SWEENEY & MICHEL, LLC — 13F holdings

SWEENEY & MICHEL, LLC reported 166 holdings worth $376M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

1. ITOT ISHARES TR — $33.0M (8.8%)
2. DGRO ISHARES TR — $29.4M (7.8%)
3. AAPL APPLE INC — $24.5M (6.5%)
4. HDV ISHARES TR — $23.8M (6.3%)
5. GOOG ALPHABET INC — $21.6M (5.7%)
6. SHYG ISHARES TR — $14.0M (3.7%)
7. CGIE CAPITAL GROUP INTERNATIONAL — $13.0M (3.5%)
8. VYMI VANGUARD WHITEHALL FDS — $12.8M (3.4%)
9. FRDM EA SERIES TRUST — $11.8M (3.1%)
10. CGDG CAPITAL GROUP DIVIDEND GROWE — $10.7M (2.8%)