Towneley Capital Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Robyn L. Clarke, Director of Fiduciary Services, details the firm's investment positions held during the specified period.
The report lists a total of 45 equity securities held by the firm. The largest position disclosed is in Harbor ETF Trust Long Term Grower, with a reported value of $1,144,161. The firm also holds significant positions in SPDR Gold Shares and Vanguard Total Stock Market ETF, valued at $1,062,783 and $451,179, respectively.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with 41 of the 45 holdings listed as ETFs. Major index funds and funds tracking precious metals make up a substantial portion of the portfolio. Notable ETF holdings include the Vanguard S&P 500 ETF Shares, the Vanguard Total International Stock ETF, and the ISHARES GOLD TR. The firm also holds shares in Global Self Storage Inc. and Berkshire Hathaway Inc..
The filing does not specify the total value of the portfolio or the percentage of assets allocated to each holding, as these figures are not present in the provided source text.
