Sfam, LLC Top Holdings and 13F Report (2026) About Sfam, LLCInvestment ActivitySfam, LLC has $107.82 million in total holdings as of March 31, 2026.Sfam, LLC owns shares of 269 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.71% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Sfam, LLC has purchased 260 new stocks and bought additional shares in 18 stocks.Sfam, LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $25,815,248iShares Core U.S. Aggregate Bond ETF $13,572,921iShares Russell 2500 ETF $13,407,640iShares Core Dividend Growth ETF $9,863,865SPDR Portfolio S&P 500 Growth ETF $8,474,030 Largest New Holdings this Quarter 92206C409 - Vanguard Short-Term Corporate Bond ETF $114,307 Holding92206C664 - Vanguard Russell 2000 ETF $70,920 Holding46432F842 - iShares Core MSCI EAFE ETF $35,488 Holding26922A420 - Defiance Quantum ETF $8,691 Holding773121108 - Rocket Lab USA $7,578 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 7,878 shares (about $782.05K)Vanguard Short-Term Bond ETF 3,292 shares (about $258.13K)Vanguard S&P 500 ETF 416 shares (about $248.66K)JPMorgan Chase & Co. 450 shares (about $132.37K)Vanguard Short-Term Corporate Bond ETF 1,442 shares (about $114.31K) Largest Sales this Quarter iShares Russell 2500 ETF 1,321 shares (about $100.86K)Vanguard Large-Cap ETF 296 shares (about $88.46K)iShares Core Dividend Growth ETF 805 shares (about $56.49K)SPDR Portfolio S&P 500 Growth ETF 469 shares (about $45.92K)iShares Select U.S. REIT ETF 415 shares (about $25.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSfam, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$25,815,248$88,460 ▼-0.3%86,38223.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$13,572,921$782,051 ▲6.1%136,72712.6%FinanceSMMDiShares Russell 2500 ETF$13,407,640$100,858 ▼-0.7%175,60812.4%ETFDGROiShares Core Dividend Growth ETF$9,863,865$56,495 ▼-0.6%140,5519.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$8,474,030$45,920 ▼-0.5%86,5497.9%ETFBSVVanguard Short-Term Bond ETF$6,432,241$258,127 ▲4.2%82,0336.0%ETFVUGVanguard Growth ETF$2,977,728$5,242 ▼-0.2%6,8172.8%ETFVTVVanguard Value ETF$2,620,855$18,051 ▼-0.7%13,3582.4%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,556,409$86,189 ▲3.5%89,0112.4%ManufacturingSUBiShares Short-Term National Muni Bond ETF$1,766,356$42,175 ▲2.4%16,5851.6%ETFICFiShares Select U.S. REIT ETF$1,286,877$25,684 ▼-2.0%20,7931.2%ETFAAPLApple$1,194,985$11,673 ▲1.0%4,7091.1%Computer and TechnologyVOOVanguard S&P 500 ETF$820,108$248,662 ▲43.5%1,3720.8%ETFLLYEli Lilly and Company$668,6730.0%7270.6%MedicalSPYSPDR S&P 500 ETF Trust$617,173$650 ▼-0.1%9490.6%FinanceMSFTMicrosoft$596,6090.0%1,6120.6%Computer and TechnologyIVViShares Core S&P 500 ETF$591,1550.0%9050.5%ETFIWRiShares Russell Mid-Cap ETF$587,272$8,070 ▼-1.4%6,0400.5%ETFIJRiShares Core S&P Small-Cap ETF$558,8910.0%4,4960.5%ETFGOOGLAlphabet$534,8620.0%1,8600.5%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$514,2950.0%5,9360.5%ManufacturingICSHiShares Ultra Short-Term Bond Active ETF$419,132$5,113 ▲1.2%8,2800.4%ETFAPHAmphenol$404,3200.0%3,2000.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$351,7720.0%3,1100.3%ETFJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$348,5390.0%5,2200.3%ETFVVisa$343,3450.0%1,1360.3%Business ServicesBerkshire Hathaway Class B$278,4150.0%5810.3%COMCOSTCostco Wholesale$272,0250.0%2730.3%Retail/WholesaleJPMJPMorgan Chase & Co.$271,804$132,372 ▲94.9%9240.3%FinanceGOOGAlphabet$257,3260.0%8970.2%Computer and TechnologyAMZNAmazon.com$254,922$8,331 ▲3.4%1,2240.2%Retail/WholesaleAXONAxon Enterprise$243,7720.0%5740.2%AerospaceJNJJohnson & Johnson$232,7070.0%9520.2%MedicalMCKMcKesson$231,0510.0%2670.2%MedicalDVYiShares Select Dividend ETF$205,9180.0%1,3600.2%ETFABTAbbott Laboratories$205,768$616 ▲0.3%2,0040.2%MedicalNVDANVIDIA$200,9090.0%1,1520.2%Computer and TechnologyORLYO'Reilly Automotive$178,6200.0%1,9350.2%Retail/WholesaleMCDMcDonald's$176,066$621 ▲0.4%5670.2%Retail/WholesaleABBVAbbVie$169,6490.0%7800.2%MedicalNUENucor$157,4320.0%9310.1%Basic MaterialsDEDeere & Company$153,7810.0%2730.1%IndustrialsORIOld Republic International$150,8620.0%3,7810.1%FinancePHParker-Hannifin$147,7150.0%1650.1%IndustrialsCATCaterpillar$138,1500.0%1950.1%IndustrialsPGProcter & Gamble$128,150$4,190 ▼-3.2%8870.1%Consumer StaplesHDHome Depot$127,2260.0%3870.1%Retail/WholesaleTMOThermo Fisher Scientific$120,4250.0%2450.1%MedicalOSBCOld Second Bancorp$117,4720.0%5,8270.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$117,248$14,245 ▼-10.8%4,0250.1%ETFSYKStryker$116,6490.0%3550.1%MedicalAVGOBroadcom$116,222$309 ▲0.3%3760.1%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$114,307$114,307 ▲New Holding1,4420.1%ETFCEGConstellation Energy$114,1930.0%4090.1%EnergyMETAMeta Platforms$113,2820.0%1980.1%Computer and TechnologyPEPPepsiCo$111,9520.0%7210.1%Consumer StaplesECLEcolab$106,9400.0%4020.1%Basic MaterialsPMPhilip Morris International$101,3530.0%6130.1%Consumer StaplesWal-Mart Stores Inc$92,9270.0%7480.1%COMPNCThe PNC Financial Services Group$90,9350.0%4370.1%FinanceCBRECBRE Group$90,2160.0%6660.1%FinanceXOMExxonMobil$88,2230.0%5200.1%EnergyITTITT$85,7390.0%4500.1%Multi-Sector ConglomeratesVONGVanguard Russell 1000 Growth ETF$79,635$3,729 ▼-4.5%7260.1%ETFAAgilent Technologies$79,3300.0%6960.1%MedicalMRKMerck & Co., Inc.$78,0300.0%6490.1%MedicalKNXKnight-Swift Transportation$76,7540.0%1,3330.1%TransportationRBARB Global$76,3920.0%7970.1%Business ServicesNSRGYNestle$74,3250.0%7500.1%Consumer StaplesEFAiShares MSCI EAFE ETF$71,3910.0%7350.1%FinanceVTWOVanguard Russell 2000 ETF$70,920$70,920 ▲New Holding7080.1%ETFCVXChevron$70,893$207 ▲0.3%3430.1%EnergyUNPUnion Pacific$70,1170.0%2890.1%TransportationLHXL3Harris Technologies$69,0300.0%2000.1%AerospaceMARMarriott International$68,6850.0%2100.1%Consumer DiscretionaryMAMastercard$67,9540.0%1360.1%Business ServicesEXCExelon$63,6070.0%1,2980.1%UtilitiesAVUVAvantis U.S. Small Cap Value ETF$63,520$2,651 ▼-4.0%5750.1%ETFQCOMQualcomm$62,2010.0%4830.1%Computer and TechnologyFCXFreeport-McMoRan$60,5430.0%1,0300.1%Basic MaterialsMDLZMondelez International$60,2910.0%1,0460.1%Consumer StaplesACNAccenture$59,4870.0%3000.1%Computer and TechnologyPAYXPaychex$58,9570.0%6400.1%Computer and TechnologyJacobs Engineering Group$58,5490.0%4600.1%COMTSLATesla$58,3650.0%1570.1%Auto/Tires/TrucksIMCGiShares Morningstar Mid-Cap Growth ETF$57,423$2,363 ▼-4.0%7290.1%ETFSPGSimon Property Group$57,2650.0%3070.1%FinanceSNASnap-On$54,4830.0%1500.1%Consumer DiscretionaryGLWCorning$54,3880.0%4000.1%Computer and TechnologyAMDAdvanced Micro Devices$54,3160.0%2670.1%Computer and TechnologyVTVanguard Total World Stock ETF$52,1470.0%3770.0%ETFBKNGBooking$50,5240.0%120.0%Retail/WholesaleAKAMAkamai Technologies$49,6150.0%4320.0%Computer and TechnologyOEFiShares S&P 100 ETF$49,3010.0%1550.0%ETFPSXPhillips 66$48,6420.0%2670.0%EnergyHONHoneywell International$48,5960.0%2150.0%Multi-Sector ConglomeratesTGTTarget$48,4800.0%4000.0%Retail/WholesaleNFLXNetflix$48,0750.0%5000.0%Consumer DiscretionaryQQQInvesco QQQ$47,906$6,926 ▼-12.6%830.0%FinanceCOPConocoPhillips$47,5200.0%3600.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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