Towneley Capital Management, Inc / DE holds a concentrated book of 46 stocks worth $509.5M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Vanguard S&P 500 ETF and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 33% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Towneley Capital Management, Inc / DE
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 70 / 46 | $14.1B |
| MORGAN STANLEY | 69 / 46 | $325.2B |
| ROYAL BANK OF CANADA | 69 / 46 | $93.0B |
| LPL Financial LLC | 68 / 46 | $65.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 68 / 46 | $15.0B |
| JPMORGAN CHASE & CO | 67 / 46 | $281.8B |
| BANK OF AMERICA CORP /DE/ | 67 / 46 | $277.5B |
| WELLS FARGO & COMPANY/MN | 67 / 46 | $111.3B |
Ranked by how many of Towneley Capital Management, Inc / DE's top 46 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $169.4M | 457.9K | 33.3% | ▼−1.2% Reduced · −5K sh | |
| 2 | Vanguard Star FDS VG TL INTL STK F | $69.1M | 808.2K | 13.6% | ▼−1.5% Reduced · −12K sh | |
| 3 | Harbor ETF Trust LONG TERM GROWER | $37.2M | 1.15M | 7.3% | ▲+0.3% Added · +4K sh | |
| 4 | Vanguard Scottsdale FDS INTER TERM TREAS | $35.8M | 607.2K | 7.0% | ▲+1.5% Added · +9K sh | |
| 5 | Janus Detroit STR TR HENDERSON MTG | $28.1M | 624.8K | 5.5% | ▲+1.5% Added · +9K sh | |
| 6 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $26.4M | 333.8K | 5.2% | ▼−1.7% Reduced · −6K sh | |
| 7 | Putnam ETF Trust FOCUSED LAR CAP | $21.9M | 429.0K | 4.3% | ▼−0.9% Reduced · −4K sh | |
| 8 | Etfs Gold TR PHYSCL GOLD SHS | $19.0M | 498.2K | 3.7% | ▲+0.1% Added · +342 sh | |
| 9 | Vanguard Mun BD FDS TAX EXEMPT BD | $18.8M | 372.2K | 3.7% | ▲+7.2% Added · +25K sh | |
| 10 | Schwab Strategic TR SHT TM US TRES | $13.4M | 557.1K | 2.6% | ▲+1.4% Added · +8K sh | |
| 11 | American Centy ETF TR US SML CP VALU | $11.2M | 89.6K | 2.2% | ▼−5.9% Reduced · −6K sh | |
| 12 | Dimensional ETF Trust EMGR CRE EQT MNG | $10.5M | 261.3K | 2.1% | ▼−4.6% Reduced · −13K sh | |
| 13 | Abrdn Precious Metals Basket PHYSCL PRECS MET | $8.8M | 48.6K | 1.7% | ▲+0.6% Added · +299 sh | |
| 14 | Ishares Gold TR ISHARES NEW | $8.4M | 111.4K | 1.7% | ▲+2.2% Added · +2K sh | |
| 15 | Vanguard Scottsdale FDS LONG TERM TREAS | $7.9M | 142.6K | 1.5% | ▲+1.8% Added · +3K sh | |
| 16 | Vaneck ETF Trust FALLEN ANGEL HG | $4.1M | 139.1K | 0.8% | ▲+2.3% Added · +3K sh | |
| 17 | SPDR Gold TR GOLD SHS | $3.9M | 10.6K | 0.8% | ▲+4.8% Added · +482 sh | |
| 18 | Bank Of N T Butterfield & So SHS NEW | $1.6M | 27.2K | 0.3% | —Held | |
| 19 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.6M | 10.2K | 0.3% | —Held | |
| 20 | Pimco ETF TR ENHAN SHRT MA AC | $1.4M | 13.8K | 0.3% | ▼−47% Reduced · −12K sh | |
| 21 | Ishares TR CORE S&P500 ETF | $1.1M | 1.5K | 0.2% | ▼−0.4% Reduced · −6 sh | |
| 22 | Ishares TR RUS 1000 ETF | $858K | 2.1K | 0.2% | —Held | |
| 23 | Dimensional ETF Trust US EQUI MARK ETF | $819K | 10.0K | 0.2% | ▲+0.2% Added · +24 sh | |
| 24 | Vanguard Scottsdale FDS SHORT TERM TREAS | $680K | 11.7K | 0.1% | ▼−51% Reduced · −12K sh | |
| 25 | Vanguard Index FDS GROWTH ETF | $617K | 7.2K | 0.1% | ▲+500% Added · +6K sh | |
| 26 | SPDR Index SHS FDS ST STR ACWI ETF | $590K | 14.5K | 0.1% | ▲+0.5% Added · +69 sh | |
| 27 | Dimensional ETF Trust US MKTWIDE VALUE | $557K | 10.1K | 0.1% | ▲+0.3% Added · +34 sh | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $527K | 767 | 0.1% | ▲New New position | |
| 29 | Dimensional ETF Trust US SUSTAINABILTY | $412K | 8.8K | 0.1% | ▼−0.3% Reduced · −24 sh | |
| 30 | Vanguard Index FDS VALUE ETF | $400K | 1.8K | 0.1% | —Held | |
| 31 | Dimensional ETF Trust US TARGETED VLU | $369K | 5.3K | 0.1% | ▲+0.3% Added · +18 sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $360K | 720 | 0.1% | —Held | |
| 33 | Dimensional ETF Trust US SMALL CAP ETF | $335K | 4.1K | 0.1% | ▲+0.3% Added · +12 sh | |
| 34 | Capital Group Core Equity Et SHS CREAT UNIT | $311K | 7.0K | 0.1% | ▲New New position | |
| 35 | Vanguard Intl Equity Index F ALLWRLD EX US | $305K | 3.6K | 0.1% | ▲~0% Added · +1 sh | |
| 36 | Vanguard BD Index FDS TOTAL BND MRKT | $294K | 4.0K | 0.1% | ▼−5.0% Reduced · −212 sh | |
| 37 | First TR Exchange-Traded FD NASDAQ CYB ETF | $270K | 3.0K | 0.1% | ▲New New position | |
| 38 | Vanguard Malvern FDS STRM INFPROIDX | $262K | 5.2K | 0.1% | ▲~0% Added · +1 sh | |
| 39 | Global Self Storage Inc COM | $257K | 49.0K | 0.1% | ▲+1.4% Added · +672 sh | |
| 40 | Vanguard Index FDS MID CAP ETF | $250K | 3.1K | 0.0% | ▲+300% Added · +2K sh | |
| 41 | Dimensional ETF Trust INTERNATNAL VAL | $240K | 4.4K | 0.0% | ▲+1.5% Added · +65 sh | |
| 42 | Sprott Asset Management LP PHYSICAL GOLD TR | $227K | 7.5K | 0.0% | —Held | |
| 43 | Dimensional ETF Trust INTERNATIONAL | $224K | 5.0K | 0.0% | ▲+0.5% Added · +23 sh | |
| 44 | Nushares ETF TR ESG LARGE CAP | $223K | 4.1K | 0.0% | ▲New New position | |
| 45 | Vanguard World FD ESG INTL STK ETF | $222K | 2.7K | 0.0% | ▲New New position | |
| 46 | Ishares TR CORE US AGGBD ET | $204K | 2.1K | 0.0% | —Held |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2004980/holdings"
Use Arkolith to show Towneley Capital Management, Inc / DE's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 46 | $509.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 42 | $477.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 40 | $474.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 38 | $460.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 34 | $435.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 44 | $427.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 45 | $421.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 39 | $441.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.