PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

Est. AUM

$349.5M

13F long equity, this entity only

Positions

112

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$37.8M	148806	10.81%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$29.8M	45592	8.52%	SOLE
3	MICROSOFT CORP	COM	$28.6M	77396	8.20%	SOLE
4	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$21.3M	461397	6.08%	SOLE
5	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$18.8M	675288	5.38%	SOLE
6	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$18.6M	358530	5.33%	SOLE
7	AMAZON COM INC	COM	$18.2M	87166	5.19%	SOLE
8	NVIDIA CORPORATION	COM	$13.9M	79947	3.99%	SOLE
9	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$13.5M	276562	3.87%	SOLE
10	VANGUARD WORLD FD	MEGA GRWTH IND	$11.3M	30770	3.24%	SOLE
11	JOHNSON & JOHNSON	COM	$10.5M	42934	3.00%	SOLE
12	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.2M	17058	2.92%	SOLE
13	ISHARES TR	CORE S&P MCP ETF	$8.0M	117966	2.28%	SOLE
14	ALPHABET INC	CAP STK CL A	$6.2M	21682	1.78%	SOLE
15	VANECK ETF TRUST	SEMICONDUCTR ETF	$5.3M	13902	1.53%	SOLE
16	VULCAN MATLS CO	COM	$4.2M	15319	1.19%	SOLE
17	ELI LILLY & CO	COM	$3.8M	4140	1.09%	SOLE
18	ISHARES TR	CORE MSCI TOTAL	$3.7M	42618	1.06%	SOLE
19	TESLA INC	COM	$3.4M	9260	0.98%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET CON	$3.3M	30720	0.96%	SOLE
21	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.2M	4905	0.91%	SOLE
22	ISHARES TR	ESG MSCI KLD 400	$3.2M	26202	0.91%	SOLE
23	ISHARES TR	CORE S&P SCP ETF	$3.1M	24781	0.88%	SOLE
24	ISHARES TR	ISHARES SEMICDTR	$2.6M	8021	0.75%	SOLE
25	VANGUARD INDEX FDS	MID CAP ETF	$2.5M	8864	0.73%	SOLE
26	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.4M	94585	0.69%	SOLE
27	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.3M	74519	0.65%	SOLE
28	CITIZENS & NORTHN CORP	COM	$2.2M	99967	0.64%	SOLE
29	VANGUARD INDEX FDS	SMALL CP ETF	$2.0M	7617	0.57%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	4026	0.55%	SOLE
31	ALPHABET INC	CAP STK CL C	$1.9M	6458	0.53%	SOLE
32	EXXON MOBIL CORP	COM	$1.8M	10567	0.51%	SOLE
33	ANALOG DEVICES INC	COM	$1.7M	5200	0.47%	SOLE
34	ENTERPRISE PRODS PARTNERS L	COM	$1.6M	43335	0.47%	SOLE
35	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.5M	10441	0.44%	SOLE
36	MORGAN STANLEY	COM NEW	$1.5M	8817	0.42%	SOLE
37	RTX CORPORATION	COM	$1.4M	7514	0.41%	SOLE
38	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.4M	47106	0.39%	SOLE
39	VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.3M	4882	0.36%	SOLE
40	VANGUARD WORLD FD	COMM SRVC ETF	$1.3M	6952	0.36%	SOLE
41	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.2M	24441	0.35%	SOLE
42	NEXTERA ENERGY INC	COM	$1.2M	13130	0.35%	SOLE
43	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.2M	23712	0.35%	SOLE
44	VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	3705	0.34%	SOLE
45	ISHARES TR	S&P 500 GRWT ETF	$1.2M	10356	0.34%	SOLE
46	WEDBUSH SER TR	DAN IVES WEDBUSH	$1.1M	38593	0.31%	SOLE
47	ISHARES TR	S&P 500 VAL ETF	$1.1M	5037	0.30%	SOLE
48	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.1M	34326	0.30%	SOLE
49	META PLATFORMS INC	CL A	$897K	1568	0.26%	SOLE
50	JPMORGAN CHASE & CO	COM	$798K	2716	0.23%	SOLE

1–50 of 112

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.