McCartney Wealth Management LLC
McCartney Wealth Management LLC reported 65 holdings worth US$132M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
McCartney Wealth Management LLC reported 65 holdings worth US$132M as of Jun 30, 2026. Largest: Colgate-palmolive Company, Intel Corporation and Walmart Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$132M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Colgate-palmolive Company | 19,243 | US$1.76M | 1.3% |
| Intel Corporation | 3,710 | US$518K | 0.39% |
| Walmart Inc. | 4,078 | US$462K | 0.35% |
| Apple Inc | 1,574 | US$456K | 0.35% |
| Greif Inc. | 5,815 | US$437K | 0.33% |
| Chevron Corporation | 0 | US$0 | 0.00% |