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McAdam, LLC - Portfolio Stock Holdings

McAdam, LLC disclosed 562 stock positions in a recent SEC 13F filing. $2,585,796,072 of stock holdings were filed, with the largest holdings including FNDX, SCHX, and SCHG. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $2,678,322,349 and has 174 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

562

Est. Stock Holding Value:

$2,585,796,072

Top Stock Holdings By Sector

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Portfolio Stock Holdings - McAdam, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - McAdam, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.