McCarley & Cook Financial Planners has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of March 31, 2026. The filing lists 277 total positions held by the firm, managed by Portfolio Manager Matthew Antenucci.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which account for the majority of the disclosed holdings. Among the largest individual stock positions are Procter & Gamble Co., with 26,181 shares, and Coca-Cola Co., with 1,035 shares. Other notable individual stock holdings include Merck & Co. Inc. (221 shares), Smucker J.M. Co. (203 shares), and Verizon Communications Inc. (1,507 shares).
The filing also reveals significant exposure to various bond ETFs, including the Invesco Bulletshares 2027 Corporate Bond ETF, which holds 13,886 shares, and the Vanguard Total Bond Market ETF, which holds 5,307 shares. The firm also holds a variety of sector-specific ETFs, such as the Energy Select Sector SPDR Fund and the iShares Bitcoin Trust ETF.
The filing indicates that the firm holds shares in over 100 different companies and ETFs, with a mix of large-cap growth, value, and emerging market equities, as well as fixed income instruments.
