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CIK: 0001695490
Total reported value
$2.7B
$2.7B
516 檔
49.0%
In Q2 2026, McAdam, LLC's U.S. equity holdings reached a combined market value of $2.7B, distributed across 516 disclosed stock positions.
In Q2 2026, McAdam, LLC displayed an active expansion posture, initiating 41 new positions and adding to 68 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FNDX, SCHX, SCHG) accounted for 49.0% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 516 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 13.13% | +0.03% | +16.66% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.42% | +0.21% | +7.43% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.16% | +0.57% | +15.16% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.97% | -0.12% | +10.80% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.58% | -0.46% | +50.46% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.18% | +0.15% | +4.01% | |
| 7 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-Other | 3.15% | +0.11% | +169.31% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.92% | -0.10% | +8.15% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.79% | -0.16% | +12.93% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.33% | -0.17% | +31.09% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.09% | -0.06% | -12.99% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.16% | +2.81% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.03% | -9.53% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.13% | +6.06% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.85% | -0.17% | -30.58% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.83% | -0.05% | -22.25% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.78% | -0.04% | -8.22% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | -0.06% | +0.07% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.64% | -0.04% | -13.07% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.61% | -0.07% | +58.72% | |
| 21 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.56% | +0.01% | +113.77% | |
| 22 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.55% | — | -7.56% | |
| 23 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.53% | -0.03% | +11.34% | |
| 24 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.52% | -0.05% | +27.38% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.43% | -0.02% | -43.51% | |
| 26 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.43% | -0.01% | +1608.55% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.42% | — | +36.26% | |
| 28 | FPEI | First Trust Institutional Pr | ETF-Other | 0.40% | -0.06% | +117.00% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.01% | +12.20% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | -0.06% | -83.10% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | +0.13% | +7.33% | |
| 32 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.37% | — | — | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.34% | -0.03% | -74.11% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | -0.03% | +6.56% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | — | +282.41% | |
| 36 | YLD | Principal Act Hi Yld ETF | ETF-Other | 0.32% | -0.02% | +97.60% | |
| 37 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.32% | -0.01% | +0.63% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.31% | -0.01% | +349.46% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | -0.01% | -4.55% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | -0.01% | -1.13% | |
| 41 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.27% | -0.01% | +39.65% | |
| 42 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.25% | -0.03% | -67.27% | |
| 43 | EPI | Wisdomtree India Earnings | ETF-Other | 0.25% | -0.01% | — | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.25% | -0.15% | +22.93% | |
| 45 | ISCF | Ishares International Small | ETF-Other | 0.25% | — | -6.36% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | +0.02% | -11.90% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | -0.01% | -5.66% | |
| 48 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 0.22% | +0.01% | — | |
| 49 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.22% | -0.03% | -0.42% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.01% | +7.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FDEM | Fidelity Emrg Mrkt Multifact | +2% | +169.31% | Add |
| 2 | SCHG | Schwab US Large-cap Growth | +1.4% | +15.16% | Add |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | +1.4% | +16.66% | Add |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | +0.8% | +50.46% | Add |
| 5 | SCHX | Schwab US Large-cap ETF | +0.7% | +7.43% | Add |
| 6 | SCHF | Schwab Intl Equity ETF | +0.6% | +10.80% | Add |
| 7 | ICVT | Ishares Convertible Bond ETF | +0.4% | +1608.55% | Add |
| 8 | VOT | Vanguard Mid-cap Growth ETF | +0.4% | +12.93% | Add |
| 9 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.4% | NEW | New buy |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | +0.3% | +31.09% | Add |
| 11 | AGZD | Wisdomtree Trust Wisdomtree | +0.3% | +113.77% | Add |
| 12 | EPI | Wisdomtree India Earnings | +0.3% | NEW | New buy |
| 13 | LONZ | Pimco Senior Loan Active ETF | +0.2% | NEW | New buy |
| 14 | FPEI | First Trust Institutional Pr | +0.2% | +117.00% | Add |
| 15 | MINO | Pimco Municipal Income Oppor | +0.2% | NEW | New buy |
| 16 | SCHP | Schwab U.s. Tips ETF | +0.2% | +58.72% | Add |
| 17 | CLSE | Convergence Long/short Eqy | +0.2% | NEW | New buy |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +36.26% | Add |
| 19 | YLD | Principal Act Hi Yld ETF | +0.1% | +97.60% | Add |
| 20 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +39.65% | Add |
| 21 | AMD | Advanced Micro Devices | +0.1% | -1.90% | Trim |
| 22 | FTMU | Franklin Muncipal Income ETF | +0.1% | NEW | New buy |
| 23 | MU | Micron Technology Inc | +0.1% | -10.46% | Trim |
| 24 | INTC | Intel CORP | +0.1% | -7.73% | Trim |
| 25 | NVDA | Nvidia CORP | 0% | +6.06% | Add |
| 26 | CORP | Pimco Inv Grade CORP Bd ETF | 0% | +27.38% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +12.20% | Add |
| 28 | CAT | Caterpillar Inc | 0% | +9.95% | Add |
| 29 | NTCT | Netscout Systems Inc | 0% | NEW | New buy |
| 30 | FTMH | Fr Muni High Yield ETF | 0% | NEW | New buy |
| 31 | IJR | Ishares Core S&p Small-cap E | 0% | +6.56% | Add |
| 32 | AVGO | Broadcom Inc | 0% | +13.92% | Add |
| 33 | LLY | Eli Lilly & Co | 0% | +5.69% | Add |
| 34 | VLUE | Ishares Msci USA Value Facto | 0% | +6.90% | Add |
| 35 | SOXX | Ishares Semiconductor ETF | 0% | +5.02% | Add |
| 36 | UPS | United Parcel Service-cl B | 0% | +42.28% | Add |
| 37 | IWB | Ishares Russell 1000 ETF | 0% | +173.64% | Add |
| 38 | ✓ | 0% | NEW | New buy | |
| 39 | LRCX | Lam Research CORP | 0% | -8.68% | Trim |
| 40 | WDC | Western Digital CORP | 0% | +15.41% | Add |
| 41 | DELL | Dell Technologies -c | 0% | -11.44% | Trim |
| 42 | KLAC | Kla CORP | 0% | +820.04% | Add |
| 43 | VO | Vanguard Mid-cap ETF | 0% | +349.46% | Add |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +28.32% | Add |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +33.12% | Add |
| 46 | GE | General Electric | 0% | +32.41% | Add |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 48 | AMAT | Applied Materials Inc | 0% | -4.97% | Trim |
| 49 | RKLB | Rocket Lab CORP | 0% | +10.54% | Add |
| 50 | MRVL | Marvell Technology Inc | 0% | -6.71% | Trim |
According to official SEC Form 13F filings, McAdam, LLC reported a total U.S. public equity portfolio value of $2.7B across 516 disclosed positions in Q2 2026.
During Q2 2026, McAdam, LLC's top holdings by market value included FNDX (13.1%)、SCHX (12.4%)、SCHG (11.2%). The largest single position, FNDX, represented 13.1% 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.
Top New Position Initiated
NEAR
市值: $9.6M
Top Position Liquidated / Trimmed
EVSM
前期市值: $2.1M
In Q2 2026, McAdam, LLC made 199 total portfolio adjustments, initiating 41 new buys, adding to 68 positions, trimming 75 holdings, and fully liquidating 15 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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