Townsend Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Townsend Financial Planning, LLC held in its portfolio 26 assets valued at $99,938,471 (i.e. $99.94M).

The most valuable assets in the portfolio included: ISHARES TR ($26.56M), ISHARES TR ($11.78M), and ISHARES TR ($11.73M).

The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Townsend Financial Planning, LLC Portfolio

ISHARES TR

FIDELITY COVINGTON TRUST

ISHARES TR

Townsend Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ISHARES TR	38783	26564120	CORE S&P500 ETF
ISHARES TR	178486	11780048	CORE S&P MCP ETF
ISHARES TR	117451	11730960	CORE US AGGBD ET
ISHARES TR	58014	6972167	CORE S&P SCP ETF
ISHARES TR	64394	6602918	CORE S&P US VLU
ISHARES TR	74475	6303590	CORE MSCI TOTAL
ISHARES TR	127150	6198564	CORE 1 5 YR USD
ISHARES TR	56227	6195607	IBOXX INV CP ETF
FIDELITY COVINGTON TRUST	168246	4524126	MSCI RL EST ETF
ISHARES TR	67715	3433132	0-5YR INVT GR CP
ISHARES TR	18950	2082825	TIPS BD ETF
VANGUARD WORLD FD	9847	1191059	ESG US STK ETF
ISHARES TR	7918	810753	0-5 YR TIPS ETF
APPLE INC	2833	770192	COM
NUSHARES ETF TR	29439	658108	NUVEEN ESG US
VANGUARD BD INDEX FDS	6680	526464	SHORT TRM BOND
ISHARES TR	3172	471645	CORE S&P TTL STK
VANGUARD WORLD FD	7370	468971	ESG US CORP BD
ISHARES TR	18406	464576	ESG AWRE 1 5 YR
VANGUARD BD INDEX FDS	5852	455729	INTERMED TERM
ISHARES GOLD TR	9183	394777	SHARES REPRESENT
ISHARES TR	2466	324501	S&P MC 400VL ETF
FIDELITY COVINGTON TRUST	8495	309048	ENHANCED MID
VANGUARD WORLD FD	3935	281860	ESG INTL STK ETF
ISHARES TR	4585	219381	ESG AWR US AGRGT
VANGUARD INDEX FDS	2298	203350	REAL ESTATE ETF