Townsend Financial Planning, LLC - Portfolio Stock Holdings

Townsend Financial Planning, LLC disclosed 30 stock positions in a recent SEC 13F filing. $114,718,299 of stock holdings were filed, with the largest holdings including IVV, IJH, and AGG. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $148,313,084 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.