Townsend Financial Planning, LLC reported 2 positions worth $1.66M for the quarter ended Sep 30, 2026, up 17.2% on the prior quarter. It opened 0 new positions, added to 1, trimmed 0 and exited 0. Its largest holding is Apple Inc. at 56.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IAUM iShares Gold Trust Micro | +2,379 | +15.9% | $98.54K | 43.23% |
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 2,834 | $943.83K | 56.77% | 0 | 0.0% | Unchanged | 0% |
| 2 | IAUM iShares Gold Trust Micro | Others | 17.4K | $718.80K | 43.23% | +2,379 | +15.9% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Townsend Financial Planning.
As of its Q3 2026 13F filing, Townsend Financial Planning, LLC’s five largest positions were Apple Inc. (AAPL) at 56.8%, iShares Gold Trust Micro (IAUM) at 43.2% of the reported portfolio.
Townsend Financial Planning, LLC reported a 13F portfolio worth $1.66M across 2 positions for Q3 2026. That is up 17.2% from the previous quarter.
Its largest purchases by value were iShares Gold Trust Micro ($98.54K). It opened 0 new positions.
From the Form 13F-HR reports Townsend Financial Planning, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.