Towneley Capital Management, Inc / De Portfolio Stock Holdings
Towneley Capital Management, Inc / De disclosed 46 stock positions valued at approximately $509.5 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD STAR FDS, and HARBOR ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 30, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 46
- Portfolio Value
- $509.5M
Holdings by Sector
Towneley Capital Management, Inc / De Portfolio Holdings in Q2 2026
45 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 33.25% | 457,869 | -5,479 | -1.18% | $169,429,715 |
| VANGUARD STAR FDS | VXUS | Other | 13.56% | 808,202 | -12,370 | -1.51% | $69,093,148 |
| HARBOR ETF TRUST | WINN | Other | 7.30% | 1,146,114 | +3,726 | +0.33% | $37,214,322 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 7.03% | 607,217 | +9,032 | +1.51% | $35,813,674 |
| JANUS DETROIT STR TR | JMBS | Other | 5.52% | 624,815 | +9,317 | +1.51% | $28,110,419 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 5.18% | 333,820 | -5,850 | -1.72% | $26,381,818 |
| PUTNAM ETF TRUST | PVAL | Other | 4.29% | 429,046 | -3,891 | -0.90% | $21,859,875 |
| ETFS GOLD TR | SGOL | Other | 3.74% | 498,155 | +342 | +0.07% | $19,044,465 |
| VANGUARD MUN BD FDS | VTEB | Other | 3.69% | 372,164 | +25,148 | +7.25% | $18,824,054 |
| SCHWAB STRATEGIC TR | SCHO | Other | 2.64% | 557,119 | +7,934 | +1.44% | $13,448,862 |
| AMERICAN CENTY ETF TR | AVUV | Other | 2.19% | 89,555 | -5,635 | -5.92% | $11,172,831 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.06% | 261,269 | -12,717 | -4.64% | $10,505,611 |
| ABRDN PRECIOUS METALS BASKET | GLTR | Other | 1.73% | 48,619 | +299 | +0.62% | $8,807,344 |
| ISHARES GOLD TR | IAU | Other | 1.65% | 111,410 | +2,414 | +2.21% | $8,412,596 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 1.54% | 142,551 | +2,566 | +1.83% | $7,865,986 |
| VANECK ETF TRUST | ANGL | Other | 0.80% | 139,119 | +3,081 | +2.26% | $4,067,847 |
| SPDR GOLD TR | GLD | Other | 0.77% | 10,620 | +482 | +4.75% | $3,912,196 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.31% | 10,159 | - | - | $1,594,455 |
| PIMCO ETF TR | MINT | Other | 0.27% | 13,790 | -12,278 | -47.10% | $1,390,145 |
| ISHARES TR | IVV | Other | 0.22% | 1,488 | -6 | -0.40% | $1,114,482 |
| ISHARES TR | IWB | Other | 0.17% | 2,096 | - | - | $858,312 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.16% | 9,993 | +24 | +0.24% | $818,853 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.13% | 11,681 | -12,263 | -51.22% | $679,810 |
| VANGUARD INDEX FDS | VUG | Other | 0.12% | 7,167 | +5,972 | +499.75% | $617,336 |
| SPDR INDEX SHS FDS | CWI | Other | 0.12% | 14,514 | +69 | +0.48% | $590,289 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.11% | 10,121 | +34 | +0.34% | $556,739 |
| VANGUARD INDEX FDS | VOO | Other | 0.10% | 767 | +767 | +100.00% | $526,914 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.08% | 8,846 | -24 | -0.27% | $412,468 |
| VANGUARD INDEX FDS | VTV | Other | 0.08% | 1,836 | - | - | $400,108 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.07% | 5,276 | +18 | +0.34% | $368,772 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.07% | 720 | - | - | $360,281 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.07% | 4,064 | +12 | +0.30% | $334,592 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.06% | 7,000 | +7,000 | +100.00% | $311,360 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.06% | 3,644 | +1 | +0.03% | $305,163 |
| VANGUARD BD INDEX FDS | BND | Other | 0.06% | 4,008 | -212 | -5.02% | $294,255 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.05% | 3,000 | +3,000 | +100.00% | $269,550 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.05% | 5,215 | +1 | +0.02% | $261,959 |
| GLOBAL SELF STORAGE INC | SELF | Real Estate | 0.05% | 49,047 | +672 | +1.39% | $257,008 |
| VANGUARD INDEX FDS | VO | Other | 0.05% | 3,099 | +2,324 | +299.87% | $249,661 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.05% | 4,440 | +65 | +1.49% | $239,833 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.04% | 7,510 | - | - | $226,577 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.04% | 4,971 | +23 | +0.46% | $224,209 |
| NUSHARES ETF TR | NULC | Other | 0.04% | 4,110 | +4,110 | +100.00% | $222,515 |
| VANGUARD WORLD FD | VSGX | Other | 0.04% | 2,691 | +2,691 | +100.00% | $221,552 |
| ISHARES TR | AGG | Other | 0.04% | 2,066 | - | - | $204,493 |