Investor
Towerpoint Wealth, LLC
CIK 0001731445 · filed 2026-01-15 · SEC filing
13F book
$252.5M
Positions
92
Largest name
12.2%
Vanguard Index Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 161.1K | $30.8M | 12.2% | — | Held |
| Vanguard Growth Etf | — | 62.5K | $30.5M | 12.1% | — | Held |
| Vanguard Tax-Managed Fds | — | 257.9K | $16.1M | 6.4% | — | Held |
| Vanguard Index Fds | — | 55.1K | $16M | 6.3% | — | Held |
| Vanguard Scottsdale Fds | — | 173.7K | $14.5M | 5.8% | — | Held |
| T Rowe Price Etf Inc | — | 291.1K | $12.5M | 5.0% | — | Held |
| Vanguard Index Fds | — | 29.3K | $8.84M | 3.5% | — | Held |
| Vanguard Index Fds | — | 37.6K | $7.97M | 3.2% | — | Held |
| First Tr Exchange-Traded Fd | — | 143.7K | $6.62M | 2.6% | — | Held |
| Ishares Tr | — | 29K | $6.1M | 2.4% | — | Held |
| Spdr Series Trust | — | 99K | $5.91M | 2.3% | — | Held |
| Eli Lilly & Co | LLY | 4.28K | $4.6M | 1.8% | — | Held |
| Ishares Gold Tr | — | 51.1K | $4.15M | 1.6% | — | Held |
| Ishares Tr | — | 8.75K | $4.14M | 1.6% | — | Held |
| Spdr Index Shs Fds | — | 91.9K | $4.08M | 1.6% | — | Held |
| Spdr S&P 500 Etf Tr | — | 5.9K | $4.02M | 1.6% | — | Held |
| Apple Inc. | AAPL | 14.4K | $3.92M | 1.6% | — | Held |
| Nvidia Corp | NVDA | 21K | $3.91M | 1.6% | — | Held |
| Spdr Series Trust | — | 35.3K | $3.77M | 1.5% | — | Held |
| First Tr Exchange-Traded Fd | — | 60K | $3.59M | 1.4% | — | Held |
| Alphabet Inc | — | 9.3K | $2.92M | 1.2% | — | Held |
| First Tr Exch Trd Alphdx Fd | — | 31.6K | $2.51M | 1.0% | — | Held |
| Ishares Tr | — | 36.8K | $2.43M | 1.0% | — | Held |
| Ishares Tr | — | 12.2K | $2.21M | 0.9% | — | Held |
| Walmart Inc. | WMT | 18.8K | $2.09M | 0.8% | — | Held |
| Federated Hermes Etf Trust | — | 61.4K | $2.03M | 0.8% | — | Held |
| Spdr Gold Tr | — | 5.06K | $2.01M | 0.8% | — | Held |
| Ishares Tr | — | 15.6K | $1.92M | 0.8% | — | Held |
| Microsoft Corp | MSFT | 3.81K | $1.84M | 0.7% | — | Held |
| Vanguard Charlotte Fds | — | 36.4K | $1.76M | 0.7% | — | Held |
| Ishares Tr | — | 16.8K | $1.75M | 0.7% | — | Held |
| Vanguard World Fd | — | 2.19K | $1.65M | 0.7% | — | Held |
| Ishares Tr | — | 27K | $1.55M | 0.6% | — | Held |
| Vanguard World Fd | — | 12.6K | $1.52M | 0.6% | — | Held |
| Ishares Tr | — | 17.9K | $1.44M | 0.6% | — | Held |
| Ishares Tr | — | 14.1K | $1.36M | 0.5% | — | Held |
| Ishares Tr | — | 27.6K | $1.27M | 0.5% | — | Held |
| Vanguard Specialized Funds | — | 5.57K | $1.22M | 0.5% | — | Held |
| Spdr Series Trust | — | 21.4K | $1.22M | 0.5% | — | Held |
| Ishares Tr | — | 5.37K | $1.14M | 0.5% | — | Held |
| AbbVie Inc. | ABBV | 4.79K | $1.09M | 0.4% | — | Held |
| Spdr Index Shs Fds | — | 21.2K | $993.3K | 0.4% | — | Held |
| Vanguard Index Fds | — | 2.81K | $943.6K | 0.4% | — | Held |
| Alphabet Inc | — | 2.93K | $915.8K | 0.4% | — | Held |
| Spdr Series Trust | — | 10.2K | $913.6K | 0.4% | — | Held |
| Procter And Gamble Co | PG | 6.26K | $897.4K | 0.4% | — | Held |
| First Tr Exchange-Traded Fd | — | 16.8K | $841.2K | 0.3% | — | Held |
| Abbott Labs | ABT | 6.45K | $808.1K | 0.3% | — | Held |
| Tesla, Inc. | TSLA | 1.79K | $803.2K | 0.3% | — | Held |
| Meta Platforms, Inc. | META | 1.21K | $796.2K | 0.3% | — | Held |
| Federated Hermes Etf Trust | — | 25.5K | $764.2K | 0.3% | — | Held |
| Invesco Qqq Tr | — | 1.22K | $751K | 0.3% | — | Held |
| Exxon Mobil Corp | — | 5.79K | $697K | 0.3% | — | Held |
| Home Depot, Inc. | HD | 1.93K | $665.6K | 0.3% | — | Held |
| Amazon Com Inc | AMZN | 2.72K | $628.8K | 0.2% | — | Held |
| Costco Whsl Corp New | — | 622 | $536.5K | 0.2% | — | Held |
| Nushares Etf Tr | — | 14.6K | $527.6K | 0.2% | — | Held |
| Spdr Series Trust | — | 5.46K | $514.4K | 0.2% | — | Held |
| Ishares Tr | — | 5.44K | $513.1K | 0.2% | — | Held |
| Jpmorgan Chase & Co. | — | 1.44K | $464.9K | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 10.2K | $458.2K | 0.2% | — | Held |
| Broadcom Inc. | AVGO | 1.31K | $453.2K | 0.2% | — | Held |
| Vanguard Index Fds | — | 5.05K | $447.3K | 0.2% | — | Held |
| Ishares Tr | — | 5.88K | $403K | 0.2% | — | Held |
| Wells Fargo Co New | — | 4.25K | $396K | 0.2% | — | Held |
| Vanguard Scottsdale Fds | — | 4.77K | $370.3K | 0.1% | — | Held |
| Ishares Tr | — | 3K | $360.7K | 0.1% | — | Held |
| First Tr Exch Traded Fd Iii | — | 7.08K | $348.9K | 0.1% | — | Held |
| Ishares Tr | — | 3.38K | $325.4K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.83K | $324.8K | 0.1% | — | Held |
| Ishares Tr | — | 979 | $316.2K | 0.1% | — | Held |
| Exchange Listed Fds Tr | — | 13.7K | $315.4K | 0.1% | — | Held |
| Federated Hermes Etf Trust | — | 12K | $305.8K | 0.1% | — | Held |
| Vanguard Mun Bd Fds | — | 5.73K | $288.3K | 0.1% | — | Held |
| Qualcomm Inc | — | 1.66K | $283.7K | 0.1% | — | Held |
| Visa Inc. | V | 794 | $278.6K | 0.1% | — | Held |
| Netflix Inc | NFLX | 2.89K | $270.6K | 0.1% | — | Held |
| Aflac Inc | AFL | 2.42K | $267.1K | 0.1% | — | Held |
| Ishares Tr | — | 4.62K | $256.4K | 0.1% | — | Held |
| Pepsico Inc | PEP | 1.78K | $255.6K | 0.1% | — | Held |
| Ishares Tr | — | 372 | $254.6K | 0.1% | — | Held |
| Vanguard Bd Index Fds | — | 3.38K | $250.7K | 0.1% | — | Held |
| International Business Machs | — | 843 | $249.7K | 0.1% | — | Held |
| Ishares Tr | — | 2.17K | $246.3K | 0.1% | — | Held |
| Stryker Corp | SYK | 694 | $244K | 0.1% | — | Held |
| American Express Co | AXP | 624 | $230.9K | 0.1% | — | Held |
| Disney Walt Co | — | 2.02K | $230K | 0.1% | — | Held |
| Vanguard Bd Index Fds | — | 2.91K | $229.4K | 0.1% | — | Held |
| Ge Aerospace | — | 735 | $226.5K | 0.1% | — | Held |
| At&T Inc | — | 8.83K | $219.4K | 0.1% | — | Held |
| Pimco Etf Tr | — | 2.21K | $217.5K | 0.1% | — | Held |
| Ishares Tr | — | 2.04K | $201.3K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.