McAdam, LLC
CIK 1695490
13F filing for Q2 2026・No. 1,407
- Holdings
- US$2.59B
- Quarter change
- +US$368.89M
- Entries
- 526
- Net bought (estimate)
- +US$120.16M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 107
- Sold out 33
- Cut 197
- Added 202
- Corporate actions 0
- Unchanged 10
Largest holdings
516 stocks worth US$2.59B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRFUNDAMENTAL US L | Added | 10,931,518 | US$339.97M | 13.13% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 10,922,591 | US$321.45M | 12.42% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 8,537,060 | US$288.89M | 11.16% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 9,317,087 | US$258.08M | 9.97% |
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Added | 1,973,980 | US$92.66M | 3.58% |
| SCHWAB STRATEGIC TRINTL SCEQT ETF | Added | 1,711,610 | US$82.36M | 3.18% |
| FIDELITY COVINGTON TRUSTEMERG MKTS MLTFT | Added | 2,247,221 | US$81.64M | 3.15% |
| VANGUARD INDEX FDSMCAP VL IDXVIP | Added | 382,832 | US$75.65M | 2.92% |
| VANGUARD INDEX FDSMCAP GR IDXVIP | Added | 235,745 | US$72.21M | 2.79% |
| SCHWAB STRATEGIC TRUS AGGREGATE B | Added | 2,609,832 | US$60.37M | 2.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.