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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 65.96% of Towneley Capital Management, Inc / DE's stock portfolio.
Added to shares of these 10 stocks: VXUS, IWB, VGIT, JMBS, VTI, VCSH, JMST, MEAR, DFIV, DFSI.
Started 5 new stock positions in IWB, DFIV, DFSI, JMST, MEAR.
Reduced shares in these 10 stocks: CVX, SGOL, GLTR, GLD, AAPL, LOW, IAU, BND, VTEB, BRK.B.
Sold out of its positions in AAPL, CVX, LOW.
Towneley Capital Management, Inc / DE was a net buyer of stock by $1.6M.
Towneley Capital Management, Inc / DE has $474M in assets under management (AUM), dropping by 3.02%.
Central Index Key (CIK): 0002004980

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Portfolio Holdings for Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE holds 40 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	32.4	$154M		458k	335.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	13.1	$62M		827k	75.44	View chart
Harbor Etf Trust Long Term Grower (WINN)	7.4	$35M		1.1M	31.10	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	7.3	$34M		575k	59.93	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	5.8	$27M		598k	45.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.5	$26M		327k	79.73	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	5.1	$24M	-3%	585k	41.08	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	4.1	$20M		429k	45.57	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.5	$17M		330k	50.29	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.8	$13M		538k	24.37	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	2.1	$9.7M	-2%	47k	205.60	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.0	$9.7M		95k	101.98	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.9	$9.1M		278k	32.57	View chart
Ishares Gold Tr Ishares New (IAU)	1.8	$8.7M	-2%	107k	81.17	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.6	$7.5M		135k	55.80	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.8	$3.9M		133k	29.36	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$3.7M	-6%	9.4k	396.31	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.3M	+7%	22k	58.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.0M	-2%	1.5k	684.87	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$783k	NEW	2.1k	373.44	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$738k		9.9k	74.17	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$582k		1.2k	488.00	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$519k		14k	35.92	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$468k		10k	46.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$434k	-10%	863.00	502.65	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$387k	+3%	8.9k	43.43	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$349k		1.8k	190.97	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$322k	-34%	4.3k	74.07	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$312k		5.2k	59.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$282k	-10%	4.0k	69.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$268k		3.6k	73.56	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$258k		5.2k	49.46	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$250k	NEW	4.9k	50.94	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$250k	NEW	5.0k	50.32	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$248k		7.5k	33.02	View chart
Global Self Storage (SELF)	0.1	$243k		48k	5.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$224k		772.00	290.13	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$218k	NEW	4.4k	49.90	View chart
Dimensional Etf Trust International (DFSI)	0.0	$213k	NEW	5.0k	42.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$206k		2.1k	99.88	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 Q4 filed Jan. 30, 2026
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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