Fund HoldingsSWEENEY & MICHEL, LLC

Total Portfolio Value
$340.12M
Total Bought
$8.62M
Total Sold
$3.87M
Net Transaction
+$4.75M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
BLACKROCK ETF TRUST II54,52166,910+12,3892,7623,3730.99%+612
AMAZON COM INC(AMZN)015,155+15,15503,6361.07%+3,636
VANGUARD WHITEHALL FDS98,453104,785+6,3329,85310,3763.05%+523
ISHARES TR
0-5YR HI YL CP
321,649334,981+13,33213,78914,2434.19%+454
ALPHABET INC(GOOG)64,56864,304-26420,10220,5276.04%+425
BLUE OWL CAPITAL CORPORATION(OBDC)033,130+33,13003620.11%+362
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
042,823+42,82302,1510.63%+2,151
FIDELITY COVINGTON TRUST88,99690,613+1,6175,1315,4151.59%+284
ISHARES TR
ESG ADVNCD HY BD
05,051+5,05102360.07%+236
VANGUARD CALIF TAX FREE FDS08,450+8,45008450.25%+845
ISHARES TR
MSCI INTL QUALTY
38,44942,938+4,4891,8822,1000.62%+217
ENTERPRISE PRODS PARTNERS L(EPD)05,745+5,74502150.06%+215
GLOBAL X FDS
AGING POPUL ETF
05,853+5,85302120.06%+212
ISHARES TR195,697198,413+2,71629,62529,8278.77%+203
SHELL PLC(SHEL)15,07214,884-1881,2091,3780.41%+169
ISHARES TR
MSCI USA MMENTM
10,43710,588+1512,6632,8170.83%+154
MORGAN STANLEY DIRECT LENDIN(MSDL)010,500+10,50001540.05%+154
EA SERIES TRUST
FREEDOM 100 EM
71,83574,404+2,5694,3704,5021.32%+132
FIDELITY COVINGTON TRUST6,6147,020+4061,4771,5880.47%+111
GLOBAL X FDS
DEFENSE TECH ETF
3,7575,007+1,2502683730.11%+105
CAPITAL GROUP CORE BALANCED
SHS
6,7519,642+2,8912463480.10%+102
KINDER MORGAN INC DEL(KMI)98,61399,863+1,2503,1013,2030.94%+101
ISHARES TR
CORE DIV GRWTH
373,540383,559+10,01927,64627,7278.15%+82
CATERPILLAR INC(CAT)1,6911,752+611,3111,3870.41%+76
GE VERNOVA INC(GEV)43143103554270.13%+72
ISHARES TR40,06341,711+1,6482,1232,1940.65%+71
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
46,22848,199+1,9711,6861,7520.51%+66
VANECK ETF TRUST
SEMICONDUCTR ETF
700777+772903440.10%+54
JPMORGAN CHASE & CO(JPM)017,136+17,13605,3751.58%+5,375
WISDOMTREE TR(WT)16,14116,938+7974905410.16%+51
FIDELITY WISE ORIGIN BITCOIN(FBTC)010,030+10,03006410.19%+641
ISHARES TR
MSCI USA MIN ETF
19,31420,332+1,0181,8551,9010.56%+47
TAIWAN SEMICONDUCTOR MANUFAC(TSM)653774+1212442860.08%+42
ASML HLDG NV
N Y REGISTRY SHS
723720-31,0381,0800.32%+41
TOTALENERGIES SE(TTE)2,6042,60402022430.07%+41
ISHARES INC18,64619,560+9146586960.20%+38
CHEVRON CORPORATION(CVX)5,3315,360+299911,0280.30%+37
BROADCOM INC(AVGO)0970+97003680.11%+368
ISHARES TR
MSCI USA QLT FCT
4,4014,636+2358979330.27%+36
ISHARES TR1,0311,032+13714060.12%+34
ISHARES TR
MSCI INTL MOMENT
8,0528,796+7444234570.13%+34
VANGUARD WORLD FD
UTILITIES ETF
04,667+4,66709340.27%+934
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9,8369,848+121,4061,4340.42%+28
CONSTELLATION ENERGY CORP(CEG)01,319+1,31903850.11%+385
VANGUARD MALVERN FDS04,336+4,33603360.10%+336
SCHWAB CHARLES CORP(SCHW)7,2187,333+1156897100.21%+21
CUMMINS INC(CMI)1,0301,03006176370.19%+20
ISHARES TR11,74411,982+2385155300.16%+15
ISHARES TR20,71020,841+1312,2822,2970.68%+14
VANGUARD INDEX FDS13,25513,397+1421,2371,2500.37%+13
ALPHABET INC(GOOG)1,1021,103+13433540.10%+12
MERCK & CO INC(MRK)7,6597,689+309149240.27%+10
ISHARES TR9,3379,348+111,5551,5650.46%+10
INVESCO QQQ TR1,4191,423+48708790.26%+9
COLUMBIA ETF TR I
SELECT TECHNOLO
08,000+8,00002580.08%+258
WASTE MGMT INC DEL(WM)1,0711,123+522512590.08%+8
ISHARES TR
MSCI EAFE MIN VL
9,8439,943+1009219290.27%+8
FIDELITY COVINGTON TRUST11,45311,497+445425490.16%+7
STATE STR SPDR S&P 500 ETF T(SPY)0576+57603950.12%+395
EATON CORP PLC(ETN)0676+67602730.08%+273
FEDEX CORP(FDX)4,0944,052-421,5031,5070.44%+4
ALLY FINL INC(ALLY)6,8486,896+482852890.09%+4
ALTRIA GROUP INC(MO)04,099+4,09902740.08%+274
INVESCO EXCH TRADED FD TR II020,000+20,00004850.14%+485
ISHARES TR
ESG AWRE 1 5 YR
08,990+8,99002250.07%+225
VANGUARD BD INDEX FDS03,721+3,72102750.08%+275
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
04,308+4,30803420.10%+342
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
09,385+9,38507810.23%+781
ISHARES TR02,851+2,85102870.08%+287
GE AEROSPACE(GE)0914+91402850.08%+285
ISHARES TR7,8927,874-181,0401,0380.31%-2
ISHARES TR14,06214,094+321,0071,0040.30%-3
ISHARES INC
ESG AWR MSCI EM
4,6004,60002282250.07%-3
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,3184,340+222282240.07%-4
VANGUARD STAR FDS3,4953,499+42902870.08%-4
FIDELITY COVINGTON TRUST03,049+3,04902310.07%+231
DEERE & CO(DE)45745702802760.08%-4
ISHARES TR
ESG AW MSCI EAFE
2,0322,03202112060.06%-5
ISHARES TR014,399+14,39904460.13%+446
FIDELITY COVINGTON TRUST4,4774,490+132792720.08%-7
VANGUARD INDEX FDS3,5883,598+101,2251,2190.36%-7
STARBUCKS CORP(SBUX)4,9494,963+144914840.14%-7
ISHARES TR
FUTU EXPO TE ETF
015,058+15,05801,0810.32%+1,081
ISHARES TR4,9404,960+205325220.15%-10
BANK AMERICA CORP29,13129,217+861,5691,5590.46%-10
CISCO SYS INC(CSCO)3,3403,34002862750.08%-11
FIDELITY COVINGTON TRUST3,6063,613+72692570.08%-12
NUVEEN CALIFORNIA MUNI VLU F069,522+69,52206500.19%+650
ALPS ETF TR
SECTR DIV DOGS
7,9508,019+695395250.15%-14
FIDELITY COVINGTON TRUST18,26616,921-1,3455555400.16%-16
VANGUARD WORLD FD
HEALTH CAR ETF
1,3121,315+33793630.11%-16
NVIDIA CORPORATION(NVDA)018,973+18,97303,5921.06%+3,592
VANGUARD INDEX FDS0523+52303300.10%+330
BOEING CO(BA)1,2911,29103052870.08%-18
METLIFE INC(MET)06,533+6,53304920.14%+492
PALANTIR TECHNOLOGIES INC(PLTR)05,788+5,78807660.23%+766
KKR & CO INC(KKR)02,876+2,87602820.08%+282
BARRICK MNG CORP(B)5,0455,051+62402170.06%-23
WISDOMTREE TR(WT)010,316+10,31604430.13%+443
CAPITAL GROUP DIVIDEND GROWE
SHS ETF
282,361286,127+3,76610,68210,6553.13%-26
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