McCartney Wealth Management
McCartney Wealth Management reported 65 stocks worth $132M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are AVUS (13.2%), Dimensional ETF Trust (10.1%) and DFLV (4.2%). Compared with Q1 2026, the fund opened new positions in INTC, added to AVUS, DFLV and AVDE, trimmed DFUV, DFAX and DUSB and sold out of CVX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVUS Avantis U.s. Equity ETF | $17.3M | 13.2% | 135K | +2,344 (+2%) | 3 of 3 | |
| 2 | DIMENSIONAL ETF TRUST | $13.3M | 10.1% | 300K | −1,570 (−1%) | 3 of 3 | |
| 3 |  DFLV Dimensional ETF Trust | $5.5M | 4.2% | 140K | +3,754 (+3%) | 3 of 3 | |
| 4 |  AVDE American Centy ETF TR | $5.3M | 4.0% | 60K | +1,260 (+2%) | 3 of 3 | |
| 5 |  AVUV American Centy ETF TR | $5.2M | 4.0% | 42K | +1,008 (+2%) | 3 of 3 | |
| 6 |  DFEV Dimensional ETF Trust | $5.1M | 3.9% | 119K | +2,678 (+2%) | 3 of 3 | |
| 7 |  DFUV Dimensional US Marketwide Value ETF | $5M | 3.8% | 91K | −641 (−1%) | 3 of 3 | |
| 8 |  AVSF American Centy ETF TR | $4.5M | 3.4% | 97K | +4,010 (+4%) | 3 of 3 | |
| 9 |  DFIP Dimensional Infltn Prtd | $4.4M | 3.3% | 106K | +6,119 (+6%) | 3 of 3 | |
| 10 |  AVIG American Centy ETF TR | $4.3M | 3.2% | 103K | +3,820 (+4%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CVX Chevron Corp New | $215K | 1,038 |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →McCartney Wealth Management 13F FAQ
What does McCartney Wealth Management own?
McCartney Wealth Management reported 65 stocks worth $132M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are AVUS (13.2%), Dimensional ETF Trust (10.1%) and DFLV (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did McCartney Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 36 added to, 14 trimmed and 1 sold out. New positions include INTC. It sold all of CVX.
When will McCartney Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is McCartney Wealth Management's portfolio worth?
The Q2 2026 filing reports $132M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.