McCartney Wealth Management LLC Diversified Active

Location: Clayton, MO

CIK: 0002110693 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: Feb 17, 2026

Total Value: $116M (100.0% shares, 0.0% debt)

Holdings (61)

AVUS AMERICAN CENTY ETF TR 12.6%
Value $14.55M Shares 130,194 Est. Cost $111.78 Unrealized
DFAC DIMENSIONAL ETF TRUST 10.5%
Value $12.22M Shares 308,747 Est. Cost $39.59 Unrealized
AVDE AMERICAN CENTY ETF TR 4.1%
Value $4.766M Shares 57,890 Est. Cost $82.32 Unrealized
DFLV DIMENSIONAL ETF TRUST 3.9%
Value $4.564M Shares 133,406 Est. Cost $34.21 Unrealized
DFUV DIMENSIONAL ETF TRUST 3.8%
Value $4.409M Shares 94,624 Est. Cost $46.59 Unrealized
AVSF AMERICAN CENTY ETF TR 3.7%
Value $4.311M Shares 91,565 Est. Cost $47.09 Unrealized
AVUV AMERICAN CENTY ETF TR 3.7%
Value $4.279M Shares 41,955 Est. Cost $101.98 Unrealized
AVIG AMERICAN CENTY ETF TR 3.5%
Value $4.103M Shares 97,874 Est. Cost $41.92 Unrealized
DFIP DIMENSIONAL ETF TRUST 3.5%
Value $4.091M Shares 98,448 Est. Cost $41.56 Unrealized
DFEV DIMENSIONAL ETF TRUST 3.4%
Value $3.972M Shares 117,736 Est. Cost $33.74 Unrealized
DFAX DIMENSIONAL ETF TRUST 3.3%
Value $3.833M Shares 117,110 Est. Cost $32.73 Unrealized
DUHP DIMENSIONAL ETF TRUST 2.8%
Value $3.302M Shares 86,818 Est. Cost $38.03 Unrealized
DFGX DIMENSIONAL ETF TRUST 2.7%
Value $3.102M Shares 58,943 Est. Cost $52.64 Unrealized
AVEM AMERICAN CENTY ETF TR 2.5%
Value $2.942M Shares 38,194 Est. Cost $77.02 Unrealized
VTV VANGUARD INDEX FDS 2.3%
Value $2.709M Shares 14,182 Est. Cost $190.99 Unrealized
DFIV DIMENSIONAL ETF TRUST 2.1%
Value $2.474M Shares 49,583 Est. Cost $49.90 Unrealized
AVDV AMERICAN CENTY ETF TR 2.1%
Value $2.409M Shares 25,634 Est. Cost $93.97 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 2.0%
Value $2.305M Shares 38,455 Est. Cost $59.93 Unrealized
AVGV AMERICAN CENTY ETF TR 1.7%
Value $1.924M Shares 26,285 Est. Cost $73.18 Unrealized
DUSB DIMENSIONAL ETF TRUST 1.5%
Value $1.782M Shares 35,177 Est. Cost $50.65 Unrealized
STIP ISHARES TR 1.4%
Value $1.653M Shares 16,147 Est. Cost $102.39 Unrealized
DIHP DIMENSIONAL ETF TRUST 1.4%
Value $1.601M Shares 50,554 Est. Cost $31.66 Unrealized
GNMA ISHARES TR 1.4%
Value $1.582M Shares 35,517 Est. Cost $44.54 Unrealized
CL COLGATE PALMOLIVE CO 1.3%
Value $1.521M Shares 19,243 Est. Cost $78.31 Unrealized 0.0%
MTUM ISHARES TR 1.3%
Value $1.51M Shares 6,033 Est. Cost $250.31 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 1.0%
Value $1.211M Shares 4,033 Est. Cost $300.33 Unrealized
ISHG ISHARES TR 1.0%
Value $1.205M Shares 16,020 Est. Cost $75.24 Unrealized
IGSB ISHARES TR 1.0%
Value $1.168M Shares 22,079 Est. Cost $52.88 Unrealized
TIP ISHARES TR 1.0%
Value $1.113M Shares 10,130 Est. Cost $109.91 Unrealized
IMTM ISHARES TR 0.9%
Value $1.054M Shares 21,973 Est. Cost $47.97 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.9%
Value $1.034M Shares 21,389 Est. Cost $48.32 Unrealized
EFV ISHARES TR 0.9%
Value $994K Shares 13,913 Est. Cost $71.41 Unrealized
SCHO SCHWAB STRATEGIC TR 0.8%
Value $922K Shares 37,842 Est. Cost $24.37 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.8%
Value $874K Shares 11,790 Est. Cost $74.17 Unrealized
FNDB SCHWAB STRATEGIC TR 0.7%
Value $759K Shares 28,553 Est. Cost $26.57 Unrealized
SGOV ISHARES TR 0.6%
Value $736K Shares 7,337 Est. Cost $100.38 Unrealized
DFSB DIMENSIONAL ETF TRUST 0.6%
Value $723K Shares 13,959 Est. Cost $51.80 Unrealized
NUSC NUSHARES ETF TR 0.6%
Value $645K Shares 14,446 Est. Cost $44.65 Unrealized
CAOS EA SERIES TRUST 0.5%
Value $609K Shares 6,784 Est. Cost $89.77 Unrealized
MBB ISHARES TR 0.5%
Value $582K Shares 6,112 Est. Cost $95.22 Unrealized
SPD SIMPLIFY EXCHANGE TRADED FUN 0.4%
Value $499K Shares 12,708 Est. Cost $39.26 Unrealized
WMT WALMART INC 0.4%
Value $455K Shares 4,078 Est. Cost $107.20 Unrealized 0.0%
DFSD DIMENSIONAL ETF TRUST 0.4%
Value $424K Shares 8,838 Est. Cost $47.95 Unrealized
AAPL APPLE INC 0.4%
Value $414K Shares 1,524 Est. Cost $268.34 Unrealized 0.0%
GEF GREIF INC 0.4%
Value $407K Shares 5,963 Est. Cost $62.20 Unrealized 0.0%
ESGE ISHARES INC 0.3%
Value $344K Shares 7,791 Est. Cost $44.17 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value $337K Shares 2,765 Est. Cost $121.74 Unrealized
SCHB SCHWAB STRATEGIC TR 0.3%
Value $312K Shares 11,912 Est. Cost $26.23 Unrealized
NULV NUSHARES ETF TR 0.3%
Value $311K Shares 6,904 Est. Cost $45.05 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.3%
Value $296K Shares 4,978 Est. Cost $59.54 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.2%
Value $270K Shares 3,869 Est. Cost $69.67 Unrealized
FNDF SCHWAB STRATEGIC TR 0.2%
Value $252K Shares 5,570 Est. Cost $45.21 Unrealized
NTSX WISDOMTREE TR 0.2%
Value $249K Shares 4,551 Est. Cost $54.81 Unrealized
AVGE AMERICAN CENTY ETF TR 0.2%
Value $248K Shares 2,889 Est. Cost $85.90 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value $236K Shares 917 Est. Cost $257.85 Unrealized
FNDE SCHWAB STRATEGIC TR 0.2%
Value $229K Shares 6,354 Est. Cost $36.06 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value $219K Shares 1,555 Est. Cost $141.05 Unrealized
HERD PACER FDS TR 0.2%
Value $214K Shares 4,805 Est. Cost $44.64 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value $210K Shares 335 Est. Cost $627.57 Unrealized
AVNV AMERICAN CENTY ETF TR 0.2%
Value $209K Shares 2,792 Est. Cost $74.79 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value $206K Shares 613 Est. Cost $335.54 Unrealized