Institutional Fund
Towneley Capital Management, Inc / De
Laguna Hills, CACIK 20049805 filings on record
Portfolio Value
$477.84M
Q1 2026
Holdings
42
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+0.7%
from $474.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds31.1%
- Vanguard Star Fds13.2%
- Vanguard Scottsdale Fds7.5%
- Harbor Long6.6%
- Janus Detroit Str Tr5.8%
- Vanguard Scottsdale Fds5.6%
- Other30.1%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 463.3K | $148.65M | 31.1% | +5.4K | Added |
| 2 | Vanguard Star Fds | 820.6K | $63.27M | 13.2% | −6.0K | Reduced |
| 3 | Vanguard Scottsdale Fds | 598.2K | $35.62M | 7.5% | +23.5K | Added |
| 4 | Harbor Long | 1.14M | $31.68M | 6.6% | +11.7K | Added |
| 5 | Janus Detroit Str Tr | 615.5K | $27.81M | 5.8% | +17.2K | Added |
| 6 | Vanguard Scottsdale Fds | 339.7K | $26.93M | 5.6% | +12.8K | Added |
| 7 | Etfs Gold Tr | 497.8K | $22.21M | 4.6% | −87.0K | Reduced |
| 8 | Putnam ETF Trust | 432.9K | $20.09M | 4.2% | +3.7K | Added |
| 9 | Vanguard Mun Bd Fds | 347.0K | $17.31M | 3.6% | +17.1K | Added |
| 10 | Schwab Strategic Tr | 549.2K | $13.33M | 2.8% | +11.5K | Added |
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