Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q3 2024 data
Sweet Financial Partners, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Sweet Financial Partners, LLC

•CIK: 1908936•Filing: Q3 2024

**Sweet Financial Partners, LLC** manages $462M across a diversified portfolio of 198 holdings. The strategy exhibits a notable allocation to core equity indices, led by VOO at $88.4M and SCHD at $23.6M. Significant diversification is evident through positions in international and sector-specific ETFs, including VEU ($20.7M) and XSOE ($10.0M). This structure suggests a disciplined, large-cap oriented approach to capital preservation and growth.

Total AUM
$461.8M
QoQ Performance
+5.5%
Positions
160
Top 10 Concentration
47.3%
Latest Filing
Q3 2024

Top Holdings Allocation

VOO
SCHD
VOO19.1%
SCHD5.1%
RDVY4.9%
VEU4.5%
XT2.5%
LMBS2.4%
FTLS2.4%
XSOE2.2%

📈 Biggest Buys

AVGO
BROADCOM INC
+938.6%
0.8% of portfolio
NFLX
NETFLIX INC
+312.5%
0.5% of portfolio
MMIN
INDEXIQ ACTIVE ETF TR
+219.0%
0.6% of portfolio
ADBE
ADOBE INC
NEW
0.4% of portfolio
TJX
TJX COS INC NEW
+407.9%
0.5% of portfolio

📉 Biggest Sells

MCD
MCDONALDS CORP
-60.7%
0.3% of portfolio
VOO
VANGUARD INDEX FDS
-2.2%
19.1% of portfolio
NKE
NIKE INC
-78.2%
0.1% of portfolio
TXN
TEXAS INSTRS INC
-67.0%
0.1% of portfolio
SCHD
SCHWAB STRATEGIC TR
-3.0%
5.1% of portfolio

Sector Breakdown

Other55.0%
ETF19.6%
Technology8.6%
Healthcare4.9%
Consumer3.3%
Financial2.6%
Industrial2.4%
Communication1.2%

🚪 Exited Positionssold since Q2 2024

LITE
LUMENTUM HLDGS INC
SOLD
$343.7K
LRCXEUR
LAM RESEARCH CORP
SOLD
$336.7K
HTEC
EXCHANGE TRADED CONCEPTS TR
SOLD
$218.6K

Changes from Q2 2024

NEW10 new positions
↑55 increased
↓75 decreased

Historical Filings

Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VOO19.1%
VANGUARD INDEX FDS
$88.4M
SCHD5.1%
SCHWAB STRATEGIC TR
$23.6M
RDVY4.9%
FIRST TR EXCHANGE-TRADED FD
$22.9M
VEU4.5%
VANGUARD INTL EQUITY INDEX F
$20.7M
XT2.5%
ISHARES TR
$11.5M

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