SFM, LLC d/b/a Sweeney Financial Advisors
Q3 2026 13F filing
Updated 22 days ago69 disclosed positions worth $199M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $47M | 67.1K | 23.64% | Added(+4.3%) |
| 2 | B WISDOMTREE TR | $17M | 336.4K | 8.52% | Added(+4.8%) |
| 3 | V VANGUARD INDEX FDS | $13.7M | 174.9K | 6.89% | Added(+11.2%) |
| 4 | E ISHARES TR | $9.9M | 12.9K | 4.98% | Trimmed(-9.6%) |
| 5 | I ISHARES GOLD TRUST MICRO | $9M | 217.3K | 4.52% | Trimmed(-1.2%) |
| 6 | M MICROSOFT CORP | $6.6M | 12.9K | 3.32% | Trimmed(-24.1%) |
| 7 | E INVESCO EXCH TRADED FD TR II | $6.6M | 21.6K | 3.31% | Added(+110.1%) |
| 8 | A AMAZON COM INC | $5.8M | 23.3K | 2.91% | Trimmed(-24.6%) |
| 9 | E ISHARES TR | $5.6M | 33.5K | 2.80% | Added(+134.7%) |
| 10 | E ISHARES TR | $5.5M | 111.5K | 2.77% | Added(+14.6%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $4.8M | 52.7K | 2.40% | Added(+153.3%) |
| 12 | N NVIDIA CORPORATION | $4.4M | 19.3K | 2.22% | Trimmed(-21.8%) |
| 13 | G ALPHABET INC | $4.3M | 12.4K | 2.14% | Trimmed(-24.7%) |
| 14 | V VANGUARD TAX-MANAGED FDS | $4.1M | 58.0K | 2.06% | Added(+212.0%) |
| 15 | V VANGUARD MALVERN FDS | $3.8M | 76.8K | 1.90% | Trimmed(-7.6%) |
| 16 | S SCHWAB STRATEGIC TR | $3.2M | 98.1K | 1.60% | Trimmed(-23.3%) |
| 17 | V VANGUARD WORLD FD | $3.1M | 10.9K | 1.54% | Unchanged |
| 18 | A APPLE INC | $2.8M | 8.4K | 1.40% | Trimmed(-13.3%) |
| 19 | V VANGUARD INDEX FDS | $2.3M | 8.2K | 1.17% | Added(+7.1%) |
| 20 | V VANGUARD INDEX FDS | $2.3M | 6.2K | 1.17% | Trimmed(-12.9%) |
| 21 | G ALPHABET INC | $2.3M | 6.7K | 1.16% | Trimmed(-10.9%) |
| 22 | Q INVESCO QQQ TR | $2.1M | 2.8K | 1.03% | Trimmed(-20.0%) |
| 23 | S SPDR SERIES TRUST | $2M | 22.0K | 0.99% | Trimmed(-13.3%) |
| 24 | E ISHARES TR | $1.9M | 26.9K | 0.97% | Trimmed(-11.6%) |
| 25 | V VANGUARD INDEX FDS | $1.8M | 20.2K | 0.91% | Trimmed(-11.0%) |
| 26 | B BERKSHIRE HATHAWAY INC DEL | $1.7M | 3.5K | 0.86% | Trimmed(-26.1%) |
| 27 | V VANGUARD WORLD FD | $1.7M | 18.4K | 0.86% | Unchanged |
| 28 | ? N/A AMERICAN CENTY ETF TR | $1.6M | 14.4K | 0.79% | Added(+205.4%) |
| 29 | M META PLATFORMS INC | $1.5M | 2.1K | 0.75% | Trimmed(-36.3%) |
| 30 | M MASTERCARD INCORPORATED | $1.5M | 2.7K | 0.74% | Trimmed(-34.5%) |
| 31 | T T ROWE PRICE EXCHANGE-TRADED | $1.4M | 32.9K | 0.70% | Trimmed(-52.9%) |
| 32 | V VISA INC | $1.2M | 3.2K | 0.58% | Trimmed(-41.6%) |
| 33 | C DIMENSIONAL ETF TRUST | $1.1M | 25.4K | 0.54% | Added(+340.7%) |
| 34 | S STATE STR SPDR S&P 500 ETF T | $1M | 1.4K | 0.52% | Trimmed(-3.6%) |
| 35 | M STATE STR SPDR S&P MIDCAP 40 | $983K | 1.5K | 0.49% | Trimmed(-13.4%) |
| 36 | ? N/A INVESCO EXCHANGE TRADED FD T | $941K | 14.4K | 0.47% | Trimmed(-18.0%) |
| 37 | I INVESCO EXCHANGE TRADED FD T | $927K | 4.5K | 0.47% | Added(+0.3%) |
| 38 | ? N/A AMERICAN CENTY ETF TR | $744K | 6.3K | 0.37% | Added(+279.0%) |
| 39 | V VANGUARD WORLD FD | $665K | 4.9K | 0.33% | Trimmed(-44.6%) |
| 40 | E ISHARES TR | $644K | 4.7K | 0.32% | Trimmed(-6.8%) |
| 41 | S SHERWIN WILLIAMS CO | $638K | 2.0K | 0.32% | Trimmed(-42.5%) |
| 42 | C COSTCO WHOLESALE CORPORATION | $564K | 619 | 0.28% | Trimmed(-9.2%) |
| 43 | E ISHARES TR | $537K | 9.2K | 0.27% | — |
| 44 | S STRYKER CORPORATION | $474K | 1.7K | 0.24% | Trimmed(-44.6%) |
| 45 | H HOME DEPOT INC | $464K | 1.6K | 0.23% | Trimmed(-46.2%) |
| 46 | L LINDE PLC | $449K | 947 | 0.23% | Trimmed(-35.3%) |
| 47 | R REPUBLIC SVCS INC | $445K | 2.1K | 0.22% | Trimmed(-57.3%) |
| 48 | A ANALOG DEVICES INC | $428K | 1.1K | 0.22% | Unchanged |
| 49 | V VANGUARD WORLD FD | $415K | 3.3K | 0.21% | Unchanged |
| 50 | S SPDR SERIES TRUST | $387K | 6.1K | 0.19% | Trimmed(-5.6%) |