13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001731445
Total reported value
$289.1M
$289.1M
81 檔
33.4%
According to the latest 13F quarterly dataset, Towerpoint Wealth, LLC managed an equity portfolio of $289.1M at the end of Q1 2025, spanning 81 distinct U.S. exchange-listed positions.
In Q1 2025, Towerpoint Wealth, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 12.60% | -1.27% | +3.89% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 11.63% | -0.27% | -5.97% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.60% | -0.63% | -0.03% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.89% | -0.20% | +16.72% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.17% | -0.07% | -0.79% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.47% | +0.07% | -2.11% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.16% | -0.17% | +1.20% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 2.82% | -0.32% | +2.25% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.61% | -0.15% | -6.95% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.18% | +0.06% | +22.81% | |
| 11 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 2.16% | -0.63% | +0.86% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.90% | -0.13% | -1.95% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.75% | +0.30% | -0.26% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.63% | -0.10% | -5.62% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.63% | -0.45% | -4.22% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | +0.14% | -1.40% | |
| 17 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.61% | -0.16% | -12.96% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.60% | +0.05% | -1.65% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.06% | -0.08% | -15.61% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.04% | -0.07% | -43.92% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.05% | +246.30% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.35% | -3.08% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.86% | -0.01% | -2.13% | |
| 24 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.81% | -0.09% | +1.18% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.18% | -2.83% | |
| 26 | TAGG | T Rowe Price Qm US Bond ETF | ETF-Other | 0.77% | -0.51% | — | |
| 27 | CMF | Ishares California Muni Bond | ETF-Other | 0.76% | -0.08% | -0.44% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.05% | -9.63% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | -0.23% | +1.76% | |
| 30 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.70% | +0.03% | -8.46% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.02% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.02% | -11.50% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | -0.05% | -0.38% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.04% | -0.65% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.51% | +0.09% | -1.15% | |
| 36 | FLCG | Fed Hermes Large Cap Growth | ETF-Large Cap & Growth | 0.51% | — | +16.25% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | — | -9.13% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | -0.01% | +7.50% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | -0.33% | +2.36% | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.46% | -0.02% | +18.13% | |
| 41 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.45% | — | -31.78% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.03% | +194.62% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.06% | -5.40% | |
| 44 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.42% | +0.24% | +3.29% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | -0.03% | +71.13% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.03% | -7.26% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.30% | -0.02% | -21.70% | |
| 48 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.27% | +0.01% | +75.76% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.26% | -0.04% | -9.68% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.24% | — | -26.11% |
According to official SEC Form 13F filings, Towerpoint Wealth, LLC reported a total U.S. public equity portfolio value of $289.1M across 81 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VCIT) accounted for 33.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTV
市值: $25.4M
During Q1 2025, Towerpoint Wealth, LLC's top holdings by market value included VTV (12.6%)、VUG (11.6%)、VCIT (10.6%). The largest single position, VTV, represented 12.6% of total portfolio value.
In Q1 2025, Towerpoint Wealth, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.