DOSSIER · 13F-HR · Q2 2026

McCartney Wealth Management LLC

$132M in tracked AUM across 65 positions as of Q2 2026.

MW
CIK 0002110693 · last filed Jun 30, 2026
Total AUM
$132M
as of Q2 2026
Holdings
65
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

McCartney Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$17M135K13.1%
02
DFAC
DIMENSIONAL ETF TRUST
$13M300K10.1%
03
DFLV
DIMENSIONAL ETF TRUST
$6M140K4.2%
04
AVDE
AMERICAN CENTY ETF TR
$5M60K4.0%
05
AVUV
AMERICAN CENTY ETF TR
$5M42K4.0%
06
DFEV
DIMENSIONAL ETF TRUST
$5M119K3.9%
07
DFUV
DIMENSIONAL ETF TRUST
$5M91K3.8%
08
AVSF
AMERICAN CENTY ETF TR
$5M97K3.4%
09
DFIP
DIMENSIONAL ETF TRUST
$4M106K3.3%
10
AVIG
AMERICAN CENTY ETF TR
$4M103K3.2%

Filing history

2026Q2Jun 30
$132M▲ 11.0%
65 positionsView →
2026Q1Mar 31
$119M▲ 2.5%
65 positionsView →
2025Q4Dec 31
$116M—
61 positionsView →