Towerpoint Wealth, LLC

Institutional manager (13F) · CIK 1731445

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $232M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$30M	153,332
2	VANGUARD INDEX FDS	$27M	62,438
3	VANGUARD TAX-MANAGED FDS	$16M	255,721
4	VANGUARD INDEX FDS	$16M	55,782
5	VANGUARD SCOTTSDALE FDS	$15M	181,038
6	T ROWE PRICE ETF INC	$13M	306,850
7	VANGUARD INDEX FDS	$9M	29,248
8	VANGUARD INDEX FDS	$8M	37,138
9	FIRST TR EXCHANGE-TRADED FD	$7M	146,006
10	ISHARES TR	$6M	28,707
11	SPDR SERIES TRUST	$5M	81,431
12	SPDR INDEX SHS FDS	$4M	89,932
13	ISHARES GOLD TR	$4M	45,991
14	ELI LILLY & CO	$4M	4,282
15	STATE STR SPDR S&P 500 ETF T	$4M	5,962
16	ISHARES TR	$4M	8,659
17	FIRST TR EXCHANGE-TRADED FD	$4M	61,760
18	APPLE INC	$4M	14,407
19	NVIDIA CORPORATION	$3M	19,220
20	SPDR SERIES TRUST	$3M	33,526
21	FIRST TR EXCH TRD ALPHDX FD	$3M	31,565
22	ALPHABET INC	$3M	9,240
23	ISHARES TR	$3M	37,661
24	WALMART INC	$2M	18,855
25	ISHARES TR	$2M	12,209
26	AMERICAN CENTY ETF TR	$2M	22,029
27	SPDR GOLD TR	$2M	5,012
28	FEDERATED HERMES ETF TRUST	$2M	68,955
29	VANGUARD CHARLOTTE FDS	$2M	37,266
30	ISHARES TR	$2M	15,521
31	ISHARES TR	$2M	27,003
32	ISHARES TR	$2M	15,906
33	ISHARES TR	$1M	18,066
34	VANGUARD WORLD FD	$1M	12,543
35	MICROSOFT CORP	$1M	3,685
36	ISHARES TR	$1M	13,689
37	ISHARES TR	$1M	28,004
38	VANGUARD WORLD FD	$1M	1,860
39	VANGUARD SPECIALIZED FUNDS	$1M	5,902
40	SPDR SERIES TRUST	$1M	21,287
41	ISHARES TR	$1M	5,368
42	ABBVIE INC	$1M	4,785
43	EXXON MOBIL CORP	$988k	5,824
44	SPDR INDEX SHS FDS	$970k	20,675
45	SPDR SERIES TRUST	$932k	10,188
46	PROCTER & GAMBLE CO	$904k	6,256
47	FEDERATED HERMES ETF TRUST	$903k	30,428
48	VANGUARD INDEX FDS	$888k	2,767
49	FIRST TR EXCHANGE-TRADED FD	$846k	16,976
50	ALPHABET INC	$816k	2,837

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.