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 | +$8,705,377 | -$5,549,811 | +$3,155,566 | VTV, VUG, VEA, VO, VCIT | 13F-HR | 14 Jan 2026, 19:13 |
| Q3 2025 | 87 | $244,401,806 | +$10,577,444 | -$6,805,565 | +$3,771,879 | VUG, VTV, VO, VEA, VCIT | 13F-HR | 07 Oct 2025, 21:05 |
| Q2 2025 | 92 | $225,641,907 | +$17,111,107 | -$8,448,591 | +$8,662,516 | VUG, VTV, VCIT, VEA, VO | 13F-HR | 09 Jul 2025, 17:17 |
| Q1 2025 | 81 | $201,756,241 | +$10,432,761 | -$8,443,667 | +$1,989,094 | VTV, VUG, VCIT, VO, VEA | 13F-HR | 09 Apr 2025, 13:46 |
| Q4 2024 | 81 | $204,175,862 | +$7,619,722 | -$13,412,388 | -$5,792,666 | VUG, VTV, VCIT, VO, VEA | 13F-HR | 14 Jan 2025, 19:57 |
| Q3 2024 | 85 | $211,027,552 | +$5,360,444 | -$5,827,171 | -$466,727 | VUG, VTV, VCIT, VEA, VO | 13F-HR | 09 Oct 2024, 17:03 |
| Q2 2024 | 81 | $200,342,575 | +$5,594,467 | -$5,191,083 | +$403,384 | VUG, VTV, VCIT, VEA, HYG | 13F-HR | 12 Jul 2024, 14:27 |
| Q1 2024 | 83 | $199,067,260 | +$8,239,574 | -$3,264,519 | +$4,975,055 | 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 | +$4,337,253 | -$6,982,120 | -$2,644,867 | VUG, VTV, VCIT, VEA, HYG | 13F-HR | 10 Oct 2023, 21:06 |
| Q2 2023 | 83 | $177,478,213 | +$5,435,587 | -$10,123,505 | -$4,687,918 | VUG, VTV, VCIT, VEA, HYG | 13F-HR | 20 Jul 2023, 10:20 |
| Q1 2023 | 78 | $174,667,381 | +$6,521,634 | -$13,147,872 | -$6,626,238 | VUG, VTV, VCIT, HYG, VEA | 13F-HR | 15 May 2023, 16:55 |
| Q4 2022 | 84 | $172,713,903 | +$10,227,205 | -$12,321,242 | -$2,094,037 | VTV, VCIT, VUG, FTSM, HYG | 13F-HR | 10 Feb 2023, 16:20 |
| Q3 2022 | 83 | $165,189,000 | +$11,543,250 | -$3,764,886 | +$7,778,364 | VCIT, VUG, VTV, FTSM, HYG | 13F-HR | 14 Nov 2022, 14:55 |
| Q2 2022 | 87 | $166,556,000 | +$12,973,349 | -$23,267,769 | -$10,294,420 | VCIT, VTV, VUG, HYG, VEA | 13F-HR | 08 Aug 2022, 16:39 |
| Q1 2022 | 90 | $200,555,000 | +$8,277,600 | -$7,659,645 | +$617,955 | VCIT, VTV, VUG, HYG, VEA | 13F-HR | 16 May 2022, 13:13 |
| Q4 2021 | 84 | $210,452,000 | +$14,328,309 | -$11,599,972 | +$2,728,337 | VCIT, VUG, VTV, HYG, VEA | 13F-HR | 03 Feb 2022, 21:48 |
| Q3 2021 | 79 | $200,018,000 | +$11,739,080 | -$9,401,467 | +$2,337,613 | VCIT, VUG, VTV, MINT, VEA | 13F-HR | 12 Nov 2021, 09:53 |
| Q2 2021 | 79 | $200,644,000 | +$9,422,317 | -$22,642,918 | -$13,220,601 | VCIT, VUG, VTV, MINT, VBK | 13F-HR | 26 Jul 2021, 18:59 |
| Q1 2021 | 76 | $207,804,000 | +$12,699,901 | -$10,190,711 | +$2,509,190 | MINT, VCIT, VUG, VTV, VBK | 13F-HR | 07 May 2021, 18:56 |
| Q4 2020 | 74 | $199,495,000 | +$11,531,506 | -$8,151,963 | +$3,379,543 | MINT, VCIT, VUG, VTV, VBK | 13F-HR | 09 Feb 2021, 21:40 |
| Q3 2020 | 66 | $179,443,000 | +$18,737,721 | -$5,737,929 | +$12,999,792 | MINT, VCIT, VUG, VTV, VBK | 13F-HR | 13 Nov 2020, 10:57 |
| Q2 2020 | 64 | $160,069,000 | +$18,977,159 | -$2,249,462 | +$16,727,697 | VCIT, MINT, VUG, VTV, VBK | 13F-HR | 06 Aug 2020, 19:30 |
| Q1 2020 | 61 | $125,718,000 | +$10,057,267 | -$11,329,827 | -$1,272,560 | VCIT, VUG, VTV, BNDX, VBK | 13F-HR | 08 May 2020, 12:15 |
| Q4 2019 | 61 | $150,733,000 | +$3,479,920 | -$5,387,190 | -$1,907,270 | VCIT, VTV, VUG, VEA, VBK | 13F-HR | 14 Jan 2020, 19:01 |
| Q3 2019 | 84 | $146,634,000 | +$6,937,370 | -$2,024,704 | +$4,912,666 | VCIT, VTV, VUG, VEA, VBK | 13F-HR | 05 Nov 2019, 15:00 |
| Q2 2019 | 57 | $142,077,000 | +$6,798,332 | -$11,421,703 | -$4,623,371 | VCIT, VTV, VUG, VEA, VBK | 13F-HR | 07 Aug 2019, 16:51 |
| Q1 2019 | 51 | $142,783,000 | +$11,513,504 | -$3,711,673 | +$7,801,831 | VCIT, TOTL, VTV, VEA, VUG | 13F-HR | 13 May 2019, 13:25 |
| Q4 2018 | 43 | $124,432,000 | +$21,916,234 | -$7,009,647 | +$14,906,587 | VCIT, TOTL, VTV, VEA, VUG | 13F-HR | 08 Feb 2019, 17:49 |
| Q3 2018 | 33 | $120,146,000 | +$18,214,432 | -$7,424,175 | +$10,790,257 | TOTL, VCIT, VTV, VEA, VUG | 13F-HR | 19 Oct 2018, 12:00 |
| Q2 2018 | 31 | $106,387,000 | +$19,996,600 | -$5,480,712 | +$14,515,888 | TOTL, VCIT, VEA, VTV, VUG | 13F-HR | 31 Jul 2018, 17:02 |
| Q1 2018 | 31 | $90,234,000 | +$17,490,262 | -$2,071,694 | +$15,418,568 | TOTL, VEA, IWF, IWD, VCIT | 13F-HR | 15 May 2018, 10:27 |
| Q4 2017 | 30 | $75,603,000 | $0 | $0 | $0 | VEA, TOTL, IWD, IWF, BNDX | 13F-HR | 14 Feb 2018, 18:04 |