Towneley Capital Management, Inc / DE
Q2 2026 13F filing
Updated 42 days ago46 disclosed positions worth $509.5M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $169.4M | 457.9K | 33.25% | Trimmed(-1.2%) |
| 2 | V VGES VANGUARD STAR FDS | $69.1M | 808.2K | 13.56% | Trimmed(-1.5%) |
| 3 | ? N/A HARBOR ETF TRUST | $37.2M | 1.15M | 7.30% | Added(+0.3%) |
| 4 | V VGES VANGUARD SCOTTSDALE FDS | $35.8M | 607.2K | 7.03% | Added(+1.5%) |
| 5 | ? N/A JANUS DETROIT STR TR | $28.1M | 624.8K | 5.52% | Added(+1.5%) |
| 6 | V VGES VANGUARD SCOTTSDALE FDS | $26.4M | 333.8K | 5.18% | Trimmed(-1.7%) |
| 7 | P PPT PUTNAM ETF TRUST | $21.9M | 429.0K | 4.29% | Trimmed(-0.9%) |
| 8 | S SGOL ETFS GOLD TR | $19M | 498.2K | 3.74% | Added(+0.1%) |
| 9 | V VGES VANGUARD MUN BD FDS | $18.8M | 372.2K | 3.69% | Added(+7.3%) |
| 10 | S SCHW-PJ SCHWAB STRATEGIC TR | $13.4M | 557.1K | 2.64% | Added(+1.4%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $11.2M | 89.6K | 2.19% | Trimmed(-5.9%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $10.5M | 261.3K | 2.06% | Trimmed(-4.6%) |
| 13 | G GLTR ABRDN PRECIOUS METALS BASKET | $8.8M | 48.6K | 1.73% | Added(+0.6%) |
| 14 | I IAU ISHARES GOLD TR | $8.4M | 111.4K | 1.65% | Added(+2.2%) |
| 15 | ? N/A VANGUARD SCOTTSDALE FDS | $7.9M | 142.6K | 1.54% | Added(+1.8%) |
| 16 | ? N/A VANECK ETF TRUST | $4.1M | 139.1K | 0.80% | Added(+2.3%) |
| 17 | G GLD SPDR GOLD TR | $3.9M | 10.6K | 0.77% | Added(+4.8%) |
| 18 | ? N/A BANK OF N T BUTTERFIELD & SO | $1.6M | 27.2K | 0.32% | Unchanged |
| 19 | V VGES VANGUARD INTL EQUITY INDEX F | $1.6M | 10.2K | 0.31% | Unchanged |
| 20 | P PDI PIMCO ETF TR | $1.4M | 13.8K | 0.27% | Trimmed(-47.1%) |
| 21 | E ETHA ISHARES TR | $1.1M | 1.5K | 0.22% | Trimmed(-0.4%) |
| 22 | E ETHA ISHARES TR | $858K | 2.1K | 0.17% | Unchanged |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $819K | 10.0K | 0.16% | Added(+0.2%) |
| 24 | V VGES VANGUARD SCOTTSDALE FDS | $680K | 11.7K | 0.13% | Trimmed(-51.2%) |
| 25 | V VGES VANGUARD INDEX FDS | $617K | 7.2K | 0.12% | Added(+499.8%) |
| 26 | S STT-PG SPDR INDEX SHS FDS | $590K | 14.5K | 0.12% | Added(+0.5%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $557K | 10.1K | 0.11% | Added(+0.3%) |
| 28 | V VGES VANGUARD INDEX FDS | $527K | 767 | 0.10% | — |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $412K | 8.8K | 0.08% | Trimmed(-0.3%) |
| 30 | V VGES VANGUARD INDEX FDS | $400K | 1.8K | 0.08% | Unchanged |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $369K | 5.3K | 0.07% | Added(+0.3%) |
| 32 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $360K | 720 | 0.07% | Unchanged |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $335K | 4.1K | 0.07% | Added(+0.3%) |
| 34 | C COF-PN CAPITAL GROUP CORE EQUITY ET | $311K | 7.0K | 0.06% | — |
| 35 | V VGES VANGUARD INTL EQUITY INDEX F | $305K | 3.6K | 0.06% | Added(+0.0%) |
| 36 | V VGES VANGUARD BD INDEX FDS | $294K | 4.0K | 0.06% | Trimmed(-5.0%) |
| 37 | F FPF FIRST TR EXCHANGE-TRADED FD | $270K | 3.0K | 0.05% | — |
| 38 | V VGES VANGUARD MALVERN FDS | $262K | 5.2K | 0.05% | Added(+0.0%) |
| 39 | ? N/A GLOBAL SELF STORAGE INC | $257K | 49.0K | 0.05% | Added(+1.4%) |
| 40 | V VGES VANGUARD INDEX FDS | $250K | 3.1K | 0.05% | Added(+299.9%) |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $240K | 4.4K | 0.05% | Added(+1.5%) |
| 42 | P PHYS SPROTT ASSET MANAGEMENT LP | $227K | 7.5K | 0.04% | Unchanged |
| 43 | ? N/A DIMENSIONAL ETF TRUST | $224K | 5.0K | 0.04% | Added(+0.5%) |
| 44 | N NEA NUSHARES ETF TR | $223K | 4.1K | 0.04% | — |
| 45 | V VGES VANGUARD WORLD FD | $222K | 2.7K | 0.04% | — |
| 46 | E ETHA ISHARES TR | $204K | 2.1K | 0.04% | Unchanged |