McAdam, LLC

Est. AUM

$2.21B

13F long equity only

Positions

443

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$261.0M	9,370,273	11.81%	SOLE
2	SCHWAB STRATEGIC TR	US LRG CAP ETF	$260.7M	10,166,832	11.80%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP GR ETF	$215.9M	7,413,124	9.77%	SOLE
4	SCHWAB STRATEGIC TR	INTL EQTY ETF	$208.1M	8,408,940	9.42%	SOLE
5	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$76.9M	1,645,574	3.48%	SOLE
6	VANGUARD INDEX FDS	MCAP VL IDXVIP	$65.2M	353,982	2.95%	SOLE
7	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$61.8M	1,311,932	2.80%	SOLE
8	VANGUARD INDEX FDS	MCAP GR IDXVIP	$53.7M	208,751	2.43%	SOLE
9	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$52.4M	273,144	2.37%	SOLE
10	SCHWAB STRATEGIC TR	US AGGREGATE B	$46.2M	1,990,840	2.09%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$31.6M	1,201,456	1.43%	SOLE
12	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$31.0M	939,664	1.40%	SOLE
13	VANGUARD INDEX FDS	SM CP VAL ETF	$29.0M	133,535	1.31%	SOLE
14	FIDELITY COVINGTON TRUST	EMERG MKTS MLTFT	$26.4M	834,445	1.19%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$24.3M	37,249	1.10%	SOLE
16	VANGUARD INDEX FDS	SML CP GRW ETF	$22.8M	75,478	1.03%	SOLE
17	APPLE INC	COM	$22.7M	89,389	1.03%	SOLE
18	ISHARES TR	CORE MSCI EAFE	$20.6M	227,233	0.93%	SOLE
19	VANGUARD BD INDEX FDS	SHORT TRM BOND	$19.9M	254,006	0.90%	SOLE
20	NVIDIA CORPORATION	COM	$19.8M	113,449	0.90%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$17.7M	312,288	0.80%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$17.0M	177,081	0.77%	SOLE
23	VANGUARD INDEX FDS	SMALL CP ETF	$16.2M	61,703	0.73%	SOLE
24	ISHARES TR	RUS TP200 GR ETF	$13.3M	53,251	0.60%	SOLE
25	FIRST TR EXCHANGE-TRADED FD	SHS	$12.8M	252,802	0.58%	SOLE
26	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$12.4M	496,305	0.56%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$12.1M	142,608	0.55%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$11.8M	129,377	0.54%	SOLE
29	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$11.5M	300,584	0.52%	SOLE
30	PIMCO ETF TR	INV GRD CRP BD	$10.6M	109,271	0.48%	SOLE
31	SCHWAB STRATEGIC TR	US TIPS ETF	$9.9M	373,441	0.45%	SOLE
32	MICROSOFT CORP	COM	$8.9M	23,986	0.40%	SOLE
33	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$7.8M	187,500	0.35%	SOLE
34	AMAZON COM INC	COM	$7.7M	36,741	0.35%	SOLE
35	ISHARES TR	RUS 1000 GRW ETF	$7.5M	17,687	0.34%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$7.1M	155,926	0.32%	SOLE
37	ISHARES TR	CORE S&P SCP ETF	$6.9M	55,132	0.31%	SOLE
38	WISDOMTREE TR	INTRST RATE HDGE	$6.8M	300,604	0.31%	SOLE
39	ALPHABET INC	CAP STK CL A	$6.7M	23,277	0.30%	SOLE
40	ISHARES TR	INTERNATIONAL SL	$6.6M	158,851	0.30%	SOLE
41	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.6M	102,239	0.30%	SOLE
42	VANGUARD INDEX FDS	VALUE ETF	$6.5M	33,286	0.30%	SOLE
43	VANGUARD INDEX FDS	MID CAP ETF	$6.4M	22,330	0.29%	SOLE
44	ISHARES TR	RUS MDCP VAL ETF	$6.3M	43,104	0.28%	SOLE
45	ISHARES TR	RUS MD CP GR ETF	$6.2M	48,495	0.28%	SOLE
46	INVESCO INDIA EXCHANGE-TRADE	INDIA ETF	$6.1M	299,021	0.28%	SOLE
47	ISHARES INC	MSCI EMRG CHN	$6.1M	77,642	0.28%	SOLE
48	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$5.9M	183,022	0.27%	SOLE
49	VANGUARD INDEX FDS	LARGE CAP ETF	$5.9M	19,817	0.27%	SOLE
50	ISHARES TR	NATIONAL MUN ETF	$5.4M	50,823	0.24%	SOLE

1–50 of 443

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.