13F Insight
DOSSIER · 13F-HR · Q3 2026

Towneley Capital Management, Inc / DE

$505M in tracked AUM across 45 positions as of Q3 2026.

TC
CIK 0002004980 · last filed Sep 30, 2026
Total AUM
$505M
as of Q3 2026
Holdings
45
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Towneley Capital Management, Inc / DE filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$169M451K33.5%02
VXUS
VANGUARD STAR FDS
$67M794K13.4%03
WINN
HARBOR ETF TRUST
$39M1.1M7.8%04
VGIT
VANGUARD SCOTTSDALE FDS
$35M615K6.9%05
JMBS
JANUS DETROIT STR TR
$27M634K5.3%06
VCSH
VANGUARD SCOTTSDALE FDS
$26M337K5.2%07
PVAL
PUTNAM ETF TRUST
$22M418K4.4%08
SGOL
ETFS GOLD TR
$20M495K3.9%09
VTEB
VANGUARD MUN BD FDS
$17M368K3.5%10
SCHO
SCHWAB STRATEGIC TR
$13M563K2.7%

Filing history

2026Q3Sep 30
$505M▼ 0.9%
45 positionsView →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 positionsLocked2025Q2Jun 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