Data as of Q4 2025 (Dec 31, 2025)

McCartney Wealth Management LLC

•CIK: 2110693•Filing: Q4 2025

**McCartney Wealth Management LLC** manages $116M across a portfolio of 61 distinct positions. The strategy exhibits a concentrated focus, with top holdings including AVUS at $14.6M and DFAC at $12.2M. Significant allocations are also maintained in AVDE ($4.8M), DFLV ($4.6M), and DFUV ($4.4M). This positioning suggests a tactical, high-conviction approach within select market sectors.

Total AUM
$115.9M
QoQ Performance
N/A
Positions
18
Top 10 Concentration
52.9%
Latest Filing
Q4 2025

Top Holdings Allocation

AVUS
DFAC
AVUS12.6%
DFAC10.5%
AVDE4.1%
DFLV3.9%
DFUV3.8%
AVSF3.7%
AVUV3.7%
AVIG3.5%

📈 Biggest Buys

AVUS
AMERICAN CENTY ETF TR
NEW
12.6% of portfolio
DFAC
DIMENSIONAL ETF TRUST
NEW
10.5% of portfolio
AVDE
AMERICAN CENTY ETF TR
NEW
4.1% of portfolio
DFLV
DIMENSIONAL ETF TRUST
NEW
3.9% of portfolio
DFUV
DIMENSIONAL ETF TRUST
NEW
3.8% of portfolio

📉 Biggest Sells

No reductions this quarter

Sector Breakdown

Other99.1%
Consumer0.4%
Technology0.4%
ETF0.2%

📌 Top Holdings

AVUS12.6%
AMERICAN CENTY ETF TR
$14.6M
DFAC10.5%
DIMENSIONAL ETF TRUST
$12.2M
AVDE4.1%
AMERICAN CENTY ETF TR
$4.8M
DFLV3.9%
DIMENSIONAL ETF TRUST
$4.6M
DFUV3.8%
DIMENSIONAL ETF TRUST
$4.4M

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