Sweeney & Michel, LLC ETF holdings
Chico, CA
Reported $237.3M in 83 ETFs in its Form 13F for June 30, 2026.
ETF value
$237.3M
ETFs held
83
Change from prior quarter
+13.7%
With price moves
ETFs as a share of its 13F
62.3%
of $380.8M
Top 10 of 83 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $33.4M | 196,749 | −1,664 shares |
| DGRO | iShares Core Dividend Growth ETF | $30.6M | 385,673 | +2,114 shares |
| HDV | iShares Core High Dividend ETF | $24.1M | 836,134 | +679,765 shares |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | $14.2M | 337,554 | +2,573 shares |
| CGIE | Capital Group International Equity ETF | $13.4M | 350,716 | +26,404 shares |
| VYMI | Vanguard International High Dividend Yield ETF | $12.8M | 122,274 | +17,489 shares |
| CGDG | Capital Group Dividend Growers ETF | $11.0M | 282,222 | −3,905 shares |
| FRDM | Freedom 100 Emerging Markets ETF | $10.8M | 161,771 | +87,367 shares |
| VYM | Vanguard High Dividend Yield ETF | $6.2M | 37,479 | +149 shares |
| VIGI | Vanguard International Dividend Appreciation ETF | $5.9M | 59,360 | −955 shares |
73 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001979556. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sweeney & Michel, LLC own?
Sweeney & Michel, LLC reported 83 ETF positions worth $237.3M in its Form 13F for June 30, 2026. The largest was ITOT, at $33.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.