Towneley Capital Management, Inc / DE
All 13F Filings
- Location
- Laguna Hills, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 477,836
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 42 | 477,836 | 13F-HR | Towneley Capital Management, Inc / DE |
| Q4 2025 | 1/30/2026 | 40 | 474,311 | 13F-HR | Towneley Capital Management, Inc / DE |
| Q3 2025 | 10/17/2025 | 38 | 460,394 | 13F-HR | Towneley Capital Management, Inc / DE |
| Q2 2025 | 7/30/2025 | 34 | 435,939 | 13F-HR | Towneley Capital Management, Inc / DE |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 63.09 K | 13.2% | 0 | 399.3 K | -399.3 K |
| ETFs | 414.7 K | 86.8% | 402.8 K | 0 | 402.8 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
477,836
Holdings
42
QoQ value change ($000)
3,525
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.