Towerpoint Wealth, LLC
CIK 0001731445 · SACRAMENTO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$289.1M
2026 Q2
Positions
115
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTV
VANGUARD INDEX FDS
10.9%
VUG
VANGUARD INDEX FDS
10.7%
VEA
VANGUARD TAX-MANAGED FDS
6.5%
VO
VANGUARD INDEX FDS
6.3%
VCIT
VANGUARD SCOTTSDALE FDS
5.4%
TAGG
T ROWE PRICE EXCHANGE-TRADED
4.8%
VBK
VANGUARD INDEX FDS
3.6%
VBR
VANGUARD INDEX FDS
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.