What does Towerpoint Wealth, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Towerpoint Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$30M153K12.1%

VANGUARD INDEX FDS

$27M62K11.0%

VANGUARD TAX-MANAGED FDS

$16M256K6.6%

VANGUARD INDEX FDS

$16M56K6.5%

VANGUARD SCOTTSDALE FDS

$15M181K6.0%

T ROWE PRICE ETF INC

$13M307K5.3%

VANGUARD INDEX FDS

$9M29K3.6%

VANGUARD INDEX FDS

$8M37K3.3%

FIRST TR EXCHANGE-TRADED FD

$7M146K2.8%

ISHARES TR

$6M29K2.5%

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