PENNEY FINANCIAL, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 259,141
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 222.1 K | 85.7% | 30.03 K | 0 | 30.03 K |
| ETFs | 36.77 K | 14.2% | 5.776 K | 0 | 5.776 K |
| Debt | 305 | 0.1% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
259,141
Holdings
49
QoQ value change ($000)
35,810
(16.0%)
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.