Towneley Capital Management, Inc / De Top Holdings and 13F Report (2026) About Towneley Capital Management, Inc / DeInvestment ActivityTowneley Capital Management, Inc / De has $504.71 million in total holdings as of September 30, 2026.Towneley Capital Management, Inc / De owns shares of 45 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.29% of the portfolio was purchased this quarter.About 1.01% of the portfolio was sold this quarter.This quarter, Towneley Capital Management, Inc / De has purchased 46 new stocks and bought additional shares in 20 stocks.Towneley Capital Management, Inc / De sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $168,849,368Vanguard Total International Stock ETF $67,482,119Harbor Long-Term Growers ETF $39,256,176Vanguard Intermediate-Term Treasury ETF $34,830,251Janus Henderson Mortgage-Backed Securities ETF $26,792,508 Largest Purchases this Quarter Vanguard Intermediate-Term Treasury ETF 7,507 shares (about $425.35K)Janus Henderson Mortgage-Backed Securities ETF 9,177 shares (about $387.82K)Vanguard Short-Term Corporate Bond ETF 3,644 shares (about $281.50K)Schwab Short-Term U.S. Treasury ETF 5,664 shares (about $135.14K)Vanguard Long-Term Treasury ETF 2,364 shares (about $118.53K) Largest Sales this Quarter Vanguard Total Stock Market ETF 6,690 shares (about $2.50M)Vanguard Total International Stock ETF 13,921 shares (about $1.18M)Putnam Focused Large Cap Value ETF 10,799 shares (about $568.24K)Vanguard Tax-Exempt Bond ETF 4,415 shares (about $209.09K)abrdn Physical Gold Shares ETF 3,367 shares (about $133.20K) 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$168,849,368$2,503,668 ▼-1.5%451,17933.5%ETFVXUSVanguard Total International Stock ETF$67,482,119$1,182,728 ▼-1.7%794,28113.4%ETFWINNHarbor Long-Term Growers ETF$39,256,176$67,007 ▼-0.2%1,144,1617.8%ETFVGITVanguard Intermediate-Term Treasury ETF$34,830,251$425,346 ▲1.2%614,7246.9%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$26,792,508$387,820 ▲1.5%633,9925.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$26,069,130$281,499 ▲1.1%337,4645.2%ETFPVALPutnam Focused Large Cap Value ETF$22,008,164$568,244 ▼-2.5%418,2474.4%ETFSGOLabrdn Physical Gold Shares ETF$19,573,804$133,198 ▼-0.7%494,7883.9%ETFVTEBVanguard Tax-Exempt Bond ETF$17,416,602$209,095 ▼-1.2%367,7493.5%ETFSCHOSchwab Short-Term U.S. Treasury ETF$13,428,006$135,143 ▲1.0%562,7832.7%ETFAVUVAvantis U.S. Small Cap Value ETF$10,565,290$18,372 ▲0.2%89,7112.1%ETFDFAEDimensional Emerging Core Equity Market ETF$10,151,907$118,559 ▼-1.2%258,2532.0%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$9,060,087$2,422 ▲0.0%48,6321.8%ETFIAUiShares Gold Trust$8,671,885$29,209 ▼-0.3%111,0361.7%ETFVGLTVanguard Long-Term Treasury ETF$7,266,043$118,531 ▲1.7%144,9151.4%ETFGLDSPDR Gold Shares$4,044,5210.0%10,6200.8%ETFANGLVanEck Fallen Angel High Yield Bond ETF$3,947,676$78,786 ▲2.0%141,9520.8%ETFVTVanguard Total World Stock ETF$1,603,5980.0%10,1590.3%ETFNTBBank of N.T. Butterfield & Son$1,571,1880.0%27,1550.3%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,392,644$6,033 ▲0.4%13,8500.3%ETFIVViShares Core S&P 500 ETF$1,135,892$3,830 ▼-0.3%1,4830.2%ETFIWBiShares Russell 1000 ETF$872,2080.0%2,0960.2%ETFDFUSDimensional U.S. Equity ETF$819,793$9,964 ▼-1.2%9,8730.2%ETFVGSHVanguard Short-Term Treasury ETF$678,471$6,101 ▲0.9%11,7870.1%ETFVUGVanguard Growth ETF$645,7880.0%7,1670.1%ETFDFUVDimensional US Marketwide Value ETF$558,705$2,035 ▲0.4%10,1580.1%ETFVOOVanguard S&P 500 ETF$538,963$1,402 ▲0.3%7690.1%ETFCWISPDR MSCI ACWI ex-US ETF$529,655$56,857 ▼-9.7%13,1070.1%ETFDFSUDimensional US Sustainability Core 1 ETF$417,882$613 ▲0.1%8,8590.1%ETFVTVVanguard Value ETF$396,7110.0%1,8360.1%ETFBRK.BBerkshire Hathaway$358,5240.0%7200.1%FinanceDFATDimensional U.S. Targeted Value ETF$351,793$1,262 ▲0.4%5,2950.1%ETFDFASDimensional U.S. Small Cap ETF$315,404$774 ▲0.2%4,0740.1%ETFCGUSCapital Group Core Equity ETF$311,5000.0%7,0000.1%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$309,2700.0%3,0000.1%ETFVEUVanguard FTSE All-World ex-US ETF$302,3700.0%3,6440.1%ETFBNDVanguard Total Bond Market ETF$282,584$1,403 ▲0.5%4,0280.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$258,519$1,821 ▲0.7%5,2520.1%ETFDFIVDimensional International Value ETF$249,236$1,229 ▲0.5%4,4620.0%ETFVOVanguard Mid-Cap ETF$242,9990.0%3,0990.0%ETFSELFGlobal Self Storage$240,8220.0%49,0470.0%Real EstateSPROTT ASSET MANAGEMENT LP$234,8380.0%7,5100.0%PHYSICAL GOLD TRNULCNuveen ESG Large-Cap ETF$228,5570.0%4,1100.0%ETFDFSIDimensional International Sustainability Core 1 ETF$225,457$903 ▲0.4%4,9910.0%ETFVSGXVanguard ESG International Stock ETF$219,362$1,216 ▲0.6%2,7060.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$204,493 ▼-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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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