Sign In
test

Michael P McCartney

Mccartney Wealth Management Llc

Assets Managed
$118.782M
Holdings
65
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
2.5%(2Q avg: 1.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mccartney Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Mccartney Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 118.782M in assets, with a quarterly growth rate of 2.5% and a 2-quarter average growth rate of 1.25%. The portfolio is managed by Michael P McCartney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 2.21%
12.46%
$14.795M
133,070 shares@ $111.19 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -2.28%
9.87%
$11.723M
301,680 shares@ $38.87 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 0.78%
4.17%
$4.949M
58,339 shares@ $84.85 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 1.89%
4.09%
$4.854M
135,922 shares@ $35.72 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -2.67%
3.8%
$4.511M
40,833 shares@ $110.48 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -2.88%
3.75%
$4.453M
91,894 shares@ $48.46 avg price
AVSF
Avantis Short-term Fixed Inc
Recent Activity
Increased 1.6%
3.67%
$4.354M
93,028 shares@ $46.81 avg price
DFEV
Dimensional Emerging Markets
Recent Activity
Decreased -0.85%
3.52%
$4.177M
116,735 shares@ $35.79 avg price
DFIP
Dimensional Inflation-protec
Recent Activity
Increased 1.59%
3.52%
$4.172M
100,011 shares@ $41.73 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 1.65%
3.48%
$4.133M
99,485 shares@ $41.54 avg price

1-10 of 65