Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McCartney Wealth Management LLC (CIK 2110693) reported $131.9M across 65 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVUS ($17.3M, 13.15%), DFAC ($13.3M, 10.09%), DFLV ($5.5M, 4.19%), AVDE ($5.3M, 4.03%), AVUV ($5.2M, 3.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $17.3M | 13.15% | 135,414 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $13.3M | 10.09% | 300,110 | Trimmed |
| 3 | DFLV | DIMENSIONAL ETF TRUST | $5.5M | 4.19% | 139,676 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $5.3M | 4.03% | 59,599 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $5.2M | 3.96% | 41,841 | Added |
| 6 | DFEV | DIMENSIONAL ETF TRUST | $5.1M | 3.86% | 119,413 | Added |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $5.0M | 3.81% | 91,253 | Trimmed |
| 8 | AVSF | AMERICAN CENTY ETF TR | $4.5M | 3.43% | 97,038 | Added |
| 9 | DFIP | DIMENSIONAL ETF TRUST | $4.4M | 3.32% | 106,130 | Added |
| 10 | AVIG | AMERICAN CENTY ETF TR | $4.3M | 3.24% | 103,305 | Added |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $4.0M | 3.02% | 108,197 | Trimmed |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $3.9M | 2.94% | 92,770 | Added |
| 13 | AVEM | AMERICAN CENTY ETF TR | $3.7M | 2.77% | 37,863 | Trimmed |
| 14 | DFGX | DIMENSIONAL ETF TRUST | $3.4M | 2.58% | 63,426 | Added |
| 15 | VTV | VANGUARD INDEX FDS | $3.1M | 2.35% | 14,232 | Added |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $2.7M | 2.02% | 49,342 | Added |
| 17 | AVDV | AMERICAN CENTY ETF TR | $2.6M | 1.99% | 25,526 | Added |
| 18 | AVGV | AMERICAN CENTY ETF TR | $2.5M | 1.89% | 29,256 | Added |
| 19 | VGIT | VANGUARD SCOTTSDALE FDS | $2.5M | 1.87% | 41,873 | Added |
| 20 | MTUM | ISHARES TR | $2.1M | 1.58% | 6,073 | Added |
| 21 | DIHP | DIMENSIONAL ETF TRUST | $1.8M | 1.38% | 53,244 | Added |
| 22 | CL | COLGATE PALMOLIVE CO | $1.8M | 1.34% | 19,243 | Hold |
| 23 | STIP | ISHARES TR | $1.7M | 1.29% | 16,643 | Added |
| 24 | GNMA | ISHARES TR | $1.6M | 1.24% | 37,008 | Added |
| 25 | DUSB | DIMENSIONAL ETF TRUST | $1.4M | 1.05% | 27,346 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30