SWEENEY & MICHEL, LLC: 13F holdings
CIK 19795562026Q2
| Positions | 164 |
|---|
| Reported value | $380.8m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 164 (+19 vs prior quarter) |
|---|
| Reported value | $380.8m (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 196,749 | $33.4m | 8.8% |
| DGRO ISHARES TR | 385,673 | $30.6m | 8.0% |
| HDV ISHARES TR | 836,134 | $24.1m | 6.3% |
| AAPL APPLE INC | 75,456 | $23.6m | 6.2% |
| GOOG ALPHABET INC | 64,347 | $22.7m | 6.0% |
| SHYG ISHARES TR | 337,554 | $14.2m | 3.7% |
| TOWN CAPITAL GROUP INTERNATIONAL | 350,716 | $13.4m | 3.5% |
| VYMI VANGUARD WHITEHALL FDS | 122,274 | $12.8m | 3.4% |
| CGDG CAPITAL GROUP DIVIDEND GROWE | 282,222 | $11.0m | 2.9% |
| FRDM EA SERIES TRUST | 161,771 | $10.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1979556")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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