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Portfolio (Quarterly) Guide ↗

Towneley Capital Management, Inc / DE

· CIK 0002004980
13F Portfolio $478M AUM 42 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 16 Added 7 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 JMST J P MORGAN EXCHANGE TRADED F 4,909 $250K 0.05% SOLD
2 MEAR ISHARES U S ETF TR 4,961 $250K 0.05% SOLD
Sector Allocation
Financial Services 99.1%
Real Estate 0.5%
Technology 0.4%