McCartney Wealth Management

McCartney Wealth Management as of March 31, 2026

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