Townsend Financial Planning, LLC
Townsend Financial Planning, LLC reported 30 holdings worth US$115M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Townsend Financial Planning, LLC reported 30 holdings worth US$115M as of Jun 30, 2026. Largest: Apple Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 30
- Value as reported
- US$115M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 2,834 | US$820K | 0.71% |