Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

SWEENEY & MICHEL, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

SWEENEY & MICHEL, LLC (CIK 1979556) reported $340.1M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($29.8M, 8.77%), DGRO ($27.7M, 8.15%), HDV ($21.0M, 6.18%), GOOG ($20.5M, 6.04%), AAPL ($19.6M, 5.75%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ITOTISHARES TR$29.8M8.77%198,413Added
2DGROISHARES TR$27.7M8.15%383,559Added
3HDVISHARES TR$21.0M6.18%156,369Added
4GOOGALPHABET INC$20.5M6.04%64,304Trimmed
5AAPLAPPLE INC$19.6M5.75%75,491Trimmed
6SHYGISHARES TR$14.2M4.19%334,981Added
7CGIECAPITAL GROUP INTERNATIONAL$11.6M3.42%324,312Added
8CGDGCAPITAL GROUP DIVIDEND GROWE$10.7M3.13%286,127Added
9VYMIVANGUARD WHITEHALL FDS$10.4M3.05%104,785Added
10BRK/BBERKSHIRE HATHAWAY INC DEL$9.7M2.85%20,164Added
11JNJJOHNSON & JOHNSON$7.2M2.11%30,107Added
12TCBKTRICO BANCSHARES$6.3M1.86%126,082Added
13COSTCOSTCO WHOLESALE CORPORATION$5.9M1.74%6,017Trimmed
14MSFTMICROSOFT CORP$5.9M1.73%15,335Trimmed
15VYMVANGUARD WHITEHALL FDS$5.7M1.68%37,330Added
16VIGIVANGUARD WHITEHALL FDS$5.5M1.63%60,315Trimmed
17FUTYFIDELITY COVINGTON TRUST$5.4M1.59%90,613Added
18JPMJPMORGAN CHASE & CO$5.4M1.58%17,136Added
19FRDMEA SERIES TRUST$4.5M1.32%74,404Added
20AMZNAMAZON COM INC$3.6M1.07%15,155Added
21NVDANVIDIA CORPORATION$3.6M1.06%18,973Trimmed
22IEMGISHARES INC$3.6M1.06%48,162Trimmed
23CALIBLACKROCK ETF TRUST II$3.4M0.99%66,910Added
24KMIKINDER MORGAN INC DEL$3.2M0.94%99,863Added
25PLDPROLOGIS INC.$3.1M0.92%22,917Added

Source: SEC Form 13F filings · as of 2026-03-31