Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McAdam, LLC (CIK 1695490) reported $2.22B across 437 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDX ($261.0M, 11.76%), SCHX ($260.7M, 11.74%), SCHG ($215.9M, 9.73%), SCHF ($208.1M, 9.38%), SCHC ($76.9M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | $261.0M | 11.76% | 9.4M | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $260.7M | 11.74% | 10.2M | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $215.9M | 9.73% | 7.4M | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $208.1M | 9.38% | 8.4M | Added |
| 5 | SCHC | SCHWAB STRATEGIC TR | $76.9M | 3.47% | 1.6M | Added |
| 6 | VOE | VANGUARD INDEX FDS | $65.2M | 2.94% | 353,982 | Added |
| 7 | JCPB | J P MORGAN EXCHANGE TRADED F | $61.8M | 2.78% | 1.3M | Added |
| 8 | VOT | VANGUARD INDEX FDS | $53.7M | 2.42% | 208,751 | Added |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $52.4M | 2.36% | 273,144 | Added |
| 10 | SCHZ | SCHWAB STRATEGIC TR | $46.2M | 2.08% | 2.0M | Added |
| 11 | SPTL | SPDR SERIES TRUST | $31.6M | 1.42% | 1.2M | Added |
| 12 | SCHE | SCHWAB STRATEGIC TR | $31.0M | 1.39% | 939,664 | Trimmed |
| 13 | VBR | VANGUARD INDEX FDS | $29.0M | 1.31% | 133,535 | Trimmed |
| 14 | FDEM | FIDELITY COVINGTON TRUST | $26.4M | 1.19% | 834,445 | Added |
| 15 | IVV | ISHARES TR | $24.3M | 1.10% | 37,249 | Trimmed |
| 16 | VBK | VANGUARD INDEX FDS | $22.8M | 1.03% | 75,478 | Trimmed |
| 17 | AAPL | APPLE INC | $22.7M | 1.02% | 89,389 | Added |
| 18 | IEFA | ISHARES TR | $20.6M | 0.93% | 227,233 | Added |
| 19 | BSV | VANGUARD BD INDEX FDS | $19.9M | 0.90% | 254,006 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $19.8M | 0.89% | 113,449 | Added |
| 21 | SPYV | SPDR SERIES TRUST | $17.7M | 0.80% | 312,288 | Trimmed |
| 22 | MDYG | SPDR SERIES TRUST | $17.0M | 0.77% | 177,081 | Trimmed |
| 23 | VB | VANGUARD INDEX FDS | $16.2M | 0.73% | 61,703 | Added |
| 24 | IWY | ISHARES TR | $13.3M | 0.60% | 53,251 | Added |
| 25 | FDL | FIRST TR EXCHANGE-TRADED FD | $12.8M | 0.58% | 252,802 | Added |
Source: SEC Form 13F filings · as of 2026-03-31