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.