Glenn Sweeney

Sfm, Llc

Assets Managed

$195.067M

Holdings

Last Quarter

2026 - Q2

Filed Date

8d ago

Growth Rate

17.88%(2Q avg: 7.43%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sfm, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Sfm, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 195.067M in assets, with a quarterly growth rate of 17.88% and a 2-quarter average growth rate of 7.43%. The portfolio is managed by Glenn Sweeney, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VOO Vanguard S&p 500 Etf Recent Activity Increased 6.34%	22.66%	$44.185M 64,334 shares@ $686.81 avg price	Increased 6.34%
USFR Wisdomtree Floating Rate Tre Recent Activity Increased 73.55%	8.29%	$16.162M 320,992 shares@ $50.35 avg price	Increased 73.55%
VO Vanguard Mid-cap Etf Recent Activity Increased 342.37%	6.5%	$12.679M 157,364 shares@ $80.57 avg price	Increased 342.37%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -4.21%	5.49%	$10.706M 14,296 shares@ $748.89 avg price	Decreased -4.21%
IAUM Ishares Gold Trust Micro Recent Activity Increased 1.46%	4.52%	$8.803M 220,012 shares@ $40.01 avg price	Increased 1.46%
AMZN Amazon.com Inc Recent Activity Decreased -9.57%	3.78%	$7.364M 30,895 shares@ $238.34 avg price	Decreased -9.57%
MSFT Microsoft Corp Recent Activity Decreased -17.37%	3.25%	$6.331M 16,972 shares@ $373.02 avg price	Decreased -17.37%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -5.28%	3.02%	$5.879M 16,450 shares@ $357.38 avg price	Decreased -5.28%
NVDA Nvidia Corp Recent Activity Decreased -5.76%	2.54%	$4.951M 24,743 shares@ $200.09 avg price	Decreased -5.76%
IQLT Ishares Msci International Q Recent Activity Increased 10.9%	2.48%	$4.819M 97,261 shares@ $49.56 avg price	Increased 10.9%

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