13F Filings History of SWEENEY & MICHEL, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$338,817,714
Signature - Title
Aryn Sands - Agent
Location
Chico, CA
Summary
This page shows a list of all the recent 13F filings made by SWEENEY & MICHEL, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SWEENEY & MICHEL, LLC reported 141 stock holdings with total value $338,817,714 as of Q4 2025. Top holdings included ITOT, DGRO, HDV, AAPL, and GOOG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 141 $338,817,714 +$19,560,640 -$8,530,069 +$11,030,571 ITOT, DGRO, HDV, AAPL, GOOG 13F-HR 13 Feb 2026, 12:14
Q3 2025 137 $297,521,445 +$9,328,591 -$6,937,642 +$2,390,949 ITOT, DGRO, AAPL, HDV, GOOG 13F-HR 13 Nov 2025, 16:33
Q2 2025 130 $281,544,391 +$14,081,689 -$2,785,643 +$11,296,046 ITOT, DGRO, HDV, AAPL, SHYG 13F-HR 14 Jul 2025, 12:28
Q1 2025 119 $228,526,174 +$11,725,040 -$6,217,873 +$5,507,167 DGRO, ITOT, HDV, AAPL, SHYG 13F-HR 09 Apr 2025, 12:53
Q3 2024 121 $253,718,502 +$13,066,906 -$6,372,440 +$6,694,466 DGRO, ITOT, AAPL, HDV, GOOG 13F-HR 21 Oct 2024, 15:13
Q2 2024 112 $234,146,408 +$4,996,587 -$2,150,582 +$2,846,005 ITOT, DGRO, AAPL, HDV, GOOG 13F-HR 10 Jul 2024, 16:15
Q1 2024 110 $225,752,901 +$18,762,649 -$11,827,772 +$6,934,877 DGRO, ITOT, HDV, AAPL, GOOG 13F-HR 15 May 2024, 17:32
Q3 2023 105 $190,894,799 +$17,951,489 -$14,267,971 +$3,683,518 DGRO, ITOT, AAPL, HDV, GOOG 13F-HR 09 Nov 2023, 12:26
Q2 2023 101 $194,167,691 +$3,713,443 -$3,469,208 +$244,235 DGRO, ITOT, VIGI, HDV, AAPL 13F-HR 09 Aug 2023, 14:13
Q1 2023 102 $175,969,222 $0 $0 $0 DGRO, ITOT, VIGI, AAPL, HDV 13F-HR 07 Jun 2023, 15:52