ETF Holders

Towneley Capital Management, Inc ETF holdings

Laguna Hills, CA

Reported $507.0M in 42 ETFs in its Form 13F for June 30, 2026.

ETF value
$507.0M
ETFs held
42
Change from prior quarter
+6.7%
With price moves
ETFs as a share of its 13F
99.5%
of $509.5M

Top 10 of 42 ETF holdings

TickerFundValueSharesChange
VTIVanguard Morningstar Total Stock Market ETF$169.4M457,869−5,479 shares
VXUSVanguard Total International Stock ETF$69.1M808,202−12,370 shares
WINNHarbor Long-Term Growers ETF$37.2M1,146,114+3,726 shares
VGITVanguard Intermediate-Term Treasury ETF$35.8M607,217+9,032 shares
JMBSJanus Henderson Mortgage-Backed Securities ETF$28.1M624,815+9,317 shares
VCSHVanguard Short-Term Corporate Bond ETF$26.4M333,820−5,850 shares
PVALPutnam Focused Large Cap Value ETF$21.9M429,046−3,891 shares
SGOLabrdn Physical Gold Shares ETF$19.0M498,155+342 shares
VTEBVanguard Tax-Exempt Bond ETF$18.8M372,164+25,148 shares
SCHOSchwab Short-Term U.S. Treasury ETF$13.4M557,119+7,934 shares
32 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002004980. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Towneley Capital Management, Inc own?

Towneley Capital Management, Inc reported 42 ETF positions worth $507.0M in its Form 13F for June 30, 2026. The largest was VTI, at $169.4M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.