McCartney Wealth Management

McCartney Wealth Management as of June 30, 2026

Portfolio Holdings for McCartney Wealth Management

McCartney Wealth Management holds 65 positions in its portfolio as reported in the June 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) 13.1 $17M 135k 128.08
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 10.1 $13M 300k 44.36
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 4.2 $5.5M 140k 39.54
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.0 $5.3M 60k 89.20
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.0 $5.2M 42k 124.76
Dimensional Etf Trust Emerging Mkts Va (DFEV) 3.9 $5.1M 119k 42.67
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.8 $5.0M 91k 55.01
American Centy Etf Tr Avantis Shfxdinc (AVSF) 3.4 $4.5M 97k 46.57
Dimensional Etf Trust Inflation Prote (DFIP) 3.3 $4.4M 106k 41.26
American Centy Etf Tr Avantis Core Fi (AVIG) 3.2 $4.3M 103k 41.41
Dimensional Etf Trust World Ex Us Core (DFAX) 3.0 $4.0M 108k 36.84
Dimensional Etf Trust Us High Prof Etf (DUHP) 2.9 $3.9M 93k 41.73
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.8 $3.7M 38k 96.49
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 2.6 $3.4M 63k 53.59
Vanguard Index Fds Value Etf (VTV) 2.4 $3.1M 14k 217.93
Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $2.7M 49k 54.02
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.0 $2.6M 26k 103.05
American Centy Etf Tr Avantis All Eqt (AVGV) 1.9 $2.5M 29k 85.02
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.9 $2.5M 42k 58.98
Ishares Tr Msci Usa Mmentm (MTUM) 1.6 $2.1M 6.1k 342.83
Dimensional Etf Trust Intl High Profit (DIHP) 1.4 $1.8M 53k 34.12
Colgate-Palmolive Company (CL) 1.3 $1.8M 19k 91.68
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.3 $1.7M 17k 102.16
Ishares Tr Gnma Bond Etf (GNMA) 1.2 $1.6M 37k 44.23
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 1.1 $1.4M 27k 50.78
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 1.0 $1.3M 4.0k 331.43
Ishares Tr 3yrtb Etf (ISHG) 0.9 $1.2M 17k 74.25
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.9 $1.2M 23k 52.41
Ishares Tr Msci Intl Moment (IMTM) 0.9 $1.2M 22k 53.33
Ishares Tr Tips Bd Etf (TIP) 0.9 $1.2M 11k 109.43
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.8 $1.1M 23k 48.43
Ishares Tr Eafe Value Etf (EFV) 0.8 $1.1M 14k 76.55
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.7 $966k 12k 81.94
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $902k 37k 24.14
Schwab Strategic Tr Fundamental Us B (FNDB) 0.7 $872k 29k 30.46
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.6 $852k 16k 52.12
Dimensional Etf Trust Global Sustaina (DFSB) 0.6 $831k 16k 52.11
Ishares Tr 0-3 Mth Treasury (SGOV) 0.5 $711k 7.1k 100.67
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $579k 12k 50.57
Ishares Tr Mbs Etf (MBB) 0.4 $577k 6.1k 94.52
Ea Series Trust Alpha Architect (CAOS) 0.4 $557k 6.2k 90.36
Intel Corporation (INTC) 0.4 $518k 3.7k 139.63
Wal-Mart Stores (WMT) 0.4 $462k 4.1k 113.26
Apple (AAPL) 0.3 $456k 1.6k 289.44
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.3 $450k 11k 41.48
Greif Cl A (GEF) 0.3 $437k 5.8k 75.11
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $424k 2.7k 156.95
Ishares Esg Awr Msci Em (ESGE) 0.3 $414k 7.6k 54.69
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.3 $398k 8.3k 47.75
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $364k 13k 28.96
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $354k 2.8k 127.80
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $348k 5.0k 69.90
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $345k 6.9k 49.99
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $319k 3.9k 82.34
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $293k 5.6k 52.76
American Centy Etf Tr Avantis All Eqt (AVGE) 0.2 $292k 2.9k 99.09
Vanguard Index Fds Small Cp Etf (VB) 0.2 $279k 922.00 303.02
Wisdomtree Tr Us Effic Core Fd (NTSX) 0.2 $277k 4.7k 59.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $277k 747.00 370.09
Vanguard Wellington Us Momentum (VFMO) 0.2 $260k 1.0k 249.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $231k 337.00 686.33
American Centy Etf Tr Avantis All Int (AVNV) 0.2 $231k 2.8k 82.54
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.2 $228k 5.8k 39.68
Pacer Fds Tr Cash Cows Etf (HERD) 0.2 $226k 4.8k 47.07
Ishares Tr Msci Usa Min Etf (USMV) 0.2 $222k 2.3k 96.45