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.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 457,869 | US$169.43M | 33.25% |
| VANGUARD STAR FDSVG TL INTL STK F | Cut | 808,202 | US$69.09M | 13.56% |
| HARBOR ETF TRUSTLONG TERM GROWER | Added | 1,146,114 | US$37.21M | 7.30% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 607,217 | US$35.81M | 7.03% |
| JANUS DETROIT STR TRHENDERSON MTG | Added | 624,815 | US$28.11M | 5.52% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Cut | 333,820 | US$26.38M | 5.18% |
| PUTNAM ETF TRUSTFOCUSED LAR CAP | Cut | 429,046 | US$21.86M | 4.29% |
| ETFS GOLD TRPHYSCL GOLD SHS | Added | 498,155 | US$19.04M | 3.74% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 372,164 | US$18.82M | 3.69% |
| SCHWAB STRATEGIC TRSHT TM US TRES | Added | 557,119 | US$13.45M | 2.64% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.