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CIK: 0002064225
Total reported value
$199.0M
$199.0M
61 檔
40.9%
According to the latest 13F quarterly dataset, SFM, LLC d/b/a Sweeney Financial Advisors managed an equity portfolio of $199.0M at the end of Q3 2025, spanning 61 distinct U.S. exchange-listed positions.
SFM, LLC d/b/a Sweeney Financial Advisors executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 4 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 20.18% | +0.99% | +0.94% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 9.50% | +0.23% | +30.62% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.99% | -0.51% | -1.94% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.94% | +0.07% | +0.79% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.70% | +0.39% | -0.05% | |
| 6 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 5.07% | +0.01% | +3.83% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.15% | -0.86% | +4.10% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.52% | -0.87% | -0.21% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | -0.32% | +2.70% | |
| 10 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 2.18% | -0.77% | -2.78% | |
| 11 | IQLT | Ishares Msci International Q | ETF-Other | 2.14% | +0.30% | -0.60% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.04% | -0.24% | -0.54% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.01% | -0.48% | +9.18% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.18% | +11.88% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.66% | -0.34% | +2.12% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.55% | -0.33% | -0.19% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.54% | -0.18% | -0.31% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | -0.39% | +3.47% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.34% | -0.03% | +12.62% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.27% | -0.28% | -2.02% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | -0.21% | -0.31% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.19% | -0.23% | +1.03% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.14% | -0.02% | -1.59% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 1.12% | -0.09% | -0.47% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | -0.32% | +3.47% | |
| 26 | RSG | Republic Services Inc | Stock-Industrials | 0.89% | -0.32% | +7.81% | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.85% | -0.29% | +0.07% | |
| 28 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.82% | -0.32% | EXIT | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.81% | -0.26% | +2.33% | |
| 30 | AZO | Autozone Inc | Stock-Consumer Disc | 0.77% | -0.28% | +13.24% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 0.72% | +0.02% | -0.07% | |
| 32 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.70% | -0.16% | -0.72% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.66% | +1.71% | +11.01% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.61% | -0.13% | -3.18% | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.59% | -0.27% | -9.13% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.16% | -2.01% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | -0.02% | +0.07% | |
| 38 | BRO | Brown & Brown Inc | Stock-Financials | 0.50% | -0.16% | EXIT | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.44% | -0.16% | -0.77% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.43% | -0.16% | +1.90% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.39% | -0.07% | -7.31% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.36% | -0.01% | +25.29% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.05% | +2.58% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.29% | — | -0.96% | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.25% | -0.03% | — | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.25% | +0.03% | — | |
| 47 | GE | General Electric | Stock-Industrials | 0.21% | -0.11% | +10.07% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.01% | +9.09% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | -0.04% | +16.18% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.19% | -0.04% | -12.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.4% | -1.94% | Add |
| 2 | USFR | Wisdomtree Floating Rate Tre | +2.4% | +30.62% | Add |
| 3 | IAUM | Ishares Gold Trust Micro | +2.2% | +3.83% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.9% | +11.88% | Add |
| 5 | NVDA | Nvidia CORP | +0.8% | +2.70% | Add |
| 6 | MSFT | Microsoft CORP | +0.5% | +0.79% | Add |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +1.03% | Add |
| 8 | BRO | Brown & Brown Inc | +0.3% | +13.13% | Add |
| 9 | RSG | Republic Services Inc | +0.2% | +7.81% | Add |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +11.01% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.02% | Add |
| 12 | AZO | Autozone Inc | 0% | +13.24% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | +9.09% | Add |
| 14 | VUG | Vanguard Growth ETF | 0% | -0.47% | Unchanged |
| 15 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 16 | MGK | Vanguard Mega Cap Growth ETF | 0% | — | Unchanged |
| 17 | GOOG | Alphabet Inc-cl C | 0% | -0.31% | Trim |
| 18 | IJR | Ishares Core S&p Small-cap E | 0% | -7.31% | Add |
| 19 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 20 | NULG | Nuveen Esg Lrg-cap Grw ETF | 0% | -3.02% | Trim |
| 21 | AAPL | Apple Inc | 0% | +12.62% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.07% | Add |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | — | Unchanged |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -2.01% | Trim |
| 25 | INTU | Intuit Inc | 0% | -0.96% | Trim |
| 26 | ORCL | Oracle CORP | -0.1% | — | Trim |
| 27 | NOW | Servicenow Inc | -0.1% | -0.07% | Trim |
| 28 | ESGV | Vanguard Esg US Stock ETF | -0.1% | -9.13% | Trim |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -18.13% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | +3.47% | Add |
| 31 | XSVM | Invesco S&p Smallcap Value W | -0.1% | -0.72% | Trim |
| 32 | LIN | Linde plc | -0.1% | +1.90% | Trim |
| 33 | AMZN | Amazon.com Inc | -0.1% | +4.10% | Add |
| 34 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.31% | Trim |
| 35 | MDY | State Street Spdr S&p Midcap | -0.1% | -3.18% | Trim |
| 36 | IAU | Ishares Gold Trust | -0.1% | -12.27% | Trim |
| 37 | COST | Costco Wholesale CORP | -0.2% | +2.58% | Trim |
| 38 | SPGI | S&p Global Inc | -0.2% | -0.77% | Trim |
| 39 | SCHD | Schwab US Dvd Equity ETF | -0.2% | +9.18% | Add |
| 40 | SYK | Stryker CORP | -0.2% | +2.33% | Add |
| 41 | AJG | Arthur J Gallagher & Co | -0.2% | +4.29% | Add |
| 42 | VB | Vanguard Small-cap ETF | -0.2% | -1.59% | Trim |
| 43 | TCAF | T Rowe Prc Cap Appreciation | -0.2% | -2.78% | Trim |
| 44 | SHW | Sherwin-williams Co/the | -0.2% | +0.07% | Trim |
| 45 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.21% | Trim |
| 46 | IQLT | Ishares Msci International Q | -0.3% | -0.60% | Trim |
| 47 | V | Visa Inc-class A Shares | -0.4% | +3.47% | Add |
| 48 | MA | Mastercard Inc - A | -0.5% | -0.19% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +2.12% | Add |
| 50 | VO | Vanguard Mid-cap ETF | -1.2% | -0.05% | Trim |
According to official SEC Form 13F filings, SFM, LLC d/b/a Sweeney Financial Advisors reported a total U.S. public equity portfolio value of $199.0M across 61 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, USFR, IVV) accounted for 40.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VTIP
市值: $3.5M
Top Position Liquidated / Trimmed
VGIT
前期市值: $2.2M
During Q3 2025, SFM, LLC d/b/a Sweeney Financial Advisors's top holdings by market value included VOO (20.2%)、USFR (9.5%)、IVV (6.0%). The largest single position, VOO, represented 20.2% of total portfolio value.
In Q3 2025, SFM, LLC d/b/a Sweeney Financial Advisors made 60 total portfolio adjustments, initiating 9 new buys, adding to 23 positions, trimming 24 holdings, and fully liquidating 4 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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