Universe · entity
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Institutional manager (13F) · CIK 1004140
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $322M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $38M | 148,806 |
| 2 | ISHARES TR | $30M | 45,592 |
| 3 | MICROSOFT CORP | $29M | 77,396 |
| 4 | J P MORGAN EXCHANGE TRADED F | $21M | 461,397 |
| 5 | SCHWAB STRATEGIC TR | $19M | 675,288 |
| 6 | BLACKROCK ETF TRUST II | $19M | 358,530 |
| 7 | AMAZON COM INC | $18M | 87,166 |
| 8 | NVIDIA CORPORATION | $14M | 79,947 |
| 9 | SCHWAB STRATEGIC TR | $14M | 276,562 |
| 10 | VANGUARD WORLD FD | $11M | 30,770 |
| 11 | JOHNSON & JOHNSON | $10M | 42,934 |
| 12 | VANGUARD INDEX FDS | $10M | 17,058 |
| 13 | ISHARES TR | $8M | 117,966 |
| 14 | ALPHABET INC | $6M | 21,682 |
| 15 | VANECK ETF TRUST | $5M | 13,902 |
| 16 | VULCAN MATLS CO | $4M | 15,319 |
| 17 | ELI LILLY & CO | $4M | 4,140 |
| 18 | ISHARES TR | $4M | 42,618 |
| 19 | TESLA INC | $3M | 9,260 |
| 20 | SELECT SECTOR SPDR TR | $3M | 30,720 |
| 21 | STATE STR SPDR S&P 500 ETF T | $3M | 4,905 |
| 22 | ISHARES TR | $3M | 26,202 |
| 23 | ISHARES TR | $3M | 24,781 |
| 24 | ISHARES TR | $3M | 8,021 |
| 25 | VANGUARD INDEX FDS | $3M | 8,864 |
| 26 | SCHWAB STRATEGIC TR | $2M | 94,585 |
| 27 | SCHWAB STRATEGIC TR | $2M | 74,519 |
| 28 | CITIZENS & NORTHN CORP | $2M | 99,967 |
| 29 | VANGUARD INDEX FDS | $2M | 7,617 |
| 30 | BERKSHIRE HATHAWAY INC DEL | $2M | 4,026 |
| 31 | ALPHABET INC | $2M | 6,458 |
| 32 | EXXON MOBIL CORP | $2M | 10,567 |
| 33 | ANALOG DEVICES INC | $2M | 5,200 |
| 34 | ENTERPRISE PRODS PARTNERS L | $2M | 43,335 |
| 35 | VANGUARD WHITEHALL FDS | $2M | 10,441 |
| 36 | MORGAN STANLEY | $1M | 8,817 |
| 37 | RTX CORPORATION | $1M | 7,514 |
| 38 | SCHWAB STRATEGIC TR | $1M | 47,106 |
| 39 | VANGUARD INDEX FDS | $1M | 4,882 |
| 40 | VANGUARD WORLD FD | $1M | 6,952 |
| 41 | J P MORGAN EXCHANGE TRADED F | $1M | 24,441 |
| 42 | NEXTERA ENERGY INC | $1M | 13,130 |
| 43 | J P MORGAN EXCHANGE TRADED F | $1M | 23,712 |
| 44 | VANGUARD INDEX FDS | $1M | 3,705 |
| 45 | ISHARES TR | $1M | 10,356 |
| 46 | WEDBUSH SER TR | $1M | 38,593 |
| 47 | ISHARES TR | $1M | 5,037 |
| 48 | SCHWAB STRATEGIC TR | $1M | 34,326 |
| 49 | META PLATFORMS INC | $897k | 1,568 |
| 50 | JPMORGAN CHASE & CO | $799k | 2,716 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.