13F Filings History of Towneley Capital Management, Inc / DE

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$474,311,403
Signature - Title
Robyn L. Clarke - Director of Fiduciary Services
Location
Laguna Hills, CA
Summary
This page shows a list of all the recent 13F filings made by Towneley Capital Management, Inc / DE. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Towneley Capital Management, Inc / DE reported 40 stock holdings with total value $474,311,403 as of Q4 2025. Top holdings included VTI, VXUS, WINN, VGIT, and JMBS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 40 $474,311,403 +$5,276,236 -$3,650,978 +$1,625,258 VTI, VXUS, WINN, VGIT, JMBS 13F-HR 30 Jan 2026, 08:57
Q3 2025 38 $460,393,919 +$21,894,859 -$24,091,041 -$2,196,182 VTI, VXUS, WINN, VGIT, JMBS 13F-HR 17 Oct 2025, 14:31
Q2 2025 34 $435,939,315 +$15,997,954 -$35,930,641 -$19,932,687 VTI, VXUS, WINN, VGIT, JMBS 13F-HR 30 Jul 2025, 08:11
Q1 2025 44 $427,467,454 +$21,506,721 -$15,253,939 +$6,252,782 VTI, VXUS, VGIT, WINN, VCSH 13F-HR 11 Apr 2025, 14:57
Q4 2024 45 $420,990,647 +$55,483,450 -$48,568,323 +$6,915,127 VTI, VXUS, WINN, VGIT, VCSH 13F-HR 29 Jan 2025, 12:10
Q3 2024 39 $441,534,165 +$3,233,996 -$10,953,681 -$7,719,685 VTI, VXUS, MUNI, WINN, VCSH 13F-HR 08 Oct 2024, 08:10
Q2 2024 39 $426,350,075 +$81,861,792 -$66,306,234 +$15,555,558 VTI, VXUS, MUNI, WINN, VCSH 13F-HR 23 Jul 2024, 09:26
Q1 2024 47 $406,665,631 +$3,032,102 -$3,252,877 -$220,775 VTI, VXUS, MUNI, VCSH, VGIT 13F-HR 22 Apr 2024, 13:11
Q4 2023 45 $390,192,964 $0 $0 $0 VTI, MUNI, VXUS, VCSH, VGIT 13F-HR 17 Jan 2024, 11:24