13F Insight
DOSSIER · 13F-HR · Q2 2026

Towerpoint Wealth, LLC

$289M in tracked AUM across 115 positions as of Q2 2026.

TW
CIK 0001731445 · last filed Jun 30, 2026
Total AUM
$289M
as of Q2 2026
Holdings
115
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Towerpoint Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$31M144K10.9%02
VUG
VANGUARD INDEX FDS
$31M360K10.7%03
VEA
VANGUARD TAX-MANAGED FDS
$19M266K6.5%04
VO
VANGUARD INDEX FDS
$18M225K6.3%05
VCIT
VANGUARD SCOTTSDALE FDS
$16M190K5.4%06
TAGG
T ROWE PRICE EXCHANGE-TRADED
$14M325K4.8%07
VBK
VANGUARD INDEX FDS
$11M29K3.6%08
VBR
VANGUARD INDEX FDS
$9M37K3.1%09
FVD
FIRST TR EXCHANGE-TRADED FD
$7M147K2.5%10
IWD
ISHARES TR
$7M28K2.3%

Filing history

2026Q2Jun 30
$289M▲ 16.7%
115 positionsView →2026Q1Mar 31
$248M▼ 1.9%
93 positionsView →2025Q4Dec 31
$253M▲ 3.3%
92 positionsView →2025Q3Sep 30
$244M▲ 8.3%
87 positionsView →2025Q2Jun 30
$226M▲ 11.8%
92 positionsLocked2025Q1Mar 31
$202M▼ 1.2%
81 positionsLocked2024Q4Dec 31
$204M▼ 3.2%
81 positionsLocked2024Q3Sep 30
$211M▲ 5.3%
85 positionsLocked2024Q2Jun 30
$200M▲ 0.6%
81 positionsLocked2024Q1Mar 31
$199M▲ 8.5%
83 positionsLocked2023Q4Dec 31
$183M▲ 8.9%
79 positionsLocked2023Q3Sep 30
$168M▼ 5.1%
76 positionsLocked
Showing 12 of 33