McCartney Wealth Management LLC
CIK: 0002110693SEC EDGAR →
Portfolio Value
$115.9M
Holdings
61
As of
Q4 2025
New Positions
61
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 130,194 | $14.6M | 12.56% |
| 2 | DIMENSIONAL ETF TRUST | 308,747 | $12.2M | 10.55% |
| 3 | AMERICAN CENTY ETF TR | 57,890 | $4.8M | 4.11% |
| 4 | DIMENSIONAL ETF TRUST | 133,406 | $4.6M | 3.94% |
| 5 | DIMENSIONAL ETF TRUST | 94,624 | $4.4M | 3.80% |
| 6 | AMERICAN CENTY ETF TR | 91,565 | $4.3M | 3.72% |
| 7 | AMERICAN CENTY ETF TR | 41,955 | $4.3M | 3.69% |
| 8 | AMERICAN CENTY ETF TR | 97,874 | $4.1M | 3.54% |
| 9 | DIMENSIONAL ETF TRUST | 98,448 | $4.1M | 3.53% |
| 10 | DIMENSIONAL ETF TRUST | 117,736 | $4.0M | 3.43% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 57 | $113.1M | 97.6% |
| Consumer Defensive | 2 | $2.0M | 1.7% |
| Technology | 1 | $414K | 0.4% |
| Consumer Cyclical | 1 | $407K | 0.4% |