account_balance

Investment manager · 13F filer · SEC CIK 1695490

McAdam, LLC

Reported value$2.66Bas of Sep 30, 2026
Positions530 61 new, 47 sold out
Top 10 weight64.7%FNDX alone is 13%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FNDX Schwab Strategic Tr 13.2% Held
SCHX Schwab Strategic Tr 12.6% Added +2%
SCHG Schwab Strategic Tr 11.7% Held
SCHF Schwab Strategic Tr 9.8% Added +2%
SCHC Schwab Strategic Tr 3.3% Added +4%
FDEM Fidelity Covington Trust 3.3% Added +8%
JCPB J P Morgan Exchange Traded F 3.1% Trimmed −6%
VOE Vanguard Index FDS 2.8% Held
VOT Vanguard Index FDS 2.6% Held
SCHZ Schwab Strategic Tr 2.2% Held
AAPL Apple Inc. 1.2% Added +3%NVDA NVIDIA Corp 1.1% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • TAXF $5.92M
  • SHYM $1.47M
  • TAFL $680K
  • SPIP $582K
arrow_upwardAdded
  • BOND +2630%
  • FNDE +25%
  • VTV +12%
  • LONZ +9%
arrow_downwardTrimmed
  • RSP −13%
  • SPTL −9%
  • FPEI −8%
  • JCPB −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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