McGrath & Associates, Inc. - Portfolio overview

McGrath & Associates, Inc. has 43 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. BOND - PIMCO ETF TR, 19.79%
2. GDE - WISDOMTREE TR, 10.28%
3. RSSY - TIDAL TRUST II, 8.48%

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

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