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Portfolio (Quarterly) Guide ↗

Towerpoint Wealth, LLC

· CIK 0001731445
13F Portfolio $248M AUM 93 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 22 Added 38 Reduced 5 Exited
Page 2 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FDT FIRST TR EXCH TRD ALPHDX FD 31,565.0 $2.7M 1.11% $86.93 +15.2%
22 GOOG ALPHABET INC Communication Services 9,240.0 $2.7M 1.07% -60.0 -0.7% $286.85 +34.2%
23 IJH ISHARES TR 37,661.0 $2.5M 1.03% +895.0 +2.4% $67.53 +10.6%
24 WMT WALMART INC Consumer Defensive 18,855.0 $2.3M 0.95% $124.28 -4.8%
25 IWN ISHARES TR 12,209.0 $2.3M 0.93% $189.59 +13.7%
26 AVDV AMERICAN CENTY ETF TR 22,029.0 $2.2M 0.89% NEW $99.86 +10.2%
27 GLD SPDR GOLD TR Financial Services 5,012.0 $2.2M 0.87% -50.0 -1.0% $430.29 -3.8%
28 FLCG FEDERATED HERMES ETF TRUST 68,955.0 $2.1M 0.83% +8K +12.3% $29.90 +15.8%
29 BNDX VANGUARD CHARLOTTE FDS 37,266.0 $1.8M 0.72% +835.0 +2.3% $48.05 +0.5%
30 IVW ISHARES TR 15,521.0 $1.8M 0.71% $113.11 +23.3%
31 CMF ISHARES TR 27,003.0 $1.5M 0.62% $56.86 +0.6%
32 ILCG ISHARES TR 15,906.0 $1.5M 0.61% -896.0 -5.3% $95.48 +23.7%
33 HYG ISHARES TR 18,066.0 $1.4M 0.58% +145.0 +0.8% $79.56 +0.9%
34 ESGV VANGUARD WORLD FD 12,543.0 $1.4M 0.57% $112.27 +19.0%
35 MSFT MICROSOFT CORP Technology 3,685.0 $1.4M 0.55% -127.0 -3.3% $370.15 +14.7%
36 EFA ISHARES TR 13,689.0 $1.3M 0.54% -460.0 -3.2% $97.13 +8.1%
37 ESML ISHARES TR 28,004.0 $1.3M 0.53% +367.0 +1.3% $47.02 +13.6%
38 VGT VANGUARD WORLD FD 1,860.0 $1.3M 0.52% -326.0 -14.9% $697.80 -82.9%
39 VIG VANGUARD SPECIALIZED FUNDS 5,902.0 $1.3M 0.51% +335.0 +6.0% $215.06 +8.9%
40 SPYV SPDR SERIES TRUST 21,287.0 $1.2M 0.49% $56.58 +8.2%
Page 2 of 5  ·  93 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.2%
Technology 23.5%
Healthcare 14.6%
Communication Services 12.6%
Consumer Defensive 10.4%
Consumer Cyclical 4.6%
Energy 3.0%
Industrials 1.1%