Towneley Capital Management, Inc / De Top Holdings and 13F Report (2025) About Towneley Capital Management, Inc / DeInvestment ActivityTowneley Capital Management, Inc / De has $460.39 million in total holdings as of September 30, 2025.Towneley Capital Management, Inc / De owns shares of 38 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.76% of the portfolio was purchased this quarter.About 5.23% of the portfolio was sold this quarter.This quarter, Towneley Capital Management, Inc / De has purchased 34 new stocks and bought additional shares in 16 stocks.Towneley Capital Management, Inc / De sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $149,903,129Vanguard Total International Stock ETF $59,661,175HARBOR ETF TRUST $35,220,802Vanguard Intermediate-Term Treasury ETF $33,874,472Janus Henderson Mortgage-Backed Securities ETF $26,918,076 Largest New Holdings this Quarter 746729300 - Putnam Focused Large Cap Value ETF $18,203,120 Holding166764100 - Chevron $1,212,504 Holding85207H104 - SPROTT ASSET MANAGEMENT LP $222,446 Holding037833100 - Apple $208,797 Holding548661107 - Lowe's Companies $201,048 Holding Largest Purchases this Quarter Putnam Focused Large Cap Value ETF 426,103 shares (about $18.20M)Chevron 7,808 shares (about $1.21M)Janus Henderson Mortgage-Backed Securities ETF 11,184 shares (about $510.77K)Vanguard Intermediate-Term Treasury ETF 8,405 shares (about $504.55K)SPROTT ASSET MANAGEMENT LP 7,510 shares (about $222.45K) Largest Sales this Quarter Vanguard Total Stock Market ETF 7,220 shares (about $2.37M)HARBOR ETF TRUST 34,714 shares (about $1.08M)abrdn Physical Gold Shares ETF 22,835 shares (about $840.56K)iShares Gold Trust 5,663 shares (about $412.10K)abrdn Physical Precious Metals Basket Shares ETF 2,405 shares (about $397.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTowneley Capital Management, Inc / De Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$149,903,129$2,369,387 ▼-1.6%456,78532.6%ETFVXUSVanguard Total International Stock ETF$59,661,175$52,083 ▼-0.1%812,15913.0%ETFHARBOR ETF TRUST$35,220,802$1,081,688 ▼-3.0%1,130,3217.7%LONG TERM GROWERVGITVanguard Intermediate-Term Treasury ETF$33,874,472$504,552 ▲1.5%564,2927.4%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$26,918,076$510,773 ▲1.9%589,4045.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$25,812,582$221,806 ▲0.9%322,9405.6%ETFSGOLabrdn Physical Gold Shares ETF$22,355,128$840,557 ▼-3.6%607,3114.9%ETFPVALPutnam Focused Large Cap Value ETF$18,203,120$18,203,120 ▲New Holding426,1034.0%ETFVTEBVanguard Tax-Exempt Bond ETF$16,585,553$113,659 ▲0.7%331,2473.6%ETFSCHOSchwab Short-Term U.S. Treasury ETF$12,918,071$140,105 ▼-1.1%529,4292.8%ETFAVUVAvantis U.S. Small Cap Value ETF$9,335,311$138,347 ▼-1.5%93,7942.0%ETFDFAEDimensional Emerging Core Equity Market ETF$8,748,254$263,086 ▼-2.9%277,4581.9%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$8,063,327$397,905 ▼-4.7%48,7361.8%ETFIAUiShares Gold Trust$7,931,083$412,098 ▼-4.9%108,9881.7%FinanceVGLTVanguard Long-Term Treasury ETF$7,580,737$191,732 ▲2.6%133,3231.6%ETFANGLVanEck Fallen Angel High Yield Bond ETF$3,882,031$65,912 ▲1.7%130,5760.8%ManufacturingGLDSPDR Gold Shares$3,572,829$115,883 ▼-3.1%10,0510.8%FinanceVGSHVanguard Short-Term Treasury ETF$1,226,409$36,545 ▲3.1%20,8400.3%ETFCVXChevron$1,212,504$1,212,504 ▲New Holding7,8080.3%EnergyIVViShares Core S&P 500 ETF$1,025,050$1,338 ▲0.1%1,5320.2%ETFDFUSDimensional U.S. Equity ETF$718,880$1,811 ▲0.3%9,9240.2%ETFVUGVanguard Growth ETF$578,827$183,191 ▼-24.0%1,2070.1%ETFCWISPDR MSCI ACWI ex-US ETF$497,265$9,987 ▼-2.0%14,2400.1%ETFBNDVanguard Total Bond Market ETF$497,165$177,150 ▲55.4%6,6850.1%ETFBRK.BBerkshire Hathaway$484,1390.0%9630.1%FinanceDFUVDimensional US Marketwide Value ETF$447,573$1,966 ▲0.4%10,0150.1%ETFDFSUDimensional US Sustainability Core 1 ETF$365,293$12,869 ▲3.7%8,6010.1%ETFVTVVanguard Value ETF$337,056$63,046 ▼-15.8%1,8070.1%ETFDFASDimensional U.S. Small Cap ETF$308,100$822 ▲0.3%4,5000.1%ETFDFATDimensional U.S. Targeted Value ETF$303,857$1,455 ▲0.5%5,2200.1%ETFVEUVanguard FTSE All-World ex-US ETF$264,836$1,927 ▼-0.7%3,7110.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$260,315$1,164 ▲0.4%5,1420.1%ManufacturingSELFGlobal Self Storage$236,538$3,390 ▲1.5%47,0260.1%FinanceVOVanguard Mid-Cap ETF$225,024$13,219 ▼-5.5%7660.0%ETFSPROTT ASSET MANAGEMENT LP$222,446$222,446 ▲New Holding7,5100.0%PHYSICAL GOLD TRAAPLApple$208,797$208,797 ▲New Holding8200.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$207,117$77,293 ▼-27.2%2,0660.0%FinanceLOWLowe's Companies$201,048$201,048 ▲New Holding8000.0%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$0$17,931,239 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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