13F Insight
DOSSIER · 13F-HR · Q3 2026

SWEENEY & MICHEL, LLC

$376M in tracked AUM across 166 positions as of Q3 2026.

S&
CIK 0001979556 · last filed Sep 30, 2026
Total AUM
$376M
as of Q3 2026
Holdings
166
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

SWEENEY & MICHEL, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$33M198K8.8%02
DGRO
ISHARES TR
$29M391K7.8%03
AAPL
APPLE INC
$24M73K6.5%04
HDV
ISHARES TR
$24M851K6.3%05
GOOG
ALPHABET INC
$22M63K5.7%06
SHYG
ISHARES TR
$14M341K3.7%07
CGIE
CAPITAL GROUP INTERNATIONAL
$13M354K3.5%08
VYMI
VANGUARD WHITEHALL FDS
$13M127K3.4%09
FRDM
EA SERIES TRUST
$12M169K3.1%10
CGDG
CAPITAL GROUP DIVIDEND GROWE
$11M286K2.8%

Filing history

2026Q3Sep 30
$376M▼ 1.3%
166 positionsView →2026Q2Jun 30
$381M▲ 12.0%
164 positionsView →2026Q1Mar 31
$340M▲ 0.4%
145 positionsView →2025Q4Dec 31
$339M▲ 13.9%
141 positionsView →2025Q3Sep 30
$298M▲ 5.7%
137 positionsLocked2025Q2Jun 30
$282M▲ 23.2%
130 positionsLocked2025Q1Mar 31
$229M▼ 9.9%
119 positionsLocked2024Q3Sep 30
$254M▲ 8.2%
121 positionsLocked2024Q2Jun 30
$235M▲ 3.9%
112 positionsLocked2024Q1Mar 31
$226M▲ 18.3%
110 positionsLocked2023Q3Sep 30
$191M▼ 1.7%
105 positionsLocked2023Q2Jun 30
$194M▲ 3.5%
101 positionsLocked
Showing 12 of 13