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CIK: 0001695490
Total reported value
$2.6B
$2.6B
442 檔
39.5%
As reported in its official Q1 2026 Form 13F filing, McAdam, LLC's tracked investment portfolio stood at $2.6B with 442 total positions.
In Q1 2026, McAdam, LLC displayed an active expansion posture, initiating 35 new positions and adding to 108 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FNDX, SCHX, SCHG) accounted for 39.5% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 442 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 11.76% | +1.37% | +2.07% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 11.74% | +0.68% | +2.32% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.73% | +1.43% | +2.15% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.38% | +0.59% | +4.46% | |
| 5 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.47% | -0.29% | +2.64% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.94% | -0.02% | +1.93% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.78% | +0.80% | +4.66% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.42% | +0.37% | +2.73% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.36% | -1.98% | +0.91% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.08% | +0.25% | +3.90% | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.42% | -0.57% | +4.75% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.39% | -1.05% | -4.35% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.31% | -0.22% | -0.24% | |
| 14 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-Other | 1.19% | +1.96% | +13.18% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | -0.13% | -1.75% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.03% | -0.20% | -2.24% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.01% | +5.64% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | -0.15% | +0.51% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.90% | -0.47% | +5.98% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.04% | +7.88% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.80% | -0.16% | -4.13% | |
| 22 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.77% | -0.52% | -2.81% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | -0.01% | +3.37% | |
| 24 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.60% | -0.05% | +7.80% | |
| 25 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.58% | -0.05% | +1.46% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.56% | -0.51% | +7.36% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.55% | -0.34% | -3.74% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.53% | -0.39% | +5.13% | |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.52% | -0.35% | -3.35% | |
| 30 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.48% | +0.04% | +6.18% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.45% | +0.16% | +4.79% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.03% | +2.99% | |
| 33 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.35% | -0.03% | -6.29% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.04% | +1.80% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | -0.02% | -0.61% | |
| 36 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.32% | -0.17% | +0.51% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.31% | +0.03% | +6.66% | |
| 38 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.31% | +0.25% | +5.68% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.01% | +48.71% | |
| 40 | ISCF | Ishares International Small | ETF-Other | 0.30% | -0.05% | -1.28% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | -0.02% | -6.14% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | -0.04% | -0.14% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.29% | +0.02% | +6.55% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.28% | -0.06% | -6.83% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.28% | -0.08% | +5.83% | |
| 46 | IMVP | Invesco India Exchange-trade | ETF-Other | 0.28% | -0.26% | +2.07% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.28% | +0.14% | +20.16% | |
| 48 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.27% | -0.19% | -3.85% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.27% | -0.07% | -7.04% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.24% | -0.12% | +4.53% |
According to official SEC Form 13F filings, McAdam, LLC reported a total U.S. public equity portfolio value of $2.6B across 442 disclosed positions in Q1 2026.
During Q1 2026, McAdam, LLC's top holdings by market value included FNDX (11.8%)、SCHX (11.7%)、SCHG (9.7%). The largest single position, FNDX, represented 11.8% of total portfolio value.
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Top New Position Initiated
PFEB
市值: $892.3K
Top Position Liquidated / Trimmed
SGVT
前期市值: $846.2K
In Q1 2026, McAdam, LLC made 200 total portfolio adjustments, initiating 35 new buys, adding to 108 positions, trimming 37 holdings, and fully liquidating 20 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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