Towerpoint Wealth, LLC Portfolio Holdings

Towerpoint Wealth, LLC

  • $222 Million
  • Q2 2025

Towerpoint Wealth, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $222 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 $28.2M, Vanguard Value ETF with a value of $26.8M, Vanguard Intermediate Term Cor with a value of $17.2M, Vanguard Ftse Developed Market with a value of $14.2M, and Vanguard Mid Cap ETF with a value of $14M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $198M to 222M.

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 $222 Million
ETFs: $193 Million
Technology: $9.55 Million
Healthcare: $6.01 Million
Consumer Defensive: $5.82 Million
Communication Services: $2.79 Million
Financial Services: $1.82 Million
Consumer Cyclical: $1.68 Million
Energy: $967,000
Other: $225,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $222 Million
  • Prior Value $198 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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