Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Towerpoint Wealth, LLC (CIK 1731445) reported $247.8M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($30.1M, 12.14%), VUG ($27.3M, 11.01%), VEA ($16.4M, 6.61%), VO ($16.0M, 6.46%), VCIT ($15.0M, 6.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $30.1M | 12.14% | 153,332 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $27.3M | 11.01% | 62,438 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $16.4M | 6.61% | 255,721 | Trimmed |
| 4 | VO | VANGUARD INDEX FDS | $16.0M | 6.46% | 55,782 | Added |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $15.0M | 6.05% | 181,038 | Added |
| 6 | TAGG | T ROWE PRICE ETF INC | $13.1M | 5.28% | 306,850 | Added |
| 7 | VBK | VANGUARD INDEX FDS | $8.8M | 3.57% | 29,248 | Trimmed |
| 8 | VBR | VANGUARD INDEX FDS | $8.1M | 3.26% | 37,138 | Trimmed |
| 9 | FVD | FIRST TR EXCHANGE-TRADED FD | $6.9M | 2.77% | 146,006 | Added |
| 10 | IWD | ISHARES TR | $6.1M | 2.48% | 28,707 | Trimmed |
| 11 | KOMP | SPDR SERIES TRUST | $4.8M | 1.92% | 81,431 | Trimmed |
| 12 | SPDW | SPDR INDEX SHS FDS | $4.1M | 1.66% | 89,932 | Trimmed |
| 13 | IAU | ISHARES GOLD TR | $4.1M | 1.64% | 45,991 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $3.9M | 1.59% | 4,282 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $3.9M | 1.56% | 5,962 | Added |
| 16 | IWF | ISHARES TR | $3.7M | 1.49% | 8,659 | Trimmed |
| 17 | FTSM | FIRST TR EXCHANGE-TRADED FD | $3.7M | 1.49% | 61,760 | Added |
| 18 | AAPL | APPLE INC | $3.7M | 1.48% | 14,407 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $3.4M | 1.35% | 19,220 | Trimmed |
| 20 | SPYG | SPDR SERIES TRUST | $3.3M | 1.32% | 33,526 | Trimmed |
| 21 | FDT | FIRST TR EXCH TRD ALPHDX FD | $2.7M | 1.11% | 31,565 | Trimmed |
| 22 | GOOG | ALPHABET INC | $2.7M | 1.07% | 9,240 | Trimmed |
| 23 | IJH | ISHARES TR | $2.5M | 1.03% | 37,661 | Added |
| 24 | WMT | WALMART INC | $2.3M | 0.95% | 18,855 | Added |
| 25 | IWN | ISHARES TR | $2.3M | 0.93% | 12,209 | Added |
Source: SEC Form 13F filings · as of 2026-03-31