McCarley & Cook Financial Planners has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The filing lists the firm’s portfolio manager as Matthew Antenucci, based in Cincinnati, Ohio.
The report details a portfolio consisting of 275 individual securities. The holdings are managed through a mix of individual stocks and exchange-traded funds (ETFs), with a notable allocation to bond-focused ETFs. The filing indicates that the firm holds a significant position in the Columbia EM Core Ex-China ETF, with 5,852,165 shares.
Among the individual stock holdings, Procter & Gamble Co. is listed with 20,138 shares, while Coca-Cola Co. holds 1,035 shares. The portfolio also includes positions in major technology and healthcare names, including Microsoft Corp. with 647 shares, Nvidia Corporation with 266 shares, and Abbvie Inc. with 2,394 shares.
The filing also lists several bond ETFs, including the Invesco Bulletshares 2027 Corporate Bond ETF with 13,955 shares, the Spdr Portfolio Intermediate Term Corporate Bond ETF with 3,980 shares, and the Vanguard Total Bond Market ETF with 5,307 shares.
