PENNINGTON PARTNERS & CO., LLC - Portfolio overview

PENNINGTON PARTNERS & CO., LLC has 118 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 20.17%
2. BOXX - EA SERIES TRUST, 16.98%
3. IWV - ISHARES TR, 14.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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