Towneley Capital Management, Inc / De
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$477.8M
Q ending 2026-03-31
Prior quarter
$474.3M
Q ending 2025-12-31
Change
+0.7% QoQ · +11.8% YoY
Positions
42
reported holdings
Largest positions
All 42 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $148.6M | 463K |
| Vanguard Star Fds | VXUS | Shares | $63.3M | 821K |
| Vanguard Scottsdale Fds | VGIT | Shares | $35.6M | 598K |
| Harbor Etf Trust | WINN | Shares | $31.7M | 1.1M |
| Janus Detroit Str Tr | JMBS | Shares | $27.8M | 615K |
| Vanguard Scottsdale Fds | VCSH | Shares | $26.9M | 340K |
| Etfs Gold Tr | SGOL | Shares | $22.2M | 498K |
| Putnam Etf Trust | PVAL | Shares | $20.1M | 433K |
| Vanguard Mun Bd Fds | VTEB | Shares | $17.3M | 347K |
| Schwab Strategic Tr | SCHO | Shares | $13.3M | 549K |
| Abrdn Precious Metals Basket | GLTR | Shares | $10.6M | 48K |
| American Centy Etf Tr | AVUV | Shares | $10.5M | 95K |
| Ishares Gold Tr | IAU | Shares | $9.6M | 109K |
| Dimensional Etf Trust | DFAE | Shares | $9.3M | 274K |
| Vanguard Scottsdale Fds | VGLT | Shares | $7.7M | 140K |
| Spdr Gold Tr | GLD | Shares | $4.4M | 10K |
| Vaneck Etf Trust | ANGL | Shares | $3.9M | 136K |
| Pimco Etf Tr | MINT | Shares | $2.6M | 26K |
| Bank Of N T Butterfield & So | Shares | $1.4M | 27K | |
| Vanguard Intl Equity Index F | VT | Shares | $1.4M | 10K |
| Vanguard Scottsdale Fds | VGSH | Shares | $1.4M | 24K |
| Ishares Tr | IVV | Shares | $976K | 1K |
| Ishares Tr | IWB | Shares | $747K | 2K |
| Dimensional Etf Trust | DFUS | Shares | $707K | 10K |
| Spdr Index Shs Fds | CWI | Shares | $529K | 14K |
| Vanguard Index Fds | VUG | Shares | $522K | 1K |
| Dimensional Etf Trust | DFUV | Shares | $489K | 10K |
| Dimensional Etf Trust | DFSU | Shares | $364K | 9K |
| Vanguard Index Fds | VTV | Shares | $360K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $345K | 720 |
| Dimensional Etf Trust | DFAT | Shares | $328K | 5K |
| Vanguard Bd Index Fds | BND | Shares | $311K | 4K |
| Dimensional Etf Trust | DFAS | Shares | $288K | 4K |
| Vanguard Intl Equity Index F | VEU | Shares | $274K | 4K |
| Sprott Asset Management Lp | PHYS | Shares | $266K | 8K |
| Vanguard Malvern Fds | VTIP | Shares | $260K | 5K |
| Global Self Storage Inc | SELF | Shares | $247K | 48K |
| Dimensional Etf Trust | DFIV | Shares | $231K | 4K |
| Vanguard Index Fds | VO | Shares | $222K | 775 |
| Apple Inc | AAPL | Shares | $217K | 856 |
| Dimensional Etf Trust | DFSI | Shares | $210K | 5K |
| Ishares Tr | AGG | Shares | $205K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.