Towerpoint Wealth, LLC
All 13F Filings
- Location
- Sacramento, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 252,543
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 110.5 K | 43.8% | 2.945 K | 0 | 2.945 K |
| ETFs | 129.2 K | 51.2% | 3.939 K | 0 | 3.939 K |
| Debt | 12.76 K | 5.1% | 1.254 K | 0 | 1.254 K |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
252,543
Holdings
92
QoQ value change ($000)
8,141
(3.3%)
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.