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: $340.1M145 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$328K	0.1%Prev: 0.1%	2,144 SH	Increased-11 SH
ABBVIE INC	COM	$2.1M	0.6%Prev: 0.8%	10,039 SH	Increased+165 SH
ALLY FINL INC	COM	$289K	0.1%	6,896 SH	New
ALPHABET INC	CAP STK CL A	$354K	0.1%	1,103 SH	New
ALPHABET INC	CAP STK CL C	$20.5M	6.0%Prev: 4.3%	64,304 SH	Increased-2,565 SH
ALPS ETF TR	SECTR DIV DOGS	$525K	0.2%Prev: 0.2%	8,019 SH	Increased+268 SH
ALTRIA GROUP INC	COM	$274K	0.1%Prev: 0.1%	4,099 SH	Increased-332 SH
AMAZON COM INC	COM	$3.6M	1.1%Prev: 1.0%	15,155 SH	Increased+1,672 SH
AMGEN INC	COM	$1.8M	0.5%Prev: 0.6%	5,082 SH	Increased-108 SH
APPLE INC	COM	$19.6M	5.8%Prev: 5.4%	75,491 SH	Increased+4,171 SH
ASML HLDG NV	N Y REGISTRY SHS	$1.1M	0.3%	720 SH	New
AT&T INC	COM	$323K	0.1%Prev: 0.2%	12,621 SH	Decreased-2,783 SH
BANK AMERICA CORP	COM	$1.6M	0.5%Prev: 0.5%	29,217 SH	Increased-5,126 SH
BARRICK MNG CORP	COM SHS	$217K	0.1%	5,051 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.7M	2.8%Prev: 4.3%	20,164 SH	Decreased+62 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$3.4M	1.0%Prev: 0.2%	66,910 SH	Increased+58,893 SH
BLACKSTONE INC	COM	$645K	0.2%Prev: 0.4%	5,293 SH	Decreased-1,423 SH
BLUE OWL CAPITAL CORPORATION	COM	$362K	0.1%	33,130 SH	New
BOEING CO	COM	$287K	0.1%	1,291 SH	New
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$2.2M	0.6%Prev: 0.7%	42,823 SH	Increased+12,707 SH
BROADCOM INC	COM	$368K	0.1%	970 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$348K	0.1%	9,642 SH	New
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$10.7M	3.1%Prev: 3.3%	286,127 SH	Increased+19,169 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$1.8M	0.5%Prev: 0.5%	48,199 SH	Increased+5,747 SH
CAPITAL GROUP INTERNATIONAL	SHS	$11.6M	3.4%Prev: 2.0%	324,312 SH	Increased+148,708 SH
CATERPILLAR INC	COM	$1.4M	0.4%Prev: 0.2%	1,752 SH	Increased+167 SH
CHEVRON CORPORATION	COM	$1.0M	0.3%	5,360 SH	New
CISCO SYS INC	COM	$275K	0.1%	3,340 SH	New
COHEN & STEERS QUALITY INCOM	COM	$834K	0.2%Prev: 0.3%	64,872 SH	Increased-2,407 SH
COLUMBIA ETF TR I	SELECT TECHNOLO	$258K	0.1%	8,000 SH	New
CONSTELLATION ENERGY CORP	COM	$385K	0.1%Prev: 0.1%	1,319 SH	Increased-53 SH
COSTCO WHOLESALE CORPORATION	COM	$5.9M	1.7%	6,017 SH	New
CUMMINS INC	COM	$637K	0.2%Prev: 0.1%	1,030 SH	Increased
DEERE & CO	COM	$276K	0.1%Prev: 0.2%	457 SH	Decreased-812 SH
EA SERIES TRUST	FREEDOM 100 EM	$4.5M	1.3%	74,404 SH	New
EATON CORP PLC	SHS	$273K	0.1%	676 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$215K	0.1%	5,745 SH	New
EXXON MOBIL CORP	COM	$629K	0.2%Prev: 0.2%	4,120 SH	Increased-65 SH
FEDEX CORP	COM	$1.5M	0.4%Prev: 0.4%	4,052 SH	Increased-60 SH
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$953K	0.3%Prev: 0.4%	18,234 SH	Increased+312 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.0M	0.3%Prev: 0.3%	17,981 SH	Increased+635 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$540K	0.2%Prev: 0.1%	16,921 SH	Increased+1,113 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$257K	0.1%	3,613 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.6M	0.5%Prev: 0.4%	7,020 SH	Increased+129 SH
FIDELITY COVINGTON TRUST	MSCI MATLS INDEX	$272K	0.1%Prev: 0.1%	4,490 SH	Increased-407 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$5.4M	1.6%Prev: 1.7%	90,613 SH	Increased+9,831 SH
FIDELITY COVINGTON TRUST	QLTY FCTOR ETF	$231K	0.1%	3,049 SH	New
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$549K	0.2%Prev: 0.2%	11,497 SH	Increased+697 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$641K	0.2%Prev: 0.3%	10,030 SH	Decreased+237 SH
GE AEROSPACE	COM NEW	$285K	0.1%Prev: 0.1%	914 SH	Increased-464 SH
GE VERNOVA INC	COM	$427K	0.1%	431 SH	New
GLOBAL X FDS	AGING POPULATION	$212K	0.1%	5,853 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$373K	0.1%	5,007 SH	New
HOME DEPOT INC	COM	$462K	0.1%Prev: 0.2%	1,354 SH	Increased-10 SH
INTERNATIONAL BUSINESS MACHS	COM	$566K	0.2%	2,381 SH	New
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$485K	0.1%Prev: 0.2%	20,000 SH	Decreased-2,000 SH
INVESCO QQQ TR	UNIT SER 1	$879K	0.3%Prev: 0.1%	1,423 SH	Increased+778 SH
ISHARES INC	CORE MSCI EMKT	$3.6M	1.1%Prev: 2.2%	48,162 SH	Decreased-55,330 SH
ISHARES INC	EM MKTS DIV ETF	$696K	0.2%Prev: 0.2%	19,560 SH	Increased+1,427 SH
ISHARES INC	ESG AWR MSCI EM	$225K	0.1%	4,600 SH	New
ISHARES TR	0-3 MNTH TREASRY	$287K	0.1%Prev: 0.1%	2,851 SH	Decreased-210 SH
ISHARES TR	0-5YR HI YL CP	$14.2M	4.2%Prev: 4.9%	334,981 SH	Increased+60,864 SH
ISHARES TR	CORE DIV GRWTH	$27.7M	8.2%Prev: 8.7%	383,559 SH	Increased+21,779 SH
ISHARES TR	CORE HIGH DV ETF	$21.0M	6.2%Prev: 6.7%	156,369 SH	Increased+14,633 SH
ISHARES TR	CORE S&P MCP ETF	$1.0M	0.3%Prev: 0.3%	14,094 SH	Increased-46 SH
ISHARES TR	CORE S&P SCP ETF	$1.0M	0.3%Prev: 0.3%	7,874 SH	Increased+101 SH
ISHARES TR	CORE S&P TTL STK	$29.8M	8.8%Prev: 8.5%	198,413 SH	Increased+19,395 SH
ISHARES TR	CORE S&P US GWT	$1.6M	0.5%Prev: 0.5%	9,348 SH	Increased+103 SH
ISHARES TR	CORE S&P US VLU	$522K	0.2%Prev: 0.2%	4,960 SH	Increased+92 SH
ISHARES TR	ESG ADVNCD HY BD	$236K	0.1%	5,051 SH	New
ISHARES TR	ESG AW MSCI EAFE	$206K	0.1%	2,032 SH	New
ISHARES TR	ESG AWRE 1 5 YR	$225K	0.1%Prev: 0.1%	8,990 SH	Increased+436 SH
ISHARES TR	ESG MSCI LEADR	$401K	0.1%Prev: 0.1%	3,348 SH	Increased-423 SH
ISHARES TR	FUTURE EXPONENTI	$1.1M	0.3%	15,058 SH	New
ISHARES TR	INTL DIV GRWTH	$1.1M	0.3%Prev: 0.4%	12,659 SH	Increased-717 SH
ISHARES TR	INTL SEL DIV ETF	$530K	0.2%Prev: 0.1%	11,982 SH	Increased+3,277 SH
ISHARES TR	ISHARES SEMICDTR	$406K	0.1%	1,032 SH	New
ISHARES TR	ISHS 1-5YR INVS	$2.2M	0.6%Prev: 0.9%	41,711 SH	Increased+3,734 SH
ISHARES TR	MSCI EAFE MIN VL	$929K	0.3%Prev: 0.3%	9,943 SH	Increased+613 SH
ISHARES TR	MSCI INTL MOMENT	$457K	0.1%	8,796 SH	New
ISHARES TR	MSCI INTL QUALTY	$2.1M	0.6%Prev: 0.5%	42,938 SH	Increased+12,998 SH
ISHARES TR	MSCI USA MIN VOL	$1.9M	0.6%Prev: 0.7%	20,332 SH	Increased+2,250 SH
ISHARES TR	MSCI USA MMENTM	$2.8M	0.8%Prev: 0.8%	10,588 SH	Increased+514 SH
ISHARES TR	MSCI USA QLT FCT	$933K	0.3%Prev: 0.2%	4,636 SH	Increased+2,149 SH
ISHARES TR	PFD AND INCM SEC	$446K	0.1%Prev: 0.2%	14,399 SH	Increased-360 SH
ISHARES TR	TRUST ISHARE 0-1	$2.3M	0.7%	20,841 SH	New
JOHNSON & JOHNSON	COM	$7.2M	2.1%Prev: 2.3%	30,107 SH	Increased-4,419 SH
JPMORGAN CHASE & CO	COM	$5.4M	1.6%	17,136 SH	New
KINDER MORGAN INC DEL	COM	$3.2M	0.9%Prev: 1.1%	99,863 SH	Increased+3,968 SH
KKR & CO INC	COM	$282K	0.1%Prev: 0.1%	2,876 SH	Decreased-617 SH
MCDONALDS CORP	COM	$505K	0.1%Prev: 0.2%	1,660 SH	Increased-20 SH
MCKESSON CORP	COM	$727K	0.2%Prev: 0.2%	841 SH	Increased+2 SH
MERCK & CO INC	COM	$924K	0.3%Prev: 0.2%	7,689 SH	Increased+1,411 SH
META PLATFORMS INC	CL A	$999K	0.3%Prev: 0.4%	1,574 SH	Increased-52 SH
METLIFE INC	COM	$492K	0.1%Prev: 0.2%	6,533 SH	Increased+190 SH
MICROSOFT CORP	COM	$5.9M	1.7%Prev: 2.5%	15,335 SH	Increased-590 SH
MORGAN STANLEY DIRECT LENDIN	COM SHS	$154K	0.0%	10,500 SH	New
NUVEEN CALIFORNIA MUNI VLU F	COM STK	$650K	0.2%Prev: 0.3%	69,522 SH	Increased-6,465 SH
NVIDIA CORPORATION	COM	$3.6M	1.1%Prev: 0.8%	18,973 SH	Increased+193 SH
PALANTIR TECHNOLOGIES INC	CL A	$766K	0.2%Prev: 0.3%	5,788 SH	Increased-1,830 SH
PEPSICO INC	COM	$580K	0.2%Prev: 0.2%	3,718 SH	Increased-352 SH
PHILIP MORRIS INTL INC	COM	$506K	0.1%Prev: 0.2%	3,107 SH	Increased-86 SH
PROCTER & GAMBLE CO	COM	$701K	0.2%	4,879 SH	New
PROLOGIS INC.	COM	$3.1M	0.9%Prev: 0.8%	22,917 SH	Increased+1,603 SH
QUALCOMM INC	COM	$505K	0.1%Prev: 0.2%	3,851 SH	Increased-192 SH
SCHWAB CHARLES CORP	COM	$710K	0.2%Prev: 0.2%	7,333 SH	Increased+837 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$224K	0.1%	4,340 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.4M	0.4%	9,848 SH	New
SHELL PLC	SPON ADS	$1.4M	0.4%Prev: 0.4%	14,884 SH	Increased-706 SH
SPDR GOLD TR	GOLD SHS	$1.6M	0.5%Prev: 0.4%	3,723 SH	Increased+119 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.7M	0.8%	38,447 SH	New
STARBUCKS CORP	COM	$484K	0.1%Prev: 0.2%	4,963 SH	Increased-577 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$395K	0.1%	576 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$286K	0.1%	774 SH	New
TESLA INC	COM	$1.1M	0.3%Prev: 0.3%	3,135 SH	Increased+208 SH
TOTALENERGIES SE	ACT	$243K	0.1%	2,604 SH	New
TRICO BANCSHARES	COM	$6.3M	1.9%Prev: 2.0%	126,082 SH	Increased+1,912 SH
UNION PAC CORP	COM	$661K	0.2%Prev: 0.2%	2,629 SH	Increased-21 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$344K	0.1%	777 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$275K	0.1%Prev: 0.1%	3,721 SH	Increased+144 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$845K	0.2%Prev: 0.1%	8,450 SH	Increased+5,166 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.3M	0.4%Prev: 0.5%	13,397 SH	Increased+249 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$330K	0.1%Prev: 0.1%	523 SH	Increased-19 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.4%Prev: 0.5%	3,598 SH	Increased-641 SH
VANGUARD MALVERN FDS	CORE BD ETF	$336K	0.1%	4,336 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$781K	0.2%Prev: 0.3%	9,385 SH	Increased+1,200 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$342K	0.1%Prev: 0.1%	4,308 SH	Increased+145 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	0.6%Prev: 0.7%	8,840 SH	Increased-8 SH
VANGUARD STAR FDS	VG TL INTL STK F	$287K	0.1%	3,499 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.7M	1.7%Prev: 1.9%	37,330 SH	Increased+489 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$5.5M	1.6%Prev: 2.0%	60,315 SH	Increased-230 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$10.4M	3.1%Prev: 2.8%	104,785 SH	Increased+8,331 SH
VANGUARD WORLD FD	CONSUM STP ETF	$1.4M	0.4%Prev: 0.5%	6,032 SH	Increased+222 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$363K	0.1%Prev: 0.1%	1,315 SH	Increased+17 SH
VANGUARD WORLD FD	INF TECH ETF	$528K	0.2%Prev: 0.2%	696 SH	Increased-122 SH
VANGUARD WORLD FD	UTILITIES ETF	$934K	0.3%Prev: 0.3%	4,667 SH	Increased+36 SH
VERIZON COMMUNICATIONS INC	COM	$1.7M	0.5%Prev: 1.8%	36,377 SH	Decreased-62,365 SH
VISA INC	COM CL A	$509K	0.1%Prev: 0.2%	1,645 SH	Decreased-71 SH
WALMART INC	COM	$987K	0.3%Prev: 0.3%	7,922 SH	Increased+127 SH
WASTE MGMT INC DEL	COM	$259K	0.1%Prev: 0.1%	1,123 SH	Increased+123 SH
WD 40 CO	COM	$212K	0.1%Prev: 0.1%	1,025 SH	Decreased
WELLS FARGO & CO	COM	$1.8M	0.5%	20,719 SH	New
WESTERN COPPER & GOLD CORP	COM	$174K	0.1%Prev: 0.0%	61,219 SH	Increased-14,975 SH
WISDOMTREE TR	ARTIFICIAL INTEL	$541K	0.2%Prev: 0.1%	16,938 SH	Increased+1,342 SH
WISDOMTREE TR	INDIA ERNGS FD	$443K	0.1%Prev: 0.3%	10,316 SH	Decreased-6,947 SH

Sold (vs prior filing)

AIRBNB INC — $215K
ALLSTATE CORP — $275K
ASML HOLDING N V — $439K
CHEVRON CORP NEW — $687K
COSTCO WHSL CORP NEW — $2.6M
ISHARES TR — $1.4M
ISHARES TR — $200K
ISHARES TR — $904K
JPMORGAN CHASE & CO. — $4.0M
LULUS FASHION LOUNGE HOLDING — $19K
PROCTER AND GAMBLE CO — $839K
SELECT SECTOR SPDR TR — $881K
SPDR S&P 500 ETF TR — $262K
UNITED PARCEL SERVICE INC — $255K
WELLS FARGO CO NEW — $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