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CIK: 0001695490
Total reported value
$2.6B
$2.6B
394 檔
36.5%
During the Q3 2025 filing period, McAdam, LLC (CIK: 0001695490) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.6B across 394 reported positions.
In Q3 2025, McAdam, LLC displayed an active expansion posture, initiating 1 new positions and adding to 40 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 394 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.50% | +0.68% | +3.54% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 11.34% | +1.37% | +5.84% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.03% | +1.43% | +3.04% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.39% | +0.59% | +11.59% | |
| 5 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.25% | -0.29% | +6.91% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.83% | -0.02% | +6.03% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.80% | +0.37% | +3.92% | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.71% | +0.80% | +8.09% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.46% | -1.98% | +3.19% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.06% | +0.25% | +4.24% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.65% | -1.05% | -1.78% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.38% | -0.57% | +7.01% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.34% | -0.22% | +1.44% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | -0.13% | -1.12% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.09% | -0.20% | -8.23% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.01% | +2.85% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.95% | -0.15% | +1.67% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | +0.04% | +5.99% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.90% | -0.16% | -0.42% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.83% | -0.52% | -1.59% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.83% | -0.47% | +13.04% | |
| 22 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-Other | 0.82% | +1.96% | +39.71% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | -0.01% | +5.40% | |
| 24 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.69% | -0.05% | -2.92% | |
| 25 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.62% | -0.34% | -1.86% | |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.56% | -0.35% | -1.83% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.03% | +17.47% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.51% | -0.39% | +3.94% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.51% | -0.51% | +10.01% | |
| 30 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.51% | -0.05% | +3.71% | |
| 31 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.47% | +0.04% | +4.70% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.43% | +0.16% | +6.21% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | -0.02% | -3.79% | |
| 34 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.41% | -0.03% | -0.20% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.04% | +8.65% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.33% | -0.02% | +15.67% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-Other | 0.33% | -0.07% | -3.66% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.33% | -0.06% | -3.35% | |
| 39 | ISCF | Ishares International Small | ETF-Other | 0.32% | -0.05% | -0.64% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.31% | -0.08% | -3.43% | |
| 41 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.31% | -0.17% | +7.70% | |
| 42 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.30% | -0.19% | -5.44% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | -0.04% | -0.33% | |
| 44 | IMVP | Invesco India Exchange-trade | ETF-Other | 0.29% | -0.26% | +4.93% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.29% | +0.02% | -2.47% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | +0.03% | -2.07% | |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.27% | -0.17% | -2.65% | |
| 48 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.27% | +0.25% | +12.97% | |
| 49 | PGX | Invesco Preferred ETF | ETF-Other | 0.27% | -0.21% | -0.88% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.25% | -0.11% | -1.69% |
According to official SEC Form 13F filings, McAdam, LLC reported a total U.S. public equity portfolio value of $2.6B across 394 disclosed positions in Q3 2025.
During Q3 2025, McAdam, LLC's top holdings by market value included SCHX (12.5%)、FNDX (11.3%)、SCHG (11.0%). The largest single position, SCHX, represented 12.5% 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 terms of portfolio concentration, the top 5 core holdings (including SCHX, FNDX, SCHG) accounted for 36.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
JMUB
市值: $2.0M
Top Position Liquidated / Trimmed
SCHZ
前期市值: $61.5M
In Q3 2025, McAdam, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 40 positions, trimming 9 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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