StockDriftsStockDriftsTop 50 Towerpoint Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 10.92% | 144.2K | $31.4M | -5.96%(-9.14K) | $111.87(+103.38%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 10.78% | 360.3K | $31.0M | -3.81%(-14.28K) | $31.72(+181.12%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.57% | 265.5K | $18.9M | +3.83%(+9.79K) | $43.79(+69.00%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6.29% | 224.6K | $18.1M | +0.65%(+1.45K) | $60.13(+40.24%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.44% | 189.6K | $15.7M | +4.74%(+8.58K) | $86.85(-6.56%) | 2026-06-30 | |
| TAGG | T ROWE PRICE EXCHANGE-TRADED | 4.79% | 324.6K | $13.8M | +5.79%(+17.77K) | $42.71(-1.60%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 3.65% | 28.8K | $10.5M | -1.64%(-480) | $119.59(+206.41%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 3.11% | 36.8K | $8.9M | -0.93%(-344) | $143.13(+75.01%) | 2026-06-30 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 2.46% | 147.1K | $7.1M | +0.74%(+1.08K) | $35.68(+41.81%) | 2026-06-30 | |
| IWD | ISHARES TR | 2.34% | 27.8K | $6.7M | -3.22%(-924) | $111.53(+130.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.28% | +49.24% | +6.28% | +35.57% |
| Top 20 Holdings Unweighted | +15.95% | +55.87% | +7.18% | +41.45% |
Towerpoint Wealth, LLC reports $289.12M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are VTV (10.9%), VUG (10.8%) and VEA (6.6%). The top 20 holdings account for 72.15% of reported assets. Its disclosed equity book has returned +49.24% on a three-year cumulative basis. Figures reflect the Q2 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