13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001695490
Total reported value
$2.6B
$2.6B
318 檔
30.0%
As reported in its official Q2 2024 Form 13F filing, McAdam, LLC's tracked investment portfolio stood at $2.6B with 318 total positions.
During Q2 2024, McAdam, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHG, FNDX) accounted for 30.0% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 318 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.44% | +0.68% | +5.55% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.12% | +1.43% | +4.37% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 11.08% | +1.37% | +6.42% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.36% | +0.59% | +6.22% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 4.68% | +0.25% | +4.94% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.29% | -0.29% | +7.01% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.77% | -1.98% | +8.35% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.67% | -0.02% | +11.03% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.54% | +0.37% | +9.38% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.21% | -1.05% | +10.45% | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.49% | -0.57% | +3.69% | |
| 12 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.45% | -0.52% | -0.80% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.34% | -0.22% | +11.46% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | -0.13% | +1.94% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.18% | -0.47% | +8.40% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.17% | -0.20% | +7.11% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.04% | -0.34% | -1.57% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.93% | +0.01% | +7.13% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.90% | -0.16% | -0.88% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.79% | -0.15% | -0.56% | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.78% | -0.05% | -2.68% | |
| 22 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.74% | -0.35% | -2.09% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.66% | -0.01% | +8.74% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.04% | +945.00% | |
| 25 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.62% | +0.04% | +4.17% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.01% | +1.89% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.61% | +0.16% | +5.04% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.59% | -0.51% | +7.30% | |
| 29 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.55% | -0.17% | +1.51% | |
| 30 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.55% | -0.39% | +3.73% | |
| 31 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.54% | -0.19% | -1.86% | |
| 32 | PGX | Invesco Preferred ETF | ETF-Other | 0.49% | -0.21% | +4.28% | |
| 33 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.45% | -0.03% | +8.33% | |
| 34 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.45% | -0.03% | -10.91% | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.43% | -0.13% | +3.73% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.03% | +8.96% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.40% | -0.17% | -2.20% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.38% | -0.06% | -1.86% | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.37% | -0.11% | -1.85% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.37% | +0.02% | -1.76% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.37% | -0.12% | +6.30% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.37% | -0.03% | +3.68% | |
| 43 | RVNU | Xtrackers Municipal Infrastr | ETF-Other | 0.36% | -0.02% | +1.25% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | -0.02% | +2.52% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.34% | -0.11% | +6.05% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.34% | -0.08% | -0.67% | |
| 47 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.33% | -0.01% | -2.79% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | -0.04% | -1.64% | |
| 49 | IMVP | Invesco India Exchange-trade | ETF-Other | 0.31% | -0.26% | +7.02% | |
| 50 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.31% | +0.25% | +10.56% |
According to official SEC Form 13F filings, McAdam, LLC reported a total U.S. public equity portfolio value of $2.6B across 318 disclosed positions in Q2 2024.
During Q2 2024, McAdam, LLC's top holdings by market value included SCHX (12.4%)、SCHG (11.1%)、FNDX (11.1%). The largest single position, SCHX, represented 12.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2024, McAdam, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.