PENNEY FINANCIAL, LLC — 13F holdings

PENNEY FINANCIAL, LLC reported 44 holdings worth $339M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. DFUS DIMENSIONAL ETF TRUST — $79.5M (23.5%)
2. SGOV ISHARES TR — $47.1M (13.9%)
3. VTI VANGUARD INDEX FDS — $45.9M (13.5%)
4. JPST J P MORGAN EXCHANGE TRADED F — $29.4M (8.7%)
5. VEA VANGUARD TAX-MANAGED FDS — $24.7M (7.3%)
6. VCRB VANGUARD MALVERN FDS — $22.8M (6.7%)
7. IEFA ISHARES TR — $12.9M (3.8%)
8. JPIE J P MORGAN EXCHANGE TRADED F — $10.9M (3.2%)
9. VYM VANGUARD WHITEHALL FDS — $9.63M (2.8%)
10. SCHD SCHWAB STRATEGIC TR — $9.24M (2.7%)