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McAdam

Latest statistics and disclosures from McAdam's latest quarterly 13F-HR filing:

Top 5 stock holdings are FNDX, SCHX, SCHG, SCHF, JCPB, and represent 50.30% of McAdam's stock portfolio.
Added to shares of these 10 stocks: FDEM (+$51M), FNDX (+$49M), SCHG (+$38M), JCPB (+$31M), SCHF (+$25M), SCHX (+$22M), SCHZ (+$14M), ICVT (+$11M), NEAR (+$9.6M), VOT (+$8.3M).
Started 107 new stock positions in Verisign, DDOG, MAYW, FTMH, DFTX, RBRK, CLSE, VRRM, EOG, JCI.
Reduced shares in these 10 stocks: RSP (-$48M), SCHE (-$25M), MDYG (-$13M), SCHR (-$11M), CWB (-$10M), SPTL (-$9.6M), BSV (-$8.6M), MDYV (-$8.1M), FNDE (-$7.6M), VBK (-$6.1M).
Sold out of its positions in ASTS, ACHR, AXSM, SHYM, BR, NET, ORBS, UCON, FLHY, FIP.
McAdam was a net buyer of stock by $144M.
McAdam has $2.6B in assets under management (AUM), dropping by 16.52%.
Central Index Key (CIK): 0001695490

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Portfolio Holdings for McAdam

McAdam holds 516 positions in its portfolio as reported in the June 2026 quarterly 13F filing

McAdam has 516 total positions. Only the first 250 positions are shown.

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Download the McAdam June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Us L (FNDX)	13.1	$340M	+16%	11M	31.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	12.4	$322M	+7%	11M	29.43	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	11.2	$289M	+15%	8.5M	33.84	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	10.0	$258M	+10%	9.3M	27.70	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.6	$93M	+50%	2.0M	46.94	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.2	$82M	+4%	1.7M	48.12	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	3.2	$82M	+169%	2.2M	36.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.9	$76M	+8%	383k	197.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.8	$72M	+12%	236k	306.30	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.3	$60M	+31%	2.6M	23.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$28M	-12%	116k	242.99	View chart
Apple (AAPL)	1.0	$27M	+2%	92k	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$25M	-9%	34k	748.90	View chart
NVIDIA Corporation (NVDA)	0.9	$24M	+6%	120k	200.09	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.8	$22M	-30%	834k	26.23	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.8	$22M	-22%	59k	365.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$20M	-8%	209k	96.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$19M		62k	303.12	View chart
Spdr Series Trust St Str P500val (SPYV)	0.6	$17M	-13%	272k	60.79	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$16M	+58%	593k	26.50	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.6	$15M	+113%	643k	22.61	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$14M	-7%	49k	290.62	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$14M	+11%	282k	48.66	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$14M	+27%	139k	96.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$11M	-43%	144k	77.91	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$11M	+1608%	91k	121.74	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$11M	+36%	106k	102.30	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.4	$10M	+116%	539k	19.29	View chart
Amazon (AMZN)	0.4	$9.8M	+12%	41k	238.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$9.8M	-83%	46k	212.77	View chart
Microsoft Corporation (MSFT)	0.4	$9.6M	+7%	26k	373.02	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.4	$9.6M	NEW	189k	50.66	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$8.8M	-74%	243k	36.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$8.7M	+6%	59k	148.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$8.4M	+282%	68k	124.17	View chart
Principal Exchange Traded Active High Yl (YLD)	0.3	$8.3M	+97%	437k	19.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$8.2M		189k	43.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$8.1M	+349%	100k	80.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$7.9M	-4%	22k	357.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$7.2M		101k	71.25	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$7.0M	+39%	49k	141.89	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.3	$6.5M	-67%	58k	112.09	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.3	$6.5M	NEW	152k	42.78	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.2	$6.4M	+22%	134k	47.96	View chart
Ishares Tr International Sl (ISCF)	0.2	$6.4M	-6%	149k	43.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$6.4M	-11%	29k	217.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$6.2M	-5%	18k	353.33	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.2	$5.7M	NEW	116k	49.31	View chart
Phillips Edison & Co Common Stock (PECO)	0.2	$5.7M		136k	41.62	View chart
Johnson & Johnson (JNJ)	0.2	$5.6M	+7%	22k	253.97	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$5.6M	-21%	34k	164.60	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$5.5M	-59%	58k	94.85	View chart
Broadcom (AVGO)	0.2	$5.4M	+13%	14k	377.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.3M	-25%	36k	146.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$5.2M	-24%	15k	343.90	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$5.1M	+11%	111k	45.70	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$5.0M	NEW	110k	45.76	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$5.0M	+28%	99k	50.58	View chart
Eli Lilly & Co. (LLY)	0.2	$5.0M	+5%	4.1k	1199.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$4.9M	-13%	82k	59.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$4.8M	-8%	6.4k	746.81	View chart
Tesla Motors (TSLA)	0.2	$4.5M	+13%	11k	420.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.4M	+487%	37k	119.52	View chart
Abbvie (ABBV)	0.2	$4.4M	-2%	18k	251.63	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.2	$4.3M	-63%	109k	39.68	View chart
Meta Platforms Cl A (META)	0.2	$4.3M	-9%	7.6k	563.33	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.2	$4.2M	NEW	123k	34.13	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$4.2M	+3%	164k	25.31	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$4.0M	+6%	20k	199.81	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.2	$4.0M	-44%	86k	45.80	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.8M	-3%	104k	36.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$3.7M	-38%	5.3k	686.77	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$3.6M	-5%	82k	43.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$3.5M	-2%	72k	48.81	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$3.5M	-74%	33k	107.82	View chart
Advanced Micro Devices (AMD)	0.1	$3.5M		6.0k	580.90	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$3.4M	-7%	145k	23.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$3.4M	+391%	39k	86.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.3M	+4%	8.9k	370.03	View chart
Merck & Co (MRK)	0.1	$3.3M	+5%	25k	128.50	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.3M	-16%	31k	103.88	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.2M	-40%	30k	107.62	View chart
Gilead Sciences (GILD)	0.1	$3.2M		26k	126.34	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$3.1M	+9%	31k	100.67	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.1M	+12%	23k	136.72	View chart
Oracle Corporation (ORCL)	0.1	$3.0M	+9%	21k	146.55	View chart
Caterpillar (CAT)	0.1	$3.0M	+9%	2.8k	1064.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$3.0M	+3%	6.0k	500.41	View chart
United Parcel Svcs CL B (UPS)	0.1	$2.8M	+42%	26k	107.50	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$2.8M		58k	47.71	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$2.7M		53k	51.78	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.6M	+33%	8.0k	327.32	View chart
Micron Technology (MU)	0.1	$2.6M	-10%	2.3k	1154.10	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.4M	+3%	9.4k	255.66	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$2.4M	-3%	20k	118.99	View chart
American Express Company (AXP)	0.1	$2.4M		7.0k	338.23	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.3M	+33%	20k	116.67	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.3M	-55%	6.4k	365.87	View chart
Intel Corporation (INTC)	0.1	$2.3M	-7%	17k	139.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.3M	-22%	3.1k	736.45	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$2.3M	-57%	19k	119.13	View chart
Visa Com Cl A (V)	0.1	$2.1M	+17%	6.2k	343.07	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.1M	+5%	3.3k	640.77	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.1M	-29%	58k	36.13	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$2.0M	-71%	53k	38.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.0M		26k	76.55	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$1.9M	-68%	17k	109.11	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.8M	-8%	4.2k	433.33	View chart
Ge Aerospace Com New (GE)	0.1	$1.8M	+32%	4.8k	373.71	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$1.8M	-13%	9.5k	190.52	View chart
Putnam Etf Trust Franklin Muni (FTMU)	0.1	$1.8M	NEW	224k	7.93	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$1.7M	+7%	21k	83.07	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.1	$1.7M		38k	45.96	View chart
Wal-Mart Stores (WMT)	0.1	$1.7M	+3%	15k	113.26	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.7M	+3%	89k	19.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.7M	-21%	17k	98.98	View chart
Coca-Cola Company (KO)	0.1	$1.7M	+11%	21k	81.27	View chart
International Business Machines (IBM)	0.1	$1.7M		5.9k	281.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.7M	-60%	53k	31.71	View chart
Home Depot (HD)	0.1	$1.6M		4.7k	352.67	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.6M	-22%	17k	98.30	View chart
Rocket Lab Corp (RKLB)	0.1	$1.6M	+10%	16k	101.65	View chart
Costco Wholesale Corporation (COST)	0.1	$1.6M	+6%	1.7k	935.67	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.6M	-16%	31k	50.66	View chart
Netflix (NFLX)	0.1	$1.6M	+8%	22k	71.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.5M	-67%	12k	124.42	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.5M		2.0k	763.15	View chart
Pimco Equity Ser Rafi Dyn Multi (MFDX)	0.1	$1.5M	-5%	37k	41.64	View chart
Cisco Systems (CSCO)	0.1	$1.5M	-13%	13k	117.46	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.5M	-34%	3.7k	393.96	View chart
Kla Corp Com New (KLAC)	0.1	$1.4M	+820%	4.8k	301.71	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$1.4M	+4%	9.1k	158.66	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.4M	-7%	27k	52.60	View chart
Applied Materials (AMAT)	0.1	$1.4M	-4%	1.9k	723.12	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.4M	+11%	26k	53.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.4M	+173%	3.4k	409.51	View chart
TJX Companies (TJX)	0.1	$1.4M	+2%	9.1k	151.50	View chart
Procter & Gamble Company (PG)	0.1	$1.4M	+7%	9.3k	146.65	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$1.4M	-88%	55k	24.66	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M	-17%	5.5k	242.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.3M	-8%	5.6k	236.61	View chart
Ge Vernova (GEV)	0.1	$1.3M	+26%	1.1k	1174.87	View chart
Enterprise Products Partners (EPD)	0.1	$1.3M		35k	36.76	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$1.3M	-48%	5.8k	221.20	View chart
Planet Labs Pbc Com Cl A (PL)	0.0	$1.3M	+50%	38k	33.13	View chart
Palo Alto Networks (PANW)	0.0	$1.3M		3.7k	341.00	View chart
Dell Technologies CL C (DELL)	0.0	$1.2M	-11%	2.9k	431.48	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$1.2M	+3%	67k	18.43	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$1.2M	-17%	30k	40.79	View chart
Western Digital (WDC)	0.0	$1.2M	+15%	1.9k	638.74	View chart
State Street Corporation (STT)	0.0	$1.2M		7.1k	169.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.2M	+9%	4.0k	300.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.2M	+102%	16k	73.41	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.2M	+19%	2.3k	513.57	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.0	$1.2M	-41%	6.3k	186.85	View chart
Chevron Corporation (CVX)	0.0	$1.2M	+5%	7.1k	165.76	View chart
UnitedHealth (UNH)	0.0	$1.2M	+33%	2.8k	415.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$1.2M	+11%	14k	85.49	View chart
NetScout Systems (NTCT)	0.0	$1.1M	NEW	26k	43.55	View chart
Marsh & McLennan Companies (MRSH)	0.0	$1.1M	-3%	6.8k	166.67	View chart
Arista Networks Com Shs (ANET)	0.0	$1.1M	-3%	6.5k	169.88	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$1.1M	+3%	11k	102.81	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$1.1M	+10%	23k	45.34	View chart
Marvell Technology (MRVL)	0.0	$1.1M	-6%	3.5k	297.92	View chart
Putnam Etf Trust Fran Mu Hi Yi Et (FTMH)	0.0	$1.0M	NEW	87k	11.88	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$1.0M	+15%	21k	49.99	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$1.0M	-14%	12k	82.84	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$998k	-9%	56k	17.78	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.0	$982k	-25%	10k	96.02	View chart
Bank of America Corporation (BAC)	0.0	$969k	+15%	17k	56.98	View chart
At&t (T)	0.0	$966k	+5%	47k	20.70	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$960k		13k	75.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$959k	-11%	4.4k	219.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$958k		22k	43.06	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$939k	-45%	21k	45.49	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$926k	-43%	11k	86.42	View chart
Verizon Communications (VZ)	0.0	$924k	+18%	22k	42.34	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$917k	-61%	15k	61.23	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$915k	-23%	8.6k	106.47	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$912k	-2%	7.8k	117.28	View chart
Boeing Company (BA)	0.0	$901k	-4%	4.2k	216.49	View chart
Vanguard World Utilities Etf (VPU)	0.0	$899k	+3%	4.6k	195.71	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$879k	+19%	15k	58.98	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$878k	NEW	5.1k	170.86	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$872k	-12%	6.8k	127.81	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.0	$864k	-31%	34k	25.44	View chart
Parker-Hannifin Corporation (PH)	0.0	$860k	-2%	880.00	977.56	View chart
Spinnaker Etf Series Sele Sto Eur Etf (EUAD)	0.0	$857k	-2%	20k	42.18	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$857k	+344%	9.7k	87.91	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$844k		21k	40.66	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$841k	+4%	5.4k	154.30	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$839k	-79%	17k	49.55	View chart
Wells Fargo & Company (WFC)	0.0	$804k	+16%	9.7k	82.64	View chart
Nebius Group Shs Class A (NBIS)	0.0	$799k		2.9k	276.20	View chart
Raytheon Technologies Corp (RTX)	0.0	$797k	-3%	4.2k	189.75	View chart
TTM Technologies (TTMI)	0.0	$784k	+8%	4.2k	187.02	View chart
Bitmine Immersion Techs Com New (BMNR)	0.0	$781k	+60%	59k	13.31	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$781k	-74%	9.8k	79.97	View chart
Lockheed Martin Corporation (LMT)	0.0	$777k	+2%	1.5k	509.29	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.0	$773k	-82%	23k	33.36	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$766k	+20%	23k	33.29	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$758k	+11%	6.5k	117.06	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$756k	-8%	4.1k	185.23	View chart
Starbucks Corporation (SBUX)	0.0	$756k	-2%	7.4k	102.19	View chart
Reddit Cl A (RDDT)	0.0	$749k		4.3k	173.58	View chart
3M Company (MMM)	0.0	$746k	-3%	4.6k	161.92	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$745k	+30%	8.1k	91.64	View chart
Trane Technologies SHS (TT)	0.0	$740k		1.5k	491.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$739k		26k	28.96	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$737k		9.7k	76.11	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$728k	-86%	67k	10.84	View chart
Philip Morris International (PM)	0.0	$722k	+51%	4.0k	180.91	View chart
Corning Incorporated (GLW)	0.0	$720k		2.8k	255.43	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$718k	-23%	9.5k	75.79	View chart
Marriott Intl Cl A (MAR)	0.0	$717k	+6%	1.9k	370.57	View chart
Hewlett Packard Enterprise (HPE)	0.0	$716k	+30%	16k	45.11	View chart
McDonald's Corporation (MCD)	0.0	$712k	-4%	2.6k	270.28	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$710k		16k	45.64	View chart
Cintas Corporation (CTAS)	0.0	$687k	-2%	4.0k	170.09	View chart
Citigroup Com New (C)	0.0	$678k	+10%	4.8k	139.97	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$677k	+24%	13k	50.39	View chart
Ouster Com New (OUST)	0.0	$668k		11k	62.52	View chart
Qualcomm (QCOM)	0.0	$662k	+12%	3.6k	184.80	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.0	$661k	+63%	6.7k	98.68	View chart
Pfizer (PFE)	0.0	$661k	+31%	28k	24.08	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$657k	-39%	18k	36.06	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.0	$656k	+33%	7.0k	93.13	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$653k	+15%	1.4k	477.57	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$650k	-12%	21k	30.49	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$643k	-60%	13k	49.39	View chart
Ssga Active Etf Tr St Str Ul Bd Etf (ULST)	0.0	$641k	+31%	16k	40.43	View chart
Waste Management (WM)	0.0	$629k	+50%	2.8k	222.87	View chart
Applovin Corp Com Cl A (APP)	0.0	$629k		1.2k	515.23	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$625k	-6%	12k	53.61	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$622k	+133%	6.7k	93.53	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$619k	-17%	7.5k	82.27	View chart
Sandisk Corp (SNDK)	0.0	$619k	NEW	272.00	2273.73	View chart
Goldman Sachs (GS)	0.0	$612k	-2%	606.00	1010.55	View chart
ConocoPhillips (COP)	0.0	$603k	+18%	5.8k	103.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$602k		13k	46.41	View chart
Walt Disney Company (DIS)	0.0	$600k	+21%	6.2k	96.25	View chart
Progressive Corporation (PGR)	0.0	$600k	+123%	2.7k	218.45	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$597k	+33%	10k	58.20	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$595k		2.2k	271.95	View chart
Eaton Corp SHS (ETN)	0.0	$593k	+4%	1.4k	426.12	View chart
Franco-Nevada Corporation (FNV)	0.0	$593k	+24%	2.8k	208.44	View chart
Comcast Corp Cl A (CMCSA)	0.0	$592k	-26%	24k	24.55	View chart
World Gold Tr Spdr Gld Minis (GLD)	0.0	$589k	+263%	7.4k	79.42	View chart
Invesco India Exchange-trade India Etf (IMVP)	0.0	$586k	-90%	29k	20.07	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$586k	NEW	11k	55.18	View chart

Past Filings by McAdam

SEC 13F filings are viewable for McAdam going back to 2016

McAdam 2026 Q2 filed Aug. 4, 2026
McAdam 2026 Q1 filed May 8, 2026
McAdam 2025 Q4 filed Feb. 13, 2026
McAdam 2025 Q3 filed Oct. 29, 2025
McAdam 2025 Q2 filed July 15, 2025
McAdam 2025 Q1 filed May 21, 2025
McAdam 2024 Q4 filed Jan. 24, 2025
McAdam 2024 Q3 filed Oct. 22, 2024
McAdam 2024 Q2 filed July 24, 2024
McAdam 2024 Q1 filed April 23, 2024
McAdam 2023 Q4 filed Feb. 5, 2024
McAdam 2023 Q3 filed Oct. 31, 2023
McAdam 2023 Q2 filed Aug. 2, 2023
McAdam 2023 Q1 filed April 24, 2023
McAdam 2022 Q4 filed Jan. 27, 2023
McAdam 2022 Q3 filed Oct. 24, 2022

View all past filings

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