MWM
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McCartney Wealth Management’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

McCartney Wealth Management’s Portfolio CAOS Stock Details CAOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$573K Sell
6,315
-469
-7% -$42.4K 0.48% 41
2025
Q4 		$609K Buy
+6,784
New +$610K 0.53% 39

Other funds holding CAOS

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $435M AUM 16.48% 1-Year Est. Return

McCartney Wealth Management's CAOS Position: Q1 2026 in Review

McCartney Wealth Management reduced its Alpha Architect Tail Risk ETF (CAOS) stake by 6.9% in Q1 2026, selling an estimated $42.4K and leaving 6,315 shares worth $573K. The position accounts for 0.48% of the portfolio, ranked #41.

McCartney Wealth Management first reported a position in CAOS in Q4 2025 and has held it in 2 quarters since. The position peaked at $609K in Q4 2025. 54 funds tracked by Wall St. Rank hold CAOS as of Q1 2026.

  • McCartney Wealth Management held 6,315 shares of Alpha Architect Tail Risk ETF worth $573K as of Q1 2026.
  • McCartney Wealth Management sold 469 Alpha Architect Tail Risk ETF shares in Q1 2026, an estimated $42.4K.
  • Alpha Architect Tail Risk ETF made up 0.48% of McCartney Wealth Management's portfolio in Q1 2026, its #41 holding.
  • McCartney Wealth Management first reported a position in Alpha Architect Tail Risk ETF in Q4 2025 and has held it in 2 quarters since.
  • McCartney Wealth Management's Alpha Architect Tail Risk ETF position peaked at $609K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q1 2026.

Based on McCartney Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.