Mccartney Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$118.8M
Q ending 2026-03-31
Prior quarter
$115.9M
Q ending 2025-12-31
Change
+2.5% QoQ
Positions
65
reported holdings
Largest positions
All 65 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVUS | Shares | $14.8M | 133K |
| Dimensional Etf Trust | DFAC | Shares | $11.7M | 302K |
| American Centy Etf Tr | AVDE | Shares | $4.9M | 58K |
| Dimensional Etf Trust | DFLV | Shares | $4.9M | 136K |
| American Centy Etf Tr | AVUV | Shares | $4.5M | 41K |
| Dimensional Etf Trust | DFUV | Shares | $4.5M | 92K |
| American Centy Etf Tr | AVSF | Shares | $4.4M | 93K |
| Dimensional Etf Trust | DFEV | Shares | $4.2M | 117K |
| Dimensional Etf Trust | DFIP | Shares | $4.2M | 100K |
| American Centy Etf Tr | AVIG | Shares | $4.1M | 99K |
| Dimensional Etf Trust | DFAX | Shares | $3.7M | 109K |
| Dimensional Etf Trust | DUHP | Shares | $3.3M | 89K |
| American Centy Etf Tr | AVEM | Shares | $3.1M | 38K |
| Dimensional Etf Trust | DFGX | Shares | $3.0M | 57K |
| Vanguard Index Fds | VTV | Shares | $2.8M | 14K |
| Dimensional Etf Trust | DFIV | Shares | $2.6M | 49K |
| American Centy Etf Tr | AVDV | Shares | $2.5M | 25K |
| Vanguard Scottsdale Fds | VGIT | Shares | $2.4M | 41K |
| American Centy Etf Tr | AVGV | Shares | $2.2M | 29K |
| Dimensional Etf Trust | DUSB | Shares | $1.7M | 34K |
| Ishares Tr | STIP | Shares | $1.7M | 16K |
| Dimensional Etf Trust | DIHP | Shares | $1.7M | 52K |
| Colgate Palmolive Co | CL | Shares | $1.6M | 19K |
| Ishares Tr | GNMA | Shares | $1.6M | 36K |
| Ishares Tr | MTUM | Shares | $1.5M | 6K |
| Ishares Tr | ISHG | Shares | $1.2M | 16K |
| Ishares Tr | IGSB | Shares | $1.2M | 23K |
| Vanguard Scottsdale Fds | VTHR | Shares | $1.2M | 4K |
| Ishares Tr | TIP | Shares | $1.2M | 10K |
| Vanguard Charlotte Fds | BNDX | Shares | $1.1M | 22K |
| Ishares Tr | IMTM | Shares | $1.1M | 22K |
| Ishares Tr | EFV | Shares | $1.0M | 14K |
| Schwab Strategic Tr | SCHO | Shares | $918K | 38K |
| Dimensional Etf Trust | DFUS | Shares | $836K | 12K |
| Schwab Strategic Tr | FNDB | Shares | $777K | 29K |
| Ishares Tr | SGOV | Shares | $739K | 7K |
| Dimensional Etf Trust | DFSB | Shares | $722K | 14K |
| Nushares Etf Tr | NUSC | Shares | $651K | 14K |
| Ishares Tr | MBB | Shares | $580K | 6K |
| J P Morgan Exchange Traded F | JPST | Shares | $580K | 11K |
| Ea Series Trust | CAOS | Shares | $573K | 6K |
| Walmart Inc | WMT | Shares | $508K | 4K |
| Simplify Exchange Traded Fun | SPD | Shares | $395K | 11K |
| Greif Inc | GEF | Shares | $393K | 6K |
| Apple Inc | AAPL | Shares | $387K | 2K |
| Dimensional Etf Trust | DFSD | Shares | $381K | 8K |
| Vanguard Intl Equity Index F | VT | Shares | $373K | 3K |
| Ishares Inc | ESGE | Shares | $354K | 8K |
| Nushares Etf Tr | NULV | Shares | $314K | 7K |
| Dimensional Etf Trust | DFAT | Shares | $311K | 5K |
| Vanguard Scottsdale Fds | VONG | Shares | $304K | 3K |
| Schwab Strategic Tr | SCHB | Shares | $300K | 12K |
| Dimensional Etf Trust | DFAS | Shares | $275K | 4K |
| Schwab Strategic Tr | FNDF | Shares | $273K | 6K |
| American Centy Etf Tr | AVGE | Shares | $260K | 3K |
| Schwab Strategic Tr | FNDE | Shares | $243K | 6K |
| Vanguard Index Fds | VB | Shares | $241K | 919 |
| Vanguard Index Fds | VTI | Shares | $240K | 747 |
| Wisdomtree Tr | NTSX | Shares | $239K | 5K |
| Pacer Fds Tr | HERD | Shares | $220K | 5K |
| American Centy Etf Tr | AVNV | Shares | $219K | 3K |
| Chevron Corporation | CVX | Shares | $215K | 1K |
| Ishares Tr | USMV | Shares | $213K | 2K |
| Vanguard Wellington Fd | VFMO | Shares | $205K | 1K |
| Vanguard Index Fds | VOO | Shares | $201K | 336 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.