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Portfolio (Quarterly) Guide ↗

SWEENEY & MICHEL, LLC

· CIK 0001979556
13F Portfolio $381M AUM 164 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 49 Added 55 Reduced
Page 1 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DGRO ISHARES TR 385,673.0 $30.6M 8.05% +2K +0.6% $79.47 -0.2%
2 HDV ISHARES TR 836,134.0 $24.1M 6.32% +680K +434.7% $28.78 +2.1%
3 SHYG ISHARES TR 337,554.0 $14.2M 3.74% +3K +0.8% $42.15 +0.4%
4 CGIE CAPITAL GROUP INTERNATIONAL 350,716.0 $13.4M 3.52% +26K +8.1% $38.19 -0.4%
5 VYMI VANGUARD WHITEHALL FDS 122,274.0 $12.8M 3.37% +17K +16.7% $105.05 +0.0%
6 FRDM EA SERIES TRUST 161,771.0 $10.8M 2.83% +87K +117.4% $66.67 +3.8%
7 FUTY FIDELITY COVINGTON TRUST 95,020.0 $5.4M 1.41% +4K +4.9% $56.36 -1.1%
8 CALI BLACKROCK ETF TRUST II 84,322.0 $4.2M 1.11% +17K +26.0% $50.36 +0.1%
9 IEMG ISHARES INC 48,407.0 $3.9M 1.02% +245.0 +0.5% $79.99 +3.0%
10 USMV ISHARES TR 23,609.0 $2.4M 0.62% +3K +16.1% $100.62 +1.4%
11 ISHARES TR 45,216.0 $2.3M 0.61% +2K +5.3% $51.67
12 IGSB ISHARES TR 42,712.0 $2.2M 0.58% +1K +2.4% $52.13 +0.2%
13 CGGO CAPITAL GROUP GBL GROWTH EQT 51,741.0 $2.1M 0.55% +4K +7.3% $40.63 +0.2%
14 GLD SPDR GOLD TR Financial Services 3,747.0 $1.5M 0.39% +24.0 +0.6% $398.47 +6.1%
15 VNQ VANGUARD INDEX FDS 13,515.0 $1.3M 0.35% +118.0 +0.9% $98.43 -0.8%
16 ASML ASML HLDG NV Technology 734.0 $1.3M 0.34% +14.0 +1.9% $1740.80 -0.3%
17 QQQ INVESCO QQQ TR Financial Services 1,441.0 $1.0M 0.27% +18.0 +1.3% $723.26 -0.3%
18 CVX CHEVRON CORPORATION Energy 5,389.0 $1.0M 0.26% +29.0 +0.5% $186.56 +7.0%
19 META META PLATFORMS INC Communication Services 1,603.0 $949K 0.25% +29.0 +1.8% $591.95 -3.5%
20 VANGUARD CALIF TAX FREE FDS 9,476.0 $939K 0.25% +1K +12.1% $99.14
Page 1 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.4%
Financial Services 21.9%
Healthcare 13.6%
Consumer Defensive 7.8%
Consumer Cyclical 6.1%
Industrials 6.0%
Energy 3.7%
Communication Services 2.7%
Real Estate 2.4%
Basic Materials 0.7%