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
428 檔
39.4%
According to the latest 13F quarterly dataset, McAdam, LLC managed an equity portfolio of $2.6B at the end of Q4 2025, spanning 428 distinct U.S. exchange-listed positions.
In Q4 2025, McAdam, LLC displayed an active expansion posture, initiating 6 new positions and adding to 42 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, FNDX, SCHG) accounted for 39.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
FTMA
市值: $2.0M
Top Position Liquidated / Trimmed
SCHE
前期市值: $33.4M
Showing top 200 holdings (of 428 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.24% | +0.68% | +3.14% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 11.43% | +1.37% | +4.90% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.83% | +1.43% | +3.46% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.86% | +0.59% | +10.03% | |
| 5 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.34% | -0.29% | +10.73% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.82% | -0.02% | +5.69% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.72% | +0.80% | +8.42% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.60% | +0.37% | +4.95% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.37% | -1.98% | +2.68% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.05% | +0.25% | +7.67% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.47% | -1.05% | -1.84% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.39% | -0.57% | +10.66% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.30% | -0.22% | +2.57% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | -0.13% | -0.93% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.07% | -0.20% | +4.25% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.05% | +0.01% | +2.51% | |
| 17 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-Other | 1.04% | +1.96% | +32.58% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | -0.15% | +1.92% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | +0.04% | +6.99% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.86% | -0.47% | +12.70% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.85% | -0.16% | -1.15% | |
| 22 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.77% | -0.52% | -1.53% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | -0.01% | +4.01% | |
| 24 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.63% | -0.05% | -3.11% | |
| 25 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.57% | -0.34% | -1.72% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.53% | -0.51% | +13.02% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.03% | +11.30% | |
| 28 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.51% | -0.35% | -1.17% | |
| 29 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.51% | -0.05% | +5.53% | |
| 30 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.50% | -0.39% | +6.80% | |
| 31 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.46% | +0.04% | +7.00% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.43% | +0.16% | +10.36% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | -0.02% | -2.64% | |
| 34 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.38% | -0.03% | -0.72% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.04% | +10.22% | |
| 36 | IMVP | Invesco India Exchange-trade | ETF-Other | 0.33% | -0.26% | +24.43% | |
| 37 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.32% | -0.17% | +11.65% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | -0.02% | -3.25% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.31% | -0.07% | -1.82% | |
| 40 | ISCF | Ishares International Small | ETF-Other | 0.31% | -0.05% | +1.92% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.30% | -0.06% | -2.54% | |
| 42 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.29% | +0.25% | +16.40% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | -0.04% | +1.85% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.29% | -0.08% | +2.27% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | +0.03% | +4.13% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.28% | +0.02% | +4.34% | |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.27% | -0.19% | -3.50% | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.25% | -0.17% | -4.80% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.05% | +21.45% | |
| 50 | PGX | Invesco Preferred ETF | ETF-Other | 0.24% | -0.21% | +0.71% |
According to official SEC Form 13F filings, McAdam, LLC reported a total U.S. public equity portfolio value of $2.6B across 428 disclosed positions in Q4 2025.
During Q4 2025, McAdam, LLC's top holdings by market value included SCHX (12.2%)、FNDX (11.4%)、SCHG (10.8%). The largest single position, SCHX, represented 12.2% of total portfolio value.
In Q4 2025, McAdam, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 42 positions, trimming 2 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.
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.
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.