SWEENEY & MICHEL, LLC - Portfolio Stock Holdings

SWEENEY & MICHEL, LLC disclosed 172 stock positions in a recent SEC 13F filing. $375,657,087 of stock holdings were filed, with the largest holdings including ITOT, DGRO, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $752,618,512 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.