Data as of Q4 2025 (Dec 31, 2025)

Towneley Capital Management, Inc / DE

•CIK: 2004980•Filing: Q4 2025

**Towneley Capital Management, Inc / DE** manages $474M across a diversified portfolio of 40 positions. The fund exhibits significant core equity exposure, anchored by VTI at $153.5M and VXUS at $62.4M. Notable allocations include fixed income strategies with VGIT ($34.4M) and JMBS ($27.3M), alongside tactical plays in sectors like healthcare (VCSH, $26.1M). This structure suggests a mandate focused on broad market capitalization coverage with targeted sector and fixed-income tilts.

Total AUM
$474.3M
QoQ Performance
+3.0%
Positions
25
Top 10 Concentration
86.9%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
VXUS
WINN
VGIT
JMBS
VCSH
SGOL
VTI32.4%
VXUS13.1%
WINN7.4%
VGIT7.3%
JMBS5.8%
VCSH5.5%
SGOL5.1%
PVAL4.1%

📈 Biggest Buys

VXUS
VANGUARD STAR FDS
+1.8%
13.1% of portfolio
IWB
ISHARES TR
NEW
0.2% of portfolio
VGIT
VANGUARD SCOTTSDALE FDS
+1.8%
7.3% of portfolio
JMBS
JANUS DETROIT STR TR
+1.5%
5.8% of portfolio
VTI
VANGUARD INDEX FDS
+0.2%
32.4% of portfolio

📉 Biggest Sells

SGOL
ETFS GOLD TR
-3.7%
5.1% of portfolio
GLTR
ABRDN PRECIOUS METALS BASKET
-2.8%
2.1% of portfolio
GQ9
SPDR GOLD TR
-6.7%
0.8% of portfolio
IAU*
ISHARES GOLD TR
-2.1%
1.8% of portfolio
BND
VANGUARD BD INDEX FDS
-34.9%
0.1% of portfolio

Sector Breakdown

Other99.7%
ETF0.2%
Financial0.1%

🚪 Exited Positionssold since Q3 2025

CHV
CHEVRON CORP NEW
SOLD
$1.2M
AAPL
APPLE INC
SOLD
$208.8K
LOW
LOWES COS INC
SOLD
$201.0K

Changes from Q3 2025

NEW5 new positions
↑22 increased
↓11 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTI32.4%
VANGUARD INDEX FDS
$153.5M
VXUS13.1%
VANGUARD STAR FDS
$62.4M
WINN7.4%
HARBOR ETF TRUST
$35.2M
VGIT7.3%
VANGUARD SCOTTSDALE FDS
$34.4M
JMBS5.8%
JANUS DETROIT STR TR
$27.3M

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