§ 13F · FUND PROFILE
Towneley Capital Management, Inc / DE.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $436M (13F)Positions · 34Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 463K | $149M | 31.1% | +1% |
| 2 | VXUS | VANGUARD STAR FDS | 821K | $63M | 13.2% | −1% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 598K | $36M | 7.5% | +4% |
| 4 | WINN | HARBOR ETF TRUST | 1.14M | $32M | 6.6% | +1% |
| 5 | JMBS | JANUS DETROIT STR TR | 615K | $28M | 5.8% | +3% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 340K | $27M | 5.6% | +4% |
| 7 | SGOL | ETFS GOLD TR | 498K | $22M | 4.6% | −15% |
| 8 | PVAL | PUTNAM ETF TRUST | 433K | $20M | 4.2% | +1% |
| 9 | VTEB | VANGUARD MUN BD FDS | 347K | $17M | 3.6% | +5% |
| 10 | SCHO | SCHWAB STRATEGIC TR | 549K | $13M | 2.8% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWNELEY SIGNAL
AC read
Towneley Capital Management, Inc / DE is a Other fund managing $436 million in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed