Mccartney Wealth Management Llc
- Regulatory AUM
- $221M
- Discretionary
- $221M
- Clients
- 154
- Avg AUM / client
- $1.4M
- Accounts
- 473
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 65 positions, $118,781,956)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | American Centy Etf Tr | US EQT ETF | $14,794,723 | 133,070 | 12.5% | 6.7% |
| 2 | Dimensional Etf Trust | US CORE EQUITY 2 | $11,723,289 | 301,680 | 9.87% | 5.31% |
| 3 | American Centy Etf Tr | INTL EQT ETF | $4,949,481 | 58,339 | 4.17% | 2.24% |
| 4 | Dimensional Etf Trust | US LARGE CAP VAL | $4,853,775 | 135,922 | 4.09% | 2.2% |
| 5 | American Centy Etf Tr | US SML CP VALU | $4,510,872 | 40,833 | 3.8% | 2.04% |
| 6 | Dimensional Etf Trust | US MKTWIDE VALUE | $4,453,180 | 91,894 | 3.75% | 2.02% |
| 7 | American Centy Etf Tr | AVANTIS SHFXDINC | $4,353,733 | 93,028 | 3.67% | 1.97% |
| 8 | Dimensional Etf Trust | EMERGING MKTS VA | $4,176,781 | 116,735 | 3.52% | 1.89% |
| 9 | Dimensional Etf Trust | INFLATION PROTE | $4,172,459 | 100,011 | 3.51% | 1.89% |
| 10 | American Centy Etf Tr | AVANTIS CORE FI | $4,132,604 | 99,485 | 3.48% | 1.87% |
| 11 | Dimensional Etf Trust | WORLD EX US CORE | $3,714,175 | 109,337 | 3.13% | 1.68% |
| 12 | Dimensional Etf Trust | US HIGH PROFITAB | $3,275,794 | 89,113 | 2.76% | 1.48% |
| 13 | American Centy Etf Tr | AVANTIS EMGMKT | $3,051,162 | 37,865 | 2.57% | 1.38% |
| 14 | Dimensional Etf Trust | DIMENSIONAL INTE | $3,010,921 | 57,405 | 2.53% | 1.36% |
| 15 | Vanguard Index Fds | VALUE ETF | $2,766,616 | 14,101 | 2.33% | 1.25% |
| 16 | Dimensional Etf Trust | INTERNATNAL VAL | $2,578,425 | 48,852 | 2.17% | 1.17% |
| 17 | American Centy Etf Tr | INTL SMCP VLU | $2,506,574 | 25,101 | 2.11% | 1.14% |
| 18 | Vanguard Scottsdale Fds | INTER TERM TREAS | $2,436,844 | 40,921 | 2.05% | 1.1% |
| 19 | American Centy Etf Tr | AVANTIS ALL EQT | $2,213,302 | 28,544 | 1.86% | 1.0% |
| 20 | Dimensional Etf Trust | ULTRASHORT FIXED | $1,710,938 | 33,740 | 1.44% | 0.78% |
| 21 | Ishares Tr | 0-5 YR TIPS ETF | $1,703,492 | 16,470 | 1.43% | 0.77% |
| 22 | Dimensional Etf Trust | INTL HIGH PROFIT | $1,661,457 | 51,566 | 1.4% | 0.75% |
| 23 | Colgate Palmolive Co | COM | $1,640,114 | 19,243 | 1.38% | 0.74% |
| 24 | Ishares Tr | GNMA BOND ETF | $1,610,287 | 36,325 | 1.36% | 0.73% |
| 25 | Ishares Tr | MSCI USA MMENTM | $1,453,139 | 6,055 | 1.22% | 0.66% |
Top 25 of 65 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $28.5M | 12.9% |
| High net worth individuals | 65 | $192M | 87.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Patrick Mccartney | President | Jul 2010 (16y) | 75% or more | |
| Emily Marie Mc Cartney | Registered representative | Aug 2017 (9y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 963 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $95.8M (43% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗