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CIK: 0002110688
Total reported value
$114.7M
$114.7M
26 檔
55.5%
In Q4 2025, Townsend Financial Planning, LLC's U.S. equity holdings reached a combined market value of $114.7M, distributed across 26 disclosed stock positions.
During Q4 2025, Townsend Financial Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.58% | +0.79% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.79% | -0.04% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.74% | -0.50% | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.98% | +0.17% | — | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 6.61% | -0.20% | — | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 6.31% | -0.34% | — | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 6.20% | -0.35% | — | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 6.20% | -0.48% | — | |
| 9 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 4.53% | -0.08% | — | |
| 10 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 3.44% | -0.18% | — | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.08% | -0.20% | — | |
| 12 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.19% | -0.01% | — | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.81% | -0.08% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.77% | +0.01% | — | |
| 15 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.66% | -0.07% | — | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.53% | -0.05% | — | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.47% | +0.02% | — | |
| 18 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.47% | -0.04% | — | |
| 19 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.46% | +0.07% | — | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.46% | -0.04% | — | |
| 21 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.40% | -0.05% | — | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.32% | -0.01% | — | |
| 23 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.31% | +0.33% | — | |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.28% | +0.01% | — | |
| 25 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.22% | — | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.20% | -0.01% | — |
According to official SEC Form 13F filings, Townsend Financial Planning, LLC reported a total U.S. public equity portfolio value of $114.7M across 26 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, AGG) accounted for 55.5% of total reported equity market value during Q4 2025.
During Q4 2025, Townsend Financial Planning, LLC's top holdings by market value included IVV (26.6%)、IJH (11.8%)、AGG (11.7%). The largest single position, IVV, represented 26.6% of total portfolio value.
In Q4 2025, Townsend Financial Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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