McCarley & Cook Financial Planners

DOSSIER · 13F-HR · Q3 2026

McCarley & Cook Financial Planners

$132M in tracked AUM across 275 positions as of Q3 2026.

M&

CIK 0002159252 · last filed Sep 30, 2026

Total AUM

$132M

as of Q3 2026

Holdings

275

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

McCarley & Cook Financial Planners filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

IVV

iShares Core S&P 500 ETF

$45M59K34.4%02

VEA

Vanguard Ftse Developed Markets ETF

$22M311K16.6%03

DFAC

Dimensional US Core Equity 2 ETF

$6M138K4.6%04

AVUV

Avantis U.S. Small Cap Value ETF

$5M40K3.6%05

IJH

iShares Core S&P Mid-Cap ETF

$5M64K3.5%06

DFLV

Dimensional US Large Cap Value ETF

$4M106K3.2%07

IEMG

iShares Core Msci Emerging Markets ETF