StockDriftsStockDriftsTop 50 McCartney Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 13.15% | 135.4K | $17.3M | +1.76%(+2.34K) | $110.40(+19.09%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 10.09% | 300.1K | $13.3M | -0.52%(-1.57K) | $39.08(+17.68%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.19% | 139.7K | $5.5M | +2.76%(+3.75K) | $33.68(+24.43%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.03% | 59.6K | $5.3M | +2.16%(+1.26K) | $80.74(+16.33%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.96% | 41.8K | $5.2M | +2.47%(+1.01K) | $101.13(+26.04%) | 2026-06-30 | |
| DFEV | DIMENSIONAL ETF TRUST | 3.86% | 119.4K | $5.1M | +2.29%(+2.68K) | $32.95(+25.93%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.81% | 91.3K | $5.0M | -0.70%(-641) | $45.64(+25.66%) | 2026-06-30 | |
| AVSF | AMERICAN CENTY ETF TR | 3.43% | 97.0K | $4.5M | +4.31%(+4.01K) | $47.13(-1.78%) | 2026-06-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 3.32% | 106.1K | $4.4M | +6.12%(+6.12K) | $41.87(-3.17%) | 2026-06-30 | |
| AVIG | AMERICAN CENTY ETF TR | 3.24% | 103.3K | $4.3M | +3.84%(+3.82K) | $41.98(-2.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.47% |
McCartney Wealth Management LLC reports $131.89M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (13.2%), DFAC (10.1%) and DFLV (4.2%). The top 20 holdings account for 76.09% of reported assets. Its disclosed equity book has returned +11.43% cumulatively over 2 quarters. Figures reflect the Q2 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 McCartney Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110693). View McCartney Wealth Management LLC’s 13F filings on SEC