McCarthy Asset Management, Inc. - Portfolio overview

McCarthy Asset Management, Inc. has 30 reported holdings in this dataset, with the latest filing dated 2026-02-03.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 12.46%
2. SPSB - SPDR SERIES TRUST, 12.38%
3. VCSH - VANGUARD SCOTTSDALE FDS, 12.21%

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

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