StockDriftsStockDriftsTop 46 Towneley Capital Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 33.25% | 457.9K | $169.4M | -1.18%(-5.48K) | $239.51(+59.51%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 13.56% | 808.2K | $69.1M | -1.51%(-12.37K) | $56.63(+54.12%) | 2026-06-30 | |
| WINN | HARBOR ETF TRUST | 7.3% | 1.15M | $37.2M | +0.33%(+3.73K) | $24.53(+39.22%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 7.03% | 607.2K | $35.8M | +1.51%(+9.03K) | $58.62(-0.44%) | 2026-06-30 | |
| JMBS | JANUS DETROIT STR TR | 5.52% | 624.8K | $28.1M | +1.51%(+9.32K) | $44.89(-1.13%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.18% | 333.8K | $26.4M | -1.72%(-5.85K) | $76.63(+2.50%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 4.29% | 429.0K | $21.9M | -0.90%(-3.89K) | $41.53(+31.41%) | 2026-06-30 | |
| SGOL | ETFS GOLD TR | 3.74% | 498.2K | $19.0M | +0.07%(+342) | $18.96(+120.83%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 3.69% | 372.2K | $18.8M | +7.25%(+25.15K) | $50.19(-0.71%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 2.64% | 557.1K | $13.4M | +1.44%(+7.93K) | $24.13(-0.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +35.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.00% |
Towneley Capital Management, Inc reports $509.49M in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are VTI (33.3%), VXUS (13.6%) and WINN (7.3%). The top 20 holdings account for 97.84% of reported assets. Its disclosed equity book has returned +35.22% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Towneley Capital Management, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2004980). View Towneley Capital Management, Inc’s 13F filings on SEC