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CIK: 0001695490
Total reported value
$2.6B
$2.6B
376 檔
32.1%
According to the latest 13F quarterly dataset, McAdam, LLC managed an equity portfolio of $2.6B at the end of Q2 2025, spanning 376 distinct U.S. exchange-listed positions.
During Q2 2025, McAdam, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 376 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.45% | +0.68% | +1.33% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 11.11% | +1.37% | +2.26% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.89% | +1.43% | +1.82% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.93% | +0.59% | +0.98% | |
| 5 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.16% | -0.29% | -1.38% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.90% | +0.37% | +2.86% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.79% | -0.02% | +4.91% | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.76% | +0.80% | +170.16% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.54% | -1.98% | -3.81% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.17% | +0.25% | -35.68% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.68% | -1.05% | -7.06% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.41% | -0.57% | +7.70% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.37% | -0.22% | +1.35% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | -0.13% | +1.85% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.22% | -0.20% | -0.45% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.00% | -0.15% | +39.30% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.95% | -0.16% | +23.07% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.01% | +7.48% | |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.89% | -0.52% | -2.62% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.81% | -0.47% | +4.75% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.04% | -0.93% | |
| 22 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.71% | -0.05% | -12.07% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | -0.01% | +2.80% | |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.67% | -0.34% | -1.25% | |
| 25 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-Other | 0.61% | +1.96% | +23.71% | |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.58% | -0.35% | +20.47% | |
| 27 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.52% | -0.05% | -1.12% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.51% | -0.51% | +4.72% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.50% | -0.39% | +3.62% | |
| 30 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.49% | +0.04% | +1.97% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.03% | +4.57% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.44% | +0.16% | +23.66% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | -0.02% | +81.26% | |
| 34 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.44% | -0.03% | -1.20% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.04% | +11.15% | |
| 36 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.36% | -0.06% | +33.17% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.35% | -0.08% | +5.18% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-Other | 0.35% | -0.07% | +123.83% | |
| 39 | ISCF | Ishares International Small | ETF-Other | 0.34% | -0.05% | +9.30% | |
| 40 | IMVP | Invesco India Exchange-trade | ETF-Other | 0.33% | -0.26% | +7.17% | |
| 41 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.33% | -0.19% | -3.35% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.32% | -0.04% | +96.87% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | +0.02% | +3.37% | |
| 44 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.32% | -0.17% | -9.46% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | -0.02% | -0.92% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | +0.03% | +12.87% | |
| 47 | PGX | Invesco Preferred ETF | ETF-Other | 0.29% | -0.21% | -3.41% | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.28% | -0.17% | +6.13% | |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.28% | -0.11% | +8.60% | |
| 50 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.28% | -0.01% | +0.05% |
According to official SEC Form 13F filings, McAdam, LLC reported a total U.S. public equity portfolio value of $2.6B across 376 disclosed positions in Q2 2025.
During Q2 2025, McAdam, LLC's top holdings by market value included SCHX (12.4%)、FNDX (11.1%)、SCHG (10.9%). The largest single position, SCHX, represented 12.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, FNDX, SCHG) accounted for 32.1% of total reported equity market value during Q2 2025.
In Q2 2025, 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.
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