Towerpoint Wealth, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$202M
Signature - Title
Alex Butters - Regulatory Consultant
Location
Sacramento, CA
Summary
This page shows a list of all the recent 13F filings made by Towerpoint Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Towerpoint Wealth, LLC reported 81 stock holdings with total value $202M as of Q1 2025. Top holdings included VTV, VUG, VCIT, VO, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 81 $202M +$10.4M -$8.44M +$1.99M VTV, VUG, VCIT, VO, VEA 13F-HR 4/9/2025, 01:46 PM
Q4 2024 81 $204M +$7.62M -$13.4M -$5.79M VUG, VTV, VCIT, VO, VEA 13F-HR 1/14/2025, 07:57 PM
Q3 2024 85 $211M +$5.36M -$5.83M -$467K VUG, VTV, VCIT, VEA, VO 13F-HR 10/9/2024, 05:03 PM
Q2 2024 81 $200M +$5.59M -$5.19M +$403K VUG, VTV, VCIT, VEA, HYG 13F-HR 7/12/2024, 02:27 PM
Q1 2024 83 $199M +$8.24M -$3.26M +$4.98M VUG, VTV, VCIT, VEA, VO 13F-HR 4/15/2024, 09:02 PM
Q4 2023 79 $183M +$3.44M -$4.32M -$883K VUG, VTV, VCIT, VEA, HYG 13F-HR 1/23/2024, 02:07 PM
Q3 2023 76 $168M +$4.34M -$5.22M -$884K VUG, VTV, VCIT, VEA, HYG 13F-HR 10/10/2023, 09:06 PM
Q2 2023 83 $177M +$5.44M -$9.91M -$4.47M VUG, VTV, VCIT, VEA, HYG 13F-HR 7/20/2023, 10:20 AM
Q1 2023 78 $175M +$6.52M -$14.1M -$7.63M VUG, VTV, VCIT, HYG, VEA 13F-HR 5/15/2023, 04:55 PM
Q4 2022 79 $173M +$10.2M -$9.15M +$1.08M VTV, VCIT, VUG, FTSM, HYG 13F-HR 2/10/2023, 03:20 PM
Q3 2022 78 $165M +$11.5M -$2.54M +$9M VCIT, VUG, VTV, FTSM, HYG 13F-HR 11/14/2022, 01:55 PM
Q2 2022 82 $167M +$13M -$21.1M -$8.08M VCIT, VTV, VUG, HYG, VEA 13F-HR 8/8/2022, 04:39 PM
Q1 2022 85 $199M +$8.16M -$7.66M +$501K VCIT, VTV, VUG, HYG, VEA 13F-HR 5/16/2022, 01:13 PM
Q4 2021 79 $209M +$14.3M -$10.8M +$3.45M VCIT, VUG, VTV, HYG, VEA 13F-HR 2/3/2022, 08:48 PM
Q3 2021 75 $200M +$11.7M -$9.4M +$2.34M VCIT, VUG, VTV, MINT, VEA 13F-HR 11/12/2021, 09:53 AM
Q2 2021 76 $201M +$9.42M -$22.6M -$13.2M VCIT, VUG, VTV, MINT, VBK 13F-HR 7/26/2021, 06:59 PM
Q1 2021 73 $208M +$12.7M -$10.2M +$2.51M MINT, VCIT, VUG, VTV, VBK 13F-HR 5/7/2021, 06:56 PM
Q4 2020 71 $199M +$11.5M -$7.87M +$3.66M MINT, VCIT, VUG, VTV, VBK 13F-HR 2/9/2021, 08:40 PM
Q3 2020 63 $179M +$18.7M -$5.33M +$13.4M MINT, VCIT, VUG, VTV, VBK 13F-HR 11/13/2020, 09:57 AM
Q2 2020 60 $160M +$18.9M -$2.19M +$16.7M VCIT, MINT, VUG, VTV, VBK 13F-HR 8/6/2020, 07:30 PM
Q1 2020 53 $126M +$10.1M -$10.5M -$449K VCIT, VUG, VTV, BNDX, VBK 13F-HR 5/8/2020, 12:15 PM
Q4 2019 54 $151M +$3.48M -$3.73M -$246K VCIT, VTV, VUG, VEA, VBK 13F-HR 1/14/2020, 06:01 PM
Q3 2019 76 $147M +$6.94M -$1.66M +$5.28M VCIT, VTV, VUG, VEA, VBK 13F-HR 11/5/2019, 02:00 PM
Q2 2019 49 $142M +$6.8M -$11.1M -$4.34M VCIT, VTV, VUG, VEA, VBK 13F-HR 8/7/2019, 04:51 PM
Q1 2019 48 $143M +$11.5M -$1.98M +$9.53M VCIT, TOTL, VTV, VEA, VUG 13F-HR 5/13/2019, 01:25 PM
Q4 2018 41 $124M +$21.9M -$2.99M +$18.9M VCIT, TOTL, VTV, VEA, VUG 13F-HR 2/8/2019, 04:49 PM
Q3 2018 31 $120M +$18.2M -$7.42M +$10.8M TOTL, VCIT, VTV, VEA, VUG 13F-HR 10/19/2018, 12:00 PM
Q2 2018 30 $106M +$20M -$4.61M +$15.3M TOTL, VCIT, VEA, VTV, VUG 13F-HR 7/31/2018, 05:02 PM
Q1 2018 31 $90.2M +$17.5M -$1.47M +$16M TOTL, VEA, IWF, IWD, VCIT 13F-HR 5/15/2018, 10:27 AM
Q4 2017 30 $75.6M VEA, TOTL, IWD, IWF, BNDX 13F-HR 2/14/2018, 05:04 PM