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.
McCarthy Asset Management, Inc. (CIK 1843169) reported $191.6M across 27 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: VIG ($27.3M, 14.24%), VCSH ($26.7M, 13.96%), SCHD ($22.4M, 11.69%), TCAF ($22.0M, 11.48%), VXUS ($12.9M, 6.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $27.3M | 14.24% | 124,158 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $26.7M | 13.96% | 335,478 | New |
| 3 | SCHD | SCHWAB STRATEGIC TR | $22.4M | 11.69% | 816,140 | Trimmed |
| 4 | TCAF | T ROWE PRICE ETF INC | $22.0M | 11.48% | 575,554 | Added |
| 5 | VXUS | VANGUARD STAR FDS | $12.9M | 6.72% | 170,686 | Added |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.6M | 6.04% | 264,940 | New |
| 7 | SCHG | SCHWAB STRATEGIC TR | $11.6M | 6.03% | 354,388 | Added |
| 8 | BND | VANGUARD BD INDEX FDS | $10.8M | 5.63% | 145,667 | Added |
| 9 | CGGR | CAPITAL GROUP GROWTH ETF | $9.1M | 4.76% | 205,176 | Added |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | $8.3M | 4.31% | 178,275 | New |
| 11 | SCHM | SCHWAB STRATEGIC TR | $6.4M | 3.36% | 214,138 | Added |
| 12 | IWF | ISHARES TR | $5.1M | 2.67% | 10,804 | Added |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $4.2M | 2.21% | 106,985 | Trimmed |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $4.1M | 2.14% | 80,989 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $2.3M | 1.18% | 10,928 | Trimmed |
| 16 | IWB | ISHARES TR | $1.5M | 0.77% | 3,930 | Trimmed |
| 17 | SCHB | SCHWAB STRATEGIC TR | $1.2M | 0.61% | 44,647 | Trimmed |
| 18 | AAPL | APPLE INC | $881,299 | 0.46% | 3,242 | Trimmed |
| 19 | TSLA | TESLA INC | $593,630 | 0.31% | 1,320 | Hold |
| 20 | MSFT | MICROSOFT CORP | $505,432 | 0.26% | 1,045 | Trimmed |
| 21 | GOOG | ALPHABET INC | $471,014 | 0.25% | 1,501 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $415,459 | 0.22% | 1,327 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $344,153 | 0.18% | 1,491 | Hold |
| 24 | AMAT | APPLIED MATLS INC | $298,613 | 0.16% | 1,162 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $271,431 | 0.14% | 540 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31