DOSSIER · 13F-HR · Q2 2026

McAdam, LLC

$2.6B in tracked AUM across 526 positions as of Q2 2026.

ML
CIK 0001695490 · last filed Jun 30, 2026
Total AUM
$2.6B
as of Q2 2026
Holdings
526
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

McAdam, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FNDX
SCHWAB STRATEGIC TR
$340M10.9M13.1%
02
SCHX
SCHWAB STRATEGIC TR
$321M10.9M12.4%
03
SCHG
SCHWAB STRATEGIC TR
$289M8.5M11.2%
04
SCHF
SCHWAB STRATEGIC TR
$258M9.3M10.0%
05
JCPB
J P MORGAN EXCHANGE TRADED F
$93M2.0M3.6%
06
SCHC
SCHWAB STRATEGIC TR
$82M1.7M3.2%
07
FDEM
FIDELITY COVINGTON TRUST
$82M2.2M3.2%
08
VOE
VANGUARD INDEX FDS
$76M383K2.9%
09
VOT
VANGUARD INDEX FDS
$72M236K2.8%
10
SCHZ
SCHWAB STRATEGIC TR
$60M2.6M2.3%

Filing history

2026Q2Jun 30
$2.6B 16.6%
526 positionsView →
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 positionsLocked
2025Q1Mar 31
$1.6B 11.8%
346 positionsLocked
2024Q4Dec 31
$1.8B 2.8%
354 positionsLocked
2024Q3Sep 30
$1.8B 7.2%
333 positionsLocked
2024Q2Jun 30
$1.7B 6.6%
320 positionsLocked
2024Q1Mar 31
$1.6B 12.5%
302 positionsLocked
2023Q4Dec 31
$1.4B 13.7%
280 positionsLocked
2023Q3Sep 30
$1.2B 0.7%
260 positionsLocked
Showing 12 of 35