13F Insight
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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

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
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Filing history

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