Towerpoint Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$204M
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 $204M as of Q4 2024. Top holdings included VUG, VTV, VCIT, VO, and VEA.
Holdings Value