account_balance

Investment manager · 13F filer · SEC CIK 2110693

McCartney Wealth Management LLC

Reported value$134Mas of Sep 30, 2026
Positions66 3 new, 2 sold out
Top 10 weight53.4%AVUS alone is 13%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUS American Centy ETF Tr 13.3% Added +2%
DFAC Dimensional ETF Trust 9.9% Held
DFLV Dimensional ETF Trust 4.3% Added +3%
AVDE American Centy ETF Tr 4.2% Added +4%
DFEV Dimensional ETF Trust 3.9% Added +4%
DFUV Dimensional ETF Trust 3.7% Held
AVUV American Centy ETF Tr 3.7% Held
AVSF American Centy ETF Tr 3.6% Added +9%
DFIP Dimensional ETF Trust 3.5% Added +12%
AVIG American Centy ETF Tr 3.4% Added +11%
DUHP Dfa Invt Dimensions Group In 3.1% Added +6%
DFAX Dimensional ETF Trust 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • AAUB $272K
  • CVX $213K
  • XLK $200K
arrow_upwardAdded
  • SPD +31%
  • DFSD +23%
  • DFGX +15%
  • DFIP +12%
arrow_downwardTrimmed
  • AAPL −28%
  • JPST −23%
  • CAOS −8%
  • DUSB −3%
remove_circleSold out
  • AVGE $292K
  • NTSX $277K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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