StockDriftsStockDriftsTop 50 Sfm LLC D B A Sweeney Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.64% | 67.1K | $47.0M | +4.31%(+2.77K) | $463.07(+52.16%) | 2026-09-30 | |
| USFR | WISDOMTREE TR | 8.52% | 336.4K | $17.0M | +4.80%(+15.41K) | $50.31(+0.37%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 6.89% | 174.9K | $13.7M | +11.15%(+17.55K) | $60.52(+32.34%) | 2026-09-30 | |
| IVV | ISHARES TR | 4.98% | 12.9K | $9.9M | -9.55%(-1.36K) | $514.29(+49.72%) | 2026-09-30 | |
| IAUM | ISHARES GOLD TRUST MICRO | 4.52% | 217.3K | $9.0M | -1.24%(-2.73K) | $29.95(+37.84%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.32% | 12.9K | $6.6M | -24.06%(-4.08K) | $355.93(+49.90%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.31% | 21.6K | $6.6M | +110.10%(+11.34K) | $256.96(+15.11%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.91% | 23.3K | $5.8M | -24.64%(-7.61K) | $155.71(+68.55%) | 2026-09-30 | |
| ITOT | ISHARES TR | 2.8% | 33.5K | $5.6M | +134.65%(+19.23K) | $159.31(+4.65%) | 2026-09-30 | |
| IQLT | ISHARES TR | 2.77% | 111.5K | $5.5M | +14.60%(+14.20K) | $40.16(+24.49%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +42.31% |
Sfm LLC D B A Sweeney Financial Advisors reports $198.99M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are VOO (23.6%), USFR (8.5%) and VO (6.9%). The top 20 holdings account for 81.26% of reported assets. Its disclosed equity book has returned +42.71% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sfm LLC D B A Sweeney Financial Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2064225). View Sfm LLC D B A Sweeney Financial Advisors’s 13F filings on SEC