SEC Form 13F

SWEENEY & MICHEL, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$380,799,241
Positions164

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRITOTCORE S&P TTL STK$33,364,676196,749
ISHARES TRDGROCORE DIV GRWTH$30,649,425385,673
ISHARES TRHDVCORE HIGH DV ETF$24,063,925836,134
APPLE INCAAPLCOM$23,642,55175,456
ALPHABET INCGOOGCAP STK CL C$22,744,57764,347
ISHARES TRSHYG0-5YR HI YL CP$14,227,915337,554
CAPITAL GROUP INTERNATIONALCGIESHS$13,393,858350,716
VANGUARD WHITEHALL FDSVYMIINTL HIGH ETF$12,844,872122,274
CAPITAL GROUP DIVIDEND GROWECGDGSHS ETF$11,006,652282,222
EA SERIES TRUSTFRDMFREEDOM 100 EM$10,785,266161,771

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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