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Sweeney & Michel

Latest statistics and disclosures from Sweeney & Michel's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, DGRO, AAPL, HDV, GOOG, and represent 34.45% of Sweeney & Michel's stock portfolio.
Added to shares of these 10 stocks: FRDM, AAPL, CGDG, VCRB, XHLF, IREN, GEV, PANW, SHLD, CRSP.
Started 9 new stock positions in FRDM, FQAL, GOOGL, PANW, CRSP, SHLD, GEV, VCRB, IREN.
Reduced shares in these 10 stocks: IEMG, GOOG, DGRO, PLTR, FTEC, DE, MSFT, WDFC, DKNG, BAC.
Sold out of its positions in DKNG, WDFC.
Sweeney & Michel was a net buyer of stock by $2.4M.
Sweeney & Michel has $298M in assets under management (AUM), dropping by 5.67%.
Central Index Key (CIK): 0001979556

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Portfolio Holdings for Sweeney & Michel

Sweeney & Michel holds 137 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	8.9	$27M		186k	142.79	View chart
Ishares Tr Core Div Grwth (DGRO)	8.2	$24M		365k	66.93	View chart
Apple (AAPL)	6.2	$18M	+5%	75k	245.27	View chart
Ishares Tr Core High Dv Etf (HDV)	6.0	$18M		148k	120.69	View chart
Alphabet Cap Stk Cl C (GOOG)	5.2	$15M	-2%	65k	237.49	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	4.2	$12M		292k	42.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.3	$9.8M		20k	489.13	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	3.2	$9.6M	+4%	281k	34.04	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.8	$8.4M		101k	82.92	View chart
Microsoft Corporation (MSFT)	2.6	$7.8M	-3%	15k	510.95	View chart
Johnson & Johnson (JNJ)	2.2	$6.6M	+2%	35k	190.72	View chart
Capital Group International SHS (CGIE)	2.1	$6.1M		183k	33.33	View chart
Costco Wholesale Corporation (COST)	1.9	$5.7M		6.1k	929.99	View chart
JPMorgan Chase & Co. (JPM)	1.8	$5.4M		18k	300.89	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.8	$5.4M		61k	88.45	View chart
TriCo Bancshares (TCBK)	1.8	$5.3M		127k	41.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.7	$5.1M		37k	137.47	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	1.6	$4.9M		84k	58.30	View chart
Verizon Communications (VZ)	1.3	$3.9M		97k	39.85	View chart
NVIDIA Corporation (NVDA)	1.2	$3.7M		20k	183.16	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$3.2M	-52%	50k	64.22	View chart
Amazon (AMZN)	1.0	$3.1M	+6%	14k	216.37	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.0	$3.1M	NEW	71k	43.89	View chart
Prologis (PLD)	0.9	$2.8M	+5%	25k	111.23	View chart
Kinder Morgan (KMI)	0.9	$2.7M		99k	27.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.9	$2.6M	+5%	10k	249.96	View chart
Abbvie (ABBV)	0.8	$2.3M		10k	230.49	View chart
Ishares Tr Short Treas Bd (SHV)	0.7	$2.2M	+10%	20k	110.28	View chart
Ishares Tr Future Exponenti (XT)	0.7	$2.2M	+2%	31k	71.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$2.0M		37k	52.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.9M		8.9k	212.59	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.6	$1.8M	+19%	36k	50.32	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$1.8M	+4%	19k	93.99	View chart
Wells Fargo & Company (WFC)	0.5	$1.6M	-7%	21k	77.62	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.5	$1.5M	+8%	35k	43.84	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$1.5M		9.3k	161.22	View chart
Amgen (AMGN)	0.5	$1.5M		5.1k	290.15	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.5	$1.5M		44k	33.63	View chart
Bank of America Corporation (BAC)	0.5	$1.4M	-9%	29k	48.65	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$1.4M		4.9k	278.39	View chart
Tesla Motors (TSLA)	0.5	$1.4M		3.3k	413.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.4M		3.7k	369.12	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$1.3M	-18%	6.1k	219.25	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$1.3M		5.9k	212.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.2M	-4%	3.7k	321.82	View chart
Meta Platforms Cl A (META)	0.4	$1.1M		1.6k	705.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.1M		13k	88.13	View chart
Shell Spon Ads (SHEL)	0.4	$1.1M	-2%	15k	71.42	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.0M	-22%	5.9k	175.44	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$1.0M		10k	101.73	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$998k		13k	78.71	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$963k		18k	54.66	View chart
FedEx Corporation (FDX)	0.3	$932k		4.1k	224.63	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.3	$915k	+6%	20k	44.83	View chart
Vanguard World Utilities Etf (VPU)	0.3	$911k		4.7k	195.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$909k		8.0k	114.27	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.3	$898k		18k	49.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$885k		14k	63.25	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$863k	-12%	5.6k	153.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$807k		1.4k	589.49	View chart
Cohen & Steers Quality Income Realty (RQI)	0.3	$807k		67k	12.04	View chart
Caterpillar (CAT)	0.3	$805k	+3%	1.6k	491.30	View chart
Wal-Mart Stores (WMT)	0.3	$796k		7.8k	101.84	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$792k		9.5k	83.69	View chart
Chevron Corporation (CVX)	0.3	$789k	-2%	5.3k	148.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$786k	+9%	9.4k	83.94	View chart
Procter & Gamble Company (PG)	0.2	$731k	-2%	4.9k	149.70	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$688k		734.00	936.63	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.2	$676k		76k	8.87	View chart
International Business Machines (IBM)	0.2	$654k		2.4k	277.80	View chart
McKesson Corporation (MCK)	0.2	$642k		840.00	763.85	View chart
Qualcomm (QCOM)	0.2	$624k		4.1k	153.60	View chart
Merck & Co (MRK)	0.2	$611k		7.1k	85.99	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$608k	+17%	6.1k	99.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$604k		820.00	736.28	View chart
Charles Schwab Corporation (SCHW)	0.2	$600k		6.5k	91.96	View chart
Union Pacific Corporation (UNP)	0.2	$591k		2.6k	225.43	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$586k	+4%	3.1k	191.01	View chart
Visa Com Cl A (V)	0.2	$564k		1.6k	343.60	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.2	$564k		11k	50.60	View chart
Pepsi (PEP)	0.2	$539k		3.6k	150.08	View chart
Home Depot (HD)	0.2	$534k	+4%	1.4k	375.84	View chart
Ishares Em Mkts Div Etf (DVYE)	0.2	$529k	+4%	19k	28.63	View chart
MetLife (MET)	0.2	$513k		6.4k	79.77	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.2	$492k	+7%	12k	42.34	View chart
Philip Morris International (PM)	0.2	$490k		3.1k	160.49	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$482k		20k	24.08	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$482k		4.9k	98.00	View chart
McDonald's Corporation (MCD)	0.2	$477k	+12%	1.6k	297.02	View chart
Exxon Mobil Corporation (XOM)	0.2	$477k	+2%	4.3k	110.74	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$460k		7.9k	58.30	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.2	$458k		16k	29.01	View chart
Constellation Energy (CEG)	0.2	$447k	+4%	1.2k	368.50	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$440k	-5%	14k	31.13	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$432k	-2%	3.8k	115.02	View chart
Cummins (CMI)	0.1	$426k		1.0k	413.13	View chart
Starbucks Corporation (SBUX)	0.1	$399k	-10%	5.1k	78.45	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$399k	+13%	17k	23.65	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$397k	+14%	11k	35.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$371k	+7%	569.00	652.79	View chart
Vanguard World Health Car Etf (VHT)	0.1	$346k		1.3k	264.70	View chart
Broadcom (AVGO)	0.1	$341k	-4%	1.1k	324.53	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$338k		4.2k	79.74	View chart
Kkr & Co (KKR)	0.1	$338k		2.9k	117.83	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$328k	NEW	4.2k	78.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$327k		545.00	600.79	View chart
At&t (T)	0.1	$308k	-17%	12k	25.87	View chart
3M Company (MMM)	0.1	$291k	-12%	2.0k	148.77	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$284k	+2%	2.8k	100.52	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$280k		1.0k	271.92	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$272k		3.6k	74.52	View chart
Altria (MO)	0.1	$270k		4.1k	66.54	View chart
Iren Ordinary Shares (IREN)	0.1	$269k	NEW	4.5k	59.77	View chart
Ge Aerospace Com New (GE)	0.1	$266k	-20%	912.00	291.52	View chart
Ge Vernova (GEV)	0.1	$260k	NEW	430.00	605.04	View chart
Eaton Corp SHS (ETN)	0.1	$248k		672.00	369.08	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$247k	+5%	5.3k	46.88	View chart
Ally Financial (ALLY)	0.1	$246k	+3%	6.7k	36.96	View chart
Columbia Etf Tr I Select Technolo (SEMI)	0.1	$246k	-11%	8.0k	30.76	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$245k	+3%	3.6k	68.22	View chart
Palo Alto Networks (PANW)	0.1	$241k	NEW	1.2k	208.55	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$238k	NEW	3.5k	68.06	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$231k	+3%	4.4k	52.16	View chart
Boeing Company (BA)	0.1	$230k	+3%	1.1k	210.83	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$228k	-12%	700.00	325.34	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$222k	+3%	8.8k	25.25	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$222k		6.5k	34.29	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.1	$219k	-12%	4.3k	50.99	View chart
Cisco Systems (CSCO)	0.1	$219k		3.2k	67.94	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.1	$215k	NEW	2.9k	73.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$213k	NEW	902.00	236.44	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$213k	NEW	2.9k	73.01	View chart
Airbnb Com Cl A (ABNB)	0.1	$213k	+6%	1.8k	118.19	View chart
United Parcel Service CL B (UPS)	0.1	$211k	+3%	2.6k	82.86	View chart
Abbott Laboratories (ABT)	0.1	$211k		1.6k	132.54	View chart
Deere & Company (DE)	0.1	$203k	-55%	454.00	446.53	View chart
Western Copper And Gold Cor (WRN)	0.1	$174k	+3%	79k	2.20	View chart

Past Filings by Sweeney & Michel

SEC 13F filings are viewable for Sweeney & Michel going back to 2023

Sweeney & Michel 2025 Q3 filed Nov. 13, 2025
Sweeney & Michel 2025 Q2 filed July 14, 2025
Sweeney & Michel 2025 Q1 filed April 9, 2025
Sweeney & Michel 2024 Q3 filed Oct. 21, 2024
Sweeney & Michel 2024 Q2 filed July 10, 2024
Sweeney & Michel 2024 Q1 filed May 16, 2024
Sweeney & Michel 2023 Q3 filed Nov. 9, 2023
Sweeney & Michel 2023 Q2 filed Aug. 9, 2023
Sweeney & Michel 2023 Q1 filed June 7, 2023

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