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McCarley & Cook Financial Planners - Portfolio Stock Holdings

McCarley & Cook Financial Planners disclosed 277 stock positions in a recent SEC 13F filing. $124,298,954 of stock holdings were filed, with the largest holdings including IVV, VEA, and AVUV. This filing represented positions held on Sept. 30, 2026, and was filed today.

Report Period:

Sept. 30, 2026

No. of Stocks:

277

Est. Stock Holding Value:

$124,298,954

Top Stock Holdings By Sector

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Portfolio Stock Holdings - McCarley & Cook Financial Planners

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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