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Manager record

McCartney Wealth Management LLC

Clayton, MO · CIK 2110693 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$131.89MReported 13F valueQ2 2026 · as filed
65Holdings listed
+11.0%vs prior quartervalue change includes market moves
3Quarters on record
Aug 03Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $115.9M$115.9MQ4 202561 holdingsQ1 2026: $118.8M$118.8MQ1 202665 holdingsQ2 2026: $131.9M$131.9MQ2 202665 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 03 2026 13F-HR · period Q2 2026

$131.89M · 65 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$118.78M · 65 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$115.89M · 61 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 03, 2026 · Change methodology