Institutions / Penney Financial, LLC
Penney Financial, LLC
CIK 2049857 · Institution · as of Dec 31, 2025
Portfolio value
$259.14M
Positions
49
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 49 →
| Company | Value | % of portfolio |
|---|---|---|
| Goldman Sachs ETF Tr | $62.56M | 24.1% |
| Vanguard Index Fds | $41.60M | 16.1% |
| Vanguard Tax-Managed Fds | $21.36M | 8.2% |
| iShares Tr | $18.44M | 7.1% |
| iShares Tr | $11.77M | 4.5% |
| J P Morgan Exchange Traded F | $9.32M | 3.6% |
| Vanguard Whitehall Fds | $8.73M | 3.4% |
| Schwab Strategic Tr | $8.41M | 3.2% |
| Morgan Stanley ETF Trust | $6.93M | 2.7% |
| Vanguard Malvern Fds | $6.89M | 2.7% |
| Franklin Templeton ETF Tr | $6.48M | 2.5% |
| Vanguard Index Fds | $6.36M | 2.5% |
| J P Morgan Exchange Traded F | $5.60M | 2.2% |
| Capital Grp Fixed Incm ETF T | $4.49M | 1.7% |
| iShares Tr | $4.44M | 1.7% |
| Dimensional ETF Trust | $4.25M | 1.6% |
| J P Morgan Exchange Traded F | $4.24M | 1.6% |
| Vanguard Mun Bd Fds | $3.68M | 1.4% |
| Vanguard Star Fds | $3.11M | 1.2% |
| Schwab Strategic Tr | $2.90M | 1.1% |
| iShares MSCI UAE ETF | $2.63M | 1.0% |
| Apple Inc. | $2.42M | 0.9% |
| Vanguard Index Fds | $1.30M | 0.5% |
| iShares Tr | $941.1K | 0.4% |
| Microsoft Corp | $914.0K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.