Loading…
CIK 0002064225 • 11 13F filings • Apr 17, 2025 – Jul 7, 2026
Import this data to Google Sheets with:
=jivedata("sfm-llc-d-b-a-sweeney-financial-advisors","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $637K | 0.4%Prev: 1.1% | 1,432 SH | Decreased-707 SH |
| ALPHABET INC | CAP STK CL A | $4.4M | 3.1%Prev: 3.9% | 23,122 SH | Decreased-10,873 SH |
| ALPHABET INC | CAP STK CL C | $1.6M | 1.1%Prev: 1.1% | 8,392 SH | Increased-1,346 SH |
| AMAZON COM INC | COM | $5.9M | 4.2%Prev: 3.5% | 27,048 SH | Increased-602 SH |
| ANALOG DEVICES INC | COM | $231K | 0.2%Prev: 0.2% | 1,089 SH | Increased |
| APPLE INC | COM | $1.7M | 1.2%Prev: 1.2% | 6,857 SH | Increased-590 SH |
| AUTOZONE INC | COM | $772K | 0.5%Prev: 0.5% | 241 SH | Increased+23 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.4M | 1.7%Prev: 1.6% | 5,298 SH | Increased-212 SH |
| COSTCO WHSL CORP NEW | COM | $544K | 0.4%Prev: 0.3% | 594 SH | Increased-31 SH |
| DANAHER CORPORATION | COM | $2.0M | 1.4%Prev: 1.7% | 8,497 SH | Decreased-393 SH |
| GALLAGHER ARTHUR J & CO | COM | $984K | 0.7% | 3,468 SH | New |
| HOME DEPOT INC | COM | $1.3M | 0.9%Prev: 1.1% | 3,419 SH | Increased-335 SH |
| INTUIT | COM | $474K | 0.3%Prev: 0.5% | 754 SH | Decreased-164 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $459K | 0.3% | 2,183 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.3M | 0.9%Prev: 1.1% | 24,406 SH | Decreased-277 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.1M | 1.4%Prev: 1.3% | 4,020 SH | Increased+297 SH |
| ISHARES GOLD TR | ISHARES NEW | $349K | 0.2% | 7,051 SH | New |
| ISHARES GOLD TR | SHARES REPRESENT | $1.1M | 0.8% | 42,591 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $1.3M | 0.9%Prev: 1.2% | 21,327 SH | Decreased+16,185 SH |
| ISHARES TR | CORE S&P SCP ETF | $704K | 0.5%Prev: 0.8% | 6,109 SH | Decreased-2,548 SH |
| ISHARES TR | CORE S&P500 ETF | $5.2M | 3.7%Prev: 3.8% | 8,908 SH | Increased-657 SH |
| ISHARES TR | EXPANDED TECH | $213K | 0.2% | 2,130 SH | New |
| ISHARES TR | GLOBAL 100 ETF | $327K | 0.2% | 3,242 SH | New |
| ISHARES TR | MSCI INTL QUALTY | $3.8M | 2.7%Prev: 1.5% | 103,079 SH | Increased+55,607 SH |
| LINDE PLC | SHS | $520K | 0.4%Prev: 0.4% | 1,243 SH | Increased+94 SH |
| MASTERCARD INCORPORATED | CL A | $2.6M | 1.8%Prev: 1.9% | 4,892 SH | Increased-562 SH |
| META PLATFORMS INC | CL A | $912K | 0.6%Prev: 0.4% | 1,558 SH | Increased+23 SH |
| MICROSOFT CORP | COM | $7.8M | 5.5%Prev: 6.2% | 18,575 SH | Increased-1,381 SH |
| NEXTERA ENERGY INC | COM | $633K | 0.4%Prev: 0.4% | 8,826 SH | Increased+220 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $221K | 0.2% | 2,577 SH | New |
| NVIDIA CORPORATION | COM | $2.3M | 1.7% | 17,442 SH | New |
| REPUBLIC SVCS INC | COM | $722K | 0.5%Prev: 0.3% | 3,591 SH | Increased+1,560 SH |
| S&P GLOBAL INC | COM | $648K | 0.5%Prev: 0.5% | 1,301 SH | Increased-17 SH |
| SALESFORCE INC | COM | $692K | 0.5%Prev: 0.5% | 2,070 SH | Increased-121 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.8M | 1.9%Prev: 2.0% | 100,747 SH | Increased+69,086 SH |
| SERVICENOW INC | COM | $1.4M | 1.0%Prev: 0.8% | 1,282 SH | Increased-10 SH |
| SHERWIN WILLIAMS CO | COM | $1.5M | 1.0%Prev: 1.2% | 4,289 SH | Increased-363 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $814K | 0.6%Prev: 0.4% | 1,389 SH | Increased+315 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.1M | 0.8%Prev: 0.8% | 1,894 SH | Increased+28 SH |
| SPDR SER TR | PORTFOLIO S&P400 | $441K | 0.3%Prev: 0.4% | 8,063 SH | Increased-794 SH |
| SPDR SER TR | PORTFOLIO S&P500 | $845K | 0.6%Prev: 0.7% | 12,257 SH | Decreased-3,919 SH |
| STRYKER CORPORATION | COM | $1.3M | 0.9%Prev: 0.9% | 3,533 SH | Increased-174 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $3.3M | 2.3%Prev: 2.0% | 99,784 SH | Increased+10,683 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.5M | 1.0%Prev: 1.3% | 2,808 SH | Decreased-135 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.5M | 1.1%Prev: 1.0% | 3,745 SH | Increased-184 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $9.9M | 7.0%Prev: 7.2% | 37,521 SH | Increased+151 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $32.6M | 23.0%Prev: 19.5% | 60,461 SH | Increased+6,404 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.6M | 1.8%Prev: 1.9% | 10,810 SH | Increased+27 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.4M | 1.7%Prev: 1.8% | 8,314 SH | Increased-971 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $558K | 0.4%Prev: 0.2% | 11,140 SH | Increased+5,734 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.5M | 1.8%Prev: 2.7% | 42,874 SH | Decreased-12,619 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.8M | 1.9%Prev: 1.8% | 46,736 SH | Increased+9,201 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.0M | 0.7%Prev: 0.7% | 9,909 SH | Increased+159 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $222K | 0.2% | 877 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $257K | 0.2% | 413 SH | New |
| VANGUARD WORLD FD | MEGA GRWTH IND | $425K | 0.3%Prev: 0.3% | 1,237 SH | Increased |
| VISA INC | COM CL A | $2.2M | 1.6%Prev: 1.6% | 7,102 SH | Increased-273 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $10.9M | 7.6%Prev: 11.2% | 215,691 SH | Decreased-53,610 SH |
| YUM BRANDS INC | COM | $214K | 0.2%Prev: 0.2% | 1,593 SH | Decreased-615 SH |
| 13F-HR |
| 0001085146-25-002153 |
| $141.9M |
| View |
| Apr 17, 2025 | Q4 2023 | 13F-HR | 0001085146-25-002149 | $121.0M | View |
| Oct 15, 2025 | Q3 2025 | 13F-HR | 0002064225-25-000001 | $172.0M | View |
| Apr 17, 2025 | Q3 2024 | 13F-HR | 0001085146-25-002152 | $133.4M | View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0002064225-26-000004 | $195.1M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003911 | $155.8M | View |
| Apr 17, 2025 | Q2 2024 | 13F-HR | 0001085146-25-002151 | $132.8M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002064225-26-000002 | $165.5M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002154 | $136.0M | View |
| Apr 17, 2025 | Q1 2024 | 13F-HR | 0001085146-25-002150 | $130.9M | View |