13F Insight
DOSSIER · 13F-HR · Q3 2026

McAdam, LLC

$2.7B in tracked AUM across 541 positions as of Q3 2026.

ML
CIK 0001695490 · last filed Sep 30, 2026
Total AUM
$2.7B
as of Q3 2026
Holdings
541
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

McAdam, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
FNDX
SCHWAB STRATEGIC TR
$350M11.1M13.2%02
SCHX
SCHWAB STRATEGIC TR
$336M11.2M12.6%03
SCHG
SCHWAB STRATEGIC TR
$312M8.7M11.7%04
SCHF
SCHWAB STRATEGIC TR
$262M9.5M9.8%05
SCHC
SCHWAB STRATEGIC TR
$89M1.8M3.3%06
FDEM
FIDELITY COVINGTON TRUST
$87M2.4M3.3%07
JCPB
J P MORGAN EXCHANGE TRADED F
$83M1.9M3.1%08
VOE
VANGUARD INDEX FDS
$75M383K2.8%09
VOT
VANGUARD INDEX FDS
$70M240K2.6%10
SCHZ
SCHWAB STRATEGIC TR
$57M2.6M2.2%

Filing history

2026Q3Sep 30
$2.7B▲ 2.7%
541 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 36