Townsend Financial Planning, LLC
CIK: 0002110688SEC EDGAR →
Portfolio Value
$99.9M
Holdings
26
As of
Q4 2025
New Positions
26
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 38,783 | $26.6M | 26.58% |
| 2 | ISHARES TR | 178,486 | $11.8M | 11.79% |
| 3 | ISHARES TR | 117,451 | $11.7M | 11.74% |
| 4 | ISHARES TR | 58,014 | $7.0M | 6.98% |
| 5 | ISHARES TR | 64,394 | $6.6M | 6.61% |
| 6 | ISHARES TR | 74,475 | $6.3M | 6.31% |
| 7 | ISHARES TR | 127,150 | $6.2M | 6.20% |
| 8 | ISHARES TR | 56,227 | $6.2M | 6.20% |
| 9 | FIDELITY COVINGTON TRUST | 168,246 | $4.5M | 4.53% |
| 10 | ISHARES TR | 67,715 | $3.4M | 3.44% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $99.2M | 99.2% |
| Technology | 1 | $770K | 0.8% |