CIK 1979556
SWEENEY & MICHEL, LLC
Institutional 13F holdings & portfolio
Holdings
141
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 141
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ITOT | ISHARES TR | 196K | $1M+ | SH |
| DGRO | ISHARES TR | 374K | $1M+ | SH |
| HDV | ISHARES TR | 153K | $1M+ | SH |
| AAPL | APPLE INC | 76K | $1M+ | SH |
| GOOG | ALPHABET INC | 65K | $1M+ | SH |
| SHYG | ISHARES TR | 322K | $1M+ | SH |
| CGIE | CAPITAL GROUP INTERNATIONAL | 320K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 282K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 20K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 98K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 30K | $1M+ | SH |
| TCBK | TRICO BANCSHARES | 126K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 15K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 61K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 37K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 17K | $1M+ | SH |
| FUTY | FIDELITY COVINGTON TRUST | 89K | $1M+ | SH |
| FRDM | EA SERIES TRUST | 72K | $1M+ | SH |
| IEMG | ISHARES INC | 49K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 19K | $1M+ | SH |
| PLD | PROLOGIS INC. | 23K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 99K | $1M+ | SH |
| AMZN | AMAZON COM INC | 15K | $1M+ | SH |
| CALI | BLACKROCK ETF TRUST II | 55K | $1M+ | SH |
| KRE | SPDR SERIES TRUST | 38K | $1M+ | SH |
| MTUM | ISHARES TR | 10K | $1M+ | SH |
| SHV | ISHARES TR | 21K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| IGSB | ISHARES TR | 40K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 9K | $1M+ | SH |
| IQLT | ISHARES TR | 38K | $1M+ | SH |
| AMGN | AMGEN INC | 5K | $1M+ | SH |
| USMV | ISHARES TR | 19K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 21K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 37K | $1M+ | SH |
| XHLF | BONDBLOXX ETF TRUST | 36K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 46K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 29K | $1M+ | SH |
| IUSG | ISHARES TR | 9K | $1M+ | SH |
| FDX | FEDEX CORP | 4K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 7K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 6K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 10K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| SHEL | SHELL PLC | 15K | $1M+ | SH |