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CIK: 0001731445
Total reported value
$289.1M
$289.1M
87 檔
36.1%
As reported in its official Q3 2025 Form 13F filing, Towerpoint Wealth, LLC's tracked investment portfolio stood at $289.1M with 87 total positions.
In Q3 2025, Towerpoint Wealth, LLC displayed an active expansion posture, initiating 9 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.38% | -0.27% | -2.01% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 11.98% | -1.27% | +3.58% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.27% | -0.20% | +4.11% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.15% | -0.07% | +0.83% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.97% | -0.63% | -16.19% | |
| 6 | TAGG | T Rowe Price Qm US Bond ETF | ETF-Other | 4.71% | -0.51% | +54.35% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.54% | +0.07% | +0.58% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.15% | -0.17% | +2.74% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-Other | 2.63% | -0.32% | +5.32% | |
| 10 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 2.55% | -0.63% | -1.03% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.39% | -0.15% | -1.30% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.11% | +0.06% | +1.37% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.64% | -0.10% | -4.90% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | +0.35% | +19.92% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.62% | -0.13% | -3.79% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +0.14% | +0.36% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.59% | +0.05% | -4.12% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.57% | -0.45% | -0.44% | |
| 19 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.34% | -0.16% | +1.37% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | +0.30% | +0.61% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.98% | -0.03% | -2.91% | |
| 22 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.96% | -0.09% | +7.68% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | -0.33% | +58.40% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.89% | -0.01% | +0.18% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.05% | +2.90% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.05% | -0.88% | |
| 27 | FLCG | Fed Hermes Large Cap Growth | ETF-Large Cap & Growth | 0.80% | — | +28.83% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.18% | -0.59% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.02% | -8.22% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.74% | -0.23% | +3.40% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.71% | -0.07% | +1.58% | |
| 32 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.68% | +0.03% | -2.89% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.67% | +0.09% | -6.70% | |
| 34 | CMF | Ishares California Muni Bond | ETF-Other | 0.63% | -0.08% | +0.19% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.62% | -0.08% | -6.21% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.52% | -0.05% | -1.16% | |
| 37 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.49% | -0.02% | +3.82% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.48% | -0.01% | +3.42% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | -0.04% | -0.13% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | — | -1.30% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | -0.04% | -3.68% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.02% | — | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.42% | -0.02% | +0.10% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | +0.09% | +72.05% | |
| 45 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.37% | — | -0.42% | |
| 46 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.36% | +0.24% | +1.09% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.06% | -0.63% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.33% | -0.03% | +3.56% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.03% | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | -0.09% | +13.78% |
According to official SEC Form 13F filings, Towerpoint Wealth, LLC reported a total U.S. public equity portfolio value of $289.1M across 87 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VO) accounted for 36.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
META
市值: $954.0K
Top Position Liquidated / Trimmed
VTEB
前期市值: $608.8K
During Q3 2025, Towerpoint Wealth, LLC's top holdings by market value included VUG (12.4%)、VTV (12.0%)、VO (6.3%). The largest single position, VUG, represented 12.4% of total portfolio value.
In Q3 2025, Towerpoint Wealth, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 28 positions, trimming 10 holdings, and fully liquidating 3 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.
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