Towneley Capital Management, Inc / De Portfolio Stock Holdings
Towneley Capital Management, Inc / De disclosed 42 stock positions valued at approximately $477.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD STAR FDS, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 42
- Portfolio Value
- $477.8M
Holdings by Sector
Towneley Capital Management, Inc / De Portfolio Holdings in Q1 2026
41 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 31.11% | 463,348 | +5,426 | +1.18% | $148,646,614 |
| VANGUARD STAR FDS | VXUS | Other | 13.24% | 820,572 | -6,022 | -0.73% | $63,274,315 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 7.45% | 598,185 | +23,456 | +4.08% | $35,621,938 |
| HARBOR ETF TRUST | WINN | Other | 6.63% | 1,142,388 | +11,734 | +1.04% | $31,676,134 |
| JANUS DETROIT STR TR | JMBS | Other | 5.82% | 615,498 | +17,236 | +2.88% | $27,808,196 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 5.63% | 339,670 | +12,766 | +3.91% | $26,925,630 |
| ETFS GOLD TR | SGOL | Other | 4.65% | 497,813 | -86,989 | -14.87% | $22,212,415 |
| PUTNAM ETF TRUST | PVAL | Other | 4.20% | 432,937 | +3,666 | +0.85% | $20,088,277 |
| VANGUARD MUN BD FDS | VTEB | Other | 3.62% | 347,016 | +17,093 | +5.18% | $17,312,604 |
| SCHWAB STRATEGIC TR | SCHO | Other | 2.79% | 549,185 | +11,492 | +2.14% | $13,328,720 |
| ABRDN PRECIOUS METALS BASKET | GLTR | Other | 2.21% | 48,320 | +971 | +2.05% | $10,568,565 |
| AMERICAN CENTY ETF TR | AVUV | Other | 2.20% | 95,190 | +354 | +0.37% | $10,515,632 |
| ISHARES GOLD TR | IAU | Other | 2.01% | 108,996 | +2,339 | +2.19% | $9,609,119 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.94% | 273,986 | -4,000 | -1.44% | $9,277,164 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 1.62% | 139,985 | +5,252 | +3.90% | $7,748,894 |
| SPDR GOLD TR | GLD | Other | 0.91% | 10,138 | +762 | +8.13% | $4,362,280 |
| VANECK ETF TRUST | ANGL | Other | 0.82% | 136,038 | +3,510 | +2.65% | $3,907,008 |
| PIMCO ETF TR | MINT | Other | 0.55% | 26,068 | +26,068 | +100.00% | $2,621,659 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.29% | 10,159 | +10,159 | +100.00% | $1,405,193 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.29% | 23,944 | +1,523 | +6.79% | $1,401,666 |
| ISHARES TR | IVV | Other | 0.20% | 1,494 | +3 | +0.20% | $976,012 |
| ISHARES TR | IWB | Other | 0.16% | 2,096 | - | - | $747,350 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.15% | 9,969 | +24 | +0.24% | $706,883 |
| SPDR INDEX SHS FDS | CWI | Other | 0.11% | 14,445 | - | - | $528,541 |
| VANGUARD INDEX FDS | VUG | Other | 0.11% | 1,195 | +2 | +0.17% | $521,817 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.10% | 10,087 | +37 | +0.37% | $488,802 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.08% | 8,870 | -49 | -0.55% | $364,488 |
| VANGUARD INDEX FDS | VTV | Other | 0.08% | 1,836 | +10 | +0.55% | $360,213 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.07% | 720 | -143 | -16.57% | $345,024 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.07% | 5,258 | +17 | +0.32% | $328,382 |
| VANGUARD BD INDEX FDS | BND | Other | 0.07% | 4,220 | -129 | -2.97% | $310,749 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.06% | 4,052 | +9 | +0.22% | $288,224 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.06% | 3,643 | +6 | +0.16% | $273,552 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.06% | 7,510 | - | - | $266,154 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.05% | 5,214 | - | - | $260,438 |
| GLOBAL SELF STORAGE INC | SELF | Real Estate | 0.05% | 48,375 | +682 | +1.43% | $247,198 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.05% | 4,375 | +9 | +0.21% | $230,907 |
| VANGUARD INDEX FDS | VO | Other | 0.05% | 775 | +3 | +0.39% | $222,475 |
| APPLE INC | AAPL | Technology | 0.05% | 856 | +856 | +100.00% | $217,244 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.04% | 4,948 | -26 | -0.52% | $209,788 |
| ISHARES TR | AGG | Other | 0.04% | 2,066 | - | - | $205,092 |