PENNEY FINANCIAL, LLC
PENNEY FINANCIAL, LLC reported 53 positions worth $286.1M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: DFUS (25.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFUS | SH | $73.2M | 25.59% | 893,449 | — | — | |
| ▸ 2 | VTI | SH | $45.2M | 15.79% | 122,064 | — | — | |
| ▸ 3 | VEA | SH | $24.4M | 8.53% | 342,359 | — | — | |
| ▸ 4 | VCRB | SH | $20.1M | 7.02% | 259,865 | — | — | |
| ▸ 5 | SGOV | SH | $15.6M | 5.46% | 155,055 | — | — | |
| ▸ 6 | IEFA | SH | $12.8M | 4.48% | 132,569 | — | — | |
| ▸ 7 | JPIE | SH | $9.8M | 3.41% | 211,958 | — | — | |
| ▸ 8 | VYM | SH | $9.5M | 3.33% | 60,279 | — | — | |
| ▸ 9 | SCHD | SH | $9.3M | 3.25% | 293,595 | — | — | |
| ▸ 10 | VCRM | SH | $8.7M | 3.03% | 113,444 | — | — |
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Frequently Asked Questions
What stocks does PENNEY FINANCIAL, LLC hold as of Q2 2026?
PENNEY FINANCIAL, LLC reported 53 positions worth $286.1M in its Q2 2026 13F filing. Largest positions: DFUS (25.6%), VTI (15.8%), VEA (8.5%), VCRB (7.0%) and SGOV (5.5%).
What did PENNEY FINANCIAL, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PENNEY FINANCIAL, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.