Townsend Financial Planning, LLC: 13F holdings
CIK 21106882026Q2
| Positions | 30 |
|---|
| Reported value | $114.7m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 30 (+1 vs prior quarter) |
|---|
| Reported value | $114.7m (+11.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 39,864 | $29.9m | 26.0% |
| IJH ISHARES TR | 171,071 | $13.2m | 11.5% |
| AGG ISHARES TR | 132,713 | $13.1m | 11.5% |
| IJR ISHARES TR | 55,330 | $8.2m | 7.2% |
| QQQE ISHARES TR | 66,032 | $7.3m | 6.3% |
| ISTB ISHARES TR | 140,081 | $6.8m | 5.9% |
| LQD ISHARES TR | 56,686 | $6.2m | 5.4% |
| EWJ ISHARES TR | 60,239 | $5.7m | 5.0% |
| FREL FIDELITY COVINGTON TRUST | 171,682 | $5.0m | 4.4% |
| SLQD ISHARES TR | 75,379 | $3.8m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110688")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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