Towerpoint Wealth, LLC
Filing Date
Global Rank
#7,194
/ 8,603
▲ 64
· as of Mar 2026
Top Industry
Drug Manufacturers - General
19.4%
3Y Alpha vs SPY
-0.1%
Period ended 3 months ago
Filed Apr 8, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+75.9%
SPY
+76.0%
Annualised alpha
0.0%
Max drawdown
−16.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
34 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.1%
−0.8 pts
Top 5
51.8%
−1.7 pts
Top 10
73.3%
−0.9 pts
HHI
681
Diversified−25
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 29.6% | $10,770,155 |
| Technology | 25.9% | $9,431,547 |
| Healthcare | 16.1% | $5,851,047 |
| Consumer Defensive | 11.4% | $4,152,025 |
| Communication Services | 6.6% | $2,416,910 |
| Consumer Cyclical | 5.0% | $1,828,309 |
| Financial Services | 3.6% | $1,313,015 |
| Industrials | 1.2% | $439,101 |
| Energy | 0.6% | $221,027 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | +9,694 | 18,526 | $537,068 | |
| JPM | Jpmorgan Chase & Co | +195 | 1,638 | $481,834 | |
| HD | Home Depot, Inc. | +100 | 2,034 | $668,962 | |
| WMT | Walmart Inc. | +75 | 18,855 | $2,343,299 | |
| SPY | Spdr S&P 500 ETF Trust | +65 | 5,962 | $3,877,327 | |
| PEP | Pepsico Inc | +50 | 1,831 | $284,335 | |
| AFL | Aflac Inc | +2 | 2,424 | $265,937 | |
| COST | Costco Wholesale Corp /New | +1 | 623 | $620,775 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −5,096 | 45,991 | $4,054,566 | |
| NVDA | Nvidia Corp | −1,771 | 19,220 | $3,351,968 | |
| AMZN | Amazon Com Inc | −315 | 2,409 | $501,722 | |
| NFLX | Netflix Inc | −287 | 2,599 | $249,893 | |
| META | Meta Platforms, Inc. | −133 | 1,073 | $613,895 | |
| MSFT | Microsoft Corp | −127 | 3,685 | $1,364,076 | |
| GOOGL | Alphabet Inc. | −89 | 2,837 | $815,807 | |
| ABT | Abbott Laboratories | −70 | 6,380 | $655,034 | |
| QCOM | Qualcomm Inc/De | −66 | 1,592 | $205,017 | |
| GLD | Spdr Gold Trust | −50 | 5,012 | $2,156,613 | |
| V | Visa Inc. | −43 | 751 | $226,982 | |
| QQQ | Invesco Qqq Trust, Series 1 | −41 | 1,181 | $681,649 | |
| SYK | Stryker Corp | −34 | 660 | $216,869 | |
| TSLA | Tesla, Inc. | −17 | 1,769 | $657,625 | |
| AVGO | Broadcom Inc. | −9 | 1,301 | $402,672 | |
| PG | PROCTER & GAMBLE Co | −6 | 6,256 | $903,616 | |
| AAPL | Apple Inc. | −5 | 14,407 | $3,656,352 | |
| GE | General Electric Co | −4 | 731 | $207,435 | |
| ABBV | AbbVie Inc. | −3 | 4,785 | $1,040,689 | |
| IBM | International Business Machines Corp | −2 | 841 | $203,849 | |
| LLY | ELI LILLY & Co | −1 | 4,282 | $3,938,455 | |
| No positions match the current search. | |||||
34 positions ·
$36,423,136 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Reduced | 45,991 | $4,054,566 | 11.13% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 4,282 | $3,938,455 | 10.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 5,962 | $3,877,327 | 10.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 14,407 | $3,656,352 | 10.04% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 19,220 | $3,351,968 | 9.20% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 18,855 | $2,343,299 | 6.43% | |
| GLD |
Spdr Gold Trust
|
Reduced | 5,012 | $2,156,613 | 5.92% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,685 | $1,364,076 | 3.75% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 4,785 | $1,040,689 | 2.86% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 6,256 | $903,616 | 2.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,837 | $815,807 | 2.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,181 | $681,649 | 1.87% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,034 | $668,962 | 1.84% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,769 | $657,625 | 1.81% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 6,380 | $655,034 | 1.80% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 623 | $620,775 | 1.70% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,073 | $613,895 | 1.69% | |
| T |
At&T Inc.
Communication Services
|
Added | 18,526 | $537,068 | 1.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,409 | $501,722 | 1.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,638 | $481,834 | 1.32% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,301 | $402,672 | 1.11% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 4,249 | $338,262 | 0.93% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 1,831 | $284,335 | 0.78% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 2,424 | $265,937 | 0.73% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 2,599 | $249,893 | 0.69% | |
| INTC |
Intel Corp
Technology
|
NEW | 5,611 | $247,613 | 0.68% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 327 | $231,666 | 0.64% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 751 | $226,982 | 0.62% | |
| DMLP |
Dorchester Minerals, L.P.
Energy
|
NEW | 8,156 | $221,027 | 0.61% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 660 | $216,869 | 0.60% | |
| GE |
General Electric Co
Industrials
|
Reduced | 731 | $207,435 | 0.57% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 1,592 | $205,017 | 0.56% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 841 | $203,849 | 0.56% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 3,989 | $200,247 | 0.55% |