§ 13F · FUND PROFILE
Townsend Financial Planning, LLC.
AUM · $115M (13F)Positions · 30Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWNSEND SIGNAL
AC read
Townsend Financial Planning, LLC is a Other fund managing $115 million in assets. The fund runs a portfolio of 30 positions.
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