Penney Financial, LLC Portfolio Holdings

Penney Financial, LLC

  • $259 Billion
  • Q4 2025

Penney Financial, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $259 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 $62.6B, Vanguard Total Stock Market Et with a value of $41.6B, Vanguard Ftse Developed Market with a value of $21.4B, Ishares Trishares 0 3 Mnth Tre with a value of $18.4B, and Ishares Tr with a value of $11.8B.

Examining the 13F form we can see an increase of $35.8B in the current position value, from $223B to 259B.

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 $259 Billion
ETFs: $219 Billion
Technology: $3.68 Billion
Energy: $1.95 Billion
Industrials: $908 Million
Consumer Cyclical: $713 Million
Communication Services: $513 Million
Financial Services: $438 Million
Healthcare: $320 Million
Other: $204 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$4.49 Billion 1.73% of portfolio
-
Q4 2025 Added 179.22%
$4.3T
$2.42 Billion 0.93% of portfolio
8,887
Q4 2025 Added 5.16%
$3.78T
$914 Million 0.35% of portfolio
1,890
Q3 2025 Added 8.87%
$303B
$839 Million 0.32% of portfolio
5,508
Q3 2025 Added 3.24%
$2.39T
$713 Million 0.27% of portfolio
3,087
Q4 2025 Reduced 5.34%
$53.8B
$530 Million 0.2% of portfolio
2,725
Q4 2024 New
$139B
$346 Million 0.13% of portfolio
1,000
Q2 2025 New
$68.9B
$332 Million 0.13% of portfolio
1,151
Q3 2025 Reduced 0.09%
$4.48B
$305 Million 0.12% of portfolio
2,647
Q3 2025 Reduced 27.42%
$971B
$320 Million 0.12% of portfolio
298
Q4 2025 Added 0.34%
$76.1B
$314 Million 0.12% of portfolio
13,297
Q1 2024 New
$490B
$263 Million 0.1% of portfolio
2,187
Q4 2025 Added 7.95%
$1.65T
$259 Million 0.1% of portfolio
829
Q4 2025 New
$1.37T
$253 Million 0.1% of portfolio
384
Q3 2025 New
$1.24B
$270 Million 0.1% of portfolio
6,976
Q4 2023 New
$533B
$226 Million 0.09% of portfolio
645
Q4 2024 New
$123B
$204 Million 0.08% of portfolio
3,603
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $259 Billion
  • Prior Value $223 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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