Towerpoint Wealth, LLC

Towerpoint Wealth, LLC reported 112 holdings worth US$284M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 13, 2026

Towerpoint Wealth, LLC reported 112 holdings worth US$284M as of Sep 30, 2026. Largest: Nvidia Corporation, Eli Lilly And Company and Apple Inc. Filed Oct 13, 2026 (Form 13F).

Holdings
112
Value as reported
US$284M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation24,182US$5.52M1.9%
Eli Lilly And Company4,561US$5.28M1.9%
Apple Inc14,684US$4.89M1.7%
Alphabet Inc (google) Class C8,972US$3.07M1.1%
Lam Research Corporation9,121US$3M1.1%
Walmart Inc.20,211US$2.1M0.74%
Microsoft Corp.3,820US$1.96M0.69%
Abbvie Inc.4,871US$1.27M0.45%
Johnson & Johnson4,741US$1.26M0.44%
Meta Platforms, Inc.1,627US$1.18M0.41%
Procter & Gamble Company (the)6,656US$967K0.34%
Intel Corporation7,212US$867K0.31%
Applied Materials, Inc.1,453US$743K0.26%
Caterpillar, Inc.872US$707K0.25%
Costco Wholesale Corporation743US$676K0.24%
Abbott Laboratories6,290US$622K0.22%
Advanced Micro Devices Inc896US$548K0.19%
Home Depot, Inc. (the)1,865US$531K0.19%
Tesla, Inc.1,438US$510K0.18%
Jp Morgan Chase & Co.1,523US$504K0.18%
Broadcom Inc.1,341US$471K0.17%
Amazon.com, Inc.1,890US$471K0.17%
At&t Inc.17,549US$428K0.15%
Wells Fargo & Company5,328US$427K0.15%
Cummins Inc.812US$419K0.15%
Cisco Systems, Inc.3,617US$389K0.14%
Space Exploration Technologies Corp2,507US$378K0.13%
Unitedhealth Group Incorporated894US$328K0.12%
Qualcomm Incorporated1,555US$286K0.10%
Micron Technology, Inc.264US$281K0.10%
Howmet Aerospace Inc.1,195US$270K0.10%
Sherwin-williams Company (the)829US$268K0.09%
Aflac Incorporated2,218US$248K0.09%
Palo Alto Networks, Inc.606US$241K0.08%
Dorchester Minerals, L.p.8,466US$237K0.08%
Ge Aerospace758US$237K0.08%
Walt Disney Company (the)2,243US$235K0.08%
Marvell Technology, Inc.877US$232K0.08%
Bank Of America Corporation4,231US$230K0.08%
Pepsico, Inc.1,761US$223K0.08%
Crowdstrike Holdings, Inc.805US$213K0.07%
Netflix, Inc.3,049US$212K0.07%
Kenvue Inc.10,458US$185K0.06%
American Airlines Group, Inc.13,494US$180K0.06%
Public Service Enterprise Group Incorporated0US$00.00%
Stryker Corporation0US$00.00%
Blackstone Inc.0US$00.00%
Exxon Mobil Corporation0US$00.00%
Ge Vernova Inc.0US$00.00%
International Business Machines Corporation0US$00.00%

Source

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