Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Penney Financial, LLC (CIK 2049857) reported $260.6M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GSLC ($59.8M, 22.93%), VTI ($41.2M, 15.81%), VEA ($22.0M, 8.45%), SGOV ($17.4M, 6.66%), IEFA ($12.7M, 4.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | $59.8M | 22.93% | 477,721 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $41.2M | 15.81% | 128,417 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $22.0M | 8.45% | 343,634 | Added |
| 4 | SGOV | ISHARES TR | $17.4M | 6.66% | 172,506 | Trimmed |
| 5 | IEFA | ISHARES TR | $12.7M | 4.86% | 140,064 | Added |
| 6 | JPIE | J P MORGAN EXCHANGE TRADED F | $9.6M | 3.69% | 208,599 | Added |
| 7 | SCHD | SCHWAB STRATEGIC TR | $9.5M | 3.63% | 308,191 | Added |
| 8 | VYM | VANGUARD WHITEHALL FDS | $9.0M | 3.45% | 60,660 | Trimmed |
| 9 | FLMI | FRANKLIN TEMPLETON ETF TR | $7.3M | 2.79% | 293,015 | Added |
| 10 | VCRB | VANGUARD MALVERN FDS | $7.1M | 2.73% | 91,913 | Added |
| 11 | EVTR | MORGAN STANLEY ETF TRUST | $7.1M | 2.71% | 139,022 | Added |
| 12 | VB | VANGUARD INDEX FDS | $6.4M | 2.45% | 24,416 | Trimmed |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.6M | 2.17% | 99,620 | Added |
| 14 | CGMU | CAPITAL GRP FIXED INCM ETF T | $5.0M | 1.93% | 185,115 | Added |
| 15 | DFNM | DIMENSIONAL ETF TRUST | $4.7M | 1.78% | 97,028 | Added |
| 16 | AGG | ISHARES TR | $4.5M | 1.72% | 45,254 | Added |
| 17 | HELO | J P MORGAN EXCHANGE TRADED F | $4.3M | 1.67% | 68,023 | Added |
| 18 | VTEB | VANGUARD MUN BD FDS | $3.9M | 1.49% | 78,066 | Added |
| 19 | VXUS | VANGUARD STAR FDS | $3.2M | 1.22% | 41,340 | Added |
| 20 | SCHB | SCHWAB STRATEGIC TR | $2.8M | 1.08% | 112,248 | Added |
| 21 | SUB | ISHARES TR | $2.6M | 1.00% | 24,446 | Trimmed |
| 22 | AAPL | APPLE INC | $2.3M | 0.87% | 8,889 | Added |
| 23 | VOO | VANGUARD INDEX FDS | $1.3M | 0.50% | 2,162 | Added |
| 24 | CVX | CHEVRON CORPORATION | $899,742 | 0.35% | 4,349 | Trimmed |
| 25 | IVV | ISHARES TR | $897,511 | 0.34% | 1,374 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31