Sweeney & Michel, LLC Portfolio Holdings

Sweeney & Michel, LLC

  • $298 Billion
  • Q3 2025

Sweeney & Michel, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $298 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $26.5B, Ishares Core Dividend Growth E with a value of $24.4B, Apple Inc. with a value of $18.3B, Ishares Core High Dividend ETF with a value of $17.9B, and Alphabet Inc. with a value of $15.4B.

Examining the 13F form we can see an increase of $16B in the current position value, from $282B to 298B.

Sweeney & Michel, LLC is based out at Chico, CA

Below you can find more details about Sweeney & Michel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $298 Billion
ETFs: $155 Billion
Technology: $33.5 Billion
Financial Services: $28.4 Billion
Communication Services: $21 Billion
Healthcare: $12.1 Billion
Consumer Defensive: $8.51 Billion
Consumer Cyclical: $6.11 Billion
Energy: $5.01 Billion
Other: $7.58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Fidelity Wise Origin Bitcoin
-
$1.01 Billion 0.34% of portfolio
-
Q3 2025 Added 1.18%
$0
$963 Million 0.32% of portfolio
17,615
Q3 2025 Added 0.67%
$0
$909 Million 0.31% of portfolio
7,952
Q3 2025 Added 0.35%
$0
$911 Million 0.31% of portfolio
4,661
Q3 2025 Added 0.3%
$68.9B
$932 Million 0.31% of portfolio
4,147
Q3 2025 Added 0.44%
$0
$915 Million 0.31% of portfolio
20,420
Q3 2025 Added 6.89%
$0
$885 Million 0.3% of portfolio
13,996
Q3 2025 Added 1.03%
$0
$898 Million 0.3% of portfolio
18,075
Q3 2025 Added 0.42%
$98.1B
$863 Million 0.29% of portfolio
5,611
Q3 2025 Reduced 12.52%
$0
$807 Million 0.27% of portfolio
1,369
Q3 2025 Added 0.07%
$0
$807 Million 0.27% of portfolio
67,006
Q3 2025 Added 1.89%
$303B
$789 Million 0.27% of portfolio
5,296
Q3 2025 Reduced 2.36%
$291B
$805 Million 0.27% of portfolio
1,638
Q3 2025 Added 3.21%
$279B
$796 Million 0.27% of portfolio
7,817
Q3 2025 Added 0.14%
$0
$792 Million 0.27% of portfolio
9,462
Q2 2025 Added 1.41%
$0
$786 Million 0.26% of portfolio
9,360
Q3 2025 Added 9.21%
$405B
$687 Million 0.23% of portfolio
734
Q3 2025 Added 0.14%
$0
$676 Million 0.23% of portfolio
76,262
Q3 2025 Added 0.18%
$121B
$642 Million 0.22% of portfolio
840
Q3 2025 Added 0.12%
$266B
$654 Million 0.22% of portfolio
2,353
Q3 2025 Added 0.64%
$187B
$624 Million 0.21% of portfolio
4,060
Q3 2025 Added 0.3%
$235B
$611 Million 0.21% of portfolio
7,104
Q3 2025 Added 0.07%
Vanguard Calif Tax Free Fds
-
$608 Million 0.2% of portfolio
-
Q3 2025 Added 17.7%
$167B
$600 Million 0.2% of portfolio
6,520
Q3 2025 Added 0.18%
$0
$604 Million 0.2% of portfolio
820
Q3 2025 Added 0.12%
$136B
$591 Million 0.2% of portfolio
2,622
Q3 2025 Reduced 1.61%
$0
$586 Million 0.2% of portfolio
3,066
Q3 2025 Added 4.5%
Blackrock ETF Trust Ii
-
$564 Million 0.19% of portfolio
-
Q3 2025 Added 0.63%
$533B
$564 Million 0.19% of portfolio
1,641
Q3 2025 Added 1.67%
$0
$529 Million 0.18% of portfolio
18,490
Q3 2025 Added 4.5%
$204B
$539 Million 0.18% of portfolio
3,591
Q3 2025 Reduced 1.54%
$367B
$534 Million 0.18% of portfolio
1,421
Q3 2025 Added 4.03%
$62.7B
$513 Million 0.17% of portfolio
6,434
Q3 2025 Added 0.72%
$0
$492 Million 0.17% of portfolio
11,618
Q3 2025 Added 7.72%
$237B
$490 Million 0.16% of portfolio
3,056
Q3 2025 Added 0.49%
$0
$482 Million 0.16% of portfolio
4,914
Q3 2025 Added 0.47%
$224B
$477 Million 0.16% of portfolio
1,607
Q3 2025 Added 12.77%
$490B
$477 Million 0.16% of portfolio
4,310
Q3 2025 Added 2.67%
$0
$482 Million 0.16% of portfolio
20,000
Q2 2025 Reduced 9.09%
$0
$432 Million 0.15% of portfolio
3,756
Q3 2025 Reduced 2.52%
$0
$460 Million 0.15% of portfolio
7,886
Q3 2025 Added 0.84%
$0
$458 Million 0.15% of portfolio
15,796
Q2 2025 Added 1.28%
$0
$440 Million 0.15% of portfolio
14,142
Q3 2025 Reduced 5.61%
$111B
$447 Million 0.15% of portfolio
1,212
Q3 2025 Added 4.57%
$65.2B
$426 Million 0.14% of portfolio
1,030
Q3 2024 Added 0.1%
$97.3B
$399 Million 0.13% of portfolio
5,091
Q3 2025 Reduced 10.15%
$0
$399 Million 0.13% of portfolio
16,882
Q3 2025 Added 13.77%
$0
$397 Million 0.13% of portfolio
11,053
Q3 2025 Added 14.87%
$0
$371 Million 0.12% of portfolio
569
Q3 2025 Added 7.16%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $298 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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