DOSSIER · 13F-HR · Q2 2026

Townsend Financial Planning, LLC

$115M in tracked AUM across 30 positions as of Q2 2026.

TF
CIK 0002110688 · last filed Jun 30, 2026
Total AUM
$115M
as of Q2 2026
Holdings
30
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Townsend Financial Planning, LLC 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
IVV
ISHARES TR
$30M40K26.0%
02
IJH
ISHARES TR
$13M171K11.5%
03
AGG
ISHARES TR
$13M133K11.5%
04
IJR
ISHARES TR
$8M55K7.2%
05
IUSV
ISHARES TR
$7M66K6.3%
06
ISTB
ISHARES TR
$7M140K5.9%
07
LQD
ISHARES TR
$6M57K5.4%
08
IXUS
ISHARES TR
$6M60K5.0%
09
FREL
FIDELITY COVINGTON TRUST
$5M172K4.4%
10
SLQD
ISHARES TR
$4M75K3.3%

Filing history

2026Q2Jun 30
$115M 11.0%
30 positionsView →
2026Q1Mar 31
$103M 3.4%
29 positionsView →
2025Q4Dec 31
$100M
26 positionsView →