Towerpoint Wealth, LLC: 13F holdings
CIK 17314452026Q2
| Positions | 113 |
|---|---|
| Reported value | $289.1m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTV VANGUARD INDEX FDS | 144,190 | $31.4m | 10.9% |
| VUG VANGUARD INDEX FDS | 360,346 | $31.0m | 10.7% |
| VEA VANGUARD TAX-MANAGED FDS | 265,509 | $18.9m | 6.5% |
| VO VANGUARD INDEX FDS | 224,580 | $18.1m | 6.3% |
| VCIT VANGUARD SCOTTSDALE FDS | 189,622 | $15.7m | 5.4% |
| T ROWE PRICE EXCHANGE-TRADED | 324,622 | $13.8m | 4.8% |
| VBK VANGUARD INDEX FDS | 28,768 | $10.5m | 3.6% |
| VBR VANGUARD INDEX FDS | 36,794 | $8.9m | 3.1% |
| FVD FIRST TR EXCHANGE-TRADED FD | 147,084 | $7.1m | 2.5% |
| IWD ISHARES TR | 27,783 | $6.7m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1731445")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.