McCarley & Cook Financial Planners — 13F holdings

McCarley & Cook Financial Planners reported 275 holdings worth $132M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

  1. IVV ISHARES TR — $45.3M (34.4%)
  2. VEA VANGUARD TAX-MANAGED FDS — $21.9M (16.6%)
  3. DFAC U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES — $6.12M (4.6%)
  4. AVUV AMERICAN CENTY ETF TR — $4.68M (3.6%)
  5. IJH ISHARES TR — $4.58M (3.5%)
  6. DFLV DIMENSIONAL ETF TRUST — $4.27M (3.2%)
  7. IEMG ISHARES INC — $3.90M (3.0%)
  8. CGCP CAPITAL GRP FIXED INCM ETF T — $3.12M (2.4%)
  9. XCEM COLUMBIA ETF TR II — $3.01M (2.3%)
  10. PG Procter And Gamble Co — $2.93M (2.2%)