Towerpoint Wealth, LLC
•CIK: 1731445•Filing: Q4 2025
**Towerpoint Wealth, LLC** manages $253M across a diversified portfolio of 92 positions. The strategy exhibits a significant tilt toward U.S. large-cap growth and value, evidenced by top holdings in VTV ($30.8M) and VUG ($30.5M). Notable allocations include international exposure via VEA ($16.1M) and fixed income through VO ($16.0M). The concentration suggests a core mandate focused on established market segments.
Total AUM
$252.5M
QoQ Performance
+3.3%
Positions
53
Top 10 Concentration
59.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VTV
VUG
VEA
VO
VCIT
VTV12.2%
VUG12.1%
VEA6.4%
VO6.3%
VCIT5.8%
TAGG5.0%
VBK3.5%
VBR3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.5%
Technology6.1%
Healthcare2.6%
Consumer1.9%
ETF1.7%
Financial0.5%
Communication0.3%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑41 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022