McCartney Wealth Management LLC

Est. AUM

$118.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US EQT ETF	$14.8M	133070	12.46%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$11.7M	301680	9.87%	SOLE
3	AMERICAN CENTY ETF TR	INTL EQT ETF	$4.9M	58339	4.17%	SOLE
4	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$4.9M	135922	4.09%	SOLE
5	AMERICAN CENTY ETF TR	US SML CP VALU	$4.5M	40833	3.80%	SOLE
6	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$4.5M	91894	3.75%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$4.4M	93028	3.67%	SOLE
8	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$4.2M	116735	3.52%	SOLE
9	DIMENSIONAL ETF TRUST	INFLATION PROTE	$4.2M	100011	3.51%	SOLE
10	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$4.1M	99485	3.48%	SOLE
11	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.7M	109337	3.13%	SOLE
12	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$3.3M	89113	2.76%	SOLE
13	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.1M	37865	2.57%	SOLE
14	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$3.0M	57405	2.53%	SOLE
15	VANGUARD INDEX FDS	VALUE ETF	$2.8M	14101	2.33%	SOLE
16	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.6M	48852	2.17%	SOLE
17	AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.5M	25101	2.11%	SOLE
18	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.4M	40921	2.05%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$2.2M	28544	1.86%	SOLE
20	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$1.7M	33740	1.44%	SOLE
21	ISHARES TR	0-5 YR TIPS ETF	$1.7M	16470	1.43%	SOLE
22	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.7M	51566	1.40%	SOLE
23	COLGATE PALMOLIVE CO	COM	$1.6M	19243	1.38%	SOLE
24	ISHARES TR	GNMA BOND ETF	$1.6M	36325	1.36%	SOLE
25	ISHARES TR	MSCI USA MMENTM	$1.5M	6055	1.22%	SOLE
26	ISHARES TR	3YRTB ETF	$1.2M	16470	1.03%	SOLE
27	ISHARES TR	ISHS 1-5YR INVS	$1.2M	22744	1.01%	SOLE
28	VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$1.2M	4033	0.98%	SOLE
29	ISHARES TR	TIPS BD ETF	$1.2M	10450	0.97%	SOLE
30	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.1M	22219	0.90%	SOLE
31	ISHARES TR	MSCI INTL MOMENT	$1.1M	21982	0.89%	SOLE
32	ISHARES TR	EAFE VALUE ETF	$1.0M	13910	0.87%	SOLE
33	SCHWAB STRATEGIC TR	SHT TM US TRES	$918K	37843	0.77%	SOLE
34	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$836K	11790	0.70%	SOLE
35	SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$777K	28572	0.65%	SOLE
36	ISHARES TR	0-3 MNTH TREASRY	$739K	7337	0.62%	SOLE
37	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$722K	13959	0.61%	SOLE
38	NUSHARES ETF TR	NUVEEN ESG SMLCP	$651K	14451	0.55%	SOLE
39	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$580K	11457	0.49%	SOLE
40	ISHARES TR	MBS ETF	$580K	6112	0.49%	SOLE
41	EA SERIES TRUST	ALPHA ARCHITECT	$573K	6315	0.48%	SOLE
42	WALMART INC	COM	$508K	4078	0.43%	SOLE
43	SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS DWNSD	$395K	10858	0.33%	SOLE
44	GREIF INC	CL A	$393K	5815	0.33%	SOLE
45	APPLE INC	COM	$387K	1524	0.33%	SOLE
46	DIMENSIONAL ETF TRUST	SHORT DURATION F	$381K	7967	0.32%	SOLE
47	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$373K	2694	0.31%	SOLE
48	ISHARES INC	ESG AWR MSCI EM	$354K	7791	0.30%	SOLE
49	NUSHARES ETF TR	NUVEEN ESG LRGVL	$314K	6904	0.26%	SOLE
50	DIMENSIONAL ETF TRUST	US TARGETED VLU	$311K	4978	0.26%	SOLE

1–50 of 65

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.