AiSiWhale

AI & tech investing

Towneley Capital Management, Inc / DE

CIK 2004980

13F filing for Q2 2026・No. 3,853

Holdings
US$509.49M
Quarter change
+US$31.66M
Entries
46
Net bought (estimate)
−US$2.39M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 5
  • Sold out 1
  • Cut 13
  • Added 21
  • Corporate actions 0
  • Unchanged 7

Largest holdings

46 stocks worth US$509.49M, options and bonds left out.

StockThis quarterValueWeight
VANGUARD INDEX FDSTOTAL STK MKTCutUS$169.43M33.25%
VANGUARD STAR FDSVG TL INTL STK FCutUS$69.09M13.56%
HARBOR ETF TRUSTLONG TERM GROWERAddedUS$37.21M7.30%
VANGUARD SCOTTSDALE FDSINTER TERM TREASAddedUS$35.81M7.03%
JANUS DETROIT STR TRHENDERSON MTGAddedUS$28.11M5.52%
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BDCutUS$26.38M5.18%
PUTNAM ETF TRUSTFOCUSED LAR CAPCutUS$21.86M4.29%
ETFS GOLD TRPHYSCL GOLD SHSAddedUS$19.04M3.74%
VANGUARD MUN BD FDSTAX EXEMPT BDAddedUS$18.82M3.69%
SCHWAB STRATEGIC TRSHT TM US TRESAddedUS$13.45M2.64%

Sign in (free) to see its 46 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.