McCartney Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, McCartney Wealth Management LLC held in its portfolio 60 assets valued at $115,890,581 (i.e. $115.89M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($14.55M), DIMENSIONAL ETF TRUST ($12.22M), and AMERICAN CENTY ETF TR ($4.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
McCartney Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 130194 | 14553085 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 308747 | 12223293 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 57890 | 4765505 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 133406 | 4563819 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 94624 | 4408542 | US MKTWIDE VALUE |
| AMERICAN CENTY ETF TR | 91565 | 4311361 | AVANTIS SHFXDINC |
| AMERICAN CENTY ETF TR | 41955 | 4278620 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 97874 | 4103186 | AVANTIS CORE FI |
| DIMENSIONAL ETF TRUST | 98448 | 4091007 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 117736 | 3972406 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 117110 | 3833025 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 86818 | 3301689 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 58943 | 3102465 | GLOBAL EX US COR |
| AMERICAN CENTY ETF TR | 38194 | 2941702 | AVANTIS EMGMKT |
| VANGUARD INDEX FDS | 14182 | 2708620 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 49583 | 2474193 | INTERNATNAL VAL |
| AMERICAN CENTY ETF TR | 25634 | 2408801 | INTL SMCP VLU |
| VANGUARD SCOTTSDALE FDS | 38455 | 2304599 | INTER TERM TREAS |
| AMERICAN CENTY ETF TR | 29174 | 2171731 | AVANTIS ALL EQT |
| DIMENSIONAL ETF TRUST | 35177 | 1781715 | ULTRASHORT FIXED |
| ISHARES TR | 16147 | 1653291 | 0-5 YR TIPS ETF |
| DIMENSIONAL ETF TRUST | 50554 | 1600792 | INTL HIGH PROFIT |
| ISHARES TR | 35517 | 1581927 | GNMA BOND ETF |
| COLGATE PALMOLIVE CO | 19243 | 1520612 | COM |
| ISHARES TR | 6033 | 1510120 | MSCI USA MMENTM |
| VANGUARD SCOTTSDALE FDS | 4033 | 1211231 | VNG RUS3000IDX |
| ISHARES TR | 16020 | 1205345 | 3YRTB ETF |
| ISHARES TR | 22079 | 1167538 | ISHS 1-5YR INVS |
| ISHARES TR | 10130 | 1113388 | TIPS BD ETF |
| ISHARES TR | 21973 | 1054045 | MSCI INTL MOMENT |
| VANGUARD CHARLOTTE FDS | 21389 | 1033516 | TOTAL INT BD ETF |
| ISHARES TR | 13913 | 993527 | EAFE VALUE ETF |
| SCHWAB STRATEGIC TR | 37842 | 922210 | SHT TM US TRES |
| DIMENSIONAL ETF TRUST | 11790 | 874464 | US EQUITY MARKET |
| SCHWAB STRATEGIC TR | 28553 | 758659 | FUNDAMENTAL US B |
| ISHARES TR | 7337 | 736488 | 0-3 MNTH TREASRY |
| DIMENSIONAL ETF TRUST | 13959 | 723076 | GLOBAL SUSTAINA |
| NUSHARES ETF TR | 14446 | 645014 | NUVEEN ESG SMLCP |
| EA SERIES TRUST | 6784 | 609007 | ALPHA ARCHITECT |
| ISHARES TR | 6112 | 581985 | MBS ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 12708 | 498916 | US EQT PLS DWNSD |
| WALMART INC | 4078 | 455268 | COM |
| DIMENSIONAL ETF TRUST | 8838 | 423782 | SHORT DURATION F |
| APPLE INC | 1524 | 414423 | COM |
| GREIF INC | 5963 | 407034 | CL A |
| ISHARES INC | 7791 | 344128 | ESG AWR MSCI EM |
| VANGUARD SCOTTSDALE FDS | 2765 | 336612 | VNG RUS1000GRW |
| SCHWAB STRATEGIC TR | 11912 | 312452 | US BRD MKT ETF |
| NUSHARES ETF TR | 6904 | 311025 | NUVEEN ESG LRGVL |
| DIMENSIONAL ETF TRUST | 4978 | 296390 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 3869 | 269553 | US SMALL CAP ETF |
| SCHWAB STRATEGIC TR | 5570 | 251835 | FUNDAMENTAL INTL |
| WISDOMTREE TR | 4551 | 249442 | US EFFICIENT COR |
| VANGUARD INDEX FDS | 917 | 236448 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 6354 | 229123 | FUNDAMENTAL EMER |
| VANGUARD INTL EQUITY INDEX F | 1555 | 219331 | TT WRLD ST ETF |
| PACER FDS TR | 4805 | 214484 | CASH COWS ETF |
| VANGUARD INDEX FDS | 335 | 210236 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 2792 | 208814 | AVANTIS ALL INT |
| VANGUARD INDEX FDS | 613 | 205686 | TOTAL STK MKT |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.