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SFM, LLC d/b/a Sweeney Financial Advisors Portfolio
$199M across 69 positions as of 2026-09-30, with 64% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+8.4%
-6.1% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 11
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +2.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -5.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +1.5% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $47M | 23.6% | 67,107 |
| USFRWISDOMTREE TR | $17M | 8.5% | 336,400 |
| VOVanguard Mid-Cap ETF | $13.7M | 6.9% | 174,916 |
| IVViShares Core S&P 500 ETF | $9.9M | 5.0% | 12,931 |
| ISHARES GOLD TRUST MICRO | $9M | 4.5% | 217,285 |
| MSFTMicrosoft Corp | $6.6M | 3.3% | 12,888 |
| QQQMInvesco NASDAQ 100 ETF | $6.6M | 3.3% | 21,638 |
| AMZNAmazon.com Inc | $5.8M | 2.9% | 23,281 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $5.6M | 2.8% | 33,517 |
| IQLTiShares MSCI Intl Quality Factor ETF | $5.5M | 2.8% | 111,461 |
| AVLVAvantis U.S. Large Cap Value ETF | $4.8M | 2.4% | 52,738 |
| NVDANVIDIA Corp | $4.4M | 2.2% | 19,345 |
| GOOGLAlphabet Inc | $4.3M | 2.1% | 12,392 |
| VEAVanguard FTSE Developed Markets ETF | $4.1M | 2.1% | 58,002 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $3.8M | 1.9% | 76,810 |
| SCHDSchwab US Dividend Equity ETF | $3.2M | 1.6% | 98,077 |
| MGCVanguard Mega Cap ETF | $3.1M | 1.5% | 10,870 |
| AAPLApple Inc | $2.8M | 1.4% | 8,382 |
| VBVanguard Small-Cap ETF | $2.3M | 1.2% | 8,217 |
| VTIVanguard Total Stock Market ETF | $2.3M | 1.2% | 6,199 |
| GOOGAlphabet Inc | $2.3M | 1.2% | 6,746 |
| QQQInvesco QQQ Trust, Series 1 | $2.1M | 1.0% | 2,781 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $2M | 1.0% | 22,037 |
| IJHiShares Core S&P Mid-Cap ETF | $1.9M | 1.0% | 26,863 |
| VUGVanguard Growth ETF | $1.8M | 0.9% | 20,161 |
| BRK.BBerkshire Hathaway Inc | $1.7M | 0.9% | 3,453 |
| MGKVanguard Mega Cap Growth ETF | $1.7M | 0.9% | 18,445 |
| AVDVAvantis International Small Cap Value ETF | $1.6M | 0.8% | 14,379 |
| METAMeta Platforms Inc | $1.5M | 0.8% | 2,060 |
| MAMastercard Inc | $1.5M | 0.7% | 2,667 |
| TCAFT. Rowe Price Capital Appreciation Equity ETF | $1.4M | 0.7% | 32,885 |
| VVisa Inc | $1.2M | 0.6% | 3,217 |
| DIMENSIONAL ETF TRUST | $1.1M | 0.5% | 25,426 |
| SPYState Street SPDR S&P 500 ETF Trust | $1M | 0.5% | 1,351 |
| MDYSPDR MidCap Trust Series I | $983.1K | 0.5% | 1,497 |
| XSVMInvesco S&P SmallCap Value with Momentum ETF | $940.5K | 0.5% | 14,447 |
| RSPInvesco S&P 500 Equal Weight ETF | $926.6K | 0.5% | 4,454 |
| AVUVAvantis U.S. Small Cap Value ETF | $744.1K | 0.4% | 6,318 |
| ESGVVanguard ESG U.S. Stock ETF | $665.3K | 0.3% | 4,909 |
| IJRiShares Core S&P Small-Cap ETF | $643.7K | 0.3% | 4,732 |
| SHWSherwin-Williams Co | $638.3K | 0.3% | 1,975 |
| COSTCostco Wholesale Corp | $563.9K | 0.3% | 619 |
| ISHARES TR | $536.7K | 0.3% | 9,206 |
| SYKStryker Corp | $473.9K | 0.2% | 1,721 |
| HDHome Depot Inc | $463.5K | 0.2% | 1,629 |
| LINDE PLC | $449.4K | 0.2% | 947 |
| RSGRepublic Services Inc | $445K | 0.2% | 2,120 |
| ADIAnalog Devices Inc | $428.4K | 0.2% | 1,080 |
| VGTVanguard Information Tech ETF | $415.2K | 0.2% | 3,304 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $386.6K | 0.2% | 6,132 |
| AZOAutozone Inc | $333.9K | 0.2% | 118 |
| AVGOBroadcom Inc | $308.6K | 0.2% | 879 |
| BLUEROCK PVT REAL ESTATE FD | $300.9K | 0.2% | 23,996 |
| NULGNuveen ESG Large-Cap Growth ETF | $275.6K | 0.1% | 2,424 |
| GEGeneral Electric Co | $265.2K | 0.1% | 849 |
| SILGLOBAL X FDS | $260.5K | 0.1% | 3,029 |
| NOWServiceNow Inc | $259.6K | 0.1% | 1,937 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $259.1K | 0.1% | 3,318 |
| AMDAdvanced Micro Devices Inc | $256.9K | 0.1% | 420 |
| TSLATesla Inc | $251.9K | 0.1% | 710 |
| INVESCO EXCH TRADED FD TR II | $251.1K | 0.1% | 4,845 |
| XOMExxonmobil Holdings Corp | $248.9K | 0.1% | 1,529 |
| IBMInternational Business Machines Corp | $244.1K | 0.1% | 1,110 |
| LLYEli Lilly and Co | $243.8K | 0.1% | 211 |
| AMPLIFY ETF TR | $232.3K | 0.1% | 8,517 |
| VSGXVanguard ESG International Stock ETF | $225.5K | 0.1% | 2,782 |
| SPGIS&P Global Inc | $218.6K | 0.1% | 554 |
| GDXVanEck Gold Miners ETF | $212.7K | 0.1% | 2,423 |
| JPMJPMorgan Chase & Co | $208K | 0.1% | 629 |
Quarter ending 2026-09-30.
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