Penney Financial, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $223 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $56.8B, Vanguard Total Stock Market Et with a value of $38.9B, Vanguard Ftse Developed Market with a value of $18.9B, Ishares Trishares 0 3 Mnth Tre with a value of $11.9B, and Ishares Tr with a value of $10.3B.

Examining the 13F form we can see an increase of $26.6B in the current position value, from $197B to 223B.

Penney Financial, LLC is based out at Houston, TX

Below you can find more details about Penney Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $223 Billion
ETFs: $189 Billion
Technology: $3.46 Billion
Energy: $2.05 Billion
Industrials: $905 Million
Consumer Cyclical: $716 Million
Financial Services: $428 Million
Communication Services: $282 Million
Healthcare: $227 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $223 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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