Towerpoint Wealth, LLC
All 13F Filings
- Location
- Sacramento, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 247,791
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.09 K | 17.8% | 0 | 66.45 K | -66.45 K |
| ETFs | 190.4 K | 76.8% | 61.16 K | 0 | 61.16 K |
| Debt | 13.3 K | 5.4% | 540 | 0 | 540 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
247,791
Holdings
93
QoQ value change ($000)
-4,752
(-1.9%)
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.