McCartney Wealth Management LLC holds a focused book of 65 stocks worth $131.9M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Intel Corp and trimmed Dimensional US Core Equity 2. Their largest long position is Avantis U.S. Equity ETF at 13% of the equity book. Cloning the disclosed picks since 2026 would be +4% (+9.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2110693/holdings"
Use Arkolith to show McCartney Wealth Management LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +7.3%, a 3.2-point gap that is the cost of the ~34-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning McCartney Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as McCartney Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 65 / 65 | $33.8B |
| Farther Finance Advisors, LLC | 64 / 65 | $1.9B |
| MORGAN STANLEY | 62 / 65 | $128.2B |
| ENVESTNET ASSET MANAGEMENT INC | 62 / 65 | $39.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 62 / 65 | $7.6B |
| OSAIC HOLDINGS, INC. | 62 / 65 | $6.8B |
| CWM, LLC | 61 / 65 | $3.0B |
| JPMORGAN CHASE & CO | 60 / 65 | $127.7B |
Ranked by how many of McCartney Wealth Management LLC's top 65 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US EQT ETF | $17.3M | 135.4K | 13.1% | ▲+1.8% Added · +2K sh | |
| 2 | Dimensional ETF Trust US COR EQU 2 ETF | $13.3M | 300.1K | 10.1% | ▼−0.5% Reduced · −2K sh | |
| 3 | Dimensional ETF Trust US LARG VALU ETF | $5.5M | 139.7K | 4.2% | ▲+2.8% Added · +4K sh | |
| 4 | American Centy ETF TR INTL EQT ETF | $5.3M | 59.6K | 4.0% | ▲+2.1% Added · +1K sh | |
| 5 | American Centy ETF TR US SML CP VALU | $5.2M | 41.8K | 4.0% | ▲+2.5% Added · +1K sh | |
| 6 | Dimensional ETF Trust EMERGING MKTS VA | $5.1M | 119.4K | 3.9% | ▲+2.3% Added · +3K sh | |
| 7 | Dimensional ETF Trust US MKTWIDE VALUE | $5.0M | 91.3K | 3.8% | ▼−0.7% Reduced · −641 sh | |
| 8 | American Centy ETF TR AVANTIS SHFXDINC | $4.5M | 97.0K | 3.4% | ▲+4.3% Added · +4K sh | |
| 9 | Dimensional ETF Trust INFLATION PROTE | $4.4M | 106.1K | 3.3% | ▲+6.1% Added · +6K sh | |
| 10 | American Centy ETF TR AVANTIS CORE FI | $4.3M | 103.3K | 3.2% | ▲+3.8% Added · +4K sh | |
| 11 | Dimensional ETF Trust WORLD EX US CORE | $4.0M | 108.2K | 3.0% | ▼−1.0% Reduced · −1K sh | |
| 12 | Dimensional ETF Trust US HIGH PROF ETF | $3.9M | 92.8K | 2.9% | ▲+4.1% Added · +4K sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $3.7M | 37.9K | 2.8% | ▼~0% Reduced · −2 sh | |
| 14 | Dimensional ETF Trust INTL COR FIX ETF | $3.4M | 63.4K | 2.6% | ▲+10% Added · +6K sh | |
| 15 | Vanguard Index FDS VALUE ETF | $3.1M | 14.2K | 2.4% | ▲+0.9% Added · +131 sh | |
| 16 | Dimensional ETF Trust INTERNATNAL VAL | $2.7M | 49.3K | 2.0% | ▲+1.0% Added · +490 sh | |
| 17 | American Centy ETF TR INTL SMCP VLU | $2.6M | 25.5K | 2.0% | ▲+1.7% Added · +425 sh | |
| 18 | American Centy ETF TR AVANTIS ALL EQT | $2.5M | 29.3K | 1.9% | ▲+2.5% Added · +712 sh | |
| 19 | Vanguard Scottsdale FDS INTER TERM TREAS | $2.5M | 41.9K | 1.9% | ▲+2.3% Added · +952 sh | |
| 20 | Ishares TR MSCI USA MMENTM | $2.1M | 6.1K | 1.6% | ▲+0.3% Added · +18 sh | |
| 21 | Dimensional ETF Trust INTL HIGH PROFIT | $1.8M | 53.2K | 1.4% | ▲+3.3% Added · +2K sh | |
| 22 | Colgate Palmolive Co COM | $1.8M | 19.2K | 1.3% | —Held | |
| 23 | Ishares TR 0-5 YR TIPS ETF | $1.7M | 16.6K | 1.3% | ▲+1.1% Added · +173 sh | |
| 24 | Ishares TR GNMA BOND ETF | $1.6M | 37.0K | 1.2% | ▲+1.9% Added · +683 sh | |
| 25 | Dimensional ETF Trust ULTR FIX INC ETF | $1.4M | 27.3K | 1.1% | ▼−19% Reduced · −6K sh | |
| 26 | Vanguard Scottsdale FDS VNG RUS3000IDX | $1.3M | 4.0K | 1.0% | —Held | |
| 27 | Ishares TR 3YRTB ETF | $1.2M | 16.7K | 0.9% | ▲+1.4% Added · +226 sh | |
| 28 | Ishares TR ISHS 1-5YR INVS | $1.2M | 23.2K | 0.9% | ▲+1.8% Added · +414 sh | |
| 29 | Ishares TR MSCI INTL MOMENT | $1.2M | 22.0K | 0.9% | ▼~0% Reduced · −3 sh | |
| 30 | Ishares TR TIPS BD ETF | $1.2M | 10.7K | 0.9% | ▲+2.2% Added · +226 sh | |
| 31 | Vanguard Charlotte FDS TOTAL INT BD ETF | $1.1M | 22.6K | 0.8% | ▲+1.6% Added · +354 sh | |
| 32 | Ishares TR EAFE VALUE ETF | $1.1M | 13.8K | 0.8% | ▼−0.4% Reduced · −62 sh | |
| 33 | Dimensional ETF Trust US EQUI MARK ETF | $966K | 11.8K | 0.7% | —Held | |
| 34 | Schwab Strategic TR SHT TM US TRES | $902K | 37.4K | 0.7% | ▼−1.2% Reduced · −463 sh | |
| 35 | Schwab Strategic TR FUNDAMENTAL US B | $872K | 28.6K | 0.7% | ▲+0.2% Added · +49 sh | |
| 36 | Nushares ETF TR NUVEEN ESG SMLCP | $852K | 16.3K | 0.6% | ▲+13% Added · +2K sh | |
| 37 | Dimensional ETF Trust GLOBAL SUSTAINA | $831K | 15.9K | 0.6% | ▲+14% Added · +2K sh | |
| 38 | Ishares TR 0-3 MTH TREASURY | $711K | 7.1K | 0.5% | ▼−3.8% Reduced · −277 sh | |
| 39 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $579K | 11.5K | 0.4% | —Held | |
| 40 | Ishares TR MBS ETF | $577K | 6.1K | 0.4% | ▼−0.1% Reduced · −8 sh | |
| 41 | Ea Series Trust ALPHA ARCHITECT | $557K | 6.2K | 0.4% | ▼−2.4% Reduced · −150 sh | |
| 42 | Intel Corp COM | $518K | 3.7K | 0.4% | ▲New New position | |
| 43 | Walmart Inc COM | $462K | 4.1K | 0.4% | —Held | |
| 44 | Apple Inc COM | $456K | 1.6K | 0.3% | ▲+3.3% Added · +50 sh | |
| 45 | Simplify Exchange Traded Fun US EQT PLS DWNSD | $450K | 10.9K | 0.3% | —Held | |
| 46 | Greif Inc CL A | $437K | 5.8K | 0.3% | —Held | |
| 47 | Vanguard Intl Equity Index F TT WRLD ST ETF | $423K | 2.7K | 0.3% | ▲+0.1% Added · +4 sh | |
| 48 | Ishares Inc ESG AWR MSCI EM | $414K | 7.6K | 0.3% | ▼−2.9% Reduced · −228 sh | |
| 49 | Dimensional ETF Trust SHOR DUR FIX ETF | $398K | 8.3K | 0.3% | ▲+4.7% Added · +374 sh | |
| 50 | Schwab Strategic TR US BRD MKT ETF | $364K | 12.6K | 0.3% | ▲+5.2% Added · +622 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.