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CIK: 0001695490
Total reported value
$2.6B
$2.6B
342 檔
29.0%
The Q1 2025 SEC filing reveals that McAdam, LLC held a total portfolio value of $2.6B, covering 342 public equity positions.
In Q1 2025, McAdam, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, FNDX, SCHG) accounted for 29.0% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 342 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.54% | +0.68% | -11.20% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 11.81% | +1.37% | -11.25% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.36% | +1.43% | -12.27% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.95% | +0.59% | -7.50% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.80% | +0.25% | -4.13% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.05% | -0.29% | -2.56% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.93% | -0.02% | -0.53% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.85% | -1.98% | -0.23% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.74% | +0.37% | -1.91% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.87% | -1.05% | -9.96% | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.52% | -0.57% | -0.20% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.46% | -0.22% | -0.84% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | -0.13% | -8.69% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.26% | -0.20% | +0.02% | |
| 15 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.15% | +0.80% | +36.21% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.01% | -8.48% | |
| 17 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.95% | -0.52% | -8.49% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.87% | -0.47% | -7.89% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.85% | -0.16% | -18.64% | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.78% | -0.05% | +1.35% | |
| 21 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.74% | -0.34% | -6.24% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.73% | -0.15% | -22.86% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | -0.01% | -7.21% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.04% | +2.87% | |
| 25 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.62% | -0.05% | +19.93% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.55% | -0.51% | -1.37% | |
| 27 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.54% | +0.04% | -2.06% | |
| 28 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-Other | 0.51% | +1.96% | +64.90% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.51% | -0.39% | -2.51% | |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.51% | -0.35% | -4.85% | |
| 31 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.47% | -0.03% | -0.60% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.41% | +0.16% | -13.59% | |
| 33 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.40% | -0.17% | -38.70% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.03% | -4.83% | |
| 35 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.37% | -0.19% | -8.46% | |
| 36 | PGX | Invesco Preferred ETF | ETF-Other | 0.34% | -0.21% | -16.17% | |
| 37 | IMVP | Invesco India Exchange-trade | ETF-Other | 0.32% | -0.26% | -1.87% | |
| 38 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.32% | -0.01% | -1.57% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.32% | -0.08% | -15.48% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.04% | -0.86% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | +0.02% | -61.01% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | -0.02% | -23.90% | |
| 43 | ISCF | Ishares International Small | ETF-Other | 0.30% | -0.05% | -10.51% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.29% | -0.17% | +0.13% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | +0.03% | -60.67% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.29% | -0.06% | -30.68% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.28% | -0.12% | -34.50% | |
| 48 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.28% | +0.25% | -0.10% | |
| 49 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.28% | -0.03% | -41.09% | |
| 50 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.27% | -0.11% | -3.28% |
According to official SEC Form 13F filings, McAdam, LLC reported a total U.S. public equity portfolio value of $2.6B across 342 disclosed positions in Q1 2025.
During Q1 2025, McAdam, LLC's top holdings by market value included SCHX (12.5%)、FNDX (11.8%)、SCHG (10.4%). The largest single position, SCHX, represented 12.5% of total portfolio value.
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Top New Position Initiated
SCHX
市值: $202.7M
In Q1 2025, McAdam, LLC made 50 total portfolio adjustments, initiating 50 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.
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