account_balance
Investment manager · 13F filer · SEC CIK 1731445
Towerpoint Wealth, LLC
Reported value$283Mas of Sep 30, 2026
Positions110 3 new, 6 sold out
Top 10 weight54.9%VUG alone is 11%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
10.8%Trimmed −6%
VTVVanguard Index FDS
8.4%Trimmed −23%
VEAVanguard Tax-Managed FDS
6.9%Added +5%
VOVanguard Index FDS
6.2%
VCITVanguard Scottsdale FDS
5.5%Added +5%
TAGGT Rowe Price Exchange-Traded
5.1%Added +10%
VBKVanguard Index FDS
3.4%
AVDVAmerican Centy ETF Tr
3.1%Added +50%
VBRVanguard Index FDS
3.0%
IWDiShares Tr
2.4%
FVDFirst Tr Exchange-Traded Fd
2.3%Trimmed −4%
NVDANVIDIA Corp
2.0%
VUGVanguard Index FDS
10.8%Trimmed −6%
VTVVanguard Index FDS
8.4%Trimmed −23%
VEAVanguard Tax-Managed FDS
6.9%
VOVanguard Index FDS
6.2%
VCITVanguard Scottsdale FDS
5.5%+5%
TAGGT Rowe Price Exchange-Traded
5.1%
VBKVanguard Index FDS
3.4%
AVDVAmerican Centy ETF Tr
3.1%
VBR3.0%
IWD
FVD2.3%
NVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 10.8% Trimmed −6%
VTV Vanguard Index FDS 8.4% Trimmed −23%
VEA Vanguard Tax-Managed FDS 6.9% Added +5%
VO Vanguard Index FDS 6.2% Held
VCIT Vanguard Scottsdale FDS 5.5% Added +5%
TAGG T Rowe Price Exchange-Traded 5.1% Added +10%
VBK Vanguard Index FDS 3.4% Held
AVDV American Centy ETF Tr 3.1% Added +50%
VBR Vanguard Index FDS 3.0% Held
IWD iShares Tr 2.4% Trimmed −3%
FVD First Tr Exchange-Traded Fd 2.3% Trimmed −4%
NVDA NVIDIA Corp 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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