BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Penney Financial, LLC

· CIK 0002049857
13F Portfolio $286M AUM 53 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 53 New
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFNM DIMENSIONAL ETF TRUST 35,448.0 $1.7M 0.60% NEW $48.34 -2.1%
22 VOO VANGUARD INDEX FDS 2,211.0 $1.5M 0.53% NEW $686.87 +2.4%
23 SUB ISHARES TR 12,607.0 $1.3M 0.47% NEW $106.47 -0.5%
24 GPIX GOLDMAN SACHS ETF TR 19,656.0 $1.1M 0.38% NEW $55.57 +0.2%
25 IVV ISHARES TR 1,374.0 $1.0M 0.36% NEW $748.89 +2.6%
26 LNG CHENIERE ENERGY INC Energy 4,221.0 $1.0M 0.35% NEW $239.01 +23.3%
27 IWB ISHARES TR 2,380.0 $975K 0.34% NEW $409.50 +2.1%
28 ITOT ISHARES TR 5,246.0 $862K 0.30% NEW $164.27 +1.8%
29 GSLC GOLDMAN SACHS ETF TR 5,779.0 $820K 0.29% NEW $141.89 +2.9%
30 J P MORGAN EXCHANGE TRADED F 11,343.0 $820K 0.29% NEW $72.28
31 AMZN AMAZON COM INC Consumer Cyclical 3,337.0 $795K 0.28% NEW $238.34 +7.0%
32 CVX CHEVRON CORPORATION Energy 4,349.0 $721K 0.25% NEW $165.75 +27.9%
33 MSFT MICROSOFT CORP Technology 1,861.0 $694K 0.24% NEW $373.02 +32.6%
34 FLY FIREFLY AEROSPACE INC Industrials 22,793.0 $670K 0.23% NEW $29.40 -29.0%
35 IWM ISHARES TR 2,203.0 $662K 0.23% NEW $300.45 -2.4%
36 EVTR MORGAN STANLEY ETF TRUST 8,969.0 $455K 0.16% NEW $50.71 -1.9%
37 GVA GRANITE CONSTR INC Industrials 2,000.0 $316K 0.11% NEW $158.08 -24.8%
38 VUG VANGUARD INDEX FDS 3,642.0 $314K 0.11% NEW $86.14 +1.7%
39 VB VANGUARD INDEX FDS 1,005.0 $305K 0.11% NEW $303.12 -1.9%
40 BSV VANGUARD BD INDEX FDS 3,830.0 $298K 0.10% NEW $77.91 -1.0%
Page 2 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.0%
Energy 25.2%
Industrials 14.0%
Consumer Cyclical 9.2%
Communication Services 6.1%
Financial Services 5.0%
Consumer Defensive 2.6%