Towerpoint Wealth, LLC — 13F holdings

Towerpoint Wealth, LLC reported 112 holdings worth $284M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. VUG VANGUARD INDEX FDS — $30.5M (10.7%)
  2. VTV VANGUARD INDEX FDS — $23.9M (8.4%)
  3. VEA VANGUARD TAX-MANAGED FDS — $19.6M (6.9%)
  4. VO VANGUARD INDEX FDS — $17.5M (6.2%)
  5. VCIT VANGUARD SCOTTSDALE FDS — $15.7M (5.5%)
  6. TAGG T ROWE PRICE ETF INC — $14.5M (5.1%)
  7. VBK VANGUARD INDEX FDS — $9.71M (3.4%)
  8. AVDV AMERICAN CENTY ETF TR — $8.79M (3.1%)
  9. VBR VANGUARD INDEX FDS — $8.53M (3.0%)
  10. IWD ISHARES TR — $6.68M (2.4%)