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CIK: 0001713286
Total reported value
$122.6M
$122.6M
269 檔
58.0%
As reported in its official Q1 2026 Form 13F filing, Sfam, LLC's tracked investment portfolio stood at $122.6M with 269 total positions.
In Q1 2026, Sfam, LLC displayed an active expansion posture, initiating 9 new positions and adding to 16 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VV, AGG, SMMD) accounted for 58.0% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 269 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 23.94% | +0.37% | -0.34% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.59% | -0.91% | +6.11% | |
| 3 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 12.44% | +0.22% | -0.75% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 9.15% | -0.14% | -0.57% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.86% | +0.78% | -0.54% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.97% | +0.53% | +4.18% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 2.76% | -0.71% | -0.18% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.43% | -0.79% | -0.68% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.37% | -0.12% | +3.49% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 1.64% | -0.11% | +2.45% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.19% | +0.13% | -1.96% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.11% | — | +0.99% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.37% | +43.51% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.08% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | — | -0.11% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.05% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | — | — | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.54% | -0.06% | -1.36% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.03% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.08% | — | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.48% | +0.49% | — | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.39% | -0.02% | +1.23% | |
| 23 | APH | Amphenol Corp-cl A | Stock-Tech | 0.37% | +0.08% | — | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.02% | — | |
| 25 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.32% | +0.01% | — | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 0.26% | -0.26% | EXIT | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.04% | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | — | +94.94% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.02% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.01% | +3.38% | |
| 32 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.23% | +0.01% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.03% | — | |
| 34 | MCK | Mckesson CORP | Stock-Healthcare | 0.21% | -0.05% | — | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.19% | -0.02% | — | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.19% | -0.04% | +0.30% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | — | — | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.17% | -0.02% | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.16% | -0.03% | +0.35% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | — | — | |
| 41 | NUE | Nucor CORP | Stock-Materials | 0.15% | +0.02% | — | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.14% | — | — | |
| 43 | ORI | Old Republic Intl CORP | Stock-Financials | 0.14% | -0.01% | — | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | 0.14% | -0.01% | — | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.13% | +0.04% | — | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | -0.01% | -3.17% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | -0.01% | — | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.11% | -0.01% | — | |
| 49 | OSBC | Old Second Bancorp Inc | Stock-Other | 0.11% | -0.09% | — | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.11% | — | -10.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.8% | +6.11% | Add |
| 2 | SMMD | Ishares Russell 2500 ETF | +0.3% | -0.75% | Trim |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.3% | +4.18% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | +43.51% | Add |
| 5 | DGRO | Ishares Core Dividend Growth | +0.2% | -0.57% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.1% | +94.94% | Add |
| 7 | VTV | Vanguard Value ETF | +0.1% | -0.68% | Trim |
| 8 | SUB | Ishares Short-term National | +0.1% | +2.45% | Add |
| 9 | ANGL | Vaneck Fallen Angel High Yld | +0.1% | +3.49% | Add |
| 10 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 11 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 12 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 13 | ICF | Ishares Select U.s. Reit ETF | 0% | -1.96% | Trim |
| 14 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 15 | DE | Deere & Co | 0% | — | Unchanged |
| 16 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 17 | GLW | Corning Inc | 0% | — | Unchanged |
| 18 | CVX | Chevron CORP | 0% | +0.29% | Add |
| 19 | PSX | Phillips 66 | 0% | — | Unchanged |
| 20 | AKAM | Akamai Technologies Inc | 0% | — | Unchanged |
| 21 | IXUS | Ishares Core Intl Stock ETF | 0% | — | Unchanged |
| 22 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 23 | COP | Conocophillips | 0% | — | Unchanged |
| 24 | JMEE | JPM Sma & Mid Cap En Eq Et-u | 0% | — | Unchanged |
| 25 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 26 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 27 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 28 | WMT | Walmart Inc | 0% | — | Unchanged |
| 29 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 30 | NTR | Nutrien LTD | 0% | — | Unchanged |
| 31 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 32 | ITT | Itt Inc | 0% | — | Unchanged |
| 33 | KNX | Knight-swift Transportation | 0% | — | Unchanged |
| 34 | EXC | Exelon CORP | 0% | — | Unchanged |
| 35 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 36 | LIN | Linde plc | 0% | — | Unchanged |
| 37 | NUE | Nucor CORP | 0% | — | Unchanged |
| 38 | ICSH | Ishares Ultra Short Duration | 0% | +1.23% | Add |
| 39 | MPWR | Monolithic Power Systems Inc | 0% | — | Unchanged |
| 40 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 41 | OSBC | Old Second Bancorp Inc | 0% | — | Unchanged |
| 42 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 43 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 44 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 45 | ORLY | O'reilly Automotive Inc | 0% | — | Unchanged |
| 46 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 47 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 48 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 49 | PWR | Quanta Services Inc | 0% | — | Unchanged |
| 50 | MUSA | Murphy USA Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Sfam, LLC reported a total U.S. public equity portfolio value of $122.6M across 269 disclosed positions in Q1 2026.
During Q1 2026, Sfam, LLC's top holdings by market value included VV (23.9%)、AGG (12.6%)、SMMD (12.4%). The largest single position, VV, represented 23.9% of total portfolio value.
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Top New Position Initiated
VCSH
市值: $114.3K
Top Position Liquidated / Trimmed
SPIR
前期市值: $750.0
In Q1 2026, Sfam, LLC made 42 total portfolio adjustments, initiating 9 new buys, adding to 16 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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