Universe · entity
McAdam, LLC
Institutional manager (13F) · CIK 1695490
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $261M | 9,370,273 |
| 2 | SCHWAB STRATEGIC TR | $261M | 10,166,832 |
| 3 | SCHWAB STRATEGIC TR | $216M | 7,413,124 |
| 4 | SCHWAB STRATEGIC TR | $208M | 8,408,940 |
| 5 | SCHWAB STRATEGIC TR | $77M | 1,645,574 |
| 6 | VANGUARD INDEX FDS | $65M | 353,982 |
| 7 | J P MORGAN EXCHANGE TRADED F | $62M | 1,311,932 |
| 8 | VANGUARD INDEX FDS | $54M | 208,751 |
| 9 | INVESCO EXCHANGE TRADED FD T | $52M | 273,144 |
| 10 | SCHWAB STRATEGIC TR | $46M | 1,990,840 |
| 11 | SPDR SERIES TRUST | $32M | 1,201,456 |
| 12 | SCHWAB STRATEGIC TR | $31M | 939,664 |
| 13 | VANGUARD INDEX FDS | $29M | 133,535 |
| 14 | FIDELITY COVINGTON TRUST | $26M | 834,445 |
| 15 | ISHARES TR | $24M | 37,249 |
| 16 | VANGUARD INDEX FDS | $23M | 75,478 |
| 17 | APPLE INC | $23M | 89,389 |
| 18 | ISHARES TR | $21M | 227,233 |
| 19 | VANGUARD BD INDEX FDS | $20M | 254,006 |
| 20 | NVIDIA CORPORATION | $20M | 113,449 |
| 21 | SPDR SERIES TRUST | $18M | 312,288 |
| 22 | SPDR SERIES TRUST | $17M | 177,081 |
| 23 | VANGUARD INDEX FDS | $16M | 61,703 |
| 24 | ISHARES TR | $13M | 53,251 |
| 25 | FIRST TR EXCHANGE-TRADED FD | $13M | 252,802 |
| 26 | SCHWAB STRATEGIC TR | $12M | 496,305 |
| 27 | SPDR SERIES TRUST | $12M | 142,608 |
| 28 | SPDR SERIES TRUST | $12M | 129,377 |
| 29 | SCHWAB STRATEGIC TR | $12M | 300,584 |
| 30 | PIMCO ETF TR | $11M | 109,271 |
| 31 | SCHWAB STRATEGIC TR | $10M | 373,441 |
| 32 | MICROSOFT CORP | $9M | 23,986 |
| 33 | INNOVATOR ETFS TRUST | $8M | 187,500 |
| 34 | AMAZON COM INC | $8M | 36,741 |
| 35 | ISHARES TR | $8M | 17,687 |
| 36 | SPDR SERIES TRUST | $7M | 155,926 |
| 37 | ISHARES TR | $7M | 55,132 |
| 38 | WISDOMTREE TR | $7M | 300,604 |
| 39 | ALPHABET INC | $7M | 23,277 |
| 40 | ISHARES TR | $7M | 158,851 |
| 41 | VANGUARD TAX-MANAGED FDS | $7M | 102,239 |
| 42 | VANGUARD INDEX FDS | $7M | 33,286 |
| 43 | VANGUARD INDEX FDS | $6M | 22,330 |
| 44 | ISHARES TR | $6M | 43,104 |
| 45 | ISHARES TR | $6M | 48,495 |
| 46 | INVESCO INDIA EXCHANGE-TRADE | $6M | 299,021 |
| 47 | ISHARES INC | $6M | 77,642 |
| 48 | SCHWAB STRATEGIC TR | $6M | 183,022 |
| 49 | VANGUARD INDEX FDS | $6M | 19,817 |
| 50 | ISHARES TR | $5M | 50,823 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.