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McCartney Wealth Management

Latest statistics and disclosures from McCartney Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002110693

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Positions held by McCartney Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for McCartney Wealth Management

McCartney Wealth Management holds 65 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	12.5	$15M	133k	111.18	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.9	$12M	302k	38.86	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.2	$4.9M	58k	84.84	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.1	$4.9M	136k	35.71	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.8	$4.5M	41k	110.47	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.7	$4.5M	92k	48.46	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	3.7	$4.4M	93k	46.80	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	3.5	$4.2M	117k	35.78	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	3.5	$4.2M	100k	41.72	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	3.5	$4.1M	100k	41.54	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.1	$3.7M	109k	33.97	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.8	$3.3M	89k	36.76	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$3.1M	38k	80.58	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	2.5	$3.0M	57k	52.45	View chart
Vanguard Index Fds Value Etf (VTV)	2.3	$2.8M	14k	196.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.2	$2.6M	49k	52.78	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.1	$2.5M	25k	99.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.1	$2.4M	41k	59.55	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	1.9	$2.2M	29k	77.54	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	1.4	$1.7M	34k	50.71	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.4	$1.7M	17k	103.43	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.4	$1.7M	52k	32.22	View chart
Colgate-Palmolive Company (CL)	1.4	$1.6M	19k	85.23	View chart
Ishares Tr Gnma Bond Etf (GNMA)	1.4	$1.6M	36k	44.33	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.2	$1.5M	6.1k	239.99	View chart
Ishares Tr 3yrtb Etf (ISHG)	1.0	$1.2M	17k	74.18	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.0	$1.2M	23k	52.56	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	1.0	$1.2M	4.0k	287.57	View chart
Ishares Tr Tips Bd Etf (TIP)	1.0	$1.2M	11k	110.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$1.1M	22k	48.05	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.9	$1.1M	22k	48.02	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$1.0M	14k	74.35	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.8	$918k	38k	24.27	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$836k	12k	70.91	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.7	$777k	29k	27.20	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$739k	7.3k	100.66	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.6	$722k	14k	51.74	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.5	$651k	15k	45.06	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$580k	6.1k	94.95	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$580k	12k	50.61	View chart
Ea Series Trust Alpha Architect (CAOS)	0.5	$573k	6.3k	90.76	View chart
Wal-Mart Stores (WMT)	0.4	$508k	4.1k	124.53	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.3	$395k	11k	36.37	View chart
Greif Cl A (GEF)	0.3	$393k	5.8k	67.63	View chart
Apple (AAPL)	0.3	$387k	1.5k	253.86	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$382k	8.0k	47.88	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$373k	2.7k	138.31	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$354k	7.8k	45.47	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$314k	6.9k	45.50	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$311k	5.0k	62.45	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$304k	2.8k	109.68	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$300k	12k	25.10	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$275k	3.9k	71.13	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$273k	5.6k	48.93	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$260k	3.0k	88.03	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.2	$243k	6.4k	38.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$241k	919.00	262.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$240k	747.00	320.73	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.2	$239k	4.6k	52.15	View chart
Pacer Fds Tr Cash Cows Etf (HERD)	0.2	$220k	4.8k	45.75	View chart
American Centy Etf Tr Avantis All Int (AVNV)	0.2	$219k	2.8k	78.43	View chart
Chevron Corporation (CVX)	0.2	$215k	1.0k	206.97	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$213k	2.3k	92.73	View chart
Vanguard Wellington Us Momentum (VFMO)	0.2	$205k	1.0k	197.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$201k	336.00	597.62	View chart

Past Filings by McCartney Wealth Management

SEC 13F filings are viewable for McCartney Wealth Management going back to 2026

McCartney Wealth Management 2026 Q1 filed May 11, 2026

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