SFM, LLC d/b/a Sweeney Financial Advisors
SFM, LLC d/b/a Sweeney Financial Advisors reported 69 stocks worth $199M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VOO (23.6%), USFR (8.5%) and VO (6.9%). Compared with Q2 2026, the fund opened new positions in XVV, XOM and IBM, added to VOO, USFR and VO, trimmed IVV, IAUM and MSFT and sold out of AJG, IGV and BRO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $47M | 23.6% | 67K | +2,773 (+4%) | 8 of 8 | |
| 2 |  USFR Wisdomtree TR | $17M | 8.5% | 336K | +15K (+5%) | 8 of 8 | |
| 3 |  VO Vanguard Index Fds | $13.7M | 6.9% | 175K | +18K (+11%) | 8 of 8 | |
| 4 |  IVV Ishares TR | $9.9M | 5.0% | 13K | −1,365 (−10%) | 8 of 8 | |
| 5 |  IAUM Ishares Gold TR | $9M | 4.5% | 217K | −2,727 (−1%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $6.6M | 3.3% | 13K | −4,084 (−24%) | 8 of 8 | |
| 7 |  QQQM Invesco Nasdaq | $6.6M | 3.3% | 22K | +11K (+110%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $5.8M | 2.9% | 23K | −7,614 (−25%) | 8 of 8 | |
| 9 |  ITOT Ishares TR | $5.6M | 2.8% | 34K | +19K (+135%) | 2 of 8 | |
| 10 |  IQLT Ishares Msci Intl Quality Factor ETF | $5.5M | 2.8% | 111K | +14K (+15%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SFM, LLC d/b/a Sweeney Financial Advisors 13F FAQ
What does SFM, LLC d/b/a Sweeney Financial Advisors own?
SFM, LLC d/b/a Sweeney Financial Advisors reported 69 stocks worth $199M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VOO (23.6%), USFR (8.5%) and VO (6.9%). The table above lists every position in the filing (the top 10 without an account).
What did SFM, LLC d/b/a Sweeney Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 15 added to, 43 trimmed and 5 sold out. New positions include XVV, XOM and IBM. It sold all of AJG, IGV and BRO.
When will SFM, LLC d/b/a Sweeney Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is SFM, LLC d/b/a Sweeney Financial Advisors's portfolio worth?
The Q3 2026 filing reports $199M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.