Towerpoint Wealth, LLC
Sector Allocation
- Other82.1%$232.2M
- Technology8.7%$24.5M
- Healthcare3.1%$8.8M
- Financials2.7%$7.6M
- Consumer Staples1.5%$4.2M
- Industrials0.6%$1.5M
- Consumer Discretionary0.5%$1.5M
- Energy0.4%$1.2M
- Communication Services0.3%$875,628
- Materials0.2%$538,352
AUM History
13fpro.ai/research/fund/towerpoint-wealth-llc-1731445
Conviction and streaks
Diversifying · top 10 = 54.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$30.5M
- VANGUARD$23.9M
- VANGUARD$19.6M
- VANGUARD$17.5M
- VANGUARD$15.7M
- T$14.5M
- VANGUARD$9.7M
- AMERICAN$8.8M
- VANGUARD$8.5M
- ISHARES$6.7M
- FIRST$6.6M
NVDA
$5.5M- VANGUARD$5.3M
LLY
$5.3MSPY
$5.0MAAPL
$4.9M- SPDR$4.4M
- FIRST$4.0M
- SPDR$3.9M
IAU
$3.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/towerpoint-wealth-llc-1731445
Towerpoint Wealth, LLC 13F holdings — Q3 2026
$284.3M portfolio (-1.7% QoQ) · 112 holdings · Q3 2026 13F · top 10 are 55% of the stock portfolio
Includes $1.4M of put/call options ($1.4M puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $282.8M. Weights use the stock portfolio.
- 1
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$30.5M
10.8% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$23.9M
8.4% of stocks
-23%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$19.6M
6.9% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - MRNGSTR MID CAP
$17.5M
6.2% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$15.7M
5.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
T ROWE PRICE EXCHANGE-TRADED - QM US BOND ETF
$14.5M
5.1% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FDS - MRNGSTR SM CP GR
$9.7M
3.4% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
AMERICAN CENTY ETF TR - INTL SMCP VLU
$8.8M
3.1% of stocks
+50%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - MRNGSTR SML CP V
$8.5M
3.0% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - RUS 1000 VAL ETF
$6.7M
2.4% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $30.5M | 10.8% | -6% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $23.9M | 8.4% | -23% | — | — | — | — | |
| 3 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $19.6M | 6.9% | +5% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - MRNGSTR MID CAP | $17.5M | 6.2% | -0.5% | — | — | — | — | |
| 5 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $15.7M | 5.5% | +5% | — | — | — | — | |
| 6 | T ROWE PRICE EXCHANGE-TRADED - QM US BOND ETF | $14.5M | 5.1% | +10% | — | — | — | — | |
| 7 | VANGUARD INDEX FDS - MRNGSTR SM CP GR | $9.7M | 3.4% | -0.1% | — | — | — | — | |
| 8 | AMERICAN CENTY ETF TR - INTL SMCP VLU | $8.8M | 3.1% | +50% | — | — | — | — | |
| 9 | VANGUARD INDEX FDS - MRNGSTR SML CP V | $8.5M | 3.0% | +0.3% | — | — | — | — | |
| 10 | ISHARES TR - RUS 1000 VAL ETF | $6.7M | 2.4% | -3% | — | — | — | — |
All holdings — Towerpoint Wealth, LLC (Q3 2026)
112 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $6.6M | 2.3% | 141K | -4% | — | — | 13F |
| 12 | NVIDIA CORP | Technology | $5.5M | 1.9% | 24K | -1% | 8+ qtrs | 86.0 | 13F | |
| 13 | — | VANGUARD WORLD FD - MRNGSTR VAL ETFetf/fund | — | $5.3M | 1.9% | 33K | New | — | — | 13F |
| 14 | ELI LILLY & Co | Healthcare | $5.3M | 1.9% | 4,561 | +0.3% | 8+ qtrs | 85.6 | 13F | |
| 15 | SPDR S&P 500 ETF TRUSTetf/fund | — | $5.0M | 1.8% | 6,565 | -0.2% | 8+ qtrs | — | 13F | |
| 16 | Apple Inc. | Technology | $4.9M | 1.7% | 15K | -5% | 8+ qtrs | 75.7 | 13F | |
| 17 | — | SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund | — | $4.4M | 1.6% | 87K | -1% | — | — | 13F |
| 18 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $4.0M | 1.4% | 66K | +3% | — | — | 13F |
| 19 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $3.9M | 1.4% | 32K | -4% | — | — | 13F |
| 20 | ISHARES GOLD TRUSTetf/fund | Financials | $3.9M | 1.4% | 50K | +10% | 8+ qtrs | — | 13F | |
| 21 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $3.9M | 1.4% | 31K | -3% | — | — | 13F |
| 22 | LAM RESEARCH CORP | Technology | $3.0M | 1.1% | 9,121 | -0.1% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US | — | $2.8M | 1.0% | 30K | -5% | — | — | 13F |
| 24 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $2.7M | 0.9% | 37K | -0.5% | — | — | 13F |
| 25 | — | ISHARES TR - RUS 2000 VAL ETFetf/fund | — | $2.5M | 0.9% | 12K | -0.3% | — | — | 13F |
| 26 | — | FEDERATED HERMES ETF TRUST - MDT LARGE CAP | — | $2.5M | 0.9% | 70K | -3% | |||
| 27 | — | ISHARES TR - S&P 500 GRWT ETF | — | $2.2M | 0.8% | 15K | -1% | |||
| 28 | $WMT | Walmart Inc. | Consumer Staples | $2.1M | 0.7% | 20K | +2% | |||
| 29 | $GOOG | Alphabet Inc. | Technology | $2.0M | 0.7% | 5,973 | -1% | |||
| 30 | $MSFT | MICROSOFT CORP | Technology | $2.0M | 0.7% | 3,820 | -1.0% | |||
| 31 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $1.9M | 0.7% | 40K | +3% | |||
| 32 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.9M | 0.7% | 15K | -0.4% | |||
| 33 | $GLD | SPDR GOLD TRUST | Financials | $1.8M | 0.7% | 4,823 | -4% | |||
| 34 | — | ISHARES TR - MORNINGSTAR GRWT | — | $1.7M | 0.6% | 15K | -5% | |||
| 35 | — | SPDR SERIES TRUST - SP KENSHO NEWEC | — | $1.7M | 0.6% | 26K | -51% | |||
| 36 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $1.7M | 0.6% | 12K | -0.9% | |||
| 37 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.5M | 0.5% | 6,472 | +5% | |||
| 38 | — | ISHARES TR - MSCI EAFE ETF | — | $1.4M | 0.5% | 14K | -0.7% | |||
| 39 | — | ISHARES TR - IBOXX HI YD ETF | — | $1.4M | 0.5% | 18K | +0.0% | |||
| 40 | — | ISHARES TR - CALIF MUN BD ETF | — | $1.4M | 0.5% | 25K | -8% | |||
| 41 | — | ISHARES TR - ESG AWARE MSCI | — | $1.4M | 0.5% | 26K | -2% | |||
| 42 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $1.3M | 0.5% | 21K | +0.1% | |||
| 43 | $ABBV | AbbVie Inc. | Healthcare | $1.3M | 0.5% | 4,871 | — | |||
| 44 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.3M | 0.4% | 4,741 | +3% | |||
| 45 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.2M | 0.4% | 3,190 | +15% | |||
| 46 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.4% | 1,627 | -8% | |||
| 47 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.2M | 0.4% | 5,138 | -3% | |||
| 48 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.1M | 0.4% | 20K | -0.3% | |||
| 49 | $GOOGL | Alphabet Inc. | Technology | $1.0M | 0.4% | 2,999 | -12% | |||
| 50 | — | SPDR SERIES TRUST - ST STR CONV ETF | — | $1.0M | 0.4% | 9,970 | -2% | |||
| 51 | — | FEDERATED HERMES ETF TRUST - MDT SMALL CAP | — | $1.0M | 0.4% | 30K | -7% | |||
| 52 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $967K | 0.3% | 6,656 | -2% | |||
| 53 | $PG PUT | PROCTER & GAMBLE Co | Consumer Staples | $936K | — | 4,100 | New | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $914K | 0.3% | 5,614 | +16% | |||
| 55 | $INTC | INTEL CORP | Technology | $867K | 0.3% | 7,212 | +29% | |||
| 56 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $815K | 0.3% | 17K | -0.7% | |||
| 57 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $743K | 0.3% | 1,453 | -0.1% | |||
| 58 | $CAT | CATERPILLAR INC | Industrials | $707K | 0.3% | 872 | — | |||
| 59 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $676K | 0.2% | 743 | +17% | |||
| 60 | $ABT | ABBOTT LABORATORIES | Healthcare | $622K | 0.2% | 6,290 | -2% | |||
| 61 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $587K | 0.2% | 5,491 | +0.2% | |||
| 62 | — | NUSHARES ETF TR - NUVEEN ESG INTL | — | $566K | 0.2% | 14K | +2% | |||
| 63 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $548K | 0.2% | 896 | -0.8% | |||
| 64 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $531K | 0.2% | 1,865 | -5% | |||
| 65 | $TSLA | Tesla, Inc. | Consumer Discretionary | $510K | 0.2% | 1,438 | -16% | |||
| 66 | $JPM | JPMORGAN CHASE & CO | Financials | $504K | 0.2% | 1,523 | -7% | |||
| 67 | $JPM PUT | JPMORGAN CHASE & CO | Financials | $502K | — | 2,200 | New | |||
| 68 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $492K | 0.2% | 8,005 | -27% | |||
| 69 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $475K | 0.2% | 5,298 | -2% | |||
| 70 | $AVGO | Broadcom Inc. | Technology | $471K | 0.2% | 1,341 | -1% | |||
| 71 | $AMZN | AMAZON COM INC | Consumer Discretionary | $471K | 0.2% | 1,890 | -26% | |||
| 72 | — | ISHARES TR - MORNINGSTAR VALU | — | $469K | 0.2% | 4,453 | -2% | |||
| 73 | $IVZ | Invesco Ltd. | Financials | $465K | 0.2% | 7,965 | — | |||
| 74 | $T | AT&T INC. | Communication Services | $428K | 0.1% | 18K | -3% | |||
| 75 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $427K | 0.1% | 609 | +24% | |||
| 76 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $427K | 0.1% | 5,328 | +28% | |||
| 77 | $CMI | CUMMINS INC | Industrials | $419K | 0.1% | 812 | — | |||
| 78 | — | ISHARES TR - CORE S&P SCP ETF | — | $407K | 0.1% | 2,995 | -1% | |||
| 79 | — | EXCHANGE LISTED FDS TR - SABA OPPORTUNIST | — | $393K | 0.1% | 16K | +17% | |||
| 80 | $CSCO | CISCO SYSTEMS, INC. | Technology | $389K | 0.1% | 3,617 | -1% | |||
| 81 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $378K | 0.1% | 2,507 | New | |||
| 82 | — | ISHARES TR - MRNING SM CP ETF | — | $374K | 0.1% | 4,999 | -0.2% | |||
| 83 | — | ISHARES TR - RUS MID CAP ETF | — | $373K | 0.1% | 3,492 | +9% | |||
| 84 | — | ISHARES TR - RUS 2000 GRW ETF | — | $344K | 0.1% | 964 | -0.9% | |||
| 85 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $328K | 0.1% | 894 | +1% | |||
| 86 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $324K | 0.1% | 1,655 | — | |||
| 87 | — | ISHARES TR - CORE S&P500 ETF | — | $308K | 0.1% | 402 | -1% | |||
| 88 | — | FEDERATED HERMES ETF TRUST - TOTA RETU BD ETF | — | $307K | 0.1% | 13K | +6% | |||
| 89 | $QCOM | QUALCOMM INC/DE | Technology | $286K | 0.1% | 1,555 | -0.2% | |||
| 90 | — | FIRST TR EXCH TRADED FD III - CALIF MUN INCM | — | $286K | 0.1% | 6,176 | -9% | |||
| 91 | $MU | MICRON TECHNOLOGY INC | Technology | $281K | 0.1% | 264 | -0.8% | |||
| 92 | — | ISHARES TR - SP SMCP600VL ETF | — | $280K | 0.1% | 2,183 | +0.4% | |||
| 93 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $271K | 0.1% | 5,732 | — | |||
| 94 | $HWM | Howmet Aerospace Inc. | Materials | $270K | 0.1% | 1,195 | +3% | |||
| 95 | $SHW | SHERWIN WILLIAMS CO | Materials | $268K | 0.1% | 829 | -0.2% | |||
| 96 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $254K | 0.1% | 3,622 | +7% | |||
| 97 | $AFL | AFLAC INC | Financials | $248K | 0.1% | 2,218 | -9% | |||
| 98 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $245K | 0.1% | 331 | -55% | |||
| 99 | $PANW | Palo Alto Networks Inc | Technology | $241K | 0.1% | 606 | -8% | |||
| 100 | $DMLP | DORCHESTER MINERALS, L.P. | Energy | $237K | 0.1% | 8,466 | +5% | |||
| 101 | $GE | GENERAL ELECTRIC CO | Industrials | $237K | 0.1% | 758 | -2% | |||
| 102 | $DIS | Walt Disney Co | Communication Services | $235K | 0.1% | 2,243 | +1.0% | |||
| 103 | $MRVL | Marvell Technology, Inc. | Technology | $232K | 0.1% | 877 | +1% | |||
| 104 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $230K | 0.1% | 4,231 | +20% | |||
| 105 | $PEP | PEPSICO INC | Consumer Staples | $223K | 0.1% | 1,761 | -3% | |||
| 106 | $META | Meta Platforms, Inc. | Technology | $222K | 0.1% | 2,911 | — | |||
| 107 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $213K | 0.1% | 805 | New | |||
| 108 | $NFLX | NETFLIX INC | Communication Services | $212K | 0.1% | 3,049 | -0.9% | |||
| 109 | — | ISHARES TR - CONV BD ETF | — | $211K | 0.1% | 1,868 | -4% | |||
| 110 | — | ISHARES TR - MRGSTR SM CP GR | — | $202K | 0.1% | 3,298 | — | |||
| 111 | $KVUE | Kenvue Inc. | Consumer Staples | $185K | 0.1% | 10K | +0.2% | |||
| 112 | $AAL | American Airlines Group Inc. | Industrials | $180K | 0.1% | 13K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 5 new, 34 added to, 64 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
- VANGUARD WORLD FD - MRNGSTR VAL ETF$5.3M
first bought this quarter
$PGPUTPROCTER & GAMBLE Co$936K
first bought this quarter
$JPMPUTJPMORGAN CHASE & CO$502K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$378Kfirst bought this quarter
$CRWDCrowdStrike Holdings, Inc.$213K
first bought this quarter
Added to (34)
- AMERICAN CENTY ETF TR - INTL SMCP VLU+50%
now $8.8M
- T ROWE PRICE EXCHANGE-TRADED - QM US BOND ETF+10%
now $14.5M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+5%
now $19.6M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+5%
now $15.7M
now $3.9M · held 8+ qtrs
$INTCINTEL CORP+29%
now $867K · held 3 qtrs
+28 more in the Excel export
Trimmed (64)
- VANGUARD INDEX FDS - MRNGSTR VAL ETF-23%
now $23.9M
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF-6%
now $30.5M
- SPDR SERIES TRUST - SP KENSHO NEWEC-51%
now $1.7M
$QQQINVESCO QQQ TRUST, SERIES 1-55%
now $245K · held 6 qtrs, 4 trims in a row
- FIRST TR EXCHANGE-TRADED FD - SHS-4%
now $6.6M
now $4.9M · held 8+ qtrs
+58 more in the Excel export
Sold out (8)
- PUTFIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFTwas $820K
- PUTISHARES TR - CORE S&P SCP ETFwas $440K
$BXBlackstone Inc.was $360K
held 1 qtr
$GEVGE Vernova Inc.was $256K
held 1 qtr
- PIMCO ETF TR - ENHANCD SHORTwas $242K
$IBMINTERNATIONAL BUSINESS MACHINES CORPwas $235K
held 3 qtrs
+2 more in the Excel export
Holdings by quarter
Every 13F Towerpoint Wealth, LLC has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow Towerpoint Wealth?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Towerpoint Wealth's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.2%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 12% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
79%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Towerpoint Wealth, LLC disclosed 112 positions worth $284.3M in its Form 13F-HR for Q3 2026 — $282.8M in common stock plus $1.4M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 5 new positions and exited 8. The portfolio is most concentrated in Other (82.1% of disclosed assets). All figures are sourced directly from Towerpoint Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1731445.
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AI-Powered Hedge Fund Analysis: Towerpoint Wealth, LLC
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Every holding in Towerpoint Wealth, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.