Towneley Capital Management, Inc / DE
Annual return '25
+17.3%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$477.8M
Holdings
42
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 74%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 98.7% (457.9k → 5.8k shares)
31.1%
02
$VXUS
VANGUARD STAR FDS
Q1 2026: Exited (was 826.6k shares)
13.2%
03
$VGIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 574.7k shares)
7.5%
04
$WINN
HARBOR ETF TRUST
Q1 2026: Exited (was 1.13M shares)
6.6%
05
$JMBS
JANUS DETROIT STR TR
Q1 2026: Exited (was 598.3k shares)
5.8%
06
$VCSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 326.9k shares)
5.6%
07
$SGOL
ETFS GOLD TR
Q1 2026: Exited (was 584.8k shares)
4.6%
08
$PVAL
PUTNAM ETF TRUST
Q1 2026: Exited (was 429.3k shares)
4.2%
09
$VTEB
VANGUARD MUN BD FDS
Q1 2026: Sold 98.2% (329.9k → 6.0k shares)
3.6%
10
$SCHO
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 537.7k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:47 UTC.