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 $477.8M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($148.6M, 31.11%), VXUS ($63.3M, 13.24%), VGIT ($35.6M, 7.45%), WINN ($31.7M, 6.63%), JMBS ($27.8M, 5.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $148.6M | 31.11% | 463,348 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $63.3M | 13.24% | 820,572 | Trimmed |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $35.6M | 7.45% | 598,185 | Added |
| 4 | WINN | HARBOR ETF TRUST | $31.7M | 6.63% | 1.1M | Added |
| 5 | JMBS | JANUS DETROIT STR TR | $27.8M | 5.82% | 615,498 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $26.9M | 5.63% | 339,670 | Added |
| 7 | SGOL | ETFS GOLD TR | $22.2M | 4.65% | 497,813 | Trimmed |
| 8 | PVAL | PUTNAM ETF TRUST | $20.1M | 4.20% | 432,937 | Added |
| 9 | VTEB | VANGUARD MUN BD FDS | $17.3M | 3.62% | 347,016 | Added |
| 10 | SCHO | SCHWAB STRATEGIC TR | $13.3M | 2.79% | 549,185 | Added |
| 11 | GLTR | ABRDN PRECIOUS METALS BASKET | $10.6M | 2.21% | 48,320 | Added |
| 12 | AVUV | AMERICAN CENTY ETF TR | $10.5M | 2.20% | 95,190 | Added |
| 13 | IAU | ISHARES GOLD TR | $9.6M | 2.01% | 108,996 | Added |
| 14 | DFAE | DIMENSIONAL ETF TRUST | $9.3M | 1.94% | 273,986 | Trimmed |
| 15 | VGLT | VANGUARD SCOTTSDALE FDS | $7.7M | 1.62% | 139,985 | Added |
| 16 | GLD | SPDR GOLD TR | $4.4M | 0.91% | 10,138 | Added |
| 17 | ANGL | VANECK ETF TRUST | $3.9M | 0.82% | 136,038 | Added |
| 18 | MINT | PIMCO ETF TR | $2.6M | 0.55% | 26,068 | New |
| 19 | NTB | BANK OF N T BUTTERFIELD & SO | $1.4M | 0.30% | 27,155 | New |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $1.4M | 0.29% | 23,944 | Added |
| 21 | VT | VANGUARD INTL EQUITY INDEX F | $1.4M | 0.29% | 10,159 | New |
| 22 | IVV | ISHARES TR | $976,012 | 0.20% | 1,494 | Added |
| 23 | IWB | ISHARES TR | $747,350 | 0.16% | 2,096 | Hold |
| 24 | DFUS | DIMENSIONAL ETF TRUST | $706,883 | 0.15% | 9,969 | Added |
| 25 | VUG | VANGUARD INDEX FDS | $521,817 | 0.11% | 1,195 | Added |
Source: SEC Form 13F filings · as of 2026-03-31