Towerpoint Wealth, LLC - Portfolio overview

Towerpoint Wealth, LLC has 99 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 12.06%
2. VUG - VANGUARD INDEX FDS, 10.94%
3. VEA - VANGUARD TAX-MANAGED FDS, 6.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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