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Disclosery

13F-HR filed by Towneley Capital Management, Inc / DE

Towneley Capital Management, Inc / DE filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-21, with 42 holding rows worth $477,836,450.

Accession
0002085853-26-000439
Filer
CIK 2004980
Filed
2026-04-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 42 entries on the cover page, a total value of $477,836,450 stated on the cover page (in dollars after the unit check, H1), rows summing to $477,836,450 with VALUE read as dollars as filed, 13F file number 028-23507. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VTI922908769COM463,348$148,646,614dollars as filed
VANGUARD STAR FDS921909768COM820,572$63,274,315dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS598,185$35,621,938dollars as filed
HARBOR ETF TRUST41151J406LONG TERM GROWER1,142,388$31,676,134dollars as filed
JANUS DETROIT STR TR47103U852HENDERSON MTG615,498$27,808,196dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM339,670$26,925,630dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS497,813$22,212,415dollars as filed
PUTNAM ETF TRUST746729300FOCUSED LAR CAP432,937$20,088,277dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF347,016$17,312,604dollars as filed
Schwab Short Term US Treasury ETF808524862SHS549,185$13,328,720dollars as filed
ABRDN PRECIOUS METALS BASKET003263100PHYSCL PRECS MET48,320$10,568,565dollars as filed
Avantis US Small Cap Value ETF025072877SHS95,190$10,515,632dollars as filed
iShares Gold Trust464285204COM108,996$9,609,119dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG273,986$9,277,164dollars as filed
VANGUARD SCOTTSDALE FDS92206C847COM139,985$7,748,894dollars as filed
SPDR GOLD TR78463V107GOLD SHS10,138$4,362,280dollars as filed
VANECK ETF TRUST92189F437COM136,038$3,907,008dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC26,068$2,621,659dollars as filed
BANK OF N T BUTTERFIELD & SOG0772R208SHS NEW27,155$1,425,094dollars as filed
Vanguard Total World Stock ETF922042742SHS10,159$1,405,193dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS23,944$1,401,666dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,494$976,012dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,096$747,350dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF9,969$706,883dollars as filed
SPDR MSCI ACWI EX-US ETF78463X848COM14,445$528,541dollars as filed
Vanguard Growth922908736COM1,195$521,817dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE10,087$488,802dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY8,870$364,488dollars as filed
Vanguard Value ETF922908744SHS1,836$360,213dollars as filed
Berkshire Hathaway Inc084670702COM720$345,024dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU5,258$328,382dollars as filed
Vanguard Total Bond Market ETF921937835SHS4,220$310,749dollars as filed
Dimensional US Small Cap ETF25434V500COM4,052$288,224dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS3,643$273,552dollars as filed
SPROTT PHYSICAL GOLD TR85207H104UNIT7,510$266,154dollars as filed
VANGUARD MALVERN FDS922020805SHS5,214$260,438dollars as filed
GLOBAL SELF STORAGE INC37955N106CMN48,375$247,198dollars as filed
Dimensional International Value ETF25434V807SHS4,375$230,907dollars as filed
Vanguard Mid-Cap ETF922908629SHS775$222,475dollars as filed
Apple Inc037833100COM856$217,244dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL4,948$209,788dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS2,066$205,092dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002085853-26-000439this filing2026-04-21acceptance time not in the bulk data set