Peninsula Asset Management Inc. ETF holdings
Bradenton, FL
Reported $45.8M in 10 ETFs in its Form 13F for June 30, 2026.
ETF value
$45.8M
ETFs held
10
Change from prior quarter
+16.9%
With price moves
ETFs as a share of its 13F
21.9%
of $208.9M
Top 10 of 10 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | $24.2M | 314,135 | +2,765 shares |
| IJR | iShares Core S&P Small-Cap ETF | $15.5M | 104,297 | +1,815 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $1.8M | 2,375 | −170 shares |
| IVV | iShares Core S&P 500 ETF | $1.5M | 2,042 | −170 shares |
| QQQ | Invesco QQQ Trust | $1.1M | 1,435 | −125 shares |
| EAGG | iShares ESG U.S. Aggregate Bond ETF | $763K | 16,100 | No change |
| GLD | SPDR Gold Shares | $332K | 900 | No change |
| IAU | iShares Gold Trust | $260K | 3,445 | +200 shares |
| EEM | iShares MSCI Emerging Markets ETF | $239K | 3,500 | New position |
| IYW | iShares U.S. Technology ETF | $202K | 800 | New position |
From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001091923. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Peninsula Asset Management Inc. own?
Peninsula Asset Management Inc. reported 10 ETF positions worth $45.8M in its Form 13F for June 30, 2026. The largest was IJH, at $24.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.