§ 13F · FUND PROFILE
Towneley Capital Management, Inc / DE.
AUM · $509M (13F)Positions · 46Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 458K | $169M | 33.3% | −1% |
| 2 | VXUS | VANGUARD STAR FDS | 808K | $69M | 13.6% | −2% |
| 3 | WINN | HARBOR ETF TRUST | 1.15M | $37M | 7.3% | ±0% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 607K | $36M | 7.0% | +2% |
| 5 | JMBS | JANUS DETROIT STR TR | 625K | $28M | 5.5% | +2% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 334K | $26M | 5.2% | −2% |
| 7 | PVAL | PUTNAM ETF TRUST | 429K | $22M | 4.3% | −1% |
| 8 | SGOL | ETFS GOLD TR | 498K | $19M | 3.7% | ±0% |
| 9 | VTEB | VANGUARD MUN BD FDS | 372K | $19M | 3.7% | +7% |
| 10 | SCHO | SCHWAB STRATEGIC TR | 557K | $13M | 2.6% | +1% |
§ 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 $509 million in assets. The fund runs a portfolio of 46 positions.
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