13F Insight
DOSSIER · 13F-HR · Q2 2026

Towneley Capital Management, Inc / DE

$509M in tracked AUM across 46 positions as of Q2 2026.

TC
CIK 0002004980 · last filed Jun 30, 2026
Total AUM
$509M
as of Q2 2026
Holdings
46
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Towneley Capital Management, Inc / DE filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$169M458K33.3%02
VXUS
VANGUARD STAR FDS
$69M808K13.6%03
WINN
HARBOR ETF TRUST
$37M1.1M7.3%04
VGIT
VANGUARD SCOTTSDALE FDS
$36M607K7.0%05
JMBS
JANUS DETROIT STR TR
$28M625K5.5%06
VCSH
VANGUARD SCOTTSDALE FDS
$26M334K5.2%07
PVAL
PUTNAM ETF TRUST
$22M429K4.3%08
SGOL
ETFS GOLD TR
$19M498K3.7%09
VTEB
VANGUARD MUN BD FDS
$19M372K3.7%10
SCHO
SCHWAB STRATEGIC TR
$13M557K2.6%

Filing history

2026Q2Jun 30
$509M▲ 6.6%
46 positionsView →2026Q1Mar 31
$478M▲ 0.7%
42 positionsView →2025Q4Dec 31
$474M▲ 3.0%
40 positionsView →2025Q3Sep 30
$460M▲ 5.6%
38 positionsView →2025Q2Jun 30
$436M▲ 2.0%
34 positionsLocked2025Q1Mar 31
$427M▲ 1.5%
44 positionsLocked2024Q4Dec 31
$421M▼ 4.7%
45 positionsLocked2024Q3Sep 30
$442M▲ 3.6%
39 positionsLocked2024Q2Jun 30
$426M▲ 4.8%
39 positionsLocked2024Q1Mar 31
$407M▲ 4.2%
47 positionsLocked2023Q4Dec 31
$390M—
45 positionsLocked