Notify me when Towerpoint Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 92 | $252,542,907 | +$8,705,376 | -$5,549,811 | +$3,155,565 | VTV, VUG, VEA, VO, VCIT | 13F-HR | 14 Jan 2026, 19:13 |
| Q3 2025 | 87 | $244,401,806 | +$10,577,446 | -$6,805,566 | +$3,771,880 | VUG, VTV, VO, VEA, VCIT | 13F-HR | 07 Oct 2025, 21:05 |
| Q2 2025 | 92 | $225,641,907 | +$17,111,103 | -$8,448,593 | +$8,662,510 | VUG, VTV, VCIT, VEA, VO | 13F-HR | 09 Jul 2025, 17:17 |
| Q1 2025 | 81 | $201,756,241 | +$10,432,763 | -$8,443,664 | +$1,989,099 | VTV, VUG, VCIT, VO, VEA | 13F-HR | 09 Apr 2025, 13:46 |
| Q4 2024 | 81 | $204,175,862 | +$7,619,721 | -$13,412,386 | -$5,792,665 | VUG, VTV, VCIT, VO, VEA | 13F-HR | 14 Jan 2025, 19:57 |
| Q3 2024 | 85 | $211,027,552 | +$5,360,444 | -$5,827,170 | -$466,726 | VUG, VTV, VCIT, VEA, VO | 13F-HR | 09 Oct 2024, 17:03 |
| Q2 2024 | 81 | $200,342,575 | +$5,594,468 | -$5,191,083 | +$403,385 | VUG, VTV, VCIT, VEA, HYG | 13F-HR | 12 Jul 2024, 14:27 |
| Q1 2024 | 83 | $199,067,260 | +$8,239,575 | -$3,264,519 | +$4,975,056 | VUG, VTV, VCIT, VEA, VO | 13F-HR | 15 Apr 2024, 21:02 |
| Q4 2023 | 79 | $183,456,555 | +$3,435,753 | -$4,319,129 | -$883,376 | VUG, VTV, VCIT, VEA, HYG | 13F-HR | 23 Jan 2024, 14:07 |
| Q3 2023 | 76 | $168,438,157 | +$4,337,252 | -$5,221,137 | -$883,885 | VUG, VTV, VCIT, VEA, HYG | 13F-HR | 10 Oct 2023, 21:06 |
| Q2 2023 | 83 | $177,478,213 | +$5,435,586 | -$9,905,921 | -$4,470,335 | VUG, VTV, VCIT, VEA, HYG | 13F-HR | 20 Jul 2023, 10:20 |
| Q1 2023 | 78 | $174,667,381 | +$6,521,635 | -$14,147,092 | -$7,625,457 | VUG, VTV, VCIT, HYG, VEA | 13F-HR | 15 May 2023, 16:55 |
| Q4 2022 | 79 | $172,713,903 | +$10,227,203 | -$9,145,244 | +$1,081,959 | VTV, VCIT, VUG, FTSM, HYG | 13F-HR | 10 Feb 2023, 15:20 |
| Q3 2022 | 78 | $165,189,000 | +$11,543,248 | -$2,538,886 | +$9,004,362 | VCIT, VUG, VTV, FTSM, HYG | 13F-HR | 14 Nov 2022, 13:55 |
| Q2 2022 | 82 | $166,556,000 | +$12,973,346 | -$21,050,778 | -$8,077,432 | VCIT, VTV, VUG, HYG, VEA | 13F-HR | 08 Aug 2022, 16:39 |
| Q1 2022 | 85 | $199,305,251 | +$8,161,105 | -$7,659,645 | +$501,460 | VCIT, VTV, VUG, HYG, VEA | 13F-HR | 16 May 2022, 13:13 |
| Q4 2021 | 79 | $209,263,190 | +$14,280,081 | -$10,834,975 | +$3,445,106 | VCIT, VUG, VTV, HYG, VEA | 13F-HR | 03 Feb 2022, 20:48 |
| Q3 2021 | 75 | $200,018,000 | +$11,739,080 | -$9,401,466 | +$2,337,614 | VCIT, VUG, VTV, MINT, VEA | 13F-HR | 12 Nov 2021, 09:53 |
| Q2 2021 | 76 | $200,644,000 | +$9,422,317 | -$22,642,920 | -$13,220,603 | VCIT, VUG, VTV, MINT, VBK | 13F-HR | 26 Jul 2021, 18:59 |
| Q1 2021 | 73 | $207,804,000 | +$12,699,901 | -$10,190,714 | +$2,509,187 | MINT, VCIT, VUG, VTV, VBK | 13F-HR | 07 May 2021, 18:56 |
| Q4 2020 | 71 | $199,495,000 | +$11,531,503 | -$7,871,962 | +$3,659,541 | MINT, VCIT, VUG, VTV, VBK | 13F-HR | 09 Feb 2021, 20:40 |
| Q3 2020 | 63 | $179,443,000 | +$18,737,720 | -$5,328,929 | +$13,408,791 | MINT, VCIT, VUG, VTV, VBK | 13F-HR | 13 Nov 2020, 09:57 |
| Q2 2020 | 60 | $159,989,000 | +$18,913,906 | -$2,188,463 | +$16,725,443 | VCIT, MINT, VUG, VTV, VBK | 13F-HR | 06 Aug 2020, 19:30 |
| Q1 2020 | 53 | $125,701,000 | +$10,057,263 | -$10,505,831 | -$448,568 | VCIT, VUG, VTV, BNDX, VBK | 13F-HR | 08 May 2020, 12:15 |
| Q4 2019 | 54 | $150,733,000 | +$3,479,921 | -$3,726,190 | -$246,269 | VCIT, VTV, VUG, VEA, VBK | 13F-HR | 14 Jan 2020, 18:01 |
| Q3 2019 | 76 | $146,617,000 | +$6,937,372 | -$1,657,703 | +$5,279,669 | VCIT, VTV, VUG, VEA, VBK | 13F-HR | 05 Nov 2019, 14:00 |
| Q2 2019 | 49 | $142,060,000 | +$6,798,334 | -$11,139,704 | -$4,341,370 | VCIT, VTV, VUG, VEA, VBK | 13F-HR | 07 Aug 2019, 16:51 |
| Q1 2019 | 48 | $142,766,000 | +$11,513,502 | -$1,982,077 | +$9,531,425 | VCIT, TOTL, VTV, VEA, VUG | 13F-HR | 13 May 2019, 13:25 |
| Q4 2018 | 41 | $124,392,000 | +$21,916,233 | -$2,988,646 | +$18,927,587 | VCIT, TOTL, VTV, VEA, VUG | 13F-HR | 08 Feb 2019, 16:49 |
| Q3 2018 | 31 | $120,106,000 | +$18,214,429 | -$7,424,176 | +$10,790,253 | TOTL, VCIT, VTV, VEA, VUG | 13F-HR | 19 Oct 2018, 12:00 |
| Q2 2018 | 30 | $106,347,000 | +$19,956,597 | -$4,610,713 | +$15,345,884 | TOTL, VCIT, VEA, VTV, VUG | 13F-HR | 31 Jul 2018, 17:02 |
| Q1 2018 | 31 | $90,234,000 | +$17,490,262 | -$1,473,694 | +$16,016,568 | TOTL, VEA, IWF, IWD, VCIT | 13F-HR | 15 May 2018, 10:27 |
| Q4 2017 | 30 | $75,603,000 | $0 | VEA, TOTL, IWD, IWF, BNDX | 13F-HR | 14 Feb 2018, 17:04 |