Towerpoint Wealth, LLC
Towerpoint Wealth, LLC reported 115 holdings worth US$289M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Towerpoint Wealth, LLC reported 115 holdings worth US$289M as of Jun 30, 2026. Largest: Eli Lilly And Company, Nvidia Corporation and Apple Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 115
- Value as reported
- US$289M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Eli Lilly And Company | 4,549 | US$5.46M | 1.9% |
| Nvidia Corporation | 24,544 | US$4.91M | 1.7% |
| Apple Inc | 15,426 | US$4.46M | 1.5% |
| Lam Research Corporation | 9,127 | US$3.95M | 1.4% |
| Alphabet Inc (google) Class C | 9,375 | US$3.35M | 1.2% |
| Walmart Inc. | 19,769 | US$2.24M | 0.77% |
| Microsoft Corp. | 3,858 | US$1.44M | 0.50% |
| Abbvie Inc. | 4,871 | US$1.23M | 0.42% |
| Johnson & Johnson | 4,593 | US$1.17M | 0.40% |
| Applied Materials, Inc. | 1,455 | US$1.05M | 0.36% |
| Meta Platforms, Inc. | 1,767 | US$996K | 0.34% |
| Procter & Gamble Company (the) | 6,771 | US$993K | 0.34% |
| Caterpillar, Inc. | 872 | US$929K | 0.32% |
| Intel Corporation | 5,607 | US$783K | 0.27% |
| Tesla, Inc. | 1,721 | US$724K | 0.25% |
| Home Depot, Inc. (the) | 1,955 | US$690K | 0.24% |
| Exxon Mobil Corporation | 4,827 | US$660K | 0.23% |
| Amazon.com, Inc. | 2,540 | US$605K | 0.21% |
| Costco Wholesale Corporation | 633 | US$592K | 0.20% |
| Abbott Laboratories | 6,427 | US$583K | 0.20% |
| Cummins Inc. | 812 | US$579K | 0.20% |
| Jp Morgan Chase & Co. | 1,638 | US$536K | 0.19% |
| Advanced Micro Devices Inc | 903 | US$525K | 0.18% |
| Broadcom Inc. | 1,357 | US$513K | 0.18% |
| Cisco Systems, Inc. | 3,660 | US$430K | 0.15% |
| At&t Inc. | 18,128 | US$375K | 0.13% |
| Unitedhealth Group Incorporated | 881 | US$366K | 0.13% |
| Blackstone Inc. | 3,062 | US$360K | 0.12% |
| Wells Fargo & Company | 4,153 | US$343K | 0.12% |
| Howmet Aerospace Inc. | 1,161 | US$312K | 0.11% |
| Micron Technology, Inc. | 266 | US$307K | 0.11% |
| Ge Aerospace | 773 | US$289K | 0.10% |
| Qualcomm Incorporated | 1,558 | US$288K | 0.10% |
| Sherwin-williams Company (the) | 831 | US$286K | 0.10% |
| Aflac Incorporated | 2,433 | US$285K | 0.10% |
| Marvell Technology, Inc. | 867 | US$258K | 0.09% |
| Ge Vernova Inc. | 218 | US$256K | 0.09% |
| Pepsico, Inc. | 1,810 | US$245K | 0.08% |
| American Airlines Group, Inc. | 13,494 | US$244K | 0.08% |
| International Business Machines Corporation | 834 | US$235K | 0.08% |
| Palo Alto Networks, Inc. | 657 | US$224K | 0.08% |
| Netflix, Inc. | 3,077 | US$220K | 0.08% |
| Walt Disney Company (the) | 2,221 | US$214K | 0.07% |
| Stryker Corporation | 664 | US$209K | 0.07% |
| Dorchester Minerals, L.p. | 8,093 | US$204K | 0.07% |
| Public Service Enterprise Group Incorporated | 2,487 | US$202K | 0.07% |
| Bank Of America Corporation | 3,527 | US$201K | 0.07% |
| Kenvue Inc. | 10,436 | US$199K | 0.07% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Visa Inc. | 0 | US$0 | 0.00% |
Source
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