Towerpoint Wealth, LLC
Towerpoint Wealth, LLC reported 115 positions worth $289.1M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VTV (10.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $31.4M | 10.87% | 144,190 | — | — | |
| ▸ 2 | VUG | SH | $31.0M | 10.74% | 360,346 | — | — | |
| ▸ 3 | VEA | SH | $18.9M | 6.54% | 265,509 | — | — | |
| ▸ 4 | VO | SH | $18.1M | 6.26% | 224,580 | — | — | |
| ▸ 5 | VCIT | SH | $15.7M | 5.42% | 189,622 | — | — | |
| ▸ 6 | TAGG | SH | $13.8M | 4.77% | 324,622 | — | — | |
| ▸ 7 | VBK | SH | $10.5M | 3.64% | 28,768 | — | — | |
| ▸ 8 | VBR | SH | $8.9M | 3.09% | 36,794 | — | — | |
| ▸ 9 | FVD | SH | $7.1M | 2.45% | 147,084 | — | — | |
| ▸ 10 | IWD | SH | $6.7M | 2.33% | 27,783 | — | — |
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Frequently Asked Questions
What stocks does Towerpoint Wealth, LLC hold as of Q2 2026?
Towerpoint Wealth, LLC reported 115 positions worth $289.1M in its Q2 2026 13F filing. Largest positions: VTV (10.9%), VUG (10.7%), VEA (6.5%), VO (6.3%) and VCIT (5.4%).
What did Towerpoint Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Towerpoint Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.