Towneley Capital Management, Inc / De Portfolio Holdings

Towneley Capital Management, Inc / De

$460 Billion
Q3 2025

Towneley Capital Management, Inc / De has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $460 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $150B, Vanguard Star Fd Vanguard Tota with a value of $59.7B, Harbor ETF Tr Harbor Long Term with a value of $35.2B, Vanguard Intermediate Term Tre with a value of $33.9B, and Janus Detroit Str Tr Henderson with a value of $26.9B.

Examining the 13F form we can see an increase of $24.5B in the current position value, from $436B to 460B.

Towneley Capital Management, Inc / De is based out at Laguna Hills, CA

Below you can find more details about Towneley Capital Management, Inc / De portfolio as well as his latest detailed transactions.

Portfolio value $460 Billion

ETFs: $439 Billion

Energy: $1.21 Billion

Financial Services: $707 Million

Real Estate: $237 Million

Technology: $209 Million

Consumer Cyclical: $201 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTI Vanguard Total Stock Market Et ETFs	$0	$150 Billion 32.56% of portfolio	456,785	Q3 2025 Reduced 1.56%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$59.7 Billion 12.96% of portfolio	812,159	Q3 2025 Reduced 0.09%
WINN Harbor ETF Tr Harbor Long Term ETFs	$0	$35.2 Billion 7.65% of portfolio	1,130,321	Q3 2025 Reduced 2.98%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$33.9 Billion 7.36% of portfolio	564,292	Q3 2025 Added 1.51%
JMBS Janus Detroit Str Tr Henderson ETFs	$0	$26.9 Billion 5.85% of portfolio	589,404	Q3 2025 Added 1.93%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$25.8 Billion 5.61% of portfolio	322,940	Q3 2025 Added 0.87%
SGOL Abrdn Gold ETF Trust ETFs	$5.95B	$22.4 Billion 4.86% of portfolio	607,311	Q3 2025 Reduced 3.62%
PVAL Putnam ETF Tr Putnam Focused L	$0	$18.2 Billion 3.95% of portfolio	426,103	Q3 2025 New
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$16.6 Billion 3.6% of portfolio	331,247	Q3 2025 Added 0.69%
SCHO Schwab Short Term Us Treasury ETFs	$0	$12.9 Billion 2.81% of portfolio	529,429	Q3 2025 Reduced 1.07%
AVUV American Centy ETF Tr Avantis ETFs	$0	$9.34 Billion 2.03% of portfolio	93,794	Q3 2025 Reduced 1.46%
DFAE Dimensional ETF Tr ETFs	$0	$8.75 Billion 1.9% of portfolio	277,458	Q3 2025 Reduced 2.92%
GLTR Abrdn Precious Metals Basket ETF Trust ETFs	$2.23B	$8.06 Billion 1.75% of portfolio	48,736	Q3 2025 Reduced 4.7%
IAU Ishares Gold Trust ETFs	$70B	$7.93 Billion 1.72% of portfolio	108,988	Q3 2025 Reduced 4.94%
VGLT Vanguard Long Term Treasury Et ETFs	$0	$7.58 Billion 1.65% of portfolio	133,323	Q3 2025 Added 2.59%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$3.88 Billion 0.84% of portfolio	130,576	Q3 2025 Added 1.73%
GLD Spdr Gold Trust ETFs	$139B	$3.57 Billion 0.78% of portfolio	10,051	Q3 2025 Reduced 3.14%
VGSH Vanguard ETFs	$0	$1.23 Billion 0.27% of portfolio	20,840	Q3 2025 Added 3.07%
CVX Chevron Corp Energy	$302B	$1.21 Billion 0.26% of portfolio	7,808	Q3 2025 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.03 Billion 0.22% of portfolio	1,532	Q3 2025 Added 0.13%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$719 Million 0.16% of portfolio	9,924	Q3 2025 Added 0.25%
VUG Vanguard Growth ETF ETFs	$0	$579 Million 0.13% of portfolio	1,207	Q3 2025 Reduced 24.04%
CWI Spdr Ser Tr Spdr Msci Acwi Ex ETFs	$0	$497 Million 0.11% of portfolio	14,240	Q3 2025 Reduced 1.97%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$497 Million 0.11% of portfolio	6,685	Q3 2025 Added 55.36%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$646B	$484 Million 0.11% of portfolio	963	Q2 2025 Reduced 62.96%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$448 Million 0.1% of portfolio	10,015	Q3 2025 Added 0.44%
DFSU Dimensional ETF Tr Dimen Us Su	-	$365 Million 0.08% of portfolio	-	Q3 2025 Added 3.65%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$304 Million 0.07% of portfolio	5,220	Q3 2025 Added 0.48%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$308 Million 0.07% of portfolio	4,500	Q3 2025 Added 0.27%
VTV Vanguard Value ETF ETFs	$0	$337 Million 0.07% of portfolio	1,807	Q3 2025 Reduced 15.76%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$265 Million 0.06% of portfolio	3,711	Q3 2025 Reduced 0.72%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$260 Million 0.06% of portfolio	5,142	Q3 2025 Added 0.45%
SELF Global Self Storage, Inc. Real Estate	$53.8M	$237 Million 0.05% of portfolio	47,026	Q3 2025 Added 1.45%
AAPL Apple Inc. Technology	$4.21T	$209 Million 0.05% of portfolio	820	Q3 2025 New
PHYS Sprott Physical Gold Trust Financial Services	$0	$222 Million 0.05% of portfolio	7,510	Q3 2025 New
VO Vanguard Mid Cap ETF ETFs	$0	$225 Million 0.05% of portfolio	766	Q3 2025 Reduced 5.55%
LOW Lowes Companies Inc Consumer Cyclical	$150B	$201 Million 0.04% of portfolio	800	Q3 2025 New
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$207 Million 0.04% of portfolio	2,066	Q3 2025 Reduced 27.18%

Summary

Portfolio
No. of Stocks 38
Current Value $460 Billion
Prior Value $436 Billion
Filing
Period Q3 2025
Filing Date October 17, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 5 stocks
Additional Purchases 16 stocks
Sold out of 0 stocks
Reduced holdings in 16 stocks

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Towneley Capital Management, Inc / De Portfolio Holdings