Towerpoint Wealth, LLC Portfolio Holdings

Towerpoint Wealth, LLC

  • $239 Million
  • Q3 2025

Towerpoint Wealth, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $239 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $30.3M, Vanguard Value ETF with a value of $29.3M, Vanguard Mid Cap ETF with a value of $15.3M, Vanguard Ftse Developed Market with a value of $15M, and Vanguard Intermediate Term Cor with a value of $14.6M.

Examining the 13F form we can see an increase of $17.6M in the current position value, from $222M to 239M.

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 $239 Million
ETFs: $207 Million
Technology: $11.9 Million
Healthcare: $6.04 Million
Consumer Defensive: $5.87 Million
Communication Services: $4.59 Million
Financial Services: $1.58 Million
Consumer Cyclical: $1.42 Million
Energy: $651,000
Other: $219,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $239 Million
  • Prior Value $222 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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