McCartney Wealth Management LLC reported 5 positions worth $3.64M for the quarter ended Jun 30, 2026, up 15.7% on the prior quarter. It opened 1 new position, added to 1, trimmed 0 and exited 1. Its largest holding is Colgate Palmolive Co at 48.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CVX Chevron Corp | -1,038 | -100.0% | $214.83K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +3,710 | $518.03K | 14.25% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CVX Chevron Corp | -1,038 | $214.83K | 6.84% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CL Colgate Palmolive Co | Consumer Staples | 19.2K | $1.76M | 48.51% | 0 | 0.0% | Unchanged | 0% |
| 2 | INTC Intel Corp | Technology | 3,710 | $518.03K | 14.25% | +3,710 | – | New | 0% |
| 3 | WMT Walmart Inc. | Consumer Staples | 4,078 | $461.87K | 12.7% | 0 | 0.0% | Unchanged | 0% |
| 4 | AAPL Apple Inc. | Technology | 1,574 | $455.58K | 12.53% | +50 | +3.3% | Added | 0% |
| 5 | GEF Greif, Inc | Basic Materials | 5,815 | $436.77K | 12.01% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at McCartney Wealth Management.
As of its Q2 2026 13F filing, McCartney Wealth Management LLC’s five largest positions were Colgate Palmolive Co (CL) at 48.5%, Intel Corp (INTC) at 14.2%, Walmart Inc. (WMT) at 12.7%, Apple Inc. (AAPL) at 12.5%, Greif, Inc (GEF) at 12.0% of the reported portfolio.
McCartney Wealth Management LLC reported a 13F portfolio worth $3.64M across 5 positions for Q2 2026. That is up 15.7% from the previous quarter.
Its largest purchases by value were Intel Corp ($518.03K), Apple Inc. ($14.47K). It opened 1 new positions.
Its largest sales by value were Chevron Corp ($214.83K). It exited 1 positions entirely.
From the Form 13F-HR reports McCartney Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.