§ 13F · FUND PROFILE
McCartney Wealth Management LLC.
AUM · $132M (13F)Positions · 65Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$518K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 135K | $17M | 13.1% | +2% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 300K | $13M | 10.1% | −1% |
| 3 | DFLV | DIMENSIONAL ETF TRUST | 140K | $6M | 4.2% | +3% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 60K | $5M | 4.0% | +2% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 42K | $5M | 4.0% | +2% |
| 6 | DFEV | DIMENSIONAL ETF TRUST | 119K | $5M | 3.9% | +2% |
| 7 | DFUV | DIMENSIONAL ETF TRUST | 91K | $5M | 3.8% | −1% |
| 8 | AVSF | AMERICAN CENTY ETF TR | 97K | $5M | 3.4% | +4% |
| 9 | DFIP | DIMENSIONAL ETF TRUST | 106K | $4M | 3.3% | +6% |
| 10 | AVIG | AMERICAN CENTY ETF TR | 103K | $4M | 3.2% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCCARTNEY SIGNAL
AC read
McCartney Wealth Management LLC is a Other fund managing $132 million in assets. The fund runs a portfolio of 65 positions.
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