Towneley Capital Management, Inc / DE - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Towneley Capital Management, Inc / DE held in its portfolio 40 assets valued at $474,311,403 (i.e. $474.31M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($153.53M), VANGUARD STAR FDS ($62.36M), and HARBOR ETF TRUST ($35.17M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Towneley Capital Management, Inc / DE - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 457922 | 153527626 | TOTAL STK MKT |
| VANGUARD STAR FDS | 826594 | 62358223 | VG TL INTL STK F |
| HARBOR ETF TRUST | 1130654 | 35168314 | LONG TERM GROWER |
| VANGUARD SCOTTSDALE FDS | 574729 | 34443503 | INTER TERM TREAS |
| JANUS DETROIT STR TR | 598262 | 27334590 | HENDERSON MTG |
| VANGUARD SCOTTSDALE FDS | 326904 | 26064043 | SHRT TRM CORP BD |
| ETFS GOLD TR | 584802 | 24023677 | PHYSCL GOLD SHS |
| PUTNAM ETF TRUST | 429271 | 19561879 | FOCUSED LAR CAP |
| VANGUARD MUN BD FDS | 329923 | 16591852 | TAX EXEMPT BD |
| SCHWAB STRATEGIC TR | 537693 | 13103583 | SHT TM US TRES |
| ABRDN PRECIOUS METALS BASKET | 47349 | 9734899 | PHYSCL PRECS MET |
| AMERICAN CENTY ETF TR | 94836 | 9671368 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 277986 | 9054006 | EMGR CRE EQT MNG |
| ISHARES GOLD TR | 106657 | 8657378 | ISHARES NEW |
| VANGUARD SCOTTSDALE FDS | 134733 | 7518092 | LONG TERM TREAS |
| VANECK ETF TRUST | 132528 | 3891672 | FALLEN ANGEL HG |
| SPDR GOLD TR | 9376 | 3715803 | GOLD SHS |
| VANGUARD SCOTTSDALE FDS | 22421 | 1316777 | SHORT TERM TREAS |
| ISHARES TR | 1491 | 1021139 | CORE S&P500 ETF |
| ISHARES TR | 2096 | 782730 | RUS 1000 ETF |
| DIMENSIONAL ETF TRUST | 9945 | 737620 | US EQUITY MARKET |
| VANGUARD INDEX FDS | 1193 | 582190 | GROWTH ETF |
| SPDR INDEX SHS FDS | 14445 | 518863 | MSCI ACWI EXUS |
| DIMENSIONAL ETF TRUST | 10050 | 468242 | US MKTWIDE VALUE |
| BERKSHIRE HATHAWAY INC DEL | 863 | 433787 | CL B NEW |
| DIMENSIONAL ETF TRUST | 8919 | 387333 | US SUSTAINABILTY |
| VANGUARD INDEX FDS | 1826 | 348716 | VALUE ETF |
| VANGUARD BD INDEX FDS | 4349 | 322145 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 5241 | 312041 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 4043 | 281653 | US SMALL CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 3637 | 267533 | ALLWRLD EX US |
| VANGUARD MALVERN FDS | 5214 | 257883 | STRM INFPROIDX |
| J P MORGAN EXCHANGE TRADED F | 4909 | 250064 | ULTRA SHT MUNCPL |
| ISHARES U S ETF TR | 4961 | 249638 | SHORT MATURITY M |
| SPROTT ASSET MANAGEMENT LP | 7510 | 247980 | PHYSICAL GOLD TR |
| GLOBAL SELF STORAGE INC | 47693 | 243235 | COM |
| VANGUARD INDEX FDS | 772 | 223982 | MID CAP ETF |
| DIMENSIONAL ETF TRUST | 4366 | 217882 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 4974 | 213110 | INTERNATIONAL |
| ISHARES TR | 2066 | 206352 | CORE US AGGBD ET |
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