ML

McAdam, LLC

13F
McAdam, LLC
Last update 2025-07-15 376 Stocks (46 new)
Value $1.83 Bil Turnover 7 %
Countries:
Top Holdings: SCHX(12.45%)FNDX(11.11%)SCHG(10.89%)SCHF(7.93%)SCHC(3.16%)
Summary Stock Picks Current Portfolio
McAdam, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
9,304,081
227,391.8
+1.33%
12.450
+0.16%
0.410
+19.93%
+7.89%
56,889.6
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
8,268,173
202,901.0
+2.26%
11.110
+0.25%
1.090
+12.95%
+5.45%
18,753.1
 
SCHG
Schwab U.S. Large-Cap Growth ETF
6,807,071
198,834.6
+1.82%
10.890
+0.19%
0.450
+25.66%
+6.92%
45,305.9
 
SCHF
Schwab International Equity ETF
6,556,228
144,892.6
+0.98%
7.930
+0.08%
0.300
+11.99%
+19.38%
48,597.1
 
SCHC
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
1,354,346
57,681.6
-1.38%
3.160
-0.04%
1.260
+17.56%
+24.92%
4,612.8
 
VOT
Vanguard Mid-Cap Growth ETF
186,310
52,984.8
+2.86%
2.900
+0.08%
0.330
+23.40%
+14.25%
16,507.9
 
VOE
Vanguard Mid-Cap Value ETF
309,883
50,963.3
+4.91%
2.790
+0.13%
0.300
+11.04%
+4.56%
17,498.4
 
JCPB
JPMorgan Core Plus Bond ETF
1,069,548
50,332.9
+170.16%
2.760
+1.74%
0.720
+1.75%
+3.57%
6,935.9
 
RSP
Invesco S&P 500 Equal Weight ETF
255,476
46,430.3
-3.81%
2.540
-0.11%
0.060
+13.69%
+6.04%
74,012.7
 
SCHZ
Schwab US Aggregate Bond ETF
1,707,052
39,671.9
-35.68%
2.170
-1.36%
0.460
+1.25%
+3.34%
8,562.3
 

McAdam, LLC's Historical Top Holdings Breakdowns

McAdam, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JCPB
JPMorgan Core Plus Bond ETF
2025-06-30
Add
Add
+1.74%
●
45.9 ($46.46) 47.2
$46.55
0.19%
Add 170.16%
1,069,548
673,652
SCHZ
Schwab US Aggregate Bond ETF
2025-06-30
Reduce
Reduce
-1.36%
●
22.67 ($22.95) 23.28
$22.98
0.13%
Reduce -35.68%
1,707,052
-946,901
IEFA
iShares Core MSCI EAFE ETF
2025-06-30
Add
Add
+0.28%
●
67.83 ($79.31) 84.09
$82.56
4.10%
Add 39.3%
218,188
61,552
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-06-30
Add
Add
+0.25%
●
20.84 ($23.27) 24.54
$24.75
6.36%
Add 2.26%
8,268,173
182,584
IWF
iShares Russell 1000 Growth ETF
2025-06-30
Add
Add
+0.20%
●
320.42 ($382.13) 424.58
$434.26
13.64%
Add 81.26%
19,000
8,518
VV
Vanguard Large Cap ETF
2025-06-30
Add
Add
+0.19%
●
228.25 ($263.38) 285.3
$289.69
9.99%
Add 123.83%
22,537
12,468
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Add
Add
+0.19%
●
22.27 ($26.42) 29.21
$29.74
12.57%
Add 1.82%
6,807,071
121,498
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-06-30
Add
Add
+0.18%
●
45.11 ($49.99) 52.34
$52.87
5.76%
Add 23.07%
330,910
62,037
RVNU
Xtrackers Municipal Infrastructure Revenue Bond ETF
Xtrackers Municipal Infrastructure Revenue Bond ETF
2025-06-30
Reduce
Reduce
-0.17%
●
23.4 ($24) 24.92
$23.46
-2.25%
Reduce -72.74%
42,476
-113,358
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.16%
●
153.67 ($168.97) 176.74
$177.66
5.14%
Add 96.87%
32,836
16,157

McAdam, LLC Total Holding History ($B)

To

McAdam, LLC's Asset Allocation

To

McAdam, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

McAdam, LLC's Hypothetical Growth since 2025-06-30

McAdam, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

McAdam, LLC's Holdings Heat Map

Size field:

McAdam, LLC's Holdings Bubble Chart

McAdam, LLC News

  • 1

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