Institutional Fund
Mccartney Wealth Management LLC
Clayton, MOCIK 21106932 filings on record
Portfolio Value
$118.78M
Q1 2026
Holdings
65
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+2.5%
from $115.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr12.5%
- Dimensional ETF Trust9.9%
- American Centy ETF Tr4.2%
- Dimensional ETF Trust4.1%
- American Centy ETF Tr3.8%
- Dimensional ETF Trust3.7%
- Other61.9%
Portfolio Holdings
65 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 133.1K | $14.79M | 12.5% | +2.9K | Added |
| 2 | Dimensional ETF Trust | 301.7K | $11.72M | 9.9% | −7.1K | Reduced |
| 3 | American Centy ETF Tr | 58.3K | $4.95M | 4.2% | +449 | Added |
| 4 | Dimensional ETF Trust | 135.9K | $4.85M | 4.1% | +2.5K | Added |
| 5 | American Centy ETF Tr | 40.8K | $4.51M | 3.8% | −1.1K | Reduced |
| 6 | Dimensional ETF Trust | 91.9K | $4.45M | 3.7% | −2.7K | Reduced |
| 7 | American Centy ETF Tr | 93.0K | $4.35M | 3.7% | +1.5K | Added |
| 8 | Dimensional ETF Trust | 116.7K | $4.18M | 3.5% | −1.0K | Reduced |
| 9 | Dimensional ETF Trust | 100.0K | $4.17M | 3.5% | +1.6K | Added |
| 10 | American Centy ETF Tr | 99.5K | $4.13M | 3.5% | +1.6K | Added |
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