUARD INDEX FDS 5,389.0 $520K 0.18% +328.0 +6.5% $96.43 -0.6%
71 AVGO BROADCOM INC Technology 1,357.0 $513K 0.18% +56.0 +4.3% $377.74 -2.8%
72 RPG INVESCO EXCHANGE TRADED FD T 7,965.0 $509K 0.18% $63.85 -12.0%
73 ILCV ISHARES TR 4,540.0 $460K 0.16% $101.23 +7.1%
74 IJR ISHARES TR 3,032.0 $450K 0.16% -483.0 -13.7% $148.31 -2.5%
75 IJR PUT ISHARES TR 2,200.0 $440K 0.15% NEW $200.09 -27.8%
76 CSCO CISCO SYS INC Technology 3,660.0 $430K 0.15% NEW $117.45 -7.4%
77 ISCV ISHARES TR 5,011.0 $392K 0.14% $78.32 +1.7%
78 IWO ISHARES TR 973.0 $383K 0.13% $393.96 -5.2%
79 T AT&T INC Communication Services 18,128.0 $375K 0.13% -398.0 -2.1% $20.70 +26.7%
80 UNH UNITEDHEALTH GROUP INC Healthcare 881.0 $366K 0.13% NEW $415.42 -3.8%
Page 4 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%