SFM, LLC d/b/a Sweeney Financial Advisors
All 13F Filings
- Location
- Bedford, NH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 198,994
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 69 | 198,994 | 13F-HR | SFM, LLC d/b/a Sweeney Financial Advisors |
| Q2 2026 | 7/7/2026 | 69 | 195,067 | 13F-HR | SFM, LLC |
| Q1 2026 | 4/8/2026 | 63 | 165,480 | 13F-HR | SFM, LLC |
| Q4 2025 | 1/23/2026 | 60 | 170,657 | 13F-HR | SFM, LLC |
| Q3 2025 | 10/15/2025 | 61 | 171,968 | 13F-HR | SFM, LLC |
| Q2 2025 | 7/17/2025 | 58 | 155,821 | 13F-HR | SFM, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.97 K | 28.6% | 0 | 11.23 K | -11.23 K |
| ETFs | 142 K | 71.4% | 15.16 K | 0 | 15.16 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
198,994
Holdings
69
QoQ value change ($000)
3,927
(2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.