Towneley Capital Management, Inc / De Top Holdings and 13F Report (2026) About Towneley Capital Management, Inc / DeInvestment ActivityTowneley Capital Management, Inc / De has $477.84 million in total holdings as of March 31, 2026.Towneley Capital Management, Inc / De owns shares of 42 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.83% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Towneley Capital Management, Inc / De has purchased 40 new stocks and bought additional shares in 26 stocks.Towneley Capital Management, Inc / De sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $148,646,614Vanguard Total International Stock ETF $63,274,315Vanguard Intermediate-Term Treasury ETF $35,621,938HARBOR ETF TRUST $31,676,134Janus Henderson Mortgage-Backed Securities ETF $27,808,196 Largest New Holdings this Quarter 72201R833 - PIMCO Enhanced Short Maturity Exchange-Traded Fund $2,621,659 HoldingG0772R208 - Bank of N.T. Butterfield & Son $1,425,094 Holding922042742 - Vanguard Total World Stock ETF $1,405,193 Holding037833100 - Apple $217,244 Holding Largest Purchases this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 26,068 shares (about $2.62M)Vanguard Total Stock Market ETF 5,426 shares (about $1.74M)Bank of N.T. Butterfield & Son 27,155 shares (about $1.43M)Vanguard Total World Stock ETF 10,159 shares (about $1.41M)Vanguard Intermediate-Term Treasury ETF 23,456 shares (about $1.40M) Largest Sales this Quarter abrdn Physical Gold Shares ETF 86,989 shares (about $3.88M)Vanguard Total International Stock ETF 6,022 shares (about $464.36K)Dimensional Emerging Core Equity Market ETF 4,000 shares (about $135.44K)Berkshire Hathaway 143 shares (about $68.53K)Vanguard Total Bond Market ETF 129 shares (about $9.50K) 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$148,646,614$1,740,714 ▲1.2%463,34831.1%ETFVXUSVanguard Total International Stock ETF$63,274,315$464,356 ▼-0.7%820,57213.2%ETFVGITVanguard Intermediate-Term Treasury ETF$35,621,938$1,396,806 ▲4.1%598,1857.5%ETFHARBOR ETF TRUST$31,676,134$325,360 ▲1.0%1,142,3886.6%LONG TERM GROWERJMBSJanus Henderson Mortgage-Backed Securities ETF$27,808,196$778,722 ▲2.9%615,4985.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$26,925,630$1,011,960 ▲3.9%339,6705.6%ETFSGOLabrdn Physical Gold Shares ETF$22,212,415$3,881,449 ▼-14.9%497,8134.6%ETFPVALPutnam Focused Large Cap Value ETF$20,088,277$170,102 ▲0.9%432,9374.2%ETFVTEBVanguard Tax-Exempt Bond ETF$17,312,604$852,769 ▲5.2%347,0163.6%ETFSCHOSchwab Short-Term U.S. Treasury ETF$13,328,720$278,911 ▲2.1%549,1852.8%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$10,568,565$212,377 ▲2.1%48,3202.2%ETFAVUVAvantis U.S. Small Cap Value ETF$10,515,632$39,106 ▲0.4%95,1902.2%ETFIAUiShares Gold Trust$9,609,119$206,207 ▲2.2%108,9962.0%FinanceDFAEDimensional Emerging Core Equity Market ETF$9,277,164$135,440 ▼-1.4%273,9861.9%ETFVGLTVanguard Long-Term Treasury ETF$7,748,894$290,725 ▲3.9%139,9851.6%ETFGLDSPDR Gold Shares$4,362,280$327,881 ▲8.1%10,1380.9%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$3,907,008$100,807 ▲2.6%136,0380.8%ManufacturingMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,621,659$2,621,659 ▲New Holding26,0680.5%ETFNTBBank of N.T. Butterfield & Son$1,425,094$1,425,094 ▲New Holding27,1550.3%FinanceVTVanguard Total World Stock ETF$1,405,193$1,405,193 ▲New Holding10,1590.3%ETFVGSHVanguard Short-Term Treasury ETF$1,401,666$89,155 ▲6.8%23,9440.3%ETFIVViShares Core S&P 500 ETF$976,012$1,960 ▲0.2%1,4940.2%ETFIWBiShares Russell 1000 ETF$747,3500.0%2,0960.2%ETFDFUSDimensional U.S. Equity ETF$706,883$1,702 ▲0.2%9,9690.1%ETFCWISPDR MSCI ACWI ex-US ETF$528,5410.0%14,4450.1%ETFVUGVanguard Growth ETF$521,817$873 ▲0.2%1,1950.1%ETFDFUVDimensional US Marketwide Value ETF$488,802$1,793 ▲0.4%10,0870.1%ETFDFSUDimensional US Sustainability Core 1 ETF$364,488$2,014 ▼-0.5%8,8700.1%ETFVTVVanguard Value ETF$360,213$1,962 ▲0.5%1,8360.1%ETFBRK.BBerkshire Hathaway$345,024$68,526 ▼-16.6%7200.1%FinanceDFATDimensional U.S. Targeted Value ETF$328,382$1,062 ▲0.3%5,2580.1%ETFBNDVanguard Total Bond Market ETF$310,749$9,499 ▼-3.0%4,2200.1%ETFDFASDimensional U.S. Small Cap ETF$288,224$640 ▲0.2%4,0520.1%ETFVEUVanguard FTSE All-World ex-US ETF$273,552$451 ▲0.2%3,6430.1%ETFSPROTT ASSET MANAGEMENT LP$266,1540.0%7,5100.1%PHYSICAL GOLD TRVTIPVanguard Short-Term Inflation-Protected Securities ETF$260,4380.0%5,2140.1%ManufacturingSELFGlobal Self Storage$247,198$3,485 ▲1.4%48,3750.1%FinanceDFIVDimensional International Value ETF$230,907$475 ▲0.2%4,3750.0%ETFVOVanguard Mid-Cap ETF$222,475$861 ▲0.4%7750.0%ETFAAPLApple$217,244$217,244 ▲New Holding8560.0%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$209,788$1,102 ▼-0.5%4,9480.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$205,0920.0%2,0660.0%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$0$250,064 ▼-100.0%00.0%ETFMEARiShares Short Maturity Municipal Bond Active ETF$0$249,638 ▼-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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