PENNEY FINANCIAL, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 260,638
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 48 | 260,638 | 13F-HR | PENNEY FINANCIAL, LLC |
| Q4 2025 | 1/21/2026 | 49 | 259,141 | 13F-HR | PENNEY FINANCIAL, LLC |
| Q3 2025 | 10/21/2025 | 49 | 223,331 | 13F-HR | PENNEY FINANCIAL, LLC |
| Q2 2025 | 7/23/2025 | 42 | 196,725 | 13F-HR | PENNEY FINANCIAL, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.885 K | 3.0% | 0 | 214.2 K | -214.2 K |
| ETFs | 252.4 K | 96.9% | 215.7 K | 0 | 215.7 K |
| Debt | 303 | 0.1% | 0 | 2 | -2 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
260,638
Holdings
48
QoQ value change ($000)
1,497
(0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.