StockDriftsStockDriftsTop 50 Towerpoint Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 10.77% | 338.0K | $30.5M | -6.19%(-22.32K) | $31.72(+179.99%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 8.44% | 110.5K | $23.9M | -23.36%(-33.69K) | $111.87(+98.64%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.93% | 277.5K | $19.6M | +4.53%(+12.02K) | $44.97(+54.24%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 6.2% | 223.5K | $17.5M | -0.49%(-1.10K) | $60.13(+33.19%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.54% | 200.0K | $15.7M | +5.46%(+10.35K) | $86.52(-9.09%) | 2026-09-30 | |
| TAGG | T ROWE PRICE EXCHANGE-TRADED | 5.14% | 358.3K | $14.5M | +10.36%(+33.63K) | $42.60(-4.08%) | 2026-09-30 | |
| VBK | VANGUARD INDEX FDS | 3.43% | 28.7K | $9.7M | -0.13%(-37) | $119.59(+174.76%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.11% | 80.4K | $8.8M | +49.88%(+26.75K) | $101.15(+6.11%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 3.02% | 36.9K | $8.5M | +0.33%(+121) | $143.44(+64.20%) | 2026-09-30 | |
| IWD | ISHARES TR | 2.36% | 26.9K | $6.7M | -3.00%(-834) | $111.53(+129.03%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.43% | +53.81% | +6.44% | +36.64% |
| Top 20 Holdings Unweighted | +17.23% | +61.12% | +7.48% | +43.46% |
Towerpoint Wealth LLC reports $284.29M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are VUG (10.8%), VTV (8.4%) and VEA (6.9%). The top 20 holdings account for 72.22% of reported assets. Its disclosed equity book has returned +53.81% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Towerpoint Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731445). View Towerpoint Wealth LLC’s 13F filings on SEC