StockDriftsStockDriftsTop 50 Mccarley & Cook Financial Planners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 34.36% | 59.2K | $45.3M | +12.13%(+6.40K) | $686.65(+11.76%) | 2026-09-30 | |
| VEA | Vanguard Ftse Developed Markets ETF | 16.63% | 310.6K | $21.9M | +2.59%(+7.85K) | $61.80(+13.15%) | 2026-09-30 | |
| AVUV | Avantis U.S. Small Cap Value ETF | 3.55% | 39.8K | $4.7M | +4.39%(+1.67K) | $101.67(+20.06%) | 2026-09-30 | |
| IJH | iShares Core S&P Mid-Cap ETF | 3.47% | 63.6K | $4.6M | +0.48%(+305) | $65.67(+10.85%) | 2026-09-30 | |
| DFLV | Dimensional US Large Cap Value ETF | 3.24% | 106.4K | $4.3M | -46.87%(-93.86K) | $33.75(+23.70%) | 2026-09-30 | |
| IEMG | iShares Core Msci Emerging Markets ETF | 2.96% | 48.0K | $3.9M | +3.35%(+1.56K) | $67.26(+12.17%) | 2026-09-30 | |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 2.36% | 147.2K | $3.1M | +39.83%(+41.93K) | $22.35(-3.50%) | 2026-09-30 | |
| XCEM | Columbia EM Core Ex-China ETF | 2.28% | 58.5K | $3.0M | +1.61%(+926) | $37.79(+29.36%) | 2026-09-30 | |
| PG | Procter And Gamble Co. | 2.22% | 20.1K | $2.9M | -21.99%(-5.67K) | $148.48(+11.52%) | 2026-09-30 | |
| DFIC | Dimensional International Core Equity 2 ETF | 1.8% | 63.0K | $2.4M | +0.00%(+0) | $33.63(+11.58%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.99% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.83% |
Mccarley & Cook Financial Planners reports $131.90M in US-listed equity holdings across 275 positions in its most recent 13F filing. Its largest disclosed positions are IVV (34.4%), VEA (16.6%) and AVUV (3.5%). The top 20 holdings account for 80.94% of reported assets. Its disclosed equity book has returned +12.99% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mccarley & Cook Financial Planners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2159252). View Mccarley & Cook Financial Planners’s 13F filings on SEC