Universe · entity

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

Institutional manager (13F) · CIK 1004140
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $322M
#IssuerValueShares
1APPLE INC$38M148,806
2ISHARES TR$30M45,592
3MICROSOFT CORP$29M77,396
4J P MORGAN EXCHANGE TRADED F$21M461,397
5SCHWAB STRATEGIC TR$19M675,288
6BLACKROCK ETF TRUST II$19M358,530
7AMAZON COM INC$18M87,166
8NVIDIA CORPORATION$14M79,947
9SCHWAB STRATEGIC TR$14M276,562
10VANGUARD WORLD FD$11M30,770
11JOHNSON & JOHNSON$10M42,934
12VANGUARD INDEX FDS$10M17,058
13ISHARES TR$8M117,966
14ALPHABET INC$6M21,682
15VANECK ETF TRUST$5M13,902
16VULCAN MATLS CO$4M15,319
17ELI LILLY & CO$4M4,140
18ISHARES TR$4M42,618
19TESLA INC$3M9,260
20SELECT SECTOR SPDR TR$3M30,720
21STATE STR SPDR S&P 500 ETF T$3M4,905
22ISHARES TR$3M26,202
23ISHARES TR$3M24,781
24ISHARES TR$3M8,021
25VANGUARD INDEX FDS$3M8,864
26SCHWAB STRATEGIC TR$2M94,585
27SCHWAB STRATEGIC TR$2M74,519
28CITIZENS & NORTHN CORP$2M99,967
29VANGUARD INDEX FDS$2M7,617
30BERKSHIRE HATHAWAY INC DEL$2M4,026
31ALPHABET INC$2M6,458
32EXXON MOBIL CORP$2M10,567
33ANALOG DEVICES INC$2M5,200
34ENTERPRISE PRODS PARTNERS L$2M43,335
35VANGUARD WHITEHALL FDS$2M10,441
36MORGAN STANLEY$1M8,817
37RTX CORPORATION$1M7,514
38SCHWAB STRATEGIC TR$1M47,106
39VANGUARD INDEX FDS$1M4,882
40VANGUARD WORLD FD$1M6,952
41J P MORGAN EXCHANGE TRADED F$1M24,441
42NEXTERA ENERGY INC$1M13,130
43J P MORGAN EXCHANGE TRADED F$1M23,712
44VANGUARD INDEX FDS$1M3,705
45ISHARES TR$1M10,356
46WEDBUSH SER TR$1M38,593
47ISHARES TR$1M5,037
48SCHWAB STRATEGIC TR$1M34,326
49META PLATFORMS INC$897k1,568
50JPMORGAN CHASE & CO$799k2,716
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.