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Alex Butters

Towerpoint Wealth, Llc

Assets Managed
$289.124M
Holdings
113
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
16.69%(2Q avg: 7.4%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Towerpoint Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Towerpoint Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 289.124M in assets, with a quarterly growth rate of 16.69% and a 2-quarter average growth rate of 7.4%. The portfolio is managed by Alex Butters, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Decreased -5.96%
10.87%
$31.423M
144,190 shares@ $217.94 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 477.13%
10.74%
$31.04M
360,346 shares@ $86.14 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.83%
6.55%
$18.918M
265,509 shares@ $71.26 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 302.61%
6.26%
$18.094M
224,580 shares@ $80.58 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 4.75%
5.43%
$15.672M
189,622 shares@ $82.66 avg price
TAGG
T Rowe Price Qm Us Bond Etf
Recent Activity
Increased 5.8%
4.77%
$13.785M
324,622 shares@ $42.47 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Decreased -1.64%
3.64%
$10.52M
28,768 shares@ $365.7 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -0.92%
3.1%
$8.941M
36,794 shares@ $243.0 avg price
FVD
First Trust Value Line Dvd
Recent Activity
Increased 0.74%
2.46%
$7.087M
147,084 shares@ $48.18 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -3.21%
2.33%
$6.735M
27,783 shares@ $242.43 avg price

1-10 of 113