Towerpoint Wealth, LLC

RIA/Wealth

Towerpoint Wealth, LLC is a RIA/Wealth based in Sacramento, CA led by Joseph Frederick Eschleman, reporting $470.0M in AUM as of Q3 2025 with 82% ETF concentration and 59% concentrated in top 10 holdings.

CCOJoseph Frederick Eschleman

Portfolio Value: $244.4M
Positions: 87
Top Holding: VUG at 12.38%
Last Reported: Q3 2025

Address500 Capitol Mall, Suite 2060, Sacramento, CA, 95814, United States

Top Holdings

Largest long holdings in Towerpoint Wealth, LLC's portfolio (59.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$30.3M	12.38%	-$620.6K Sold	— 63.1K shares	Q4 2017 Held for 7y 11m
2 Vanguard Value VTV	ETF ETF	$29.3M	11.98%	+$1.0M Bought	— 156.9K shares	Q4 2017 Held for 7y 11m
3 Vanguard Mid-Cap Fund VO	ETF ETF	$15.3M	6.27%	+$604.2K Bought	— 52.1K shares	Q3 2021 Held for 4y 2m
4 Vanguard FTSE Developed Markets VEA	ETF ETF	$15.0M	6.15%	+$124.2K Bought	— 250.7K shares	Q4 2017 Held for 7y 11m
5 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$14.6M	5.97%	-$2.8M Sold	— 173.5K shares	Q4 2017 Held for 7y 11m
6 TAGG T. Rowe Price QM U.S. Bond TAGG	ETF ETF	$11.5M	4.71%	+$4.1M Bought	— 267.2K shares	Q1 2025 Held for 8 months
7 Vanguard Small-Cap Growth VBK	ETF ETF	$8.6M	3.54%	+$50.0K Bought	— 29.1K shares	Q4 2017 Held for 7y 11m
8 Vanguard Small-Cap Value VBR	ETF ETF	$7.7M	3.15%	+$205.4K Bought	— 36.9K shares	Q4 2017 Held for 7y 11m
9 First Trust Value Line Dividend Fund FVD	ETF ETF	$6.4M	2.63%	+$324.2K Bought	— 138.9K shares	Q3 2018 Held for 7y 2m
10 SPDR S&P Kensho New Economies Composite KOMP	ETF ETF	$6.2M	2.55%	-$64.9K Sold	— 100.3K shares	Q1 2019 Held for 6y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Towerpoint Wealth, LLC's latest filing

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Market Value

$244.4M

Prior: $225.6M

Q/Q Change

+8.31%

+$18.8M

Net Flows % of MV

+1.45%

Turnover Ratio

3.56%

New Purchases

1 stocks

$210.3K

Added To

42 stocks

+$10.1M

Sold Out Of

7 stocks

$1.6M

Reduced Holdings

37 stocks

-$5.2M

Increased Positions

Position	Shares Δ	Change
1 American Express AXP	New	0 → 633.0 +$210.3K
2 Meta Platforms, Inc. META	+72.05%	755.0 → 1.3K +$399.5K
3 Alphabet Inc. GOOG	+58.4%	5.9K → 9.4K +$843.7K
4 TAGG T. Rowe Price QM U.S. Bond TAGG	+54.35%	173.1K → 267.2K +$4.1M
5 FSCC Federated Hermes MDT Small Cap Core FSCC	+42.66%	17.0K → 24.2K +$214.2K

Decreased Positions

Position	Shares Δ	Change
1 Tesla, Inc. TSLA	Sold	1.2K → 0 −$391.7K
2 Chevron CVX	Sold	1.8K → 0 −$261.3K
3 HEICO HEI	Sold	687.0 → 0 −$225.3K
4 Invesco National AMT-Free Municipal Bond PZA	Sold	10.0K → 0 −$223.1K
5 Dorchester Minerals DMLP	Sold	7.5K → 0 −$209.4K