Penney Financial, LLC Portfolio Holdings
Penney Financial, LLC
- $223 Billion
- Q3 2025
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.