Home › Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE 13F holdings

Filed 2026-07-30 · Towneley Capital Management, Inc / DE · 46 positions · $509.5M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS457.9K$169.4M33.3%
VXUSVANGUARD STAR FDS808.2K$69.1M13.6%
WINNHARBOR ETF TRUST1.1M$37.2M7.3%
VGITVANGUARD SCOTTSDALE FDS607.2K$35.8M7.0%
JMBSJANUS DETROIT STR TR624.8K$28.1M5.5%
VCSHVANGUARD SCOTTSDALE FDS333.8K$26.4M5.2%
PVALPUTNAM ETF TRUST429.0K$21.9M4.3%
SGOLETFS GOLD TR498.2K$19.0M3.7%
VTEBVANGUARD MUN BD FDS372.2K$18.8M3.7%
SCHOSCHWAB STRATEGIC TR557.1K$13.4M2.6%
AVUVAMERICAN CENTY ETF TR89.6K$11.2M2.2%
DFAEDIMENSIONAL ETF TRUST261.3K$10.5M2.1%
GLTRABRDN PRECIOUS METALS BASKET48.6K$8.8M1.7%
IAUISHARES GOLD TR111.4K$8.4M1.7%
VGLTVANGUARD SCOTTSDALE FDS142.6K$7.9M1.5%
ANGLVANECK ETF TRUST139.1K$4.1M0.8%
GLDSPDR GOLD TR10.6K$3.9M0.8%
—BANK OF N T BUTTERFIELD & SO27.2K$1.6M0.3%
VTVANGUARD INTL EQUITY INDEX F10.2K$1.6M0.3%
MINTPIMCO ETF TR13.8K$1.4M0.3%
IVVISHARES TR1.5K$1.1M0.2%
IWBISHARES TR2.1K$858,3120.2%
DFUSDIMENSIONAL ETF TRUST10.0K$818,8530.2%
VGSHVANGUARD SCOTTSDALE FDS11.7K$679,8100.1%
VUGVANGUARD INDEX FDS7.2K$617,3360.1%
CWISPDR INDEX SHS FDS14.5K$590,2890.1%
DFUVDIMENSIONAL ETF TRUST10.1K$556,7390.1%
VOOVANGUARD INDEX FDS767$526,9140.1%
DFSUDIMENSIONAL ETF TRUST8.8K$412,4680.1%
VTVVANGUARD INDEX FDS1.8K$400,1080.1%
DFATDIMENSIONAL ETF TRUST5.3K$368,7720.1%
BRK-BBERKSHIRE HATHAWAY INC DEL720$360,2810.1%
DFASDIMENSIONAL ETF TRUST4.1K$334,5920.1%
CGUSCAPITAL GROUP CORE EQUITY ET7.0K$311,3600.1%
VEUVANGUARD INTL EQUITY INDEX F3.6K$305,1630.1%
BNDVANGUARD BD INDEX FDS4.0K$294,2550.1%
CIBRFIRST TR EXCHANGE-TRADED FD3.0K$269,5500.1%
VTIPVANGUARD MALVERN FDS5.2K$261,9590.1%
SELFGLOBAL SELF STORAGE INC49.0K$257,0080.1%
VOVANGUARD INDEX FDS3.1K$249,6610.0%
DFIVDIMENSIONAL ETF TRUST4.4K$239,8330.0%
PHYSSPROTT ASSET MANAGEMENT LP7.5K$226,5770.0%
DFSIDIMENSIONAL ETF TRUST5.0K$224,2090.0%
—NUSHARES ETF TR4.1K$222,5150.0%
VSGXVANGUARD WORLD FD2.7K$221,5520.0%
AGGISHARES TR2.1K$204,4930.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}