Investor
McCartney Wealth Management LLC
CIK 0002110693 · filed 2026-05-11 · SEC filing
13F book
$118.8M
Positions
65
4 new · 0 sold
Largest name
12.5%
American Centy Etf Tr
Est. mark
$1.42M
Price effect on 61 names still held. Flow $1.47M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Centy Etf Tr | — | 133.1K | $14.8M | 12.5% | −$78.1K | Added$241.6K |
| Dimensional Etf Trust | — | 301.7K | $11.7M | 9.9% | −$220.2K | Cut−$500K |
| American Centy Etf Tr | — | 58.3K | $4.95M | 4.2% | $145.9K | Added$184K |
| Dimensional Etf Trust | — | 135.9K | $4.85M | 4.1% | $200.1K | Added$290K |
| American Centy Etf Tr | — | 40.8K | $4.51M | 3.8% | $346.7K | Cut$232.3K |
| Dimensional Etf Trust | — | 91.9K | $4.45M | 3.7% | $171.8K | Cut$44.6K |
| American Centy Etf Tr | — | 93K | $4.35M | 3.7% | −$26.1K | Added$42.4K |
| Dimensional Etf Trust | — | 116.7K | $4.18M | 3.5% | $238.1K | Cut$204.4K |
| Dimensional Etf Trust | — | 100K | $4.17M | 3.5% | $16.2K | Added$81.5K |
| American Centy Etf Tr | — | 99.5K | $4.13M | 3.5% | −$37.5K | Added$29.4K |
| Dimensional Etf Trust | — | 109.3K | $3.71M | 3.1% | $135.6K | Cut−$118.8K |
| Dimensional Etf Trust | — | 89.1K | $3.28M | 2.8% | −$110.3K | Added−$25.9K |
| American Centy Etf Tr | — | 37.9K | $3.05M | 2.6% | $134.8K | Cut$109.5K |
| Dimensional Etf Trust | — | 57.4K | $3.01M | 2.5% | −$10.6K | Cut−$91.5K |
| Vanguard Index Fds | — | 14.1K | $2.77M | 2.3% | $73.5K | Cut$58K |
| Dimensional Etf Trust | — | 48.9K | $2.58M | 2.2% | $140.7K | Cut$104.2K |
| American Centy Etf Tr | — | 25.1K | $2.51M | 2.1% | $147.9K | Cut$97.8K |
| Vanguard Scottsdale Fds | — | 40.9K | $2.44M | 2.1% | −$14.6K | Added$132.2K |
| American Centy Etf Tr | — | 28.5K | $2.21M | 1.9% | $114.6K | Added$289.7K |
| Dimensnl Ultrashrt Fixed | — | 33.7K | $1.71M | 1.4% | $2.01K | Cut−$70.8K |
| Ishares Tr | — | 16.5K | $1.7M | 1.4% | $16.8K | Added$50.2K |
| Dimensional Etf Trust | — | 51.6K | $1.66M | 1.4% | $28.1K | Added$60.7K |
| Colgate Palmolive Co | CL | 19.2K | $1.64M | 1.4% | $119.5K | Held |
| Ishares Tr | — | 36.3K | $1.61M | 1.4% | −$7.46K | Added$28.4K |
| Ishares Tr | — | 6.05K | $1.45M | 1.2% | −$62.3K | Added−$57K |
| Ishares Tr | — | 16.5K | $1.22M | 1.0% | −$16.9K | Added$16.5K |
| Ishares Tr | — | 22.7K | $1.2M | 1.0% | −$7.07K | Added$27.9K |
| Vanguard Scottsdale Fds | — | 4.03K | $1.16M | 1.0% | −$51.4K | Held |
| Ishares Tr | — | 10.4K | $1.15M | 1.0% | $4.56K | Added$39.9K |
| Vanguard Charlotte Fds | — | 22.2K | $1.07M | 0.9% | −$5.77K | Added$34.1K |
| Ishares Tr | — | 22K | $1.06M | 0.9% | $1.1K | Added$1.53K |
| Ishares Tr | — | 13.9K | $1.03M | 0.9% | $40.9K | Cut$40.7K |
| Schwab Strategic Tr | — | 37.8K | $918.5K | 0.8% | −$3.78K | Added−$3.76K |
| Dimensional Etf Trust | — | 11.8K | $836K | 0.7% | −$38.4K | Held |
| Schwab Strategic Tr | — | 28.6K | $777.1K | 0.7% | $18K | Added$18.5K |
| Ishares 0-3 Month | — | 7.34K | $738.5K | 0.6% | $2.05K | Held |
| Dimensional Etf Trust | — | 14K | $722.3K | 0.6% | −$798 | Held |
| Nushares Etf Tr | — | 14.5K | $651.2K | 0.5% | $5.92K | Added$6.15K |
| Ishares Tr | — | 6.11K | $580.3K | 0.5% | −$1.65K | Held |
| J P Morgan Exchange Traded F | — | 11.5K | $579.8K | 0.5% | — | New |
| Ea Series Trust | — | 6.32K | $573.1K | 0.5% | $6.24K | Cut−$35.9K |
| Walmart Inc. | WMT | 4.08K | $507.8K | 0.4% | $52.6K | Held |
| Simplify Exchange Traded Fun | — | 10.9K | $394.9K | 0.3% | −$31.4K | Cut−$104K |
| Greif Inc | — | 5.82K | $393.3K | 0.3% | −$3.66K | Cut−$13.8K |
| Apple Inc. | AAPL | 1.52K | $386.9K | 0.3% | −$27.5K | Held |
| Dimensional Etf Trust | — | 7.97K | $381.5K | 0.3% | −$558 | Cut−$42.3K |
| Vanguard Intl Equity Index F | — | 2.69K | $372.6K | 0.3% | −$4.27K | Added$153.3K |
| Ishares Inc | — | 7.79K | $354.3K | 0.3% | $10.1K | Held |
| Nushares Etf Tr | — | 6.9K | $314.1K | 0.3% | $3.11K | Held |
| Dimensional Etf Trust | — | 4.98K | $310.9K | 0.3% | $14.5K | Held |
| Vanguard Scottsdale Fds | — | 2.77K | $303.6K | 0.3% | −$33.3K | Added−$33K |
| Schwab Strategic Tr | — | 12K | $300K | 0.3% | −$13.5K | Added−$12.4K |
| Dimensional Etf Trust | — | 3.87K | $275.2K | 0.2% | $5.65K | Held |
| Schwab Strategic Tr | — | 5.57K | $272.6K | 0.2% | $20.7K | Held |
| American Centy Etf Tr | — | 2.96K | $260.2K | 0.2% | $6.14K | Added$12K |
| Schwab Strategic Tr | — | 6.35K | $243.1K | 0.2% | $14K | Held |
| Vanguard Index Fds | — | 919 | $240.8K | 0.2% | $3.86K | Added$4.38K |
| Vanguard Index Fds | — | 747 | $239.6K | 0.2% | −$9.08K | Added$33.9K |
| Wisdomtree Tr | — | 4.59K | $239.4K | 0.2% | −$12.1K | Added−$10K |
| Pacer Fds Tr | — | 4.8K | $219.8K | 0.2% | $5.34K | Held |
| American Centy Etf Tr | — | 2.79K | $219K | 0.2% | $10.2K | Held |
| Chevron Corp New | CVX | 1.04K | $214.8K | 0.2% | — | New |
| Ishares Tr | — | 2.3K | $213K | 0.2% | — | New |
| Vanguard Wellington Fd | — | 1.04K | $205K | 0.2% | — | New |
| Vanguard Index Fds | — | 336 | $200.8K | 0.2% | −$10K | Added−$9.44K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.