Townsend Financial Planning, LLC — 13F holdings

Townsend Financial Planning, LLC reported 30 holdings worth $115M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. IVV ISHARES TR — $29.9M (26.0%)
  2. IJH ISHARES TR — $13.2M (11.5%)
  3. AGG ISHARES TR — $13.1M (11.5%)
  4. IJR ISHARES TR — $8.21M (7.2%)
  5. IUSV ISHARES TR — $7.27M (6.3%)
  6. ISTB ISHARES TR — $6.76M (5.9%)
  7. LQD ISHARES TR — $6.18M (5.4%)
  8. IXUS ISHARES TR — $5.75M (5.0%)
  9. FREL FIDELITY COVINGTON TRUST — $5.03M (4.4%)
  10. SLQD ISHARES TR — $3.80M (3.3%)