Towneley Capital Management, Inc / De Portfolio Holdings

Towneley Capital Management, Inc / De

  • $436 Billion
  • Q2 2025

Towneley Capital Management, Inc / De has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $436 Billion distributed in 34 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 $141B, Vanguard Star Fd Vanguard Tota with a value of $56.2B, Harbor ETF Tr Harbor Long Term with a value of $33.9B, Vanguard Intermediate Term Tre with a value of $33.2B, and Janus Detroit Str Tr Henderson with a value of $26B.

Examining the 13F form we can see an increase of $8.47B in the current position value, from $427B to 436B.

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 $436 Billion
ETFs: $435 Billion
Financial Services: $468 Million
Real Estate: $248 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$141 Billion 32.35% of portfolio
464,005
Q2 2025 Added 0.82%
$0
$56.2 Billion 12.88% of portfolio
812,868
Q2 2025 Reduced 5.35%
$0
$33.9 Billion 7.78% of portfolio
1,165,035
Q2 2025 Reduced 1.58%
$0
$33.2 Billion 7.63% of portfolio
555,887
Q2 2025 Added 13.82%
$0
$26 Billion 5.98% of portfolio
578,220
Q2 2025 Added 29.09%
$0
$25.5 Billion 5.84% of portfolio
320,165
Q2 2025 Reduced 9.34%
$4.7B
$19.9 Billion 4.56% of portfolio
630,146
Q2 2025 Reduced 14.71%
$0
$17.9 Billion 4.11% of portfolio
676,651
Q2 2025 Reduced 7.63%
$0
$16.1 Billion 3.7% of portfolio
328,977
Q2 2025 Added 3.59%
$0
$13 Billion 2.99% of portfolio
535,171
Q2 2025 Reduced 34.27%
$0
$8.67 Billion 1.99% of portfolio
95,184
Q2 2025 Reduced 47.23%
$0
$8.27 Billion 1.9% of portfolio
285,802
Q2 2025 Reduced 0.44%
$0
$7.29 Billion 1.67% of portfolio
129,951
Q2 2025 Added 133.08%
$54.3B
$7.15 Billion 1.64% of portfolio
114,651
Q2 2025 Reduced 18.87%
$1.7B
$7.07 Billion 1.62% of portfolio
51,141
Q2 2025 Reduced 13.99%
$0
$3.76 Billion 0.86% of portfolio
128,359
Q2 2025 Added 4.52%
$0
$1.19 Billion 0.27% of portfolio
20,219
Q2 2025 Reduced 13.09%
$0
$950 Million 0.22% of portfolio
1,530
Q2 2025 Reduced 8.93%
$0
$697 Million 0.16% of portfolio
1,589
Q2 2025 Reduced 23.13%
$0
$663 Million 0.15% of portfolio
9,899
Q2 2025 Added 0.27%
$0
$474 Million 0.11% of portfolio
14,526
Q2 2025 Reduced 37.18%
$0
$422 Million 0.1% of portfolio
9,971
Q2 2025 Added 0.47%
$0
$379 Million 0.09% of portfolio
2,145
Q2 2025 Reduced 28.76%
$0
$286 Million 0.07% of portfolio
4,488
Q2 2025 Reduced 10.81%
$0
$317 Million 0.07% of portfolio
4,303
Q2 2025 Added 5.47%
$0
$257 Million 0.06% of portfolio
5,119
Q2 2025 Reduced 2.29%
$0
$251 Million 0.06% of portfolio
3,738
Q2 2025 Reduced 3.21%
$0
$280 Million 0.06% of portfolio
5,195
Q2 2025 Added 0.44%
$0
$281 Million 0.06% of portfolio
2,837
Q2 2025 Reduced 6.12%
$0
$227 Million 0.05% of portfolio
811
Q2 2025 Reduced 47.88%

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $436 Billion
  • Prior Value $427 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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