13F Insight
DOSSIER · 13F-HR · Q1 2026

McAdam, LLC

$2.2B in tracked AUM across 449 positions as of Q1 2026.

ML
CIK 0001695490 · last filed Mar 31, 2026
Total AUM
$2.2B
as of Q1 2026
Holdings
449
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

McAdam, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FNDX
SCHWAB STRATEGIC TR
$261M9.4M11.8%02
SCHX
SCHWAB STRATEGIC TR
$261M10.2M11.7%03
SCHG
SCHWAB STRATEGIC TR
$216M7.4M9.7%04
SCHF
SCHWAB STRATEGIC TR
$208M8.4M9.4%05
SCHC
SCHWAB STRATEGIC TR
$77M1.6M3.5%06
VOE
VANGUARD INDEX FDS
$65M354K2.9%07
JCPB
J P MORGAN EXCHANGE TRADED F
$62M1.3M2.8%08
VOT
VANGUARD INDEX FDS
$54M209K2.4%09
RSP
INVESCO EXCHANGE TRADED FD T
$52M273K2.4%10
SCHZ
SCHWAB STRATEGIC TR
$46M2.0M2.1%

Filing history

2026Q1Mar 31
$2.2B▲ 1.6%
449 positionsView →2025Q4Dec 31
$2.2B▲ 7.7%
433 positionsView →2025Q3Sep 30
$2.0B▲ 11.1%
395 positionsView →2025Q2Jun 30
$1.8B▲ 13.0%
376 positionsLocked2025Q1Mar 31
$1.6B▼ 11.8%
346 positionsLocked2024Q4Dec 31
$1.8B▲ 2.8%
354 positionsLocked2024Q3Sep 30
$1.8B▲ 7.2%
333 positionsLocked2024Q2Jun 30
$1.7B▲ 6.6%
320 positionsLocked2024Q1Mar 31
$1.6B▲ 12.5%
302 positionsLocked2023Q4Dec 31
$1.4B▲ 13.7%
280 positionsLocked2023Q3Sep 30
$1.2B▲ 0.7%
260 positionsLocked2023Q2Jun 30
$1.2B▲ 9.1%
264 positionsLocked
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