§ 13F · FUND PROFILE
Towerpoint Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $225.6T (13F)Positions · 92Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 161K | $30.8T | 12.2% | +3% |
| 2 | VUG | VANGUARD INDEX FDS | 63K | $30.5T | 12.1% | −1% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 258K | $16.1T | 6.4% | +3% |
| 4 | VO | VANGUARD INDEX FDS | 55K | $16.0T | 6.3% | +6% |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 174K | $14.5T | 5.8% | ±0% |
| 6 | TAGG | T ROWE PRICE ETF INC | 291K | $12.5T | 5.0% | +9% |
| 7 | VBK | VANGUARD INDEX FDS | 29K | $8.8T | 3.5% | +1% |
| 8 | VBR | VANGUARD INDEX FDS | 38K | $8.0T | 3.2% | +2% |
| 9 | FVD | FIRST TR EXCHANGE-TRADED FD | 144K | $6.6T | 2.6% | +3% |
| 10 | IWD | ISHARES TR | 29K | $6.1T | 2.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWERPOINT SIGNAL
AC read
Towerpoint Wealth, LLC is a Other fund managing $225641.9 trillion in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed