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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 6  ·  115 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 +3.1%
2 VUG VANGUARD INDEX FDS 360,346.0 $31.0M 10.74% +298K +477.1% $86.14 +1.5%
3 VEA VANGUARD TAX-MANAGED FDS 265,509.0 $18.9M 6.54% +10K +3.8% $71.25 +1.7%
4 VO VANGUARD INDEX FDS 224,580.0 $18.1M 6.26% +169K +302.6% $80.57 +0.8%
5 VCIT VANGUARD SCOTTSDALE FDS 189,622.0 $15.7M 5.42% +9K +4.7% $82.65 -2.6%
6 TAGG T ROWE PRICE EXCHANGE-TRADED 324,622.0 $13.8M 4.77% +18K +5.8% $42.47 -2.0%
7 VBK VANGUARD INDEX FDS 28,768.0 $10.5M 3.64% -480.0 -1.6% $365.70 -5.8%
8 VBR VANGUARD INDEX FDS 36,794.0 $8.9M 3.09% -344.0 -0.9% $242.99 +0.7%
9 FVD FIRST TR EXCHANGE-TRADED FD 147,084.0 $7.1M 2.45% +1K +0.7% $48.18 +3.9%
10 IWD ISHARES TR 27,783.0 $6.7M 2.33% -924.0 -3.2% $242.43 +5.8%
11 AVDV AMERICAN CENTY ETF TR 53,615.0 $5.5M 1.91% +32K +143.4% $103.05 +8.5%
12 LLY ELI LILLY & CO Healthcare 4,549.0 $5.5M 1.89% +267.0 +6.2% $1199.37 -1.7%
13 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,576.0 $4.9M 1.70% +614.0 +10.3% $746.80 +2.2%
14 NVDA NVIDIA CORPORATION Technology 24,544.0 $4.9M 1.70% +5K +27.7% $200.09 +10.7%
15 AAPL APPLE INC Technology 15,426.0 $4.5M 1.54% +1K +7.1% $289.37 +12.4%
16 SPDW SPDR INDEX SHS FDS 88,065.0 $4.4M 1.53% -2K -2.1% $50.39 +2.0%
17 IWF ISHARES TR 32,264.0 $4.0M 1.39% +24K +272.6% $124.17 -2.3%
18 LRCX LAM RESEARCH CORP Technology 9,127.0 $4.0M 1.37% NEW $433.31 -33.8%
19 SPYG SPDR SERIES TRUST 33,225.0 $4.0M 1.37% -301.0 -0.9% $118.99 +0.8%
20 FTSM FIRST TR EXCHANGE-TRADED FD 64,461.0 $3.9M 1.33% +3K +4.4% $59.73 -0.1%
Page 1 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%