McCartney Wealth Management LLC
Long book
$118.8M
Q1 2026
Positions
65
Top-10 weight
52%
concentration
Last quarter
+9.3%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filingsMcCartney Wealth Management LLC is a wealth-management firm allocating client money, running a $118.8M US long book across 65 positions.
The portfolio is concentrated: the top 10 names carry 52% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: AVANTIS U.S. EQUITY ETF, DIMENSIONAL US CORE EQUITY 2, AVANTIS INTERNATIONAL EQUITY, DIM US LARGE CAP VALUE ETF, AVANTIS US SMALL CAP VALUE.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+1.5%
Q1 2026
+9.3%
Sector allocation
Other 52%
Consumer discretionary 16%
Industrials 13%
Technology 12%
Energy 7%