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McCarley & Cook Financial Planners
ETF
Concentrated trader
CIK: 0002159252 | CINCINNATI, OH
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
275
$131.9M
2026-10-21
SEC ↗
Q2 2026
13F-HR
262
$128.9M
2026-10-21
SEC ↗
Q1 2026
13F-HR
277
$115.7M
2026-10-21
SEC ↗
Q4 2025
13F-HR
294
$110.8M
2026-10-21
SEC ↗