McCartney Wealth Management LLC - Portfolio Stock Holdings
McCartney Wealth Management LLC disclosed 66 stock positions in a recent SEC 13F filing. $131,890,498 of stock holdings were filed, with the largest holdings including AVUS, DFAC, and DFLV. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $220,729,425 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
66Est. Stock Holding Value:
$131,890,498Top Stock Holdings By Sector
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Portfolio Stock Holdings - McCartney Wealth Management LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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