§ 13F · FUND PROFILE
Townsend Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 26Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$99.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 39K | $26.6T | 26.6% | NEW |
| 2 | IJH | ISHARES TR | 178K | $11.8T | 11.8% | NEW |
| 3 | AGG | ISHARES TR | 117K | $11.7T | 11.7% | NEW |
| 4 | IJR | ISHARES TR | 58K | $7.0T | 7.0% | NEW |
| 5 | IUSV | ISHARES TR | 64K | $6.6T | 6.6% | NEW |
| 6 | IXUS | ISHARES TR | 74K | $6.3T | 6.3% | NEW |
| 7 | ISTB | ISHARES TR | 127K | $6.2T | 6.2% | NEW |
| 8 | LQD | ISHARES TR | 56K | $6.2T | 6.2% | NEW |
| 9 | FREL | FIDELITY COVINGTON TRUST | 168K | $4.5T | 4.5% | NEW |
| 10 | SLQD | ISHARES TR | 68K | $3.4T | 3.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWNSEND SIGNAL
AC read
Townsend Financial Planning, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed