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Towneley Capital Management, Inc / DE

Latest statistics and disclosures from Towneley Capital Management, Inc / DE's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VXUS, WINN, VGIT, JMBS, and represent 66.37% of Towneley Capital Management, Inc / DE's stock portfolio.
Added to shares of these 10 stocks: PVAL (+$18M), CVX, JMBS, VGIT, PHYS, VCSH, AAPL, LOW, VGLT, BND.
Started 5 new stock positions in CVX, LOW, AAPL, PVAL, PHYS.
Reduced shares in these 10 stocks: SCHD (-$18M), VTI, WINN, SGOL, IAU, GLTR, DFAE, VUG, SCHO, AVUV.
Sold out of its position in SCHD.
Towneley Capital Management, Inc / DE was a net seller of stock by $-2.2M.
Towneley Capital Management, Inc / DE has $460M in assets under management (AUM), dropping by 5.61%.
Central Index Key (CIK): 0002004980

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Portfolio Holdings for Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE holds 38 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	32.6	$150M		457k	328.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	13.0	$60M		812k	73.46	View chart
Harbor Etf Trust Long Term Grower (WINN)	7.7	$35M	-2%	1.1M	31.16	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	7.4	$34M		564k	60.03	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	5.8	$27M		589k	45.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.6	$26M		323k	79.93	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	4.9	$22M	-3%	607k	36.81	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	4.0	$18M	NEW	426k	42.72	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.6	$17M		331k	50.07	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.8	$13M		529k	24.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.0	$9.3M		94k	99.53	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.9	$8.7M	-2%	278k	31.53	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	1.8	$8.1M	-4%	49k	165.45	View chart
Ishares Gold Tr Ishares New (IAU)	1.7	$7.9M	-4%	109k	72.77	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.6	$7.6M	+2%	133k	56.86	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.8	$3.9M		131k	29.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$3.6M	-3%	10k	355.47	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.2M	+3%	21k	58.85	View chart
Chevron Corporation (CVX)	0.3	$1.2M	NEW	7.8k	155.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.0M		1.5k	669.09	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$719k		9.9k	72.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$579k	-24%	1.2k	479.56	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$497k		14k	34.92	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$497k	+55%	6.7k	74.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$484k		963.00	502.74	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$448k		10k	44.69	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$365k	+3%	8.6k	42.47	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$337k	-15%	1.8k	186.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$308k		4.5k	68.47	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$304k		5.2k	58.21	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$265k		3.7k	71.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$260k		5.1k	50.63	View chart
Global Self Storage (SELF)	0.1	$237k		47k	5.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$225k	-5%	766.00	293.76	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$222k	NEW	7.5k	29.62	View chart
Apple (AAPL)	0.0	$209k	NEW	820.00	254.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$207k	-27%	2.1k	100.25	View chart
Lowe's Companies (LOW)	0.0	$201k	NEW	800.00	251.31	View chart

Past Filings by Towneley Capital Management, Inc / DE

SEC 13F filings are viewable for Towneley Capital Management, Inc / DE going back to 2023

Towneley Capital Management, Inc / DE 2025 Q3 filed Oct. 17, 2025
Towneley Capital Management, Inc / DE 2025 Q2 filed July 30, 2025
Towneley Capital Management, Inc / DE 2025 Q1 filed April 11, 2025
Towneley Capital Management, Inc / DE 2024 Q4 filed Jan. 29, 2025
Towneley Capital Management, Inc / DE 2024 Q3 filed Oct. 8, 2024
Towneley Capital Management, Inc / DE 2024 Q2 filed July 23, 2024
Towneley Capital Management, Inc / DE 2024 Q1 filed April 22, 2024
Towneley Capital Management, Inc / DE 2023 Q4 filed Jan. 17, 2024

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