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CIK: 0002064225
Total reported value
$199.0M
$199.0M
60 檔
38.1%
During the Q4 2025 filing period, SFM, LLC d/b/a Sweeney Financial Advisors (CIK: 0002064225) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $199.0M across 60 reported positions.
SFM, LLC d/b/a Sweeney Financial Advisors executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 4 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.08% | +0.99% | +1.24% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.12% | -0.51% | -1.05% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.79% | +0.07% | +3.47% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.74% | +0.39% | +1.08% | |
| 5 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 5.66% | +0.01% | -0.71% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 5.37% | +0.23% | -43.94% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.53% | -0.86% | +3.00% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.27% | -0.87% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.76% | -0.32% | +18.51% | |
| 10 | IQLT | Ishares Msci International Q | ETF-Other | 2.26% | +0.30% | +1.81% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.16% | -0.48% | +5.94% | |
| 12 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 2.12% | -0.77% | -4.83% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.12% | -0.24% | +5.42% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.34% | +2.13% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.60% | -0.33% | +2.08% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | -0.21% | -0.06% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.18% | +0.81% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.52% | -0.18% | -4.02% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.51% | -0.03% | +5.05% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.46% | -0.39% | -1.72% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | -0.16% | +130.47% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | -0.28% | -0.63% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.17% | -0.23% | -3.80% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 1.15% | -0.09% | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 1.12% | -0.02% | -3.61% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.82% | -0.26% | +5.21% | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.81% | -0.29% | +0.83% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.76% | +1.71% | +11.87% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.32% | -6.53% | |
| 30 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.71% | -0.16% | -1.28% | |
| 31 | RSG | Republic Services Inc | Stock-Industrials | 0.68% | -0.32% | -17.11% | |
| 32 | AZO | Autozone Inc | Stock-Consumer Disc | 0.65% | -0.28% | +6.17% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.63% | -0.27% | +4.12% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.62% | -0.13% | -0.11% | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 0.62% | +0.02% | +417.38% | |
| 36 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.60% | -0.32% | EXIT | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | -0.02% | +0.43% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | -0.01% | +31.38% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.48% | -0.16% | +0.51% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.39% | -0.07% | -2.73% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.37% | -0.16% | -5.28% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.05% | +1.33% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.04% | +50.76% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.29% | — | +4.28% | |
| 45 | BRO | Brown & Brown Inc | Stock-Financials | 0.29% | -0.16% | EXIT | |
| 46 | GE | General Electric | Stock-Industrials | 0.27% | -0.11% | +21.93% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.01% | +20.88% | |
| 48 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.26% | +0.03% | — | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.25% | -0.03% | -0.57% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | -0.03% | +61.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.9% | +1.24% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.8% | +130.47% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | — | Unchanged |
| 4 | IAUM | Ishares Gold Trust Micro | +0.6% | -0.71% | Trim |
| 5 | NVDA | Nvidia CORP | +0.5% | +18.51% | Add |
| 6 | AMZN | Amazon.com Inc | +0.4% | +3.00% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.4% | -0.06% | Trim |
| 8 | AAPL | Apple Inc | +0.2% | +5.05% | Add |
| 9 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +5.94% | Add |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +31.38% | Add |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.05% | Trim |
| 12 | IQLT | Ishares Msci International Q | +0.1% | +1.81% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | +50.76% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +61.62% | Add |
| 15 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +11.87% | Add |
| 16 | VTIP | Vanguard Short-term Tips | +0.1% | +5.42% | Add |
| 17 | GE | General Electric | +0.1% | +21.93% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +20.88% | Add |
| 19 | MA | Mastercard Inc - A | +0.1% | +2.08% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.13% | Add |
| 21 | ESGV | Vanguard Esg US Stock ETF | 0% | +4.12% | Add |
| 22 | SPGI | S&p Global Inc | 0% | +0.51% | Add |
| 23 | VO | Vanguard Mid-cap ETF | 0% | +1.08% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.63% | Trim |
| 25 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 26 | V | Visa Inc-class A Shares | 0% | -1.72% | Trim |
| 27 | SIL | Global X Silver Miners ETF | 0% | — | Unchanged |
| 28 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.43% | Add |
| 30 | IAU | Ishares Gold Trust | 0% | -2.49% | Trim |
| 31 | NULG | Nuveen Esg Lrg-cap Grw ETF | 0% | +7.99% | Add |
| 32 | MDY | State Street Spdr S&p Midcap | 0% | -0.11% | Trim |
| 33 | MGK | Vanguard Mega Cap Growth ETF | 0% | — | Unchanged |
| 34 | QQMG | Invesco Esg Nasdaq 100 | 0% | -0.76% | Trim |
| 35 | XSVM | Invesco S&p Smallcap Value W | 0% | -1.28% | Trim |
| 36 | SYK | Stryker CORP | 0% | +5.21% | Add |
| 37 | IJR | Ishares Core S&p Small-cap E | — | -2.73% | Trim |
| 38 | INTU | Intuit Inc | — | +4.28% | Add |
| 39 | VGT | Vanguard Info Tech ETF | — | — | Unchanged |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | -0.57% | Trim |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | — | — | Unchanged |
| 42 | COST | Costco Wholesale CORP | 0% | +1.33% | Add |
| 43 | IJH | Ishares Core S&p Midcap ETF | 0% | -3.80% | Trim |
| 44 | VTI | Vanguard Total Stock Mkt ETF | 0% | -4.02% | Trim |
| 45 | VB | Vanguard Small-cap ETF | 0% | -3.61% | Trim |
| 46 | SHW | Sherwin-williams Co/the | 0% | +0.83% | Add |
| 47 | TCAF | T Rowe Prc Cap Appreciation | -0.1% | -4.83% | Trim |
| 48 | LIN | Linde plc | -0.1% | -5.28% | Trim |
| 49 | NOW | Servicenow Inc | -0.1% | +417.38% | Add |
| 50 | AZO | Autozone Inc | -0.1% | +6.17% | Add |
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 60 disclosed positions in Q4 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, IVV, MSFT) accounted for 38.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
SILJ
市值: $235.7K
Top Position Liquidated / Trimmed
PGR
前期市值: $267.4K
During Q4 2025, SFM, LLC d/b/a Sweeney Financial Advisors's top holdings by market value included VOO (21.1%)、IVV (6.1%)、MSFT (5.8%). The largest single position, VOO, represented 21.1% of total portfolio value.
In Q4 2025, SFM, LLC d/b/a Sweeney Financial Advisors made 57 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 21 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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