Towerpoint Wealth, LLC Portfolio Holdings

Towerpoint Wealth, LLC

  • $244 Million
  • Q4 2025

Towerpoint Wealth, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $244 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $30.2M, Vanguard Value ETF with a value of $30.2M, Vanguard Mid Cap ETF with a value of $15.8M, Vanguard Ftse Developed Market with a value of $15.8M, and Vanguard Intermediate Term Cor with a value of $14.5M.

Examining the 13F form we can see an increase of $4.81M in the current position value, from $239M to 244M.

Towerpoint Wealth, LLC is based out at Sacramento, CA

Below you can find more details about Towerpoint Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $244 Million
ETFs: $214 Million
Technology: $10.7 Million
Healthcare: $6.58 Million
Communication Services: $4.95 Million
Consumer Defensive: $3.68 Million
Consumer Cyclical: $2.06 Million
Financial Services: $1.53 Million
Energy: $681,000
Other: $220,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $244 Million
  • Prior Value $239 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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