Towerpoint Wealth, LLC

SEC CIK
0001731445

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 9, 2026.SEC

Positions
113
+20 vs. Q1 2026
Total value
$287.86M
+$40.07M (+16.2%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Towerpoint Wealth, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
VANGUARD MORNINGSTAR VALUE ETF922908744ETF144,190$31.42M10.92%−9,142−6.0%Reduced–
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF360,346$31.04M10.78%+297,908+477.1%Added–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF265,509$18.92M6.57%+9,788+3.8%Added–
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF224,580$18.09M6.29%+168,798+302.6%Added–
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870ETF189,622$15.67M5.44%+8,584+4.7%Added–
T ROWE PRICE EXCHANGE-TRADED87283Q602QM US BOND ETF324,622$13.79M4.79%+17,772+5.8%Added–
VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF922908595ETF28,768$10.52M3.65%−480−1.6%Reduced–
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF36,794$8.94M3.11%−344−0.9%Reduced–
FIRST TR EXCHANGE-TRADED FD33734H106SHS147,084$7.09M2.46%+1,078+0.7%Added–
ISHARES RUSSELL 1000 VALUE ETF464287598ETF27,783$6.74M2.34%−924−3.2%Reduced–
AMERICAN CENTY ETF TR025072802INTL SMCP VLU53,615$5.53M1.92%+31,586+143.4%Added–
LLYELI LILLY & CO COMStock4,549$5.46M1.90%+267+6.2%AddedView
SPYSTATE STREET SPDR S&P 500 ETFETF6,576$4.91M1.71%+614+10.3%AddedView
NVDANVIDIA CORPORATION COMStock24,544$4.91M1.71%+5,324+27.7%AddedView
AAPLAPPLE INC COMStock15,426$4.46M1.55%+1,019+7.1%AddedView
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889ETF88,065$4.44M1.54%−1,867−2.1%Reduced–
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF32,264$4.01M1.39%+23,605+272.6%Added–
LRCXLAM RESEARCH CORP COM NEWStock9,127$3.95M1.37%+9,127NewView
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409ETF33,225$3.95M1.37%−301−0.9%Reduced–
FIRST TR EXCHANGE-TRADED FD33739Q408FIRST TR ENH NEW64,461$3.85M1.34%+2,701+4.4%Added–
SPDR SER TR78468R648S&P KENSHO NEW52,248$3.74M1.30%−29,183−35.8%Reduced–
IAUISHARES GOLD TRUSTETF45,561$3.44M1.20%−430−0.9%ReducedView
FIRST TR EXCH TRD ALPHDX FD33737J174DEV MRK EX US31,214$2.96M1.03%−351−1.1%Reduced–
ISHARES CORE S&P MID-CAP ETF464287507ETF37,511$2.89M1.00%−150−0.4%Reduced–
ISHARES TR464287630RUS 2000 VAL ETF12,080$2.67M0.93%−129−1.1%Reduced–
FEDERATED HERMES ETF TRUST31423L800MDT LARGE CAP72,050$2.4M0.83%+3,095+4.5%Added–
WMTWALMART INC COMStock19,769$2.24M0.78%+914+4.8%AddedView
GOOGALPHABET INC CAP STK CL CStock6,035$2.13M0.74%−3,205−34.7%ReducedView
ISHARES S&P 500 GROWTH ETF464287309ETF15,353$2.11M0.73%−168−1.1%Reduced–
VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407ETF38,772$1.88M0.65%+1,506+4.0%Added–
GLDSPDR GOLD SHARESETF5,020$1.85M0.64%+8+0.2%AddedView
ISHARES TR464287119MORNINGSTAR GRWT15,792$1.85M0.64%−114−0.7%Reduced–
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF14,784$1.77M0.61%+12,924+694.8%Added–
VANGUARD WORLD FD921910733ESG US STK ETF12,586$1.66M0.58%+43+0.3%Added–
ISHARES TR464288356CALIF MUN BD ETF27,221$1.57M0.55%+218+0.8%Added–
ISHARES TR46435U663ESG AWARE MSCI26,489$1.48M0.51%−1,515−5.4%Reduced–
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF6,135$1.45M0.50%+233+3.9%Added–
MSFTMICROSOFT CORP COMStock3,858$1.44M0.50%+173+4.7%AddedView
ISHARES TR464288513IBOXX HI YD ETF17,953$1.44M0.50%−113−0.6%Reduced–
ISHARES MSCI EAFE ETF464287465ETF13,698$1.42M0.49%+9+0.1%Added–
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A508ETF21,375$1.3M0.45%+88+0.4%Added–
ABBVABBVIE INC COMStock4,871$1.23M0.43%+86+1.8%AddedView
GOOGLALPHABET INC CAP STK CL AStock3,408$1.22M0.42%+571+20.1%AddedView
FEDERATED HERMES ETF TRUST31423L602MDT SMALL CAP32,457$1.21M0.42%+2,029+6.7%Added–
ISHARES S&P 500 VALUE ETF464287408ETF5,317$1.21M0.42%−51−1.0%Reduced–
JNJJOHNSON & JOHNSON COMStock4,593$1.17M0.41%+4,593NewView
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359ETF10,210$1.1M0.38%+22+0.2%Added–
SPDR INDEX SHS FDS78463X509ST PORT MARK ETF20,542$1.06M0.37%−133−0.6%Reduced–
AMATAPPLIED MATLS INC COMStock1,455$1.05M0.37%+1,455NewView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF2,773$1.03M0.36%+6+0.2%Added–
METAMETA PLATFORMS INC CL AStock1,767$995.61K0.35%+694+64.7%AddedView
PGPROCTER & GAMBLE CO COMStock6,771$992.9K0.34%+515+8.2%AddedView
CATCATERPILLAR INC COMStock872$928.57K0.32%+545+166.7%AddedView
FIRST TR EXCHANGE-TRADED FD33739Q200FST LOW OPPT EFT16,951$843.84K0.29%−25−0.1%Reduced–
INTCINTEL CORP COMStock5,607$782.9K0.27%−4−0.1%ReducedView
TSLATESLA INC COMStock1,721$723.85K0.25%−48−2.7%ReducedView
HDHOME DEPOT INC COMStock1,955$689.57K0.24%−79−3.9%ReducedView
XOMEXXON MOBIL CORPCOM4,827$660.01K0.23%−997−17.1%ReducedView
SPDR SERIES TRUST78464A201ST STR SP600GRWO5,480$652.83K0.23%+10+0.2%Added–
AMZNAMAZON COM INC COMStock2,540$605.38K0.21%+131+5.4%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock633$592.21K0.21%+10+1.6%AddedView
ABTABBOTT LABORATORIES COMStock6,427$583.22K0.20%+47+0.7%AddedView
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF10,906$579.24K0.20%+448+4.3%Added–
CMICUMMINS INC COMStock812$579.13K0.20%+812NewView
NUSHARES ETF TR67092P805NUVEEN ESG INTL13,948$558.21K0.19%+10.0%Added–
INVESCO QQQ TRUST SERIES I46090E103ETF741$545.41K0.19%−440−37.3%Reduced–
JPMJPMORGAN CHASE & CO COMStock1,638$536.19K0.19%00.0%UnchangedView
AMDADVANCED MICRO DEVICES INC COMStock903$524.56K0.18%+903NewView
VANGUARD REAL ESTATE ETF922908553ETF5,389$519.66K0.18%+328+6.5%Added–
AVGOBROADCOM INC COMStock1,357$512.6K0.18%+56+4.3%AddedView
INVESCO EXCHANGE TRADED FD T46137V266S&P500 PUR GWT7,965$508.57K0.18%00.0%Unchanged–
ISHARES TR464288109MORNINGSTAR VALU4,540$459.59K0.16%+3+0.1%Added–
ISHARES CORE S&P SMALL CAP ETF464287804ETF3,032$449.67K0.16%−483−13.7%Reduced–
CSCOCISCO SYS INC COMStock3,660$429.85K0.15%+3,660NewView
ISHARES TR464288703MRNING SM CP ETF5,011$392.45K0.14%+10.0%Added–
ISHARES RUSSELL 2000 GROWTH ETF464287648ETF973$383.32K0.13%00.0%Unchanged–
TAT&T INC COMStock18,128$375.25K0.13%−398−2.1%ReducedView
UNHUNITEDHEALTH GROUP INC COMStock881$365.98K0.13%+881NewView
BXBLACKSTONE INCCOM3,062$360.32K0.13%+3,062NewView
ISHARES RUSSELL MIDCAP ETF464287499ETF3,194$352.36K0.12%−280−8.1%Reduced–
EXCHANGE LISTED FDS TR30151E806SABA INT RATE13,690$351.01K0.12%00.0%Unchanged–
WFCWELLS FARGO & CO COMStock4,153$343.22K0.12%−96−2.3%ReducedView
VANGUARD S&P 500 ETF922908363ETF493$338.54K0.12%+493New–
FIRST TR EXCH TRADED FD III33739P863CALIF MUN INCM6,759$335.6K0.12%−191−2.7%Reduced–
VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512ETF1,655$327.03K0.11%00.0%Unchanged–
HWMHOWMET AEROSPACE INC COMStock1,161$312.22K0.11%+1,161NewView
MUMICRON TECHNOLOGY INC COMStock266$307.08K0.11%+266NewView
ISHARES CORE S&P 500 ETF464287200ETF407$304.99K0.11%+51+14.3%Added–
FEDERATED HERMES ETF TRUST31423L404TOTA RETU BD ETF12,045$302.27K0.11%00.0%Unchanged–
ISHARES S&P SMALL-CAP 600 VALUE ETF464287879ETF2,175$297.34K0.10%+6+0.3%Added–
VANGUARD MUN BD FDS922907746TAX EXEMPT BD5,732$289.93K0.10%00.0%Unchanged–
GEGE AEROSPACE COM NEWStock773$288.98K0.10%+42+5.7%AddedView
QCOMQUALCOMM INC COMStock1,558$287.86K0.10%−34−2.1%ReducedView
SHWSHERWIN WILLIAMS COCOM831$286.14K0.10%+831NewView
AFLAFLAC INC COMStock2,433$285.3K0.10%+9+0.4%AddedView
MRVLMARVELL TECHNOLOGY INCCOM867$258.28K0.09%+867NewView
GEVGE VERNOVA INC COMStock218$256.14K0.09%+218NewView
VANGUARD TOTAL BOND MARKET ETF921937835ETF3,385$248.49K0.09%00.0%Unchanged–
PEPPEPSICO INC COMStock1,810$245.07K0.09%−21−1.1%ReducedView
AALAMERICAN AIRLINES GROUP INC COMStock13,494$243.83K0.08%+13,494NewView

Options (2)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

Towerpoint Wealth, LLC option positions in Q2 2026
SecurityClassPutsCalls
FIRST TR EXCHANGE-TRADED FD33739Q200FST LOW OPPT EFT$820.37K–
ISHARES CORE S&P SMALL CAP ETF464287804ETF$440.2K–

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are no longer in this filing.

Towerpoint Wealth, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
VVISA INC COM CL AStock751$227.01K0.09%
VZVERIZON COMMUNICATIONS INC COMStock3,989$200.25K0.08%

13F filings by quarter

Towerpoint Wealth, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 9, 2026113$287.86Mvs. Q1 2026SEC
Q1 2026Apr 8, 202693$247.79Mvs. Q4 2025SEC
Q4 2025Jan 15, 202692$252.54Mvs. Q3 2025SEC
Q3 2025Oct 8, 202587$244.4Mvs. Q2 2025SEC
Q2 2025Jul 9, 202592$225.64Mvs. Q1 2025SEC
Q1 2025Apr 9, 202581$201.76Mvs. Q4 2024SEC
Q4 2024Jan 15, 202581$204.18Mvs. Q3 2024SEC
Q3 2024Oct 9, 202485$211.03Mvs. Q2 2024SEC
Q2 2024Jul 12, 202481$200.34Mvs. Q1 2024SEC
Q1 2024Apr 16, 202483$199.07Mvs. Q4 2023SEC
Q4 2023Jan 23, 202479$183.46Mvs. Q3 2023SEC
Q3 2023Oct 11, 202376$168.44Mvs. Q2 2023SEC
Q2 2023Jul 20, 202383$177.48Mvs. Q1 2023SEC
Q1 2023May 15, 202378$174.67Mvs. Q4 2022SEC
Q4 2022Feb 10, 202384$173.3Mvs. Q3 2022SEC
Q3 2022Nov 14, 202283$165.88Mvs. Q2 2022SEC
Q2 2022Aug 8, 202287$167.39Mvs. Q1 2022SEC
Q1 2022May 16, 202290$201.44Mvs. Q4 2021SEC
Q4 2021Feb 4, 202284$211.34Mvs. Q3 2021SEC
Q3 2021Nov 12, 202179$200.82Mvs. Q2 2021SEC
Q2 2021Jul 27, 202179$201.3Mvs. Q1 2021SEC
Q1 2021May 10, 202176$208.5M–SEC