McAdam, LLC: 13F holdings
CIK 16954902026Q2
| Positions | 516 |
|---|
| Reported value | $2.6bn |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 516 (+74 vs prior quarter) |
|---|
| Reported value | $2.6bn (+16.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FNDX SCHWAB STRATEGIC TR | 10,931,518 | $340.0m | 13.1% |
| SCHX SCHWAB STRATEGIC TR | 10,922,591 | $321.5m | 12.4% |
| SCHG SCHWAB STRATEGIC TR | 8,537,060 | $288.9m | 11.2% |
| SCHF SCHWAB STRATEGIC TR | 9,317,087 | $258.1m | 10.0% |
| JCPB J P MORGAN EXCHANGE TRADED F | 1,973,980 | $92.7m | 3.6% |
| SCHC SCHWAB STRATEGIC TR | 1,711,610 | $82.4m | 3.2% |
| FIDELITY COVINGTON TRUST | 2,247,221 | $81.6m | 3.2% |
| VOE VANGUARD INDEX FDS | 382,832 | $75.6m | 2.9% |
| VOT VANGUARD INDEX FDS | 235,745 | $72.2m | 2.8% |
| SCHZ SCHWAB STRATEGIC TR | 2,609,832 | $60.4m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1695490")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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