Home › McCartney Wealth Management LLC

McCartney Wealth Management LLC 13F holdings

Filed 2026-08-03 · McCartney Wealth Management LLC · 65 positions · $131.9M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
AVUSAMERICAN CENTY ETF TR135.4K$17.3M13.1%
DFACDIMENSIONAL ETF TRUST300.1K$13.3M10.1%
DFLVDIMENSIONAL ETF TRUST139.7K$5.5M4.2%
AVDEAMERICAN CENTY ETF TR59.6K$5.3M4.0%
AVUVAMERICAN CENTY ETF TR41.8K$5.2M4.0%
DFEVDIMENSIONAL ETF TRUST119.4K$5.1M3.9%
DFUVDIMENSIONAL ETF TRUST91.3K$5.0M3.8%
AVSFAMERICAN CENTY ETF TR97.0K$4.5M3.4%
DFIPDIMENSIONAL ETF TRUST106.1K$4.4M3.3%
AVIGAMERICAN CENTY ETF TR103.3K$4.3M3.2%
DFAXDIMENSIONAL ETF TRUST108.2K$4.0M3.0%
DUHPDIMENSIONAL ETF TRUST92.8K$3.9M2.9%
AVEMAMERICAN CENTY ETF TR37.9K$3.7M2.8%
DFGXDIMENSIONAL ETF TRUST63.4K$3.4M2.6%
VTVVANGUARD INDEX FDS14.2K$3.1M2.4%
DFIVDIMENSIONAL ETF TRUST49.3K$2.7M2.0%
AVDVAMERICAN CENTY ETF TR25.5K$2.6M2.0%
—AMERICAN CENTY ETF TR29.3K$2.5M1.9%
VGITVANGUARD SCOTTSDALE FDS41.9K$2.5M1.9%
MTUMISHARES TR6.1K$2.1M1.6%
DIHPDIMENSIONAL ETF TRUST53.2K$1.8M1.4%
CLCOLGATE PALMOLIVE CO19.2K$1.8M1.3%
STIPISHARES TR16.6K$1.7M1.3%
GNMAISHARES TR37.0K$1.6M1.2%
DUSBDIMENSIONAL ETF TRUST27.3K$1.4M1.1%
VTHRVANGUARD SCOTTSDALE FDS4.0K$1.3M1.0%
ISHGISHARES TR16.7K$1.2M0.9%
IGSBISHARES TR23.2K$1.2M0.9%
IMTMISHARES TR22.0K$1.2M0.9%
TIPISHARES TR10.7K$1.2M0.9%
BNDXVANGUARD CHARLOTTE FDS22.6K$1.1M0.8%
EFVISHARES TR13.8K$1.1M0.8%
DFUSDIMENSIONAL ETF TRUST11.8K$966,0730.7%
SCHOSCHWAB STRATEGIC TR37.4K$902,3530.7%
FNDBSCHWAB STRATEGIC TR28.6K$871,7820.7%
NUSCNUSHARES ETF TR16.3K$851,9010.6%
DFSBDIMENSIONAL ETF TRUST15.9K$830,7900.6%
SGOVISHARES TR7.1K$710,7300.5%
JPSTJ P MORGAN EXCHANGE TRADED F11.5K$579,3800.4%
MBBISHARES TR6.1K$576,9500.4%
CAOSEA SERIES TRUST6.2K$557,0690.4%
INTCINTEL CORP3.7K$518,0270.4%
WMTWALMART INC4.1K$461,8740.4%
AAPLAPPLE INC1.6K$455,5810.3%
—SIMPLIFY EXCHANGE TRADED FUN10.9K$450,3900.3%
GEFGREIF INC5.8K$436,7650.3%
VTVANGUARD INTL EQUITY INDEX F2.7K$423,4530.3%
ESGEISHARES INC7.6K$413,6200.3%
DFSDDIMENSIONAL ETF TRUST8.3K$398,2830.3%
SCHBSCHWAB STRATEGIC TR12.6K$364,1720.3%
VONGVANGUARD SCOTTSDALE FDS2.8K$354,1460.3%
DFATDIMENSIONAL ETF TRUST5.0K$347,9620.3%
NULVNUSHARES ETF TR6.9K$344,7810.3%
DFASDIMENSIONAL ETF TRUST3.9K$318,5730.2%
FNDFSCHWAB STRATEGIC TR5.6K$293,3360.2%
AVGEAMERICAN CENTY ETF TR2.9K$292,0080.2%
VBVANGUARD INDEX FDS922$279,3890.2%
NTSXWISDOMTREE TR4.7K$276,9820.2%
VTIVANGUARD INDEX FDS747$276,4600.2%
VFMOVANGUARD WELLINGTON FD1.0K$259,9980.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}