DOSSIER · 13F-HR · Q1 2026

McCartney Wealth Management LLC

$119M in tracked AUM across 65 positions as of Q1 2026.

MW
CIK 0002110693 · last filed Mar 31, 2026
Total AUM
$119M
as of Q1 2026
Holdings
65
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

McCartney Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$15M133K12.5%
02
DFAC
DIMENSIONAL ETF TRUST
$12M302K9.9%
03
AVDE
AMERICAN CENTY ETF TR
$5M58K4.2%
04
DFLV
DIMENSIONAL ETF TRUST
$5M136K4.1%
05
AVUV
AMERICAN CENTY ETF TR
$5M41K3.8%
06
DFUV
DIMENSIONAL ETF TRUST
$4M92K3.7%
07
AVSF
AMERICAN CENTY ETF TR
$4M93K3.7%
08
DFEV
DIMENSIONAL ETF TRUST
$4M117K3.5%
09
DFIP
DIMENSIONAL ETF TRUST
$4M100K3.5%
10
AVIG
AMERICAN CENTY ETF TR
$4M99K3.5%

Filing history

2026Q1Mar 31
$119M 2.5%
65 positionsView →
2025Q4Dec 31
$116M
61 positionsView →