Towerpoint Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 112 individual securities held by the firm.
The portfolio is heavily weighted toward large-cap exchange-traded funds (ETFs), with significant positions in the Vanguard Morningstar Large Cap Growth ETF, the Vanguard Morningstar Small Cap Growth ETF, and the Vanguard Total Stock Market ETF. Individual stock holdings include Apple Inc., Eli Lilly & Co., Microsoft Corporation, NVIDIA Corporation, and Walmart Inc. The firm also holds a substantial number of shares in the T. Rowe Price Exchange-Traded QM US Bond ETF.
According to the filing, the firm holds 1,468,403 shares of Apple Inc. and 5,277,204 shares of Eli Lilly & Co. Other notable individual stock positions include 1,959,088 shares of Microsoft, 5,522,587 shares of NVIDIA, and 2,100,279 shares of Walmart. The filing indicates that all positions are held as sole voting rights.
