McCartney Wealth Management LLC
Net buyer this quarter
$132M
8
+$324K
6.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $3.99M | 3.02% | Not reported | -1.0% | Q4 2025 |
 CL | $1.76M | 1.34% | 0.00% | Not reported | Q4 2025 |
 INTC | $518K | 0.39% | 0.00% | New | Q2 2026 |
 WMT | $462K | 0.35% | 0.00% | Not reported | Q4 2025 |
 AAPL | $456K | 0.35% | 0.00% | +3.3% | Q4 2025 |
 GEF | $437K | 0.33% | Not reported | Not reported | Q4 2025 |
 FNDF | $293K | 0.22% | Not reported | -0.2% | Q4 2025 |
 NTSX | $277K | 0.21% | 0.04% | +2.2% | Q4 2025 |
| Q1 2026 | |||||
| DFAX | $3.71M | 3.13% | Not reported | -6.6% | Q4 2025 |
| CL | $1.64M | 1.38% | 0.00% | Not reported | Q4 2025 |
| WMT | $508K | 0.43% | 0.00% | Not reported | Q4 2025 |
| GEF | $393K | 0.33% | Not reported | -2.5% | Q4 2025 |
| AAPL | $387K | 0.33% | 0.00% | Not reported | Q4 2025 |
| FNDF | $273K | 0.23% | Not reported | Not reported | Q4 2025 |
| NTSX | $239K | 0.20% | 0.04% | +0.9% | Q4 2025 |
 CVX | $215K | 0.18% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| DFAX | $3.83M | 3.31% | Not reported | New | Q4 2025 |
| CL | $1.52M | 1.31% | 0.00% | New | Q4 2025 |
| WMT | $455K | 0.39% | 0.00% | New | Q4 2025 |
| AAPL | $414K | 0.36% | 0.00% | New | Q4 2025 |
| GEF | $407K | 0.35% | Not reported | New | Q4 2025 |
| FNDF | $252K | 0.22% | Not reported | New | Q4 2025 |
| NTSX | $249K | 0.22% | 0.04% | New | Q4 2025 |