McAdam, LLC - Portfolio overview

McAdam, LLC has 467 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FNDX - SCHWAB STRATEGIC TR, 11.71%
2. SCHX - SCHWAB STRATEGIC TR, 11.70%
3. SCHG - SCHWAB STRATEGIC TR, 9.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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