SWEENEY & MICHEL, LLC

CIK 0001979556 • 7 13F filings • Apr 9, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $297.5M137 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$291K	0.1%Prev: 0.1%	1,957 SH	Decreased-142 SH
ABBOTT LABS	COM	$211K	0.1%	1,590 SH	New
ABBVIE INC	COM	$2.3M	0.8%Prev: 0.6%	10,079 SH	Decreased+149 SH
AIRBNB INC	COM CL A	$213K	0.1%	1,801 SH	New
ALLY FINL INC	COM	$246K	0.1%Prev: 0.1%	6,663 SH	Decreased-194 SH
ALPHABET INC	CAP STK CL A	$213K	0.1%Prev: 0.1%	902 SH	Decreased+162 SH
ALPHABET INC	CAP STK CL C	$15.4M	5.2%Prev: 6.0%	64,979 SH	Decreased+632 SH
ALPS ETF TR	SECTR DIV DOGS	$460K	0.2%Prev: 0.2%	7,886 SH	Decreased-203 SH
ALTRIA GROUP INC	COM	$270K	0.1%Prev: 0.1%	4,055 SH	Decreased-87 SH
AMAZON COM INC	COM	$3.1M	1.0%Prev: 1.1%	14,438 SH	Decreased-356 SH
AMGEN INC	COM	$1.5M	0.5%Prev: 0.6%	5,069 SH	Decreased-35 SH
APPLE INC	COM	$18.3M	6.2%Prev: 6.2%	74,643 SH	Decreased-813 SH
ASML HOLDING N V	N Y REGISTRY SHS	$687K	0.2%	734 SH	New
AT&T INC	COM	$308K	0.1%Prev: 0.1%	11,919 SH	Increased+93 SH
BANK AMERICA CORP	COM	$1.4M	0.5%	29,056 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.8M	3.3%Prev: 2.7%	20,074 SH	Decreased+69 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$564K	0.2%	11,143 SH	New
BLACKSTONE INC	COM	$863K	0.3%Prev: 0.2%	5,611 SH	Increased+281 SH
BOEING CO	COM	$230K	0.1%Prev: 0.1%	1,091 SH	Decreased-200 SH
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$1.8M	0.6%Prev: 0.5%	35,660 SH	Decreased-1,652 SH
BROADCOM INC	COM	$341K	0.1%Prev: 0.1%	1,052 SH	Decreased+151 SH
CAPITAL GROUP CORE BALANCED	SHS	$222K	0.1%Prev: 0.1%	6,471 SH	Decreased-4,235 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$9.6M	3.2%Prev: 2.9%	281,308 SH	Decreased-914 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$1.5M	0.5%	43,514 SH	New
CAPITAL GROUP INTERNATIONAL	SHS	$6.1M	2.1%Prev: 3.5%	183,409 SH	Decreased-167,307 SH
CATERPILLAR INC	COM	$805K	0.3%Prev: 0.4%	1,638 SH	Decreased-115 SH
CHEVRON CORP NEW	COM	$789K	0.3%	5,296 SH	New
CISCO SYS INC	COM	$219K	0.1%Prev: 0.1%	3,217 SH	Decreased-205 SH
COHEN & STEERS QUALITY INCOM	COM	$807K	0.3%Prev: 0.2%	67,006 SH	Decreased+1,522 SH
COLUMBIA ETF TR I	SELECT TECHNOLO	$246K	0.1%Prev: 0.1%	8,000 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$447K	0.2%Prev: 0.1%	1,212 SH	Increased-210 SH
COSTCO WHSL CORP NEW	COM	$5.7M	1.9%	6,113 SH	New
CRISPR THERAPEUTICS AG	NAMEN AKT	$215K	0.1%	2,944 SH	New
CUMMINS INC	COM	$426K	0.1%Prev: 0.2%	1,030 SH	Decreased
DEERE & CO	COM	$203K	0.1%Prev: 0.1%	454 SH	Decreased-4 SH
EA SERIES TRUST	FREEDOM 100 EM	$3.1M	1.0%Prev: 2.8%	70,512 SH	Decreased-91,259 SH
EATON CORP PLC	SHS	$248K	0.1%Prev: 0.1%	672 SH	Decreased-6 SH
EXXON MOBIL CORP	COM	$477K	0.2%Prev: 0.2%	4,310 SH	Decreased+246 SH
FEDEX CORP	COM	$932K	0.3%Prev: 0.3%	4,147 SH	Decreased+87 SH
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$898K	0.3%Prev: 0.3%	18,075 SH	Decreased-237 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$963K	0.3%Prev: 0.3%	17,615 SH	Decreased+681 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$399K	0.1%Prev: 0.1%	16,882 SH	Decreased+3,183 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$245K	0.1%Prev: 0.1%	3,597 SH	Decreased-25 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.3M	0.4%Prev: 0.5%	6,093 SH	Decreased-830 SH
FIDELITY COVINGTON TRUST	MSCI MATLS INDEX	$219K	0.1%Prev: 0.1%	4,303 SH	Decreased-199 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$4.9M	1.6%Prev: 1.4%	84,042 SH	Decreased-10,978 SH
FIDELITY COVINGTON TRUST	QLTY FCTOR ETF	$213K	0.1%Prev: 0.1%	2,916 SH	Decreased-340 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$492K	0.2%Prev: 0.2%	11,618 SH	Decreased+590 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.0M	0.3%Prev: 0.1%	9,969 SH	Increased+689 SH
GE AEROSPACE	COM NEW	$266K	0.1%Prev: 0.1%	912 SH	Decreased-4 SH
GE VERNOVA INC	COM	$260K	0.1%Prev: 0.1%	430 SH	Decreased-1 SH
GLOBAL X FDS	DEFENSE TECH ETF	$238K	0.1%Prev: 0.1%	3,501 SH	Decreased-1,516 SH
HOME DEPOT INC	COM	$534K	0.2%Prev: 0.1%	1,421 SH	Increased+41 SH
INTERNATIONAL BUSINESS MACHS	COM	$654K	0.2%Prev: 0.1%	2,353 SH	Increased-43 SH
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$482K	0.2%Prev: 0.1%	20,000 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$807K	0.3%Prev: 0.3%	1,369 SH	Decreased-72 SH
IREN LIMITED	ORDINARY SHARES	$269K	0.1%	4,500 SH	New
ISHARES INC	CORE MSCI EMKT	$3.2M	1.1%Prev: 1.0%	49,741 SH	Decreased+1,334 SH
ISHARES INC	EM MKTS DIV ETF	$529K	0.2%Prev: 0.2%	18,490 SH	Decreased-2,182 SH
ISHARES TR	0-3 MNTH TREASRY	$284K	0.1%	2,828 SH	New
ISHARES TR	0-5YR HI YL CP	$12.4M	4.2%Prev: 3.7%	291,835 SH	Decreased-45,719 SH
ISHARES TR	CORE DIV GRWTH	$24.4M	8.2%Prev: 8.0%	364,535 SH	Decreased-21,138 SH
ISHARES TR	CORE HIGH DV ETF	$17.9M	6.0%Prev: 6.3%	148,001 SH	Decreased-688,133 SH
ISHARES TR	CORE S&P MCP ETF	$885K	0.3%Prev: 0.3%	13,996 SH	Decreased-32 SH
ISHARES TR	CORE S&P SCP ETF	$909K	0.3%Prev: 0.3%	7,952 SH	Decreased+87 SH
ISHARES TR	CORE S&P TTL STK	$26.5M	8.9%Prev: 8.8%	185,474 SH	Decreased-11,275 SH
ISHARES TR	CORE S&P US GWT	$1.5M	0.5%Prev: 0.5%	9,322 SH	Decreased-37 SH
ISHARES TR	CORE S&P US VLU	$482K	0.2%Prev: 0.1%	4,914 SH	Decreased-56 SH
ISHARES TR	ESG AWRE 1 5 YR	$222K	0.1%Prev: 0.1%	8,789 SH	Decreased-1,019 SH
ISHARES TR	ESG MSCI LEADR	$432K	0.1%Prev: 0.1%	3,756 SH	Decreased+451 SH
ISHARES TR	FUTURE EXPONENTI	$2.2M	0.7%	30,583 SH	New
ISHARES TR	INTL DIV GRWTH	$998K	0.3%Prev: 0.3%	12,683 SH	Decreased+55 SH
ISHARES TR	INTL SEL DIV ETF	$397K	0.1%Prev: 0.1%	11,053 SH	Decreased+1,113 SH
ISHARES TR	ISHARES SEMICDTR	$280K	0.1%Prev: 0.1%	1,030 SH	Decreased+98 SH
ISHARES TR	ISHS 1-5YR INVS	$2.0M	0.7%Prev: 0.6%	37,424 SH	Decreased-5,288 SH
ISHARES TR	MSCI EAFE MIN VL	$792K	0.3%Prev: 0.2%	9,462 SH	Decreased-395 SH
ISHARES TR	MSCI INTL MOMENT	$247K	0.1%Prev: 0.1%	5,261 SH	Decreased-3,822 SH
ISHARES TR	MSCI INTL QUALTY	$1.5M	0.5%Prev: 0.6%	34,707 SH	Decreased-10,509 SH
ISHARES TR	MSCI USA MIN VOL	$1.8M	0.6%	18,709 SH	New
ISHARES TR	MSCI USA MMENTM	$2.6M	0.9%Prev: 0.8%	10,435 SH	Decreased+666 SH
ISHARES TR	MSCI USA QLT FCT	$586K	0.2%Prev: 0.3%	3,066 SH	Decreased-1,588 SH
ISHARES TR	PFD AND INCM SEC	$440K	0.1%Prev: 0.1%	14,142 SH	Decreased-406 SH
ISHARES TR	SHORT TREAS BD	$2.2M	0.7%	20,220 SH	New
JOHNSON & JOHNSON	COM	$6.6M	2.2%Prev: 1.9%	34,516 SH	Decreased+6,722 SH
JPMORGAN CHASE & CO.	COM	$5.4M	1.8%	17,879 SH	New
KINDER MORGAN INC DEL	COM	$2.7M	0.9%Prev: 0.2%	99,102 SH	Increased+80,325 SH
KKR & CO INC	COM	$338K	0.1%Prev: 0.1%	2,866 SH	Increased-16 SH
MCDONALDS CORP	COM	$477K	0.2%Prev: 0.1%	1,607 SH	Increased-99 SH
MCKESSON CORP	COM	$642K	0.2%Prev: 0.2%	840 SH	Decreased+55 SH
MERCK & CO INC	COM	$611K	0.2%Prev: 0.3%	7,104 SH	Decreased-343 SH
META PLATFORMS INC	CL A	$1.1M	0.4%Prev: 0.2%	1,623 SH	Increased+20 SH
METLIFE INC	COM	$513K	0.2%Prev: 0.1%	6,434 SH	Decreased+712 SH
MICROSOFT CORP	COM	$7.8M	2.6%Prev: 2.0%	15,205 SH	Increased+178 SH
NUVEEN CALIFORNIA MUNI VLU F	COM STK	$676K	0.2%Prev: 0.2%	76,262 SH	Increased+11,558 SH
NVIDIA CORPORATION	COM	$3.7M	1.2%Prev: 0.7%	19,943 SH	Increased+8,288 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.0M	0.3%Prev: 0.2%	5,910 SH	Increased+2,097 SH
PALO ALTO NETWORKS INC	COM	$241K	0.1%Prev: 0.1%	1,155 SH	Decreased
PEPSICO INC	COM	$539K	0.2%Prev: 0.1%	3,591 SH	Increased+346 SH
PHILIP MORRIS INTL INC	COM	$490K	0.2%Prev: 0.2%	3,056 SH	Decreased-66 SH
PROCTER AND GAMBLE CO	COM	$731K	0.2%	4,884 SH	New
PROLOGIS INC.	COM	$2.8M	0.9%Prev: 0.7%	24,820 SH	Increased+5,407 SH
QUALCOMM INC	COM	$624K	0.2%Prev: 0.2%	4,060 SH	Decreased+206 SH
SCHWAB CHARLES CORP	COM	$600K	0.2%Prev: 0.2%	6,520 SH	Decreased-1,734 SH
SELECT SECTOR SPDR TR	FINANCIAL	$231K	0.1%	4,428 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.4M	0.5%	4,936 SH	New
SHELL PLC	SPON ADS	$1.1M	0.4%Prev: 0.3%	14,796 SH	Decreased+582 SH
SPDR GOLD TR	GOLD SHS	$1.4M	0.5%Prev: 0.4%	3,681 SH	Decreased-66 SH
SPDR S&P 500 ETF TR	TR UNIT	$371K	0.1%	569 SH	New
STARBUCKS CORP	COM	$399K	0.1%Prev: 0.1%	5,091 SH	Decreased+114 SH
TESLA INC	COM	$1.4M	0.5%Prev: 0.3%	3,290 SH	Increased+176 SH
TRICO BANCSHARES	COM	$5.3M	1.8%Prev: 1.9%	127,042 SH	Decreased+434 SH
UNION PAC CORP	COM	$591K	0.2%Prev: 0.2%	2,622 SH	Decreased-9 SH
UNITED PARCEL SERVICE INC	CL B	$211K	0.1%	2,551 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$228K	0.1%Prev: 0.1%	700 SH	Decreased+200 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$272K	0.1%Prev: 0.1%	3,648 SH	Decreased-123 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$608K	0.2%Prev: 0.2%	6,092 SH	Decreased-3,384 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.4%Prev: 0.3%	12,607 SH	Decreased-908 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$327K	0.1%Prev: 0.1%	545 SH	Decreased-161 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.4%Prev: 0.4%	3,668 SH	Decreased+61 SH
VANGUARD MALVERN FDS	CORE BD ETF	$328K	0.1%Prev: 0.1%	4,181 SH	Increased+77 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$786K	0.3%Prev: 0.2%	9,360 SH	Increased+235 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$338K	0.1%Prev: 0.1%	4,239 SH	Decreased-117 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	0.6%Prev: 0.6%	8,895 SH	Decreased+111 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.1M	1.7%Prev: 1.6%	37,093 SH	Decreased-386 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$5.4M	1.8%Prev: 1.6%	60,816 SH	Decreased+1,456 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$8.4M	2.8%Prev: 3.4%	100,753 SH	Decreased-21,521 SH
VANGUARD WORLD FD	CONSUM STP ETF	$1.3M	0.4%Prev: 0.4%	5,892 SH	Decreased-159 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$346K	0.1%Prev: 0.1%	1,306 SH	Decreased-12 SH
VANGUARD WORLD FD	INF TECH ETF	$604K	0.2%Prev: 0.2%	820 SH	Decreased-4,758 SH
VANGUARD WORLD FD	UTILITIES ETF	$911K	0.3%Prev: 0.2%	4,661 SH	Increased-8 SH
VERIZON COMMUNICATIONS INC	COM	$3.9M	1.3%Prev: 0.4%	96,866 SH	Increased+64,226 SH
VISA INC	COM CL A	$564K	0.2%Prev: 0.2%	1,641 SH	Decreased
WALMART INC	COM	$796K	0.3%Prev: 0.2%	7,817 SH	Decreased-324 SH
WELLS FARGO CO NEW	COM	$1.6M	0.5%	20,584 SH	New
WESTERN COPPER & GOLD CORP	COM	$174K	0.1%Prev: 0.0%	79,194 SH	Increased+18,975 SH
WISDOMTREE TR	ARTIFICIAL INTEL	$458K	0.2%	15,796 SH	New
WISDOMTREE TR	INDIA ERNGS FD	$915K	0.3%Prev: 0.1%	20,420 SH	Increased+10,104 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $222K
ASML HLDG NV — $1.3M
BANK OF AMER CORP — $1.8M
BARRICK MNG CORP — $221K
BLACKROCK ETF TRUST II — $4.2M
BLUE OWL CAPITAL CORPORATION — $349K
BONDBLOXX ETF TRUST — $1.9M
CAPITAL GROUP GBL GROWTH EQT — $2.1M
CHEVRON CORPORATION — $1.0M
COCA COLA CO — $213K
COSTCO WHOLESALE CORPORATION — $5.6M
ENERGY TRANSFER L P — $521K
ENTERPRISE PRODS PARTNERS L — $220K
FEDEX FGHT HLDG CO INC — $292K
FREEPORT MCMORAN INC — $202K
GLOBAL X FDS — $234K
ISHARES INC — $220K
ISHARES TR — $502K
ISHARES TR — $239K
ISHARES TR — $222K
… and 29 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001754960-26-000899	—	View
Feb 13, 2026	Q4 2025	13F-HR	0001754960-26-000177	$338.8M	View
Nov 13, 2025	Q3 2025