# EDGAR Filing Document

**Accession Number:** 0002020726
**File Stem:** 0001085146-25-005934
**Filing Date:** 2025-10
**Character Count:** 11949
**Document Hash:** e5eb6211bcfd95128de44c9303d1e47b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005934.hdr.sgml**: 20251014

**ACCESSION NUMBER**: 0001085146-25-005934

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251014

**DATE AS OF CHANGE**: 20251014

**EFFECTIVENESS DATE**: 20251014

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** McCarthy & Cox
- **CENTRAL INDEX KEY:** 0002020726

**ORGANIZATION NAME:**
- **EIN:** 208157696
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24087
- **FILM NUMBER:** 251389889

**BUSINESS ADDRESS:**
- **STREET 1:** 127 W 5TH ST
- **CITY:** MARYSVILLE
- **STATE:** OH
- **ZIP:** 43040
- **BUSINESS PHONE:** 9376440351

**MAIL ADDRESS:**
- **STREET 1:** 127 W 5TH ST
- **CITY:** MARYSVILLE
- **STATE:** OH
- **ZIP:** 43040

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** McCarthy  Cox<br>**Address:** 127 W 5TH ST<br>MARYSVILLE, OH 43040

**Form 13F File Number:** 028-24087

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mark Finney<br>**Title:** CCO<br>**Phone:** 937-644-0351

**Signature, Place, and Date of Signing:**

/s/Mark Finney  Marysville, OH  10-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $438307886

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVISORSHARES TR | DORSEY WRIGT ADR | 00768Y206 | BBG001T9B1Y4 | 202475 | 2334 | SH |  | SOLE |  | 0 | 0 | 2334 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | BBG001S5NFD2 | 325198 | 2891 | SH |  | SOLE |  | 0 | 0 | 2891 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 393355 | 1545 | SH |  | SOLE |  | 0 | 0 | 1545 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 792871 | 1577 | SH |  | SOLE |  | 0 | 0 | 1577 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 245224 | 265 | SH |  | SOLE |  | 0 | 0 | 265 |
| EA SERIES TRUST | MC TRIO EQUITY B | 02072Q770 | BBG01SP6XZH4 | 106561731 | 1634430 | SH |  | SOLE |  | 0 | 0 | 1634430 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | BBG0078X1341 | 226133 | 4890 | SH |  | SOLE |  | 0 | 0 | 4890 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | BBG006H1W526 | 937905 | 18499 | SH |  | SOLE |  | 0 | 0 | 18499 |
| FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | 33738D788 | BBG01K0TZBY0 | 19944277 | 935912 | SH |  | SOLE |  | 0 | 0 | 935912 |
| FIRST TR EXCHANGE-TRADED FD | WCM INTL EQUITY | 33733E732 | BBG01Q3ND4Q6 | 26040566 | 1543602 | SH |  | SOLE |  | 0 | 0 | 1543602 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | BBG00VC9SZ91 | 1205058 | 36058 | SH |  | SOLE |  | 0 | 0 | 36058 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 | BBG00YGC7V96 | 361126 | 7334 | SH |  | SOLE |  | 0 | 0 | 7334 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U208 | BBG00VZR6K84 | 1275647 | 23308 | SH |  | SOLE |  | 0 | 0 | 23308 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F748 | BBG00TSG2686 | 814216 | 15584 | SH |  | SOLE |  | 0 | 0 | 15584 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U885 | BBG0101Q5ZQ8 | 279122 | 6416 | SH |  | SOLE |  | 0 | 0 | 6416 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F722 | BBG00VC9S4V5 | 1654553 | 29572 | SH |  | SOLE |  | 0 | 0 | 29572 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U307 | BBG00X9DXZP8 | 892334 | 17656 | SH |  | SOLE |  | 0 | 0 | 17656 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F862 | BBG00QQFDN69 | 1211579 | 23340 | SH |  | SOLE |  | 0 | 0 | 23340 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F623 | BBG00YXMPLL3 | 851480 | 16977 | SH |  | SOLE |  | 0 | 0 | 16977 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F763 | BBG00RPK2N78 | 725046 | 13148 | SH |  | SOLE |  | 0 | 0 | 13148 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F847 | BBG00QQFKGH4 | 2806819 | 53069 | SH |  | SOLE |  | 0 | 0 | 53069 |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 | BBG00L2NXWJ3 | 1139135 | 45225 | SH |  | SOLE |  | 0 | 0 | 45225 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US | 381430602 | BBG00H1SDQL4 | 10916925 | 145773 | SH |  | SOLE |  | 0 | 0 | 145773 |
| GOLDMAN SACHS ETF TR | S 500 PREMIUM | 38149W622 | BBG01JRK0C06 | 21155440 | 405044 | SH |  | SOLE |  | 0 | 0 | 405044 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | BBG001S8PXF3 | 346780 | 2600 | SH |  | SOLE |  | 0 | 0 | 2600 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 223908 | 553 | SH |  | SOLE |  | 0 | 0 | 553 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | BBG00XS6PBW6 | 297285 | 1203 | SH |  | SOLE |  | 0 | 0 | 1203 |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | 46138G888 | BBG00FQKL0K7 | 2277083 | 21555 | SH |  | SOLE |  | 0 | 0 | 21555 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 | BBG00KJR2J47 | 5711303 | 276042 | SH |  | SOLE |  | 0 | 0 | 276042 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | BBG00KJR2K35 | 518290 | 26497 | SH |  | SOLE |  | 0 | 0 | 26497 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | BBG00KJR2L24 | 4928420 | 250047 | SH |  | SOLE |  | 0 | 0 | 250047 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | BBG00LNJW5P2 | 4342455 | 211106 | SH |  | SOLE |  | 0 | 0 | 211106 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | BBG001V0XLT8 | 297818 | 2432 | SH |  | SOLE |  | 0 | 0 | 2432 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 212095 | 1785 | SH |  | SOLE |  | 0 | 0 | 1785 |
| ISHARES TR | IBONDS 25 TRM TS | 46436E866 | BBG00RYR2N19 | 201403 | 8620 | SH |  | SOLE |  | 0 | 0 | 8620 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | BBG001ST0ZQ7 | 426897 | 5258 | SH |  | SOLE |  | 0 | 0 | 5258 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 | BBG001SBRHJ5 | 231252 | 2217 | SH |  | SOLE |  | 0 | 0 | 2217 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 396275 | 846 | SH |  | SOLE |  | 0 | 0 | 846 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 424863 | 2087 | SH |  | SOLE |  | 0 | 0 | 2087 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 549417 | 2271 | SH |  | SOLE |  | 0 | 0 | 2271 |
| ISHARES TR | US INFRASTRUC | 46435U713 | BBG00KHHFPF1 | 236381 | 4475 | SH |  | SOLE |  | 0 | 0 | 4475 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | BBG00N6W8XF5 | 30043643 | 631833 | SH |  | SOLE |  | 0 | 0 | 631833 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | BBG0130Y3986 | 5587158 | 120387 | SH |  | SOLE |  | 0 | 0 | 120387 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 | BBG00GD9GQY8 | 17624654 | 359467 | SH |  | SOLE |  | 0 | 0 | 359467 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | BBG00M8D48L9 | 783306 | 15520 | SH |  | SOLE |  | 0 | 0 | 15520 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | BBG00M8D2458 | 475702 | 9320 | SH |  | SOLE |  | 0 | 0 | 9320 |
| JANUS DETROIT STR TR | HENDERSN SML ETF | 47103U209 | BBG00C9Y3BD7 | 5551799 | 66398 | SH |  | SOLE |  | 0 | 0 | 66398 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | BBG00XX898D2 | 13767343 | 271117 | SH |  | SOLE |  | 0 | 0 | 271117 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 1031092 | 3269 | SH |  | SOLE |  | 0 | 0 | 3269 |
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 310973 | 1237 | SH |  | SOLE |  | 0 | 0 | 1237 |
| MFS ACTIVE EXCHANGE TRADED F | GROWTH ETF | 55286W207 | BBG01R1YBBM2 | 56012433 | 1989784 | SH |  | SOLE |  | 0 | 0 | 1989784 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 533462 | 1030 | SH |  | SOLE |  | 0 | 0 | 1030 |
| PARK NATL CORP | COM | 700658107 | BBG001S7X549 | 379608 | 2336 | SH |  | SOLE |  | 0 | 0 | 2336 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 200163 | 1425 | SH |  | SOLE |  | 0 | 0 | 1425 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | BBG00KJQ1QS8 | 1998650 | 40109 | SH |  | SOLE |  | 0 | 0 | 40109 |
| RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 224092 | 1339 | SH |  | SOLE |  | 0 | 0 | 1339 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 2343882 | 73453 | SH |  | SOLE |  | 0 | 0 | 73453 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | BBG001T66WQ7 | 603931 | 20747 | SH |  | SOLE |  | 0 | 0 | 20747 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | BBG001S7TCZ5 | 383968 | 1362 | SH |  | SOLE |  | 0 | 0 | 1362 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 2629200 | 3947 | SH |  | SOLE |  | 0 | 0 | 3947 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 | BBG001S63NQ1 | 504729 | 847 | SH |  | SOLE |  | 0 | 0 | 847 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 | BBG001SPTBP8 | 371998 | 2656 | SH |  | SOLE |  | 0 | 0 | 2656 |
| SPDR SERIES TRUST | S KENSHO NEW | 78468R648 | BBG00M9BL771 | 3530530 | 56706 | SH |  | SOLE |  | 0 | 0 | 56706 |
| SSGA ACTIVE TR | SPDR SSGA MY2026 | 78470P820 | BBG01PZVBR77 | 5224511 | 207899 | SH |  | SOLE |  | 0 | 0 | 207899 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | BBG01GZY8BG0 | 38910777 | 1032116 | SH |  | SOLE |  | 0 | 0 | 1032116 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 240149 | 540 | SH |  | SOLE |  | 0 | 0 | 540 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | BBG002XRNHT5 | 4058219 | 40947 | SH |  | SOLE |  | 0 | 0 | 40947 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 269638 | 562 | SH |  | SOLE |  | 0 | 0 | 562 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 21662188 | 100386 | SH |  | SOLE |  | 0 | 0 | 100386 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 252709 | 740 | SH |  | SOLE |  | 0 | 0 | 740 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 217239 | 2108 | SH |  | SOLE |  | 0 | 0 | 2108 |

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