account_balance

Investment manager · 13F filer · SEC CIK 2049857

Penney Financial, LLC

Reported value$339Mas of Sep 30, 2026
Positions44 1 new, 10 sold out
Top 10 weight86.2%DFUS alone is 23%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFUS Dimensional ETF Trust 23.5% Added +7%
SGOV iShares Tr 13.9% Added +201%
VTI Vanguard Index FDS 13.5% Held
JPST J P Morgan Exchange Traded F 8.7% Added +592%
VEA Vanguard Tax-Managed FDS 7.3% Added +2%
VCRB Vanguard Malvern FDS 6.7% Added +19%
IEFA iShares Tr 3.8% Held
JPIE J P Morgan Exchange Traded F 3.2% Added +15%
VYM Vanguard Whitehall FDS 2.8% Added +3%
SCHD Schwab Strategic Tr 2.7% Trimmed −3%
JEPI J P Morgan Exchange Traded F 1.9% Added +16%
VCRM Vanguard Mun Bd FDS 1.4% Trimmed −40%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • BOXX $225K
arrow_upwardAdded
  • JPST +592%
  • SGOV +201%
  • GPIX +119%
  • DFSD +23%
arrow_downwardTrimmed
  • CGMU −48%
  • AAPL −45%
  • VCRM −40%
  • LNG −25%
remove_circleSold out
  • FLMI $3.14M
  • VTEB $2.43M
  • DFNM $1.71M
  • SUB $1.34M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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