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: $380.8M164 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$384K	0.1%Prev: 0.1%	2,099 SH	Increased-133 SH
ABBVIE INC	COM	$2.4M	0.6%Prev: 0.7%	9,930 SH	Increased-106 SH
ADVANCED MICRO DEVICES INC	COM	$222K	0.1%	460 SH	New
ALLY FINL INC	COM	$300K	0.1%Prev: 0.1%	6,857 SH	Increased+450 SH
ALPHABET INC	CAP STK CL A	$262K	0.1%	740 SH	New
ALPHABET INC	CAP STK CL C	$22.7M	6.0%Prev: 4.3%	64,347 SH	Increased-2,634 SH
ALPS ETF TR	SECTR DIV DOGS	$585K	0.2%Prev: 0.2%	8,089 SH	Increased+269 SH
ALTRIA GROUP INC	COM	$283K	0.1%Prev: 0.1%	4,142 SH	Increased+132 SH
AMAZON COM INC	COM	$4.1M	1.1%Prev: 1.1%	14,794 SH	Increased+1,216 SH
AMGEN INC	COM	$2.1M	0.6%Prev: 0.5%	5,104 SH	Increased+105 SH
APPLE INC	COM	$23.6M	6.2%Prev: 5.3%	75,456 SH	Increased+5,000 SH
ASML HLDG NV	N Y REGISTRY SHS	$1.3M	0.3%	734 SH	New
AT&T INC	COM	$281K	0.1%Prev: 0.1%	11,826 SH	Decreased-2,697 SH
BANK OF AMER CORP	COM	$1.8M	0.5%	28,505 SH	New
BARRICK MNG CORP	COM SHS	$221K	0.1%	5,054 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.4M	2.7%Prev: 3.4%	20,005 SH	Increased-44 SH
BLACKROCK ETF TRUST II	ISHA SH TERM ETF	$4.2M	1.1%	84,322 SH	New
BLACKSTONE INC	COM	$731K	0.2%Prev: 0.4%	5,330 SH	Decreased-1,084 SH
BLUE OWL CAPITAL CORPORATION	COM	$349K	0.1%	30,000 SH	New
BOEING CO	COM	$303K	0.1%Prev: 0.1%	1,291 SH	Increased+240 SH
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$1.9M	0.5%Prev: 0.5%	37,312 SH	Increased+7,511 SH
BONDBLOXX ETF TRUST	IR M TAXAWARE	$1.9M	0.5%	37,571 SH	New
BROADCOM INC	COM	$385K	0.1%Prev: 0.1%	901 SH	Increased-206 SH
CAPITAL GROUP CORE BALANCED	SHS	$411K	0.1%Prev: 0.1%	10,706 SH	Increased+4,269 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$11.0M	2.9%Prev: 3.2%	282,222 SH	Increased+11,951 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREAT UNIT	$2.1M	0.6%	51,741 SH	New
CAPITAL GROUP INTERNATIONAL	SHS	$13.4M	3.5%Prev: 2.1%	350,716 SH	Increased+168,404 SH
CATERPILLAR INC	COM	$1.5M	0.4%Prev: 0.2%	1,753 SH	Increased+166 SH
CHEVRON CORPORATION	COM	$1.0M	0.3%	5,389 SH	New
CISCO SYS INC	COM	$415K	0.1%Prev: 0.1%	3,422 SH	Increased+232 SH
COCA COLA CO	COM	$213K	0.1%	2,449 SH	New
COHEN & STEERS QUALITY INCOM	COM	$820K	0.2%Prev: 0.3%	65,484 SH	Increased-278 SH
COLUMBIA ETF TR I	SELECT TECHNOLO	$311K	0.1%Prev: 0.1%	8,000 SH	Increased-1,000 SH
CONSTELLATION ENERGY CORP	COM	$384K	0.1%Prev: 0.1%	1,422 SH	Increased+263 SH
COSTCO WHOLESALE CORPORATION	COM	$5.6M	1.5%	5,910 SH	New
CUMMINS INC	COM	$664K	0.2%Prev: 0.1%	1,030 SH	Increased
DEERE & CO	COM	$285K	0.1%Prev: 0.2%	458 SH	Decreased-563 SH
EA SERIES TRUST	FREEDOM 100 EM	$10.8M	2.8%	161,771 SH	New
EATON CORP PLC	SHS	$304K	0.1%Prev: 0.1%	678 SH	Increased+8 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$521K	0.1%	25,870 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$220K	0.1%	5,821 SH	New
EXXON MOBIL CORP	COM	$622K	0.2%Prev: 0.2%	4,064 SH	Increased-134 SH
FEDEX CORP	COM	$1.3M	0.3%Prev: 0.3%	4,060 SH	Increased-69 SH
FEDEX FGHT HLDG CO INC	COMMON STOCK	$292K	0.1%	2,018 SH	New
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$986K	0.3%Prev: 0.3%	18,312 SH	Increased+312 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.1M	0.3%Prev: 0.3%	16,934 SH	Increased-563 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$438K	0.1%Prev: 0.1%	13,699 SH	Increased-1,140 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$292K	0.1%Prev: 0.1%	3,622 SH	Increased+134 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$2.0M	0.5%Prev: 0.5%	6,923 SH	Increased-534 SH
FIDELITY COVINGTON TRUST	MSCI MATLS INDEX	$272K	0.1%Prev: 0.1%	4,502 SH	Increased-414 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$5.4M	1.4%Prev: 1.6%	95,020 SH	Increased+12,023 SH
FIDELITY COVINGTON TRUST	QLTY FCTOR ETF	$277K	0.1%	3,256 SH	New
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$578K	0.2%Prev: 0.2%	11,028 SH	Increased+243 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$525K	0.1%Prev: 0.4%	9,280 SH	Decreased-573 SH
FREEPORT MCMORAN INC	CL B	$202K	0.1%	2,898 SH	New
GE AEROSPACE	COM NEW	$339K	0.1%Prev: 0.1%	916 SH	Increased-233 SH
GE VERNOVA INC	COM	$427K	0.1%	431 SH	New
GLOBAL X FDS	AGING POPUL ETF	$234K	0.1%	6,163 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$346K	0.1%	5,017 SH	New
HOME DEPOT INC	COM	$491K	0.1%Prev: 0.2%	1,380 SH	Decreased+14 SH
INTERNATIONAL BUSINESS MACHS	COM	$568K	0.1%Prev: 0.2%	2,396 SH	Decreased+58 SH
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$483K	0.1%Prev: 0.2%	20,000 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.3%Prev: 0.3%	1,441 SH	Increased+73 SH
ISHARES INC	CORE MSCI EMKT	$3.9M	1.0%Prev: 2.2%	48,407 SH	Decreased-55,541 SH
ISHARES INC	EM MKTS DIV ETF	$708K	0.2%Prev: 0.2%	20,672 SH	Increased+2,978 SH
ISHARES INC	ESG AWR MSCI EM	$220K	0.1%	4,175 SH	New
ISHARES TR	0-3 MTH TREASURY	$502K	0.1%	4,993 SH	New
ISHARES TR	0-5YR HI YL CP	$14.2M	3.7%Prev: 4.4%	337,554 SH	Increased+49,896 SH
ISHARES TR	CORE DIV GRWTH	$30.6M	8.0%Prev: 8.5%	385,673 SH	Increased+15,965 SH
ISHARES TR	CORE HIGH DV ETF	$24.1M	6.3%Prev: 6.3%	836,134 SH	Increased+688,379 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.3%Prev: 0.3%	14,028 SH	Increased+175 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.3%Prev: 0.3%	7,865 SH	Increased-59 SH
ISHARES TR	CORE S&P TTL STK	$33.4M	8.8%Prev: 8.9%	196,749 SH	Increased+12,484 SH
ISHARES TR	CORE S&P US GWT	$1.8M	0.5%Prev: 0.5%	9,359 SH	Increased+51 SH
ISHARES TR	CORE S&P US VLU	$568K	0.1%Prev: 0.2%	4,970 SH	Increased+79 SH
ISHARES TR	ESG ADVNCD HY BD	$239K	0.1%	5,152 SH	New
ISHARES TR	ESG AW MSCI EAFE	$222K	0.1%	2,063 SH	New
ISHARES TR	ESG AWRE 1 5 YR	$244K	0.1%Prev: 0.1%	9,808 SH	Increased+1,286 SH
ISHARES TR	ESG MSCI LEADR	$456K	0.1%Prev: 0.1%	3,305 SH	Increased-548 SH
ISHARES TR	EXPANDED TECH	$244K	0.1%	2,375 SH	New
ISHARES TR	FUTU EXPO TE ETF	$1.2M	0.3%	14,544 SH	New
ISHARES TR	GLOBAL TECH ETF	$211K	0.1%	1,499 SH	New
ISHARES TR	INTL DIV GRWTH	$1.2M	0.3%Prev: 0.3%	12,628 SH	Increased+2 SH
ISHARES TR	INTL SEL DIV ETF	$443K	0.1%Prev: 0.1%	9,940 SH	Increased+318 SH
ISHARES TR	ISHARES SEMICDTR	$506K	0.1%Prev: 0.1%	932 SH	Increased-96 SH
ISHARES TR	ISHS 1-5YR INVS	$2.2M	0.6%Prev: 0.7%	42,712 SH	Increased+5,641 SH
ISHARES TR	MSCI EAFE MIN VL	$929K	0.2%Prev: 0.3%	9,857 SH	Increased+395 SH
ISHARES TR	MSCI INTL MOMENT	$487K	0.1%Prev: 0.1%	9,083 SH	Increased+4,097 SH
ISHARES TR	MSCI INTL QUALTY	$2.3M	0.6%Prev: 0.5%	45,216 SH	Increased+13,204 SH
ISHARES TR	MSCI USA MIN ETF	$2.4M	0.6%	23,609 SH	New
ISHARES TR	MSCI USA MMENTM	$3.0M	0.8%Prev: 0.8%	9,769 SH	Increased-105 SH
ISHARES TR	MSCI USA QLT FCT	$1.1M	0.3%Prev: 0.2%	4,654 SH	Increased+1,720 SH
ISHARES TR	MSCI USA VALUE	$248K	0.1%	1,257 SH	New
ISHARES TR	PFD AND INCM SEC	$446K	0.1%Prev: 0.2%	14,548 SH	Decreased-434 SH
ISHARES TR	TRUST ISHARE 0-1	$2.1M	0.5%	18,972 SH	New
JOHNSON & JOHNSON	COM	$7.2M	1.9%Prev: 1.9%	27,794 SH	Increased-5,971 SH
JPMORGAN CHASE & CO	COM	$5.5M	1.4%	15,286 SH	New
KINDER MORGAN INC DEL	COM	$579K	0.2%Prev: 1.0%	18,777 SH	Decreased-79,777 SH
KKR & CO INC	COM	$296K	0.1%Prev: 0.1%	2,882 SH	Decreased+20 SH
LOWES COS INC	COM	$245K	0.1%	1,098 SH	New
MARATHON PETE CORP	COM	$222K	0.1%	743 SH	New
MCDONALDS CORP	COM	$468K	0.1%Prev: 0.2%	1,706 SH	Increased+281 SH
MCKESSON CORP	COM	$682K	0.2%Prev: 0.2%	785 SH	Increased-54 SH
MERCK & CO INC	COM	$958K	0.3%Prev: 0.2%	7,447 SH	Increased+348 SH
META PLATFORMS INC	CL A	$949K	0.2%Prev: 0.4%	1,603 SH	Decreased-24 SH
METLIFE INC	COM	$559K	0.1%Prev: 0.2%	5,722 SH	Increased-666 SH
MICROSOFT CORP	COM	$7.5M	2.0%Prev: 2.8%	15,027 SH	Decreased-673 SH
MORGAN STANLEY DIRECT LENDIN	COM SHS	$162K	0.0%	10,500 SH	New
NUVEEN CALIFORNIA MUNI VLU F	COM STK	$589K	0.2%Prev: 0.2%	64,704 SH	Decreased-11,420 SH
NVIDIA CORPORATION	COM	$2.6M	0.7%Prev: 1.2%	11,655 SH	Decreased-8,067 SH
PALANTIR TECHNOLOGIES INC	CL A	$656K	0.2%Prev: 0.4%	3,813 SH	Decreased-3,850 SH
PALO ALTO NETWORKS INC	COM	$420K	0.1%	1,155 SH	New
PEPSICO INC	COM	$451K	0.1%Prev: 0.2%	3,245 SH	Decreased-402 SH
PHILIP MORRIS INTL INC	COM	$592K	0.2%Prev: 0.2%	3,122 SH	Increased+81 SH
PROCTER & GAMBLE CO	COM	$726K	0.2%	4,981 SH	New
PROLOGIS INC.	COM	$2.7M	0.7%Prev: 0.9%	19,413 SH	Increased-4,167 SH
QUALCOMM INC	COM	$647K	0.2%Prev: 0.2%	3,854 SH	Increased-194 SH
QUANTA SVCS INC	COM	$224K	0.1%	333 SH	New
SCHWAB CHARLES CORP	COM	$888K	0.2%Prev: 0.2%	8,254 SH	Increased+1,746 SH
SELECT SECTOR SPDR TR	ST STR FINL ETF	$251K	0.1%	4,355 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.1M	0.3%	6,011 SH	New
SHELL PLC	SPON ADS	$1.3M	0.3%Prev: 0.4%	14,214 SH	Increased-948 SH
SPDR GOLD TR	GOLD SHS	$1.5M	0.4%Prev: 0.4%	3,747 SH	Increased+106 SH
SPDR SERIES TRUST	ST STR SP REGBNK	$2.3M	0.6%	30,823 SH	New
STARBUCKS CORP	COM	$525K	0.1%Prev: 0.2%	4,977 SH	Decreased-689 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$442K	0.1%	572 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$317K	0.1%	754 SH	New
TESLA INC	COM	$1.0M	0.3%Prev: 0.4%	3,114 SH	Increased-120 SH
TOTALENERGIES SE	ACT	$224K	0.1%	2,604 SH	New
TRICO BANCSHARES	COM	$7.3M	1.9%Prev: 1.9%	126,608 SH	Increased+695 SH
TRINITY CAP INC	COM	$327K	0.1%	18,104 SH	New
UNION PAC CORP	COM	$771K	0.2%Prev: 0.2%	2,631 SH	Increased-34 SH
UNITED PARCEL SVCS INC	CL B	$202K	0.1%	1,931 SH	New
UNITED RENTALS INC	COM	$201K	0.1%	173 SH	New
UNITEDHEALTH GROUP INC	COM	$1.9M	0.5%	4,597 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$291K	0.1%Prev: 0.1%	500 SH	Increased-300 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$440K	0.1%	5,146 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$273K	0.1%Prev: 0.1%	3,771 SH	Increased+159 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$939K	0.2%Prev: 0.2%	9,476 SH	Increased+4,300 SH
VANGUARD INDEX FDS	GROWTH ETF	$220K	0.1%	2,466 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.3M	0.3%Prev: 0.4%	13,515 SH	Increased+1,028 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$502K	0.1%Prev: 0.1%	706 SH	Increased+157 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	0.4%Prev: 0.4%	3,607 SH	Increased-222 SH
VANGUARD MALVERN FDS	CORE BD ETF	$312K	0.1%	4,104 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$743K	0.2%Prev: 0.2%	9,125 SH	Increased+554 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$342K	0.1%Prev: 0.1%	4,356 SH	Increased+152 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.2M	0.6%Prev: 0.6%	8,784 SH	Increased-88 SH
VANGUARD STAR FDS	VG TL INTL STK F	$315K	0.1%	3,615 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.2M	1.6%Prev: 1.8%	37,479 SH	Increased+506 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$5.9M	1.6%Prev: 1.9%	59,360 SH	Increased-2,164 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$12.8M	3.4%Prev: 2.9%	122,274 SH	Increased+21,088 SH
VANGUARD WORLD FD	CONSUM STP ETF	$1.4M	0.4%Prev: 0.5%	6,051 SH	Increased+178 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$411K	0.1%Prev: 0.1%	1,318 SH	Increased+16 SH
VANGUARD WORLD FD	INF TECH ETF	$677K	0.2%Prev: 0.2%	5,578 SH	Increased+4,759 SH
VANGUARD WORLD FD	UTILITIES ETF	$882K	0.2%Prev: 0.3%	4,669 SH	Increased+22 SH
VERIZON COMMUNICATIONS INC	COM	$1.5M	0.4%Prev: 1.4%	32,640 SH	Decreased-65,059 SH
VISA INC	COM CL A	$595K	0.2%Prev: 0.2%	1,641 SH	Increased+27 SH
WALMART INC	COM	$911K	0.2%Prev: 0.3%	8,141 SH	Increased+335 SH
WASTE MGMT INC DEL	COM	$279K	0.1%	1,225 SH	New
WD 40 CO	COM	$241K	0.1%Prev: 0.1%	1,025 SH	Increased
WELLS FARGO & CO	COM	$1.6M	0.4%	18,262 SH	New
WESTERN COPPER & GOLD CORP	COM	$145K	0.0%Prev: 0.0%	60,219 SH	Increased-15,975 SH
WISDOMTREE TR	ARTI INT INN FD	$693K	0.2%	16,834 SH	New
WISDOMTREE TR	INDIA ERNGS FD	$451K	0.1%Prev: 0.3%	10,316 SH	Decreased-8,787 SH

Sold (vs prior filing)

ABBOTT LABS — $212K
AIRBNB INC — $229K
ASML HOLDING N V — $588K
BANK AMERICA CORP — $1.5M
BLACKROCK ETF TRUST II — $558K
CAPITAL GROUP GBL GROWTH EQT — $1.4M
CHEVRON CORP NEW — $842K
COSTCO WHSL CORP NEW — $5.9M
DRAFTKINGS INC NEW — $214K
ISHARES TR — $279K
ISHARES TR — $2.0M
ISHARES TR — $1.7M
ISHARES TR — $2.0M
JPMORGAN CHASE & CO. — $5.2M
PROCTER AND GAMBLE CO — $783K
SELECT SECTOR SPDR TR — $224K
SELECT SECTOR SPDR TR — $1.3M
SPDR S&P 500 ETF TR — $331K
UNITED PARCEL SERVICE INC — $249K
WELLS FARGO CO NEW — $1.8M
… and 1 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