McCartney Wealth Management LLC
CIK 2110693 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- AVUS12.56%
- DFAC10.55%
- AVDE4.11%
- DFLV3.94%
- DFUV3.80%
- AVSF3.72%
- AVUV3.69%
- AVIG3.54%
- DFIP3.53%
- DFEV3.43%
Share classes counted separately52.87%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $14.55M | 12.56% | 130.19K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $12.22M | 10.55% | 308.75K shares | Prior unavailable — | — | ↗▾ |
| 03 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $4.77M | 4.11% | 57.89K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $4.56M | 3.94% | 133.41K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $4.41M | 3.80% | 94.62K shares | Prior unavailable — | — | ↗▾ |
| 06 | AVSFAVANTIS SHORT-TERM FIXED INCAVANTIS SHFXDINC View history and evidence | $4.31M | 3.72% | 91.56K shares | Prior unavailable — | — | ↗▾ |
| 07 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $4.28M | 3.69% | 41.95K shares | Prior unavailable — | — | ↗▾ |
| 08 | AVIGAVANTIS CORE FIXED INCOMEAVANTIS CORE FI View history and evidence | $4.10M | 3.54% | 97.87K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFIPDIMENSIONAL INFLATION-PROTECINFLATION PROTE View history and evidence | $4.09M | 3.53% | 98.45K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFEVDIMENSIONAL EMRG MRKT VALEMERGING MKTS VA View history and evidence | $3.97M | 3.43% | 117.74K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2110693 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 115890581
}Research all 61 reported holdings.
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