Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Towneley Capital Management, Inc / DE (CIK 2004980) reported $509.5M across 46 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($169.4M, 33.25%), VXUS ($69.1M, 13.56%), WINN ($37.2M, 7.30%), VGIT ($35.8M, 7.03%), JMBS ($28.1M, 5.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $169.4M | 33.25% | 457,869 | Trimmed |
| 2 | VXUS | VANGUARD STAR FDS | $69.1M | 13.56% | 808,202 | Trimmed |
| 3 | WINN | HARBOR ETF TRUST | $37.2M | 7.30% | 1.1M | Added |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $35.8M | 7.03% | 607,217 | Added |
| 5 | JMBS | JANUS DETROIT STR TR | $28.1M | 5.52% | 624,815 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $26.4M | 5.18% | 333,820 | Trimmed |
| 7 | PVAL | PUTNAM ETF TRUST | $21.9M | 4.29% | 429,046 | Trimmed |
| 8 | SGOL | ETFS GOLD TR | $19.0M | 3.74% | 498,155 | Added |
| 9 | VTEB | VANGUARD MUN BD FDS | $18.8M | 3.69% | 372,164 | Added |
| 10 | SCHO | SCHWAB STRATEGIC TR | $13.4M | 2.64% | 557,119 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $11.2M | 2.19% | 89,555 | Trimmed |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $10.5M | 2.06% | 261,269 | Trimmed |
| 13 | GLTR | ABRDN PRECIOUS METALS BASKET | $8.8M | 1.73% | 48,619 | Added |
| 14 | IAU | ISHARES GOLD TR | $8.4M | 1.65% | 111,410 | Added |
| 15 | VGLT | VANGUARD SCOTTSDALE FDS | $7.9M | 1.54% | 142,551 | Added |
| 16 | ANGL | VANECK ETF TRUST | $4.1M | 0.80% | 139,119 | Added |
| 17 | GLD | SPDR GOLD TR | $3.9M | 0.77% | 10,620 | Added |
| 18 | NTB | BANK OF N T BUTTERFIELD & SO | $1.6M | 0.32% | 27,155 | Hold |
| 19 | VT | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.31% | 10,159 | Hold |
| 20 | MINT | PIMCO ETF TR | $1.4M | 0.27% | 13,790 | Trimmed |
| 21 | IVV | ISHARES TR | $1.1M | 0.22% | 1,488 | Trimmed |
| 22 | IWB | ISHARES TR | $858,312 | 0.17% | 2,096 | Hold |
| 23 | DFUS | DIMENSIONAL ETF TRUST | $818,853 | 0.16% | 9,993 | Added |
| 24 | VGSH | VANGUARD SCOTTSDALE FDS | $679,810 | 0.13% | 11,681 | Trimmed |
| 25 | CWI | SPDR INDEX SHS FDS | $590,289 | 0.12% | 14,514 | Added |
Source: SEC Form 13F filings · as of 2026-06-30