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McAdam, LLC - Portfolio Stock Holdings

McAdam, LLC disclosed 444 stock positions in a recent SEC 13F filing. $2,185,102,430 of stock holdings were filed, with the largest holdings including SCHX, FNDX, and SCHG. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 13, 2026.

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:

Dec. 31, 2025

No. of Stocks:

444

Est. Stock Holding Value:

$2,185,102,430

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.