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: $281.5M130 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$348K	0.1%Prev: 0.1%	2,232 SH	Increased+88 SH
ABBOTT LABS	COM	$212K	0.1%	1,604 SH	New
ABBVIE INC	COM	$1.9M	0.7%Prev: 0.6%	10,036 SH	Decreased-3 SH
AIRBNB INC	COM CL A	$229K	0.1%	1,690 SH	New
ALLY FINL INC	COM	$259K	0.1%Prev: 0.1%	6,407 SH	Decreased-489 SH
ALPHABET INC	CAP STK CL C	$12.1M	4.3%Prev: 6.0%	66,981 SH	Decreased+2,677 SH
ALPS ETF TR	SECTR DIV DOGS	$461K	0.2%Prev: 0.2%	7,820 SH	Decreased-199 SH
ALTRIA GROUP INC	COM	$232K	0.1%Prev: 0.1%	4,010 SH	Decreased-89 SH
AMAZON COM INC	COM	$3.1M	1.1%Prev: 1.1%	13,578 SH	Decreased-1,577 SH
AMGEN INC	COM	$1.5M	0.5%Prev: 0.5%	4,999 SH	Decreased-83 SH
APPLE INC	COM	$14.9M	5.3%Prev: 5.8%	70,456 SH	Decreased-5,035 SH
ASML HOLDING N V	N Y REGISTRY SHS	$588K	0.2%	733 SH	New
AT&T INC	COM	$392K	0.1%Prev: 0.1%	14,523 SH	Increased+1,902 SH
BANK AMERICA CORP	COM	$1.5M	0.5%Prev: 0.5%	31,945 SH	Decreased+2,728 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.5M	3.4%Prev: 2.8%	20,049 SH	Decreased-115 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$558K	0.2%Prev: 1.0%	11,073 SH	Decreased-55,837 SH
BLACKSTONE INC	COM	$1.0M	0.4%Prev: 0.2%	6,414 SH	Increased+1,121 SH
BOEING CO	COM	$239K	0.1%Prev: 0.1%	1,051 SH	Decreased-240 SH
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$1.5M	0.5%Prev: 0.6%	29,801 SH	Decreased-13,022 SH
BROADCOM INC	COM	$304K	0.1%Prev: 0.1%	1,107 SH	Decreased+137 SH
CAPITAL GROUP CORE BALANCED	SHS	$216K	0.1%Prev: 0.1%	6,437 SH	Decreased-3,205 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$9.1M	3.2%Prev: 3.1%	270,271 SH	Decreased-15,856 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$1.4M	0.5%Prev: 0.5%	43,419 SH	Decreased-4,780 SH
CAPITAL GROUP INTERNATIONAL	SHS	$5.9M	2.1%Prev: 3.4%	182,312 SH	Decreased-142,000 SH
CATERPILLAR INC	COM	$644K	0.2%Prev: 0.4%	1,587 SH	Decreased-165 SH
CHEVRON CORP NEW	COM	$842K	0.3%	5,424 SH	New
CISCO SYS INC	COM	$217K	0.1%Prev: 0.1%	3,190 SH	Decreased-150 SH
COHEN & STEERS QUALITY INCOM	COM	$815K	0.3%Prev: 0.2%	65,762 SH	Decreased+890 SH
COLUMBIA ETF TR I	SELECT TECHNOLO	$253K	0.1%Prev: 0.1%	9,000 SH	Decreased+1,000 SH
CONSTELLATION ENERGY CORP	COM	$373K	0.1%Prev: 0.1%	1,159 SH	Decreased-160 SH
COSTCO WHSL CORP NEW	COM	$5.9M	2.1%	6,094 SH	New
CUMMINS INC	COM	$349K	0.1%Prev: 0.2%	1,030 SH	Decreased
DEERE & CO	COM	$523K	0.2%Prev: 0.1%	1,021 SH	Increased+564 SH
DRAFTKINGS INC NEW	COM CL A	$214K	0.1%	4,988 SH	New
EATON CORP PLC	SHS	$242K	0.1%Prev: 0.1%	670 SH	Decreased-6 SH
EXXON MOBIL CORP	COM	$485K	0.2%Prev: 0.2%	4,198 SH	Decreased+78 SH
FEDEX CORP	COM	$975K	0.3%Prev: 0.4%	4,129 SH	Decreased+77 SH
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$918K	0.3%Prev: 0.3%	18,000 SH	Decreased-234 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$931K	0.3%Prev: 0.3%	17,497 SH	Decreased-484 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$365K	0.1%Prev: 0.2%	14,839 SH	Decreased-2,082 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$224K	0.1%Prev: 0.1%	3,488 SH	Decreased-125 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.5M	0.5%Prev: 0.5%	7,457 SH	Decreased+437 SH
FIDELITY COVINGTON TRUST	MSCI MATLS INDEX	$255K	0.1%Prev: 0.1%	4,916 SH	Decreased+426 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$4.4M	1.6%Prev: 1.6%	82,997 SH	Decreased-7,616 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$453K	0.2%Prev: 0.2%	10,785 SH	Decreased-712 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.0M	0.4%Prev: 0.2%	9,853 SH	Increased-177 SH
GE AEROSPACE	COM NEW	$294K	0.1%Prev: 0.1%	1,149 SH	Increased+235 SH
HOME DEPOT INC	COM	$505K	0.2%Prev: 0.1%	1,366 SH	Increased+12 SH
INTERNATIONAL BUSINESS MACHS	COM	$663K	0.2%Prev: 0.2%	2,338 SH	Increased-43 SH
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$464K	0.2%Prev: 0.1%	20,000 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$758K	0.3%Prev: 0.3%	1,368 SH	Decreased-55 SH
ISHARES INC	CORE MSCI EMKT	$6.2M	2.2%Prev: 1.1%	103,948 SH	Increased+55,786 SH
ISHARES INC	EM MKTS DIV ETF	$514K	0.2%Prev: 0.2%	17,694 SH	Decreased-1,866 SH
ISHARES TR	0-3 MNTH TREASRY	$279K	0.1%Prev: 0.1%	2,772 SH	Decreased-79 SH
ISHARES TR	0-5YR HI YL CP	$12.3M	4.4%Prev: 4.2%	287,658 SH	Decreased-47,323 SH
ISHARES TR	CORE DIV GRWTH	$24.0M	8.5%Prev: 8.2%	369,708 SH	Decreased-13,851 SH
ISHARES TR	CORE HIGH DV ETF	$17.7M	6.3%Prev: 6.2%	147,755 SH	Decreased-8,614 SH
ISHARES TR	CORE S&P MCP ETF	$879K	0.3%Prev: 0.3%	13,853 SH	Decreased-241 SH
ISHARES TR	CORE S&P SCP ETF	$894K	0.3%Prev: 0.3%	7,924 SH	Decreased+50 SH
ISHARES TR	CORE S&P TTL STK	$25.1M	8.9%Prev: 8.8%	184,265 SH	Decreased-14,148 SH
ISHARES TR	CORE S&P US GWT	$1.4M	0.5%Prev: 0.5%	9,308 SH	Decreased-40 SH
ISHARES TR	CORE S&P US VLU	$470K	0.2%Prev: 0.2%	4,891 SH	Decreased-69 SH
ISHARES TR	ESG AWRE 1 5 YR	$213K	0.1%Prev: 0.1%	8,522 SH	Decreased-468 SH
ISHARES TR	ESG MSCI LEADR	$421K	0.1%Prev: 0.1%	3,853 SH	Increased+505 SH
ISHARES TR	EXPONENTIAL TECH	$2.0M	0.7%	29,790 SH	New
ISHARES TR	INTL DIV GRWTH	$984K	0.3%Prev: 0.3%	12,626 SH	Decreased-33 SH
ISHARES TR	INTL SEL DIV ETF	$337K	0.1%Prev: 0.2%	9,622 SH	Decreased-2,360 SH
ISHARES TR	ISHARES SEMICDTR	$253K	0.1%Prev: 0.1%	1,028 SH	Decreased-4 SH
ISHARES TR	ISHS 1-5YR INVS	$1.9M	0.7%Prev: 0.6%	37,071 SH	Decreased-4,640 SH
ISHARES TR	MSCI EAFE MIN VL	$788K	0.3%Prev: 0.3%	9,462 SH	Decreased-481 SH
ISHARES TR	MSCI INTL MOMENT	$224K	0.1%Prev: 0.1%	4,986 SH	Decreased-3,810 SH
ISHARES TR	MSCI INTL QUALTY	$1.4M	0.5%Prev: 0.6%	32,012 SH	Decreased-10,926 SH
ISHARES TR	MSCI USA MIN VOL	$1.7M	0.6%Prev: 0.6%	17,933 SH	Decreased-2,399 SH
ISHARES TR	MSCI USA MMENTM	$2.3M	0.8%Prev: 0.8%	9,874 SH	Decreased-714 SH
ISHARES TR	MSCI USA QLT FCT	$539K	0.2%Prev: 0.3%	2,934 SH	Decreased-1,702 SH
ISHARES TR	PFD AND INCM SEC	$468K	0.2%Prev: 0.1%	14,982 SH	Increased+583 SH
ISHARES TR	SHORT TREAS BD	$2.0M	0.7%	18,368 SH	New
JOHNSON & JOHNSON	COM	$5.3M	1.9%Prev: 2.1%	33,765 SH	Decreased+3,658 SH
JPMORGAN CHASE & CO.	COM	$5.2M	1.8%	18,050 SH	New
KINDER MORGAN INC DEL	COM	$2.7M	1.0%Prev: 0.9%	98,554 SH	Decreased-1,309 SH
KKR & CO INC	COM	$404K	0.1%Prev: 0.1%	2,862 SH	Increased-14 SH
MCDONALDS CORP	COM	$427K	0.2%Prev: 0.1%	1,425 SH	Decreased-235 SH
MCKESSON CORP	COM	$596K	0.2%Prev: 0.2%	839 SH	Decreased-2 SH
MERCK & CO INC	COM	$592K	0.2%Prev: 0.3%	7,099 SH	Decreased-590 SH
META PLATFORMS INC	CL A	$1.2M	0.4%Prev: 0.3%	1,627 SH	Increased+53 SH
METLIFE INC	COM	$496K	0.2%Prev: 0.1%	6,388 SH	Increased-145 SH
MICROSOFT CORP	COM	$7.9M	2.8%Prev: 1.7%	15,700 SH	Increased+365 SH
NUVEEN CALIFORNIA MUNI VLU F	COM STK	$655K	0.2%Prev: 0.2%	76,124 SH	Increased+6,602 SH
NVIDIA CORPORATION	COM	$3.3M	1.2%Prev: 1.1%	19,722 SH	Decreased+749 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.4%Prev: 0.2%	7,663 SH	Increased+1,875 SH
PEPSICO INC	COM	$493K	0.2%Prev: 0.2%	3,647 SH	Decreased-71 SH
PHILIP MORRIS INTL INC	COM	$547K	0.2%Prev: 0.1%	3,041 SH	Increased-66 SH
PROCTER AND GAMBLE CO	COM	$783K	0.3%	4,985 SH	New
PROLOGIS INC.	COM	$2.6M	0.9%Prev: 0.9%	23,580 SH	Decreased+663 SH
QUALCOMM INC	COM	$637K	0.2%Prev: 0.1%	4,048 SH	Increased+197 SH
SCHWAB CHARLES CORP	COM	$599K	0.2%Prev: 0.2%	6,508 SH	Decreased-825 SH
SELECT SECTOR SPDR TR	FINANCIAL	$224K	0.1%	4,289 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.3M	0.4%	4,912 SH	New
SHELL PLC	SPON ADS	$1.1M	0.4%Prev: 0.4%	15,162 SH	Decreased+278 SH
SPDR GOLD TR	GOLD SHS	$1.1M	0.4%Prev: 0.5%	3,641 SH	Decreased-82 SH
SPDR S&P 500 ETF TR	TR UNIT	$331K	0.1%	531 SH	New
STARBUCKS CORP	COM	$538K	0.2%Prev: 0.1%	5,666 SH	Increased+703 SH
TESLA INC	COM	$1.0M	0.4%Prev: 0.3%	3,234 SH	Decreased+99 SH
TRICO BANCSHARES	COM	$5.3M	1.9%Prev: 1.9%	125,913 SH	Decreased-169 SH
UNION PAC CORP	COM	$627K	0.2%Prev: 0.2%	2,665 SH	Decreased+36 SH
UNITED PARCEL SERVICE INC	CL B	$249K	0.1%	2,461 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$230K	0.1%Prev: 0.1%	800 SH	Decreased+23 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$263K	0.1%Prev: 0.1%	3,612 SH	Decreased-109 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$502K	0.2%Prev: 0.2%	5,176 SH	Decreased-3,274 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.4%Prev: 0.4%	12,487 SH	Decreased-910 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$315K	0.1%Prev: 0.1%	549 SH	Decreased+26 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.4%Prev: 0.4%	3,829 SH	Decreased+231 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$703K	0.2%Prev: 0.2%	8,571 SH	Decreased-814 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$332K	0.1%Prev: 0.1%	4,204 SH	Decreased-104 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.8M	0.6%Prev: 0.6%	8,872 SH	Decreased+32 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.0M	1.8%Prev: 1.7%	36,973 SH	Decreased-357 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$5.5M	1.9%Prev: 1.6%	61,524 SH	Decreased+1,209 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$8.1M	2.9%Prev: 3.1%	101,186 SH	Decreased-3,599 SH
VANGUARD WORLD FD	CONSUM STP ETF	$1.3M	0.5%Prev: 0.4%	5,873 SH	Decreased-159 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$324K	0.1%Prev: 0.1%	1,302 SH	Decreased-13 SH
VANGUARD WORLD FD	INF TECH ETF	$549K	0.2%Prev: 0.2%	819 SH	Increased+123 SH
VANGUARD WORLD FD	UTILITIES ETF	$827K	0.3%Prev: 0.3%	4,647 SH	Decreased-20 SH
VERIZON COMMUNICATIONS INC	COM	$4.1M	1.4%Prev: 0.5%	97,699 SH	Increased+61,322 SH
VISA INC	COM CL A	$562K	0.2%Prev: 0.1%	1,614 SH	Increased-31 SH
WALMART INC	COM	$737K	0.3%Prev: 0.3%	7,806 SH	Decreased-116 SH
WD 40 CO	COM	$229K	0.1%Prev: 0.1%	1,025 SH	Increased
WELLS FARGO CO NEW	COM	$1.8M	0.6%	22,157 SH	New
WESTERN COPPER & GOLD CORP	COM	$101K	0.0%Prev: 0.1%	76,194 SH	Decreased+14,975 SH
WISDOMTREE TR	ARTIFICIAL INTEL	$385K	0.1%Prev: 0.2%	15,796 SH	Decreased-1,142 SH
WISDOMTREE TR	INDIA ERNGS FD	$893K	0.3%Prev: 0.1%	19,103 SH	Increased+8,787 SH

Sold (vs prior filing)

ALPHABET INC — $354K
ASML HLDG NV — $1.1M
BARRICK MNG CORP — $217K
BLUE OWL CAPITAL CORPORATION — $362K
CHEVRON CORPORATION — $1.0M
COSTCO WHOLESALE CORPORATION — $5.9M
EA SERIES TRUST — $4.5M
ENTERPRISE PRODS PARTNERS L — $215K
FIDELITY COVINGTON TRUST — $231K
GE VERNOVA INC — $427K
GLOBAL X FDS — $212K
GLOBAL X FDS — $373K
ISHARES INC — $225K
ISHARES TR — $236K
ISHARES TR — $206K
ISHARES TR — $1.1M
ISHARES TR — $2.3M
JPMORGAN CHASE & CO — $5.4M
MORGAN STANLEY DIRECT LENDIN — $154K
PROCTER & GAMBLE CO — $701K
… and 10 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