SFM, LLC d/b/a Sweeney Financial Advisors has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by President and Chief Compliance Officer Glenn Sweeney, details the firm's positions in various U.S. companies and exchange-traded funds.
The report lists 69 distinct holdings. The largest position disclosed is Alphabet Inc. Class A Capital Stock, with 4,263,721 shares. Alphabet Class C Capital Stock follows with 2,298,602 shares. Other significant individual stock holdings include Amazon.com Inc. with 5,800,461 shares, Broadcom Inc. with 308,628 shares, and Eli Lilly & Co. with 243,781 shares.
The portfolio also includes a substantial allocation to exchange-traded funds. The Vanguard S&P 500 ETF Shares account for the largest ETF position with 47,032,323 shares. Other notable ETF holdings include the Vanguard Total Stock Market ETF with 23,199,143 shares, the Invesco NASDAQ-100 ETF Trust with 6,591,828 shares, and the iShares Core S&P 500 ETF with 9,903,045 shares.
The filing indicates that the firm holds these positions as sole beneficial owners, with no shared ownership reported for the majority of the listed securities.
