13F Insight
DOSSIER · 13F-HR · Q1 2026

Towneley Capital Management, Inc / DE

Towneley , / DE's family office based in New York, NY — $478M in tracked AUM across 42 positions as of Q1 2026.

T,
Towneley , / DE·New York, NY·Family Office
CIK 0002004980 · last filed Mar 31, 2026
Total AUM
$478M
▼ 11.2%
vs prior
Holdings
42
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Towneley Capital Management, Inc / DE filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$149M463K31.1%
02
VXUS
VANGUARD STAR FDS
$63M821K13.2%
03
VGIT
VANGUARD SCOTTSDALE FDS
$36M598K7.5%
04
WINN
HARBOR ETF TRUST
$32M1.1M6.6%
05
JMBS
JANUS DETROIT STR TR
$28M615K5.8%
06
VCSH
VANGUARD SCOTTSDALE FDS
$27M340K5.6%
07
SGOL
ETFS GOLD TR
$22M498K4.6%
08
PVAL
PUTNAM ETF TRUST
$20M433K4.2%
09
VTEB
VANGUARD MUN BD FDS
$17M347K3.6%
10
SCHO
SCHWAB STRATEGIC TR
$13M549K2.8%

Filing history

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