Sweeney & Michel, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 166 distinct positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds comprising the majority of the holdings. The top positions include the iShares Core S&P 500 ETF, which holds 198,320 shares, and the iShares Core S&P 500 ETF Trust, which holds 340,550 shares. Other significant ETF holdings include the iShares Core High Dividend ETF (850,743 shares) and the iShares Core Dividend Growth ETF (390,542 shares).
Among individual stock holdings, Berkshire Hathaway Inc. Class B is listed with 19,760 shares, followed by Apple Inc. with 73,465 shares and Microsoft Corporation with 14,233 shares. Other notable individual equities include Visa Inc. Class A (1,717 shares), Prologis Inc. (19,580 shares), and Johnson & Johnson (27,107 shares).
The filing identifies Aryn Sands as the agent responsible for the submission, dated October 16, 2026, and lists the firm's address as 196 Cohasset Road Suite 100 in Chico, California.
