§ 13F · FUND PROFILE
SWEENEY & MICHEL, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $297.5T (13F)Positions · 137Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 196K | $29.6T | 8.7% | +6% |
| 2 | DGRO | ISHARES TR | 374K | $27.6T | 8.2% | +2% |
| 3 | HDV | ISHARES TR | 153K | $21.3T | 6.3% | +3% |
| 4 | AAPL | APPLE INC | 76K | $20.8T | 6.1% | +1% |
| 5 | GOOG | ALPHABET INC | 65K | $20.1T | 5.9% | −1% |
| 6 | SHYG | ISHARES TR | 322K | $13.8T | 4.1% | +10% |
| 7 | CGIE | CAPITAL GROUP INTERNATIONAL | 320K | $11.7T | 3.5% | +74% |
| 8 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 282K | $10.7T | 3.2% | ±0% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 20K | $10.1T | 3.0% | ±0% |
| 10 | VYMI | VANGUARD WHITEHALL FDS | 98K | $9.9T | 2.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SWEENEY SIGNAL
AC read
SWEENEY & MICHEL, LLC is a Other fund managing $297521.4 trillion in assets. The fund runs a portfolio of 137 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed