13F Filings History of PENNEY FINANCIAL, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$259,141,372
Signature - Title
Cameron J. Penney - CCO
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by PENNEY FINANCIAL, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PENNEY FINANCIAL, LLC reported 49 stock holdings with total value $259,141,372 as of Q4 2025. Top holdings included GSLC, VTI, VEA, SGOV, and IEFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 49 $259,141,372 +$33,277,851 -$892,584 +$32,385,267 GSLC, VTI, VEA, SGOV, IEFA 13F-HR 21 Jan 2026, 15:23
Q3 2025 49 $223,331,309 +$17,259,044 -$1,233,615 +$16,025,429 GSLC, VTI, VEA, SGOV, IEFA 13F-HR 21 Oct 2025, 12:02
Q2 2025 42 $196,725,049 +$39,891,344 -$7,124,152 +$32,767,192 GSLC, VTI, VEA, IEFA, SGOV 13F-HR 23 Jul 2025, 13:25
Q1 2025 37 $152,261,581 +$6,635,469 -$578,249 +$6,057,220 GSLC, VTI, VEA, VYM, SCHD 13F-HR 02 May 2025, 09:20
Q4 2024 39 $149,115,598 +$8,788,184 -$71,906 +$8,716,278 GSLC, VTI, VEA, VYM, SCHD 13F-HR 23 Jan 2025, 14:31
Q3 2024 36 $146,612,147 +$3,452,290 -$1,857,998 +$1,594,292 GSLC, VTI, VEA, VYM, SCHD 13F-HR 31 Dec 2024, 07:49
Q2 2024 34 $136,738,417 +$2,628,639 -$2,677,358 -$48,719 GSLC, VTI, VEA, VYM, SCHD 13F-HR 31 Dec 2024, 07:47
Q1 2024 33 $135,416,379 +$6,659,686 -$1,325,489 +$5,334,197 GSLC, VTI, VEA, VYM, SCHD 13F-HR 31 Dec 2024, 07:38
Q4 2023 31 $120,926,254 $0 $0 $0 GSLC, VTI, VEA, VYM, VB 13F-HR 26 Dec 2024, 15:48