SFM, LLC d/b/a Sweeney Financial Advisors
SFM, LLC d/b/a Sweeney Financial Advisors reported 69 holdings worth US$199M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
SFM, LLC d/b/a Sweeney Financial Advisors reported 69 holdings worth US$199M as of Sep 30, 2026. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$199M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 12,888 | US$6.61M | 3.3% |
| Alphabet Inc (google) Class C | 19,138 | US$6.56M | 3.3% |
| Amazon.com, Inc. | 23,281 | US$5.8M | 2.9% |
| Nvidia Corporation | 19,345 | US$4.42M | 2.2% |
| Apple Inc | 8,382 | US$2.79M | 1.4% |
| Berkshire Hathaway Inc. | 3,453 | US$1.72M | 0.86% |
| Meta Platforms, Inc. | 2,060 | US$1.49M | 0.75% |
| Mastercard Incorporated | 2,667 | US$1.47M | 0.74% |
| Visa Inc. | 3,217 | US$1.16M | 0.58% |
| Sherwin-williams Company (the) | 1,975 | US$638K | 0.32% |
| Costco Wholesale Corporation | 619 | US$564K | 0.28% |
| Stryker Corporation | 1,721 | US$474K | 0.24% |
| Home Depot, Inc. (the) | 1,629 | US$464K | 0.23% |
| Republic Services, Inc. | 2,120 | US$445K | 0.22% |
| Analog Devices, Inc. | 1,080 | US$428K | 0.22% |
| Autozone, Inc. | 118 | US$334K | 0.17% |
| Broadcom Inc. | 879 | US$309K | 0.16% |
| Ge Aerospace | 849 | US$265K | 0.13% |
| Servicenow, Inc. | 1,937 | US$260K | 0.13% |
| Advanced Micro Devices Inc | 420 | US$257K | 0.13% |
| Tesla, Inc. | 710 | US$252K | 0.13% |
| International Business Machines Corporation | 1,110 | US$244K | 0.12% |
| Eli Lilly And Company | 211 | US$244K | 0.12% |
| S&p Global Inc. | 554 | US$219K | 0.11% |
| Jp Morgan Chase & Co. | 629 | US$208K | 0.10% |
| Brown & Brown, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Arthur J. Gallagher & Co. | 0 | US$0 | 0.00% |
Source
View original at SEC
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