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Towerpoint Wealth, LLC
Towerpoint Wealth, LLC is a fully independent, fiduciary wealth management and registered investment adviser firm headquartered in Sacramento, California. Founded in 2017, the firm provides comprehensive wealth management and financial planning services primarily to high net worth individuals, families, and select businesses. Towerpoint Wealth differentiates itself by operating independently of large Wall Street firms, serving solely in clients' best interests as fiduciaries. The firm employs around 9 professionals, including investment advisors and operational specialists, and serves clients nationally.
Investment Strategy
Towerpoint Wealth customizes its investment strategies to the needs, objectives, risk tolerance, and time horizons of its clients, primarily utilizing a combination of long-term and short-term purchases. The firm predominantly holds securities longer than one year, seeking to benefit from long-term capital appreciation, but also opportunistically executes short-term trades to capitalize on market opportunities. Asset allocation is informed by ongoing research and clients' financial situations, with flexibility to adapt portfolios based on both macroeconomic and individual considerations. Towerpoint acts as a fiduciary, tailoring portfolios for wealth preservation, growth, and income, and incorporates third-party subadvisory services (e.g., for digital assets) when suitable. Their philosophy centers on disciplined, client-focused portfolio management elevated by independence and transparency.
Latest 13F Filing Activity
Towerpoint Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 85 equity positions with a total 13F market value of $244M. The fund increased holdings in T Rowe Price Etf Inc., Vanguard Index FDS, Vanguard Index FDS among other positions. Towerpoint Wealth, LLC reduced exposure to Vanguard Scottsdale FDS, Tesla Inc., Visa Inc. among others.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 12.38% | $30.3M | 63,081 | $192.37 | $479.61 | +$2.0M |
V VTV | VANGUARD INDEX FDS | 11.98% | $29.3M | 156,944 | $125.65 | $186.49 | +$2.5M |
V VO | VANGUARD INDEX FDS | 6.27% | $15.3M | 52,139 | $238.59 | $293.74 | +$1.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 6.15% | $15.0M | 250,712 | $44.87 | $59.92 | +$847.7K |
V VCIT | VANGUARD SCOTTSDALE FDS | 5.97% | $14.6M | 173,521 | $85.07 | $84.11 | -$2.6M |
Industry Allocation
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