13F Insight
DOSSIER · 13F-HR · Q1 2026

SWEENEY & MICHEL, LLC

SWEENEY & MICHEL's family office based in Stamford, CT — $340M in tracked AUM across 145 positions as of Q1 2026.

S&
SWEENEY & MICHEL·Stamford, CT·Family Office
CIK 0001979556 · last filed Mar 31, 2026
Total AUM
$340M
▼ 12.9%
vs prior
Holdings
145
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SWEENEY & MICHEL, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$30M198K8.8%
02
DGRO
ISHARES TR
$28M384K8.2%
03
HDV
ISHARES TR
$21M156K6.2%
04
GOOG
ALPHABET INC
$21M64K6.0%
05
AAPL
APPLE INC
$20M75K5.8%
06
SHYG
ISHARES TR
$14M335K4.2%
07
CGIE
CAPITAL GROUP INTERNATIONAL
$12M324K3.4%
08
CGDG
CAPITAL GROUP DIVIDEND GROWE
$11M286K3.1%
09
VYMI
VANGUARD WHITEHALL FDS
$10M105K3.1%
10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M20K2.8%

Filing history

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