McCartney Wealth Management LLC

Institutional manager·CIK 2110693

Annual return

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SPY

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Alpha

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Invested

$118.8M

Holdings

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$AVUS

AMERICAN CENTY ETF TR

Q4 2025: New position (130.2k shares)

12.5%

$DFAC

DIMENSIONAL ETF TRUST

Q4 2025: New position (308.7k shares)

9.9%

$AVDE

AMERICAN CENTY ETF TR

Q4 2025: New position (57.9k shares)

4.2%

$DFLV

DIMENSIONAL ETF TRUST

Q4 2025: New position (133.4k shares)

4.1%

$AVUV

AMERICAN CENTY ETF TR

Q4 2025: New position (42.0k shares)

3.8%

$DFUV

DIMENSIONAL ETF TRUST

Q4 2025: New position (94.6k shares)

3.7%

$AVSF

AMERICAN CENTY ETF TR

Q4 2025: New position (91.6k shares)

3.7%

$DFEV

DIMENSIONAL ETF TRUST

Q4 2025: New position (117.7k shares)

3.5%

$DFIP

DIMENSIONAL ETF TRUST

Q4 2025: New position (98.4k shares)

3.5%

$AVIG

AMERICAN CENTY ETF TR

Q4 2025: New position (97.9k shares)

3.5%

See all 65 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:50 UTC.