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: $338.8M141 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$370K	0.1%Prev: 0.1%	2,140 SH	Increased+183 SH
ABBVIE INC	COM	$2.2M	0.7%Prev: 0.8%	10,160 SH	Decreased+81 SH
ALLY FINL INC	COM	$285K	0.1%Prev: 0.1%	6,848 SH	Increased+185 SH
ALPHABET INC	CAP STK CL A	$343K	0.1%Prev: 0.1%	1,102 SH	Increased+200 SH
ALPHABET INC	CAP STK CL C	$20.1M	5.9%Prev: 5.2%	64,568 SH	Increased-411 SH
ALPS ETF TR	SECTR DIV DOGS	$539K	0.2%Prev: 0.2%	7,950 SH	Increased+64 SH
ALTRIA GROUP INC	COM	$270K	0.1%Prev: 0.1%	4,099 SH	Increased+44 SH
AMAZON COM INC	COM	$3.1M	0.9%Prev: 1.0%	14,948 SH	Decreased+510 SH
AMGEN INC	COM	$1.9M	0.5%Prev: 0.5%	5,062 SH	Increased-7 SH
APPLE INC	COM	$20.8M	6.1%Prev: 6.2%	75,625 SH	Increased+982 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.0M	0.3%Prev: 0.2%	723 SH	Increased-11 SH
AT&T INC	COM	$359K	0.1%Prev: 0.1%	12,621 SH	Increased+702 SH
BANK AMERICA CORP	COM	$1.6M	0.5%Prev: 0.5%	29,131 SH	Increased+75 SH
BARRICK MNG CORP	COM SHS	$240K	0.1%	5,045 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.1M	3.0%Prev: 3.3%	20,154 SH	Increased+80 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$2.8M	0.8%Prev: 0.2%	54,521 SH	Increased+43,378 SH
BLACKSTONE INC	COM	$691K	0.2%Prev: 0.3%	5,176 SH	Decreased-435 SH
BOEING CO	COM	$305K	0.1%Prev: 0.1%	1,291 SH	Increased+200 SH
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$1.8M	0.5%Prev: 0.6%	35,591 SH	Decreased-69 SH
BROADCOM INC	COM	$332K	0.1%Prev: 0.1%	968 SH	Decreased-84 SH
CAPITAL GROUP CORE BALANCED	SHS	$246K	0.1%Prev: 0.1%	6,751 SH	Increased+280 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$10.7M	3.2%Prev: 3.2%	282,361 SH	Increased+1,053 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$1.7M	0.5%Prev: 0.5%	46,228 SH	Increased+2,714 SH
CAPITAL GROUP INTERNATIONAL	SHS	$11.7M	3.5%Prev: 2.1%	319,564 SH	Increased+136,155 SH
CATERPILLAR INC	COM	$1.3M	0.4%Prev: 0.3%	1,691 SH	Increased+53 SH
CHEVRON CORP NEW	COM	$991K	0.3%Prev: 0.3%	5,331 SH	Increased+35 SH
CISCO SYS INC	COM	$286K	0.1%Prev: 0.1%	3,340 SH	Increased+123 SH
COHEN & STEERS QUALITY INCOM	COM	$885K	0.3%Prev: 0.3%	68,796 SH	Increased+1,790 SH
COLUMBIA ETF TR I	SELECT TECHNOLO	$250K	0.1%Prev: 0.1%	8,000 SH	Increased
CONSTELLATION ENERGY CORP	COM	$359K	0.1%Prev: 0.2%	1,297 SH	Decreased+85 SH
COSTCO WHSL CORP NEW	COM	$6.0M	1.8%Prev: 1.9%	6,116 SH	Increased+3 SH
CUMMINS INC	COM	$617K	0.2%Prev: 0.1%	1,030 SH	Increased
DEERE & CO	COM	$280K	0.1%Prev: 0.1%	457 SH	Increased+3 SH
EA SERIES TRUST	FREEDOM 100 EM	$4.4M	1.3%Prev: 1.0%	71,835 SH	Increased+1,323 SH
EATON CORP PLC	SHS	$267K	0.1%Prev: 0.1%	674 SH	Increased+2 SH
EXXON MOBIL CORP	COM	$673K	0.2%Prev: 0.2%	4,323 SH	Increased+13 SH
FEDEX CORP	COM	$1.5M	0.4%Prev: 0.3%	4,094 SH	Increased-53 SH
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$1.0M	0.3%Prev: 0.3%	18,158 SH	Increased+83 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.1M	0.3%Prev: 0.3%	17,736 SH	Increased+121 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$555K	0.2%Prev: 0.1%	18,266 SH	Increased+1,384 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$269K	0.1%Prev: 0.1%	3,606 SH	Increased+9 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.5M	0.4%Prev: 0.4%	6,614 SH	Increased+521 SH
FIDELITY COVINGTON TRUST	MSCI MATLS INDEX	$279K	0.1%Prev: 0.1%	4,477 SH	Increased+174 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$5.1M	1.5%Prev: 1.6%	88,996 SH	Increased+4,954 SH
FIDELITY COVINGTON TRUST	QLTY FCTOR ETF	$235K	0.1%Prev: 0.1%	3,042 SH	Increased+126 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$542K	0.2%Prev: 0.2%	11,453 SH	Increased-165 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$593K	0.2%Prev: 0.3%	10,080 SH	Decreased+111 SH
GE AEROSPACE	COM NEW	$287K	0.1%Prev: 0.1%	914 SH	Increased+2 SH
GE VERNOVA INC	COM	$355K	0.1%Prev: 0.1%	431 SH	Increased+1 SH
GLOBAL X FDS	DEFENSE TECH ETF	$268K	0.1%Prev: 0.1%	3,757 SH	Increased+256 SH
HOME DEPOT INC	COM	$517K	0.2%Prev: 0.2%	1,323 SH	Decreased-98 SH
INTERNATIONAL BUSINESS MACHS	COM	$645K	0.2%Prev: 0.2%	2,366 SH	Decreased+13 SH
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$485K	0.1%Prev: 0.2%	20,000 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$870K	0.3%Prev: 0.3%	1,419 SH	Increased+50 SH
ISHARES INC	CORE MSCI EMKT	$3.7M	1.1%Prev: 1.1%	49,201 SH	Increased-540 SH
ISHARES INC	EM MKTS DIV ETF	$658K	0.2%Prev: 0.2%	18,646 SH	Increased+156 SH
ISHARES INC	ESG AWR MSCI EM	$228K	0.1%	4,600 SH	New
ISHARES TR	0-3 MNTH TREASRY	$288K	0.1%Prev: 0.1%	2,865 SH	Increased+37 SH
ISHARES TR	0-5YR HI YL CP	$13.8M	4.1%Prev: 4.2%	321,649 SH	Increased+29,814 SH
ISHARES TR	CORE DIV GRWTH	$27.6M	8.2%Prev: 8.2%	373,540 SH	Increased+9,005 SH
ISHARES TR	CORE HIGH DV ETF	$21.3M	6.3%Prev: 6.0%	152,699 SH	Increased+4,698 SH
ISHARES TR	CORE S&P MCP ETF	$1.0M	0.3%Prev: 0.3%	14,062 SH	Increased+66 SH
ISHARES TR	CORE S&P SCP ETF	$1.0M	0.3%Prev: 0.3%	7,892 SH	Increased-60 SH
ISHARES TR	CORE S&P TTL STK	$29.6M	8.7%Prev: 8.9%	195,697 SH	Increased+10,223 SH
ISHARES TR	CORE S&P US GWT	$1.6M	0.5%Prev: 0.5%	9,337 SH	Increased+15 SH
ISHARES TR	CORE S&P US VLU	$532K	0.2%Prev: 0.2%	4,940 SH	Increased+26 SH
ISHARES TR	ESG AW MSCI EAFE	$211K	0.1%	2,032 SH	New
ISHARES TR	ESG AWRE 1 5 YR	$225K	0.1%Prev: 0.1%	8,922 SH	Increased+133 SH
ISHARES TR	ESG MSCI LEADR	$461K	0.1%Prev: 0.1%	3,767 SH	Increased+11 SH
ISHARES TR	FUTURE EXPONENTI	$1.1M	0.3%Prev: 0.7%	14,991 SH	Decreased-15,592 SH
ISHARES TR	INTL DIV GRWTH	$1.1M	0.3%Prev: 0.3%	12,749 SH	Increased+66 SH
ISHARES TR	INTL SEL DIV ETF	$515K	0.2%Prev: 0.1%	11,744 SH	Increased+691 SH
ISHARES TR	ISHARES SEMICDTR	$371K	0.1%Prev: 0.1%	1,031 SH	Increased+1 SH
ISHARES TR	ISHS 1-5YR INVS	$2.1M	0.6%Prev: 0.7%	40,063 SH	Increased+2,639 SH
ISHARES TR	MSCI EAFE MIN VL	$921K	0.3%Prev: 0.3%	9,843 SH	Increased+381 SH
ISHARES TR	MSCI INTL MOMENT	$423K	0.1%Prev: 0.1%	8,052 SH	Increased+2,791 SH
ISHARES TR	MSCI INTL QUALTY	$1.9M	0.6%Prev: 0.5%	38,449 SH	Increased+3,742 SH
ISHARES TR	MSCI USA MIN VOL	$1.9M	0.5%Prev: 0.6%	19,314 SH	Increased+605 SH
ISHARES TR	MSCI USA MMENTM	$2.7M	0.8%Prev: 0.9%	10,437 SH	Increased+2 SH
ISHARES TR	MSCI USA QLT FCT	$897K	0.3%Prev: 0.2%	4,401 SH	Increased+1,335 SH
ISHARES TR	PFD AND INCM SEC	$453K	0.1%Prev: 0.1%	14,339 SH	Increased+197 SH
ISHARES TR	TRUST ISHARE 0-1	$2.3M	0.7%	20,710 SH	New
JOHNSON & JOHNSON	COM	$7.2M	2.1%Prev: 2.2%	30,046 SH	Increased-4,470 SH
JPMORGAN CHASE & CO.	COM	$5.3M	1.6%Prev: 1.8%	17,127 SH	Decreased-752 SH
KINDER MORGAN INC DEL	COM	$3.1M	0.9%Prev: 0.9%	98,613 SH	Increased-489 SH
KKR & CO INC	COM	$302K	0.1%Prev: 0.1%	2,870 SH	Decreased+4 SH
MCDONALDS CORP	COM	$534K	0.2%Prev: 0.2%	1,653 SH	Increased+46 SH
MCKESSON CORP	COM	$801K	0.2%Prev: 0.2%	841 SH	Increased+1 SH
MERCK & CO INC	COM	$914K	0.3%Prev: 0.2%	7,659 SH	Increased+555 SH
META PLATFORMS INC	CL A	$1.0M	0.3%Prev: 0.4%	1,553 SH	Decreased-70 SH
METLIFE INC	COM	$511K	0.2%Prev: 0.2%	6,480 SH	Decreased+46 SH
MICROSOFT CORP	COM	$6.2M	1.8%Prev: 2.6%	15,362 SH	Decreased+157 SH
NUVEEN CALIFORNIA MUNI VLU F	COM STK	$663K	0.2%Prev: 0.2%	69,436 SH	Decreased-6,826 SH
NVIDIA CORPORATION	COM	$3.6M	1.1%Prev: 1.2%	18,983 SH	Decreased-960 SH
PALANTIR TECHNOLOGIES INC	CL A	$785K	0.2%Prev: 0.3%	5,788 SH	Decreased-122 SH
PEPSICO INC	COM	$625K	0.2%Prev: 0.2%	3,696 SH	Increased+105 SH
PHILIP MORRIS INTL INC	COM	$576K	0.2%Prev: 0.2%	3,090 SH	Increased+34 SH
PROCTER AND GAMBLE CO	COM	$785K	0.2%Prev: 0.2%	4,907 SH	Increased+23 SH
PROLOGIS INC.	COM	$3.2M	0.9%Prev: 0.9%	22,714 SH	Increased-2,106 SH
QUALCOMM INC	COM	$566K	0.2%Prev: 0.2%	4,015 SH	Decreased-45 SH
SCHWAB CHARLES CORP	COM	$689K	0.2%Prev: 0.2%	7,218 SH	Increased+698 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$228K	0.1%	4,318 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.4M	0.4%	9,836 SH	New
SHELL PLC	SPON ADS	$1.2M	0.4%Prev: 0.4%	15,072 SH	Increased+276 SH
SPDR GOLD TR	GOLD SHS	$1.7M	0.5%Prev: 0.5%	3,708 SH	Increased+27 SH
SPDR S&P 500 ETF TR	TR UNIT	$388K	0.1%Prev: 0.1%	561 SH	Increased-8 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.7M	0.8%	38,148 SH	New
STARBUCKS CORP	COM	$491K	0.1%Prev: 0.1%	4,949 SH	Increased-142 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$244K	0.1%	653 SH	New
TESLA INC	COM	$1.3M	0.4%Prev: 0.5%	3,135 SH	Decreased-155 SH
TOTALENERGIES SE	ACT	$202K	0.1%	2,604 SH	New
TRICO BANCSHARES	COM	$6.4M	1.9%Prev: 1.8%	125,735 SH	Increased-1,307 SH
UNION PAC CORP	COM	$690K	0.2%Prev: 0.2%	2,625 SH	Increased+3 SH
UNITED PARCEL SERVICE INC	CL B	$237K	0.1%Prev: 0.1%	1,972 SH	Increased-579 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$290K	0.1%Prev: 0.1%	700 SH	Increased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$275K	0.1%Prev: 0.1%	3,697 SH	Increased+49 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$618K	0.2%Prev: 0.2%	6,115 SH	Increased+23 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.2M	0.4%Prev: 0.4%	13,255 SH	Increased+648 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$348K	0.1%Prev: 0.1%	547 SH	Increased+2 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.4%Prev: 0.4%	3,588 SH	Increased-80 SH
VANGUARD MALVERN FDS	CORE BD ETF	$314K	0.1%Prev: 0.1%	4,005 SH	Decreased-176 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$782K	0.2%Prev: 0.3%	9,312 SH	Decreased-48 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$342K	0.1%Prev: 0.1%	4,285 SH	Increased+46 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	0.6%Prev: 0.6%	8,817 SH	Increased-78 SH
VANGUARD STAR FDS	VG TL INTL STK F	$290K	0.1%	3,495 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.8M	1.7%Prev: 1.7%	37,211 SH	Increased+118 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$5.8M	1.7%Prev: 1.8%	60,759 SH	Increased-57 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$9.9M	2.9%Prev: 2.8%	98,453 SH	Increased-2,300 SH
VANGUARD WORLD FD	CONSUM STP ETF	$1.4M	0.4%Prev: 0.4%	5,963 SH	Increased+71 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$379K	0.1%Prev: 0.1%	1,312 SH	Increased+6 SH
VANGUARD WORLD FD	INF TECH ETF	$614K	0.2%Prev: 0.2%	821 SH	Increased+1 SH
VANGUARD WORLD FD	UTILITIES ETF	$901K	0.3%Prev: 0.3%	4,664 SH	Decreased+3 SH
VERIZON COMMUNICATIONS INC	COM	$1.8M	0.5%Prev: 1.3%	36,877 SH	Decreased-59,989 SH
VISA INC	COM CL A	$541K	0.2%Prev: 0.2%	1,643 SH	Decreased+2 SH
WALMART INC	COM	$1.0M	0.3%Prev: 0.3%	7,920 SH	Increased+103 SH
WASTE MGMT INC DEL	COM	$251K	0.1%	1,071 SH	New
WD 40 CO	COM	$242K	0.1%	1,025 SH	New
WELLS FARGO CO NEW	COM	$1.8M	0.5%Prev: 0.5%	20,678 SH	Increased+94 SH
WESTERN COPPER & GOLD CORP	COM	$239K	0.1%Prev: 0.1%	73,219 SH	Increased-5,975 SH
WISDOMTREE TR	ARTIFICIAL INTEL	$490K	0.1%Prev: 0.2%	16,141 SH	Increased+345 SH
WISDOMTREE TR	INDIA ERNGS FD	$468K	0.1%Prev: 0.3%	10,116 SH	Decreased-10,304 SH

Sold (vs prior filing)

ABBOTT LABS — $211K
AIRBNB INC — $213K
CRISPR THERAPEUTICS AG — $215K
IREN LIMITED — $269K
ISHARES TR — $2.2M
PALO ALTO NETWORKS INC — $241K
SELECT SECTOR SPDR TR — $231K
SELECT SECTOR SPDR TR — $1.4M

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