McCartney Wealth Management LLC
CIK
2110693
Location
CLAYTON, MO
Portfolio Value
Micro
$3,138,442
Diversification
Highly concentrated
Filing Date
Global Rank
#8,439
/ 8,605
▲ 86
· as of Mar 2026
Top Industry
Household & Personal Products
52.3%
3Y Alpha vs SPY
-30.8%
Period ended 3 months ago
Filed May 11, 2026 · 59d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-1.5%
SPY
+10.0%
Annualised alpha
-30.7%
Max drawdown
−11.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
52.3%
−2.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,345
Highly concentrated−313
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 68.4% | $2,146,893 |
| Consumer Cyclical | 12.4% | $390,012 |
| Technology | 12.3% | $386,775 |
| Energy | 6.8% | $214,762 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GEF | Greif, Inc | −148 | 5,815 | $390,012 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CVX | Chevron Corp | 1,038 | $214,762 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
5 positions ·
$3,138,442 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 19,243 | $1,640,080 | 52.26% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 4,078 | $506,813 | 16.15% | |
| GEF |
Greif, Inc
Consumer Cyclical
|
Reduced | 5,815 | $390,012 | 12.43% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,524 | $386,775 | 12.32% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,038 | $214,762 | 6.84% |