Towerpoint Wealth, LLC
All 13F Filings
- Location
- Sacramento, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 289,124
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 115 | 289,124 | 13F-HR | Towerpoint Wealth, LLC |
| Q1 2026 | 4/8/2026 | 93 | 247,791 | 13F-HR | Towerpoint Wealth, LLC |
| Q4 2025 | 1/15/2026 | 92 | 252,543 | 13F-HR | Towerpoint Wealth, LLC |
| Q3 2025 | 10/8/2025 | 87 | 244,402 | 13F-HR | Towerpoint Wealth, LLC |
| Q2 2025 | 7/9/2025 | 92 | 225,642 | 13F-HR | Towerpoint Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.261 K
(0.4% of total reported value)
· QoQ Δ:
+1.261 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.94 K | 21.2% | 16.85 K | 0 | 16.85 K |
| ETFs | 212.9 K | 74.0% | 22.5 K | 0 | 22.5 K |
| Debt | 14.01 K | 4.9% | 712 | 0 | 712 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
289,124
Holdings
115
QoQ value change ($000)
41,333
(16.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.