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CIK: 0002110693
Total reported value
$131.9M
$131.9M
61 檔
30.7%
In Q4 2025, McCartney Wealth Management LLC's U.S. equity holdings reached a combined market value of $131.9M, distributed across 61 disclosed stock positions.
During Q4 2025, McCartney Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 12.56% | +0.69% | — | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.55% | +0.22% | — | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 4.11% | -0.14% | — | |
| 4 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.94% | +0.10% | — | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.80% | +0.06% | — | |
| 6 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 3.72% | -0.24% | — | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.69% | +0.16% | — | |
| 8 | AVIG | Avantis Core Fixed Income | ETF-Other | 3.54% | -0.24% | — | |
| 9 | DFIP | Dimensional Inflation-protec | ETF-Other | 3.53% | -0.19% | — | |
| 10 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 3.43% | +0.34% | — | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.31% | -0.11% | — | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.85% | +0.18% | — | |
| 13 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 2.68% | +0.05% | — | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.54% | +0.20% | — | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 2.34% | +0.02% | — | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 2.13% | -0.15% | — | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.08% | -0.12% | — | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.99% | -0.18% | — | |
| 19 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 1.66% | +0.03% | — | |
| 20 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.54% | -0.39% | — | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.43% | -0.14% | — | |
| 22 | DIHP | Dimensional International Hi | ETF-Other | 1.38% | -0.02% | — | |
| 23 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.37% | -0.12% | — | |
| 24 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.31% | -0.04% | — | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.30% | +0.36% | — | |
| 26 | VTHR | Vanguard Russell 3000 | ETF-Other | 1.05% | +0.03% | — | |
| 27 | ISHG | Ishares -3 Year Internationa | ETF-Other | 1.04% | -0.09% | — | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.01% | -0.09% | — | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.96% | -0.08% | — | |
| 30 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.91% | — | — | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.89% | -0.07% | — | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.86% | -0.07% | — | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.80% | -0.09% | — | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.75% | +0.03% | — | |
| 35 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.65% | +0.01% | — | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.64% | -0.08% | — | |
| 37 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.62% | +0.02% | — | |
| 38 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.56% | +0.10% | — | |
| 39 | CAOS | Alpha Architect Tail Risk | ETF-Other | 0.53% | -0.06% | — | |
| 40 | MBB | Ishares Mbs ETF | ETF-Other | 0.50% | -0.05% | — | |
| 41 | SPD | Simplify US Eqty Plus Down | ETF-Other | 0.43% | +0.01% | — | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.08% | — | |
| 43 | DFSD | Dimensional Short Duration | ETF-Other | 0.37% | -0.02% | — | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.02% | — | |
| 45 | GEF | Greif Inc-cl A | Stock-Other | 0.35% | — | — | |
| 46 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.30% | +0.01% | — | |
| 47 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.29% | +0.01% | — | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | +0.03% | — | |
| 49 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.27% | — | — | |
| 50 | DFAT | Dimensional US Target Value | ETF-Other | 0.26% | — | — |
According to official SEC Form 13F filings, McCartney Wealth Management LLC reported a total U.S. public equity portfolio value of $131.9M across 61 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AVUS, DFAC, AVDE) accounted for 30.7% of total reported equity market value during Q4 2025.
During Q4 2025, McCartney Wealth Management LLC's top holdings by market value included AVUS (12.6%)、DFAC (10.6%)、AVDE (4.1%). The largest single position, AVUS, represented 12.6% of total portfolio value.
In Q4 2025, McCartney Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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