McCartney Wealth Management LLC: 13F holdings
CIK 21106932026Q2
| Positions | 65 |
|---|
| Reported value | $131.9m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 65 (+0 vs prior quarter) |
|---|
| Reported value | $131.9m (+11.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AMERICAN CENTY ETF TR | 135,414 | $17.3m | 13.1% |
| DIMENSIONAL ETF TRUST | 300,110 | $13.3m | 10.1% |
| WSBC DIMENSIONAL ETF TRUST | 139,676 | $5.5m | 4.2% |
| AVDE AMERICAN CENTY ETF TR | 59,599 | $5.3m | 4.0% |
| AVUV AMERICAN CENTY ETF TR | 41,841 | $5.2m | 4.0% |
| DFEV DIMENSIONAL ETF TRUST | 119,413 | $5.1m | 3.9% |
| YM=F DIMENSIONAL ETF TRUST | 91,253 | $5.0m | 3.8% |
| AVSF AMERICAN CENTY ETF TR | 97,038 | $4.5m | 3.4% |
| DFIP DIMENSIONAL ETF TRUST | 106,130 | $4.4m | 3.3% |
| AVIG AMERICAN CENTY ETF TR | 103,305 | $4.3m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110693")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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