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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, HDV, AAPL, GOOG, and represent 35.26% of Sweeney & Michel's stock portfolio.
Added to shares of these 10 stocks: CGIE, KRE, CALI, ITOT, SHYG, XLK, DGRO, HDV, VXUS, FUTY.
Started 9 new stock positions in ESGD, WM, B, ESGE, TSM, KRE, VXUS, WDFC, TTE.
Reduced shares in these 10 stocks: VZ, XT, JNJ, EPI, PLD, IREN, PANW, JPM, VYMI, CRSP.
Sold out of its positions in ABT, ABNB, PANW, CRSP, IREN.
Sweeney & Michel was a net buyer of stock by $11M.
Sweeney & Michel has $339M in assets under management (AUM), dropping by 13.88%.
Central Index Key (CIK): 0001979556

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Portfolio Holdings for Sweeney & Michel

Sweeney & Michel holds 141 positions in its portfolio as reported in the December 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)	8.7	$30M	+5%	196k	151.38	View chart
Ishares Tr Core Div Grwth (DGRO)	8.2	$28M	+2%	374k	74.01	View chart
Ishares Tr Core High Dv Etf (HDV)	6.3	$21M	+3%	153k	139.23	View chart
Apple (AAPL)	6.1	$21M		76k	275.50	View chart
Alphabet Cap Stk Cl C (GOOG)	5.9	$20M		65k	311.33	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	4.1	$14M	+10%	322k	42.87	View chart
Capital Group International SHS (CGIE)	3.5	$12M	+74%	320k	36.70	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	3.2	$11M		282k	37.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.0	$10M		20k	500.02	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.9	$9.9M	-2%	99k	100.08	View chart
Johnson & Johnson (JNJ)	2.1	$7.2M	-12%	30k	240.86	View chart
TriCo Bancshares (TCBK)	1.9	$6.4M		126k	50.64	View chart
Microsoft Corporation (MSFT)	1.8	$6.2M		15k	404.36	View chart
Costco Wholesale Corporation (COST)	1.8	$6.0M		6.1k	978.12	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.7	$5.8M		61k	96.23	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.7	$5.8M		37k	156.50	View chart
JPMorgan Chase & Co. (JPM)	1.6	$5.3M	-4%	17k	310.83	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	1.5	$5.1M	+5%	89k	57.66	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.3	$4.4M		72k	60.83	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$3.7M		49k	75.49	View chart
NVIDIA Corporation (NVDA)	1.1	$3.6M	-4%	19k	190.05	View chart
Prologis (PLD)	0.9	$3.2M	-8%	23k	139.88	View chart
Kinder Morgan (KMI)	0.9	$3.1M		99k	31.45	View chart
Amazon (AMZN)	0.9	$3.1M	+3%	15k	204.08	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.8	$2.8M	+389%	55k	50.66	View chart
Spdr Series Trust State Street Spd (KRE)	0.8	$2.7M	NEW	38k	71.81	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.8	$2.7M		10k	255.16	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.7	$2.3M	+2%	21k	110.21	View chart
Abbvie (ABBV)	0.7	$2.2M		10k	220.90	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$2.1M	+7%	40k	52.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$2.0M		8.8k	229.37	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$1.9M	+10%	38k	48.96	View chart
Amgen (AMGN)	0.5	$1.9M		5.1k	366.55	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.9M	+3%	19k	96.03	View chart
Wells Fargo & Company (WFC)	0.5	$1.8M		21k	88.95	View chart
Verizon Communications (VZ)	0.5	$1.8M	-61%	37k	48.97	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.5	$1.8M		36k	50.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.7M		3.7k	467.63	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.5	$1.7M	+6%	46k	36.47	View chart
Bank of America Corporation (BAC)	0.5	$1.6M		29k	53.85	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$1.6M		9.3k	166.54	View chart
FedEx Corporation (FDX)	0.4	$1.5M		4.1k	367.12	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$1.5M	+8%	6.6k	223.29	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$1.4M		6.0k	238.82	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$1.4M	+99%	9.8k	142.97	View chart
Tesla Motors (TSLA)	0.4	$1.3M	-4%	3.1k	428.27	View chart
Caterpillar (CAT)	0.4	$1.3M	+3%	1.7k	775.07	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.2M	+5%	13k	93.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.2M	-2%	3.6k	341.47	View chart
Shell Spon Ads (SHEL)	0.4	$1.2M		15k	80.23	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$1.1M		13k	89.47	View chart
Ishares Tr Future Exponenti (XT)	0.3	$1.1M	-50%	15k	72.67	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$1.1M		18k	59.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.0M		7.9k	131.82	View chart
Meta Platforms Cl A (META)	0.3	$1.0M	-4%	1.6k	668.88	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$1.0M		723.00	1435.80	View chart
Wal-Mart Stores (WMT)	0.3	$1.0M		7.9k	128.77	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.3	$1.0M		18k	55.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.0M		14k	71.59	View chart
Chevron Corporation (CVX)	0.3	$991k		5.3k	185.82	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$921k	+4%	9.8k	93.60	View chart
Merck & Co (MRK)	0.3	$914k	+7%	7.7k	119.30	View chart
Vanguard World Utilities Etf (VPU)	0.3	$901k		4.7k	193.23	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$897k	+43%	4.4k	203.81	View chart
Cohen & Steers Quality Income Realty (RQI)	0.3	$885k	+2%	69k	12.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$870k	+3%	1.4k	612.98	View chart
McKesson Corporation (MCK)	0.2	$802k		841.00	952.99	View chart
Palantir Technologies Cl A (PLTR)	0.2	$785k	-2%	5.8k	135.68	View chart
Procter & Gamble Company (PG)	0.2	$785k		4.9k	160.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$782k		9.3k	83.96	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$691k	-7%	5.2k	133.46	View chart
Union Pacific Corporation (UNP)	0.2	$690k		2.6k	262.83	View chart
Charles Schwab Corporation (SCHW)	0.2	$689k	+10%	7.2k	95.45	View chart
Exxon Mobil Corporation (XOM)	0.2	$673k		4.3k	155.56	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.2	$663k	-8%	69k	9.55	View chart
Ishares Em Mkts Div Etf (DVYE)	0.2	$658k		19k	35.30	View chart
International Business Machines (IBM)	0.2	$645k		2.4k	272.76	View chart
Pepsi (PEP)	0.2	$625k	+2%	3.7k	169.14	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$618k		6.1k	101.10	View chart
Cummins (CMI)	0.2	$617k		1.0k	599.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$615k		821.00	748.46	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$593k		10k	58.82	View chart
Philip Morris International (PM)	0.2	$576k		3.1k	186.26	View chart
Qualcomm (QCOM)	0.2	$566k		4.0k	141.04	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$556k	+8%	18k	30.41	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.2	$542k		12k	47.29	View chart
Visa Com Cl A (V)	0.2	$541k		1.6k	329.21	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$539k		8.0k	67.76	View chart
McDonald's Corporation (MCD)	0.2	$534k	+2%	1.7k	323.22	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$532k		4.9k	107.60	View chart
Home Depot (HD)	0.2	$517k	-6%	1.3k	390.58	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$515k	+6%	12k	43.83	View chart
MetLife (MET)	0.2	$511k		6.5k	78.90	View chart
Starbucks Corporation (SBUX)	0.1	$491k	-2%	4.9k	99.12	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$491k	+2%	16k	30.39	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$485k		20k	24.27	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$468k	-50%	10k	46.25	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$461k		3.8k	122.27	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$453k		14k	31.58	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$423k	+53%	8.1k	52.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$389k		561.00	692.47	View chart
Vanguard World Health Car Etf (VHT)	0.1	$379k		1.3k	288.67	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$371k		1.0k	360.24	View chart
3M Company (MMM)	0.1	$370k	+9%	2.1k	172.83	View chart
At&t (T)	0.1	$359k	+5%	13k	28.47	View chart
Constellation Energy (CEG)	0.1	$359k	+7%	1.3k	276.89	View chart
Ge Vernova (GEV)	0.1	$355k		431.00	823.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$348k		547.00	636.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$343k	+22%	1.1k	310.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$342k		4.3k	79.88	View chart
Broadcom (AVGO)	0.1	$332k	-7%	968.00	342.79	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$314k	-4%	4.0k	78.29	View chart
Boeing Company (BA)	0.1	$305k	+18%	1.3k	236.35	View chart
Kkr & Co (KKR)	0.1	$302k		2.9k	105.08	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$290k		700.00	414.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$290k	NEW	3.5k	83.00	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$288k		2.9k	100.46	View chart
Ge Aerospace Com New (GE)	0.1	$287k		914.00	313.68	View chart
Cisco Systems (CSCO)	0.1	$286k	+3%	3.3k	85.53	View chart
Ally Financial (ALLY)	0.1	$285k	+2%	6.8k	41.68	View chart
Deere & Company (DE)	0.1	$280k		457.00	612.74	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.1	$279k	+4%	4.5k	62.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$275k		3.7k	74.32	View chart
Altria (MO)	0.1	$270k		4.1k	65.93	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$269k		3.6k	74.57	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$268k	+7%	3.8k	71.40	View chart
Eaton Corp SHS (ETN)	0.1	$267k		674.00	396.15	View chart
Waste Management (WM)	0.1	$251k	NEW	1.1k	234.63	View chart
Columbia Etf Tr I Select Technolo (SEMI)	0.1	$250k		8.0k	31.23	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$246k	+4%	6.8k	36.43	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$244k	NEW	653.00	374.01	View chart
WD-40 Company (WDFC)	0.1	$242k	NEW	1.0k	236.10	View chart
Barrick Mng Corp Com Shs (B)	0.1	$240k	NEW	5.0k	47.64	View chart
Western Copper And Gold Cor (WRN)	0.1	$239k	-7%	73k	3.27	View chart
United Parcel Service CL B (UPS)	0.1	$237k	-22%	2.0k	120.02	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$235k	+4%	3.0k	77.27	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$228k	NEW	4.6k	49.58	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$228k	-2%	4.3k	52.74	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$226k		8.9k	25.27	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$211k	NEW	2.0k	103.78	View chart
Totalenergies Se Act (TTE)	0.1	$202k	NEW	2.6k	77.72	View chart

Past Filings by Sweeney & Michel

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

Sweeney & Michel 2025 Q4 filed Feb. 13, 2026
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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