SEC Form 13F

Towerpoint Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$289,123,534
Positions115

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTVVALUE ETF$31,423,381144,190
VANGUARD INDEX FDSVUGGROWTH ETF$31,040,185360,346
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$18,917,533265,509
VANGUARD INDEX FDSVOMID CAP ETF$18,094,446224,580
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$15,672,271189,622
T ROWE PRICE EXCHANGE-TRADEDTAGGQM US BOND ETF$13,785,078324,622
VANGUARD INDEX FDSVBKSML CP GRW ETF$10,520,32828,768
VANGUARD INDEX FDSVBRSM CP VAL ETF$8,940,62236,794
FIRST TR EXCHANGE-TRADED FDFVDSHS$7,086,500147,084
ISHARES TRIWDRUS 1000 VAL ETF$6,735,31527,783

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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