account_balance
Investment manager · 13F filer · SEC CIK 2064225
SFM, LLC d/b/a Sweeney Financial Advisors
Reported value$199Mas of Sep 30, 2026
Positions69 4 new, 4 sold out
Top 10 weight63.7%VOO alone is 24%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
23.6%Added +4%
USFRWisdomtree Tr
8.5%Added +5%
VOVanguard Index FDS
6.9%Added +11%
IVViShares Tr
5.0%Trimmed −10%
IAUMiShares Gold Trust Micro
4.5%
MSFTMicrosoft Corp
3.3%Trimmed −24%
QQQMInvesco Exch Traded Fd Tr II
3.3%Added +110%
AMZNAmazon.com Inc
2.9%Trimmed −25%
ITOTiShares Tr
2.8%+135%
IQLTiShares Tr
2.8%Added +15%
AVLVAmerican Centy ETF Tr
2.4%+153%
VOOVanguard Index FDS
23.6%Added +4%
USFRWisdomtree Tr
8.5%+5%
VOVanguard Index FDS
6.9%+11%
IVViShares Tr
5.0%−10%
IAUMiShares Gold Trust Micro
4.5%
MSFT3.3%QQQM3.3%
AMZN2.9%ITOT2.8%
IQLT2.8%
AVLV2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 23.6% Added +4%
USFR Wisdomtree Tr 8.5% Added +5%
VO Vanguard Index FDS 6.9% Added +11%
IVV iShares Tr 5.0% Trimmed −10%
IAUM iShares Gold Trust Micro 4.5% HeldMSFT Microsoft Corp 3.3% Trimmed −24%QQQM Invesco Exch Traded Fd Tr II 3.3% Added +110%
AMZN Amazon.com Inc 2.9% Trimmed −25%ITOT iShares Tr 2.8% Added +135%
IQLT iShares Tr 2.8% Added +15%
AVLV American Centy ETF Tr 2.4% Added +153%
NVDA NVIDIA Corp 2.2% Trimmed −22%What changed
Biggest moves since Jun 30, 2026
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