McCartney Wealth Management LLC - Portfolio overview

McCartney Wealth Management LLC has 65 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 12.46%
2. DFAC - DIMENSIONAL ETF TRUST, 9.87%
3. AVDE - AMERICAN CENTY ETF TR, 4.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.