Penney Financial, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $197 Billion distributed in 42 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 $51.9B, Vanguard Total Stock Market Et with a value of $35B, Vanguard Ftse Developed Market with a value of $17.6B, Ishares Tr with a value of $8.52B, and Ishares Trishares 0 3 Mnth Tre with a value of $8.05B.

Examining the 13F form we can see an increase of $44.5B in the current position value, from $152B to 197B.

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 $197 Billion
ETFs: $166 Billion
Technology: $2.77 Billion
Energy: $2.04 Billion
Industrials: $1.02 Billion
Consumer Cyclical: $627 Million
Financial Services: $431 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $197 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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