§ 13F · FUND PROFILE
McAdam, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.0B (13F)Positions · 395Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | 9.37M | $261M | 11.8% | +2% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 10.17M | $261M | 11.7% | +2% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 7.41M | $216M | 9.7% | +2% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 8.41M | $208M | 9.4% | +4% |
| 5 | SCHC | SCHWAB STRATEGIC TR | 1.65M | $77M | 3.5% | +3% |
| 6 | VOE | VANGUARD INDEX FDS | 354K | $65M | 2.9% | +2% |
| 7 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.31M | $62M | 2.8% | +5% |
| 8 | VOT | VANGUARD INDEX FDS | 209K | $54M | 2.4% | +3% |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 273K | $52M | 2.4% | +1% |
| 10 | SCHZ | SCHWAB STRATEGIC TR | 1.99M | $46M | 2.1% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCADAM, SIGNAL
AC read
McAdam, LLC is a Other fund managing $2.0 billion in assets. The fund runs a broad portfolio of 395 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed