McAdam, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
447
Quarter
2025 Q4
Top Holding
SCHX (12.2%)
Top 10 Concentration
59.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 447
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHX
SCHWAB STRATEGI...
ETF 12.24% 12.50% #1
Prev: #1
6.9 302,734 3.1%
P
S
9,936,362 $267,387,505 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDX
SCHWAB STRATEGI...
Bond/Debt 11.43% 11.34% #2
Prev: #2
6.6 428,778 4.9%
P
S
9,179,896 $249,784,971 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHG
SCHWAB STRATEGI...
ETF 10.83% 11.03% #3
Prev: #3
6.3 242,784 3.5%
P
S
7,256,974 $236,722,498 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHF
SCHWAB STRATEGI...
Bond/Debt 8.86% 8.39% #4
Prev: #4
5.6 733,816 10.0%
P
S
8,050,164 $193,525,931 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHC
SCHWAB STRATEGI...
Bond/Debt 3.34% 3.25% #5
Prev: #5
3.4 155,338 10.7%
P
S
1,603,280 $72,997,349 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOE
VANGUARD INDEX ...
ETF 2.82% 2.83% #6
Prev: #6
3.1 18,710 5.7%
P
S
347,264 $61,594,149 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JCPB
J P MORGAN EXCH...
ETF 2.72% 2.71% #7 1
Prev: #8
3.1 97,373 8.4%
P
S
1,253,478 $59,352,185 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOT
VANGUARD INDEX ...
ETF 2.60% 2.80% #8 1
Prev: #7
3.1 9,583 4.9%
P
S
203,205 $56,722,553 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
Unknown 2.37% 2.46% #9
Prev: #9
3.0 7,065 2.7%
P
S
270,691 $51,853,618 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHZ
SCHWAB STRATEGI...
ETF 2.05% 2.06% #10
Prev: #10
2.8 136,540 7.7%
P
S
1,916,045 $44,777,974 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHE
SCHWAB STRATEGI...
ETF 1.47% 1.65% #11
Prev: #11
0.6 -18,369 -1.8%
P
S
982,428 $32,174,522 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTL
SPDR SERIES TRU...
ETF 1.39% 1.38% #12
Prev: #12
2.6 110,522 10.7%
P
S
1,147,029 $30,361,861 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 1.30% 1.34% #13
Prev: #13
2.5 3,350 2.6%
P
S
133,850 $28,348,149 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 1.19% 1.26% #14
Prev: #14
0.5 -356 -0.9%
P
S
37,913 $25,967,830 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VBK
VANGUARD INDEX ...
ETF 1.07% 1.09% #15
Prev: #15
2.4 3,145 4.2%
P
S
77,204 $23,324,179 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.05% 1.04% #16
Prev: #16
2.4 2,070 2.5%
P
S
84,619 $23,004,402 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FDEM
FIDELITY COVING...
ETF 1.04% 0.82% #17 5
Prev: #22
2.5 181,170 32.6%
P
S
737,254 $22,766,415 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 0.93% 0.95% #18 1
Prev: #17
2.4 4,255 1.9%
P
S
226,085 $20,225,523 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.90% 0.90% #19 1
Prev: #18
2.4 6,866 7.0%
P
S
105,161 $19,612,554 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSV
VANGUARD BD IND...
Bond/Debt 0.86% 0.83% #20 1
Prev: #21
2.4 27,018 12.7%
P
S
239,682 $18,889,328 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
SPDR SERIES TRU...
Unknown 0.85% 0.90% #21 2
Prev: #19
0.3 -3,782 -1.1%
P
S
325,735 $18,505,006 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MDYG
SPDR SERIES TRU...
ETF 0.77% 0.83% #22 2
Prev: #20
0.3 -2,824 -1.5%
P
S
182,193 $16,840,074 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD INDEX ...
ETF 0.70% 0.72% #23
Prev: #23
2.3 2,300 4.0%
P
S
59,692 $15,397,528 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWY
ISHARES TR
ETF 0.63% 0.69% #24
Prev: #24
0.3 -1,583 -3.1%
P
S
49,398 $13,680,403 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MDYV
SPDR SERIES TRU...
ETF 0.57% 0.62% #25
Prev: #25
0.2 -2,594 -1.7%
P
S
148,150 $12,540,908 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZS
ZSCALER INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #271)
0.3 -1,178 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KMB
KIMBERLY-CLARK ...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #294)
0.3 -2,539 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RBRK
RUBRIK INC.
Technology 0.00% 0.02%
Sold All 😨
(Was: #301)
0.3 -3,738 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OXY
OCCIDENTAL PETE...
Energy 0.00% 0.01%
Sold All 😨
(Was: #305)
0.3 -6,323 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VFH
VANGUARD WORLD ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #317)
0.3 -2,146 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLSK
CLEANSPARK INC
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #324)
0.3 -18,847 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #345)
0.3 -357 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VRT
VERTIV HOLDINGS...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #355)
0.3 -1,584 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAP
SAP SE
Technology 0.00% 0.01%
Sold All 😨
(Was: #361)
0.3 -855 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMH
VANECK ETF TRUS...
ETF 0.00% 0.01%
Sold All 😨
(Was: #367)
0.3 -680 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AZO
AUTOZONE INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #369)
0.3 -51 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SSRM
SSR MINING IN
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #371)
0.3 -8,925 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FTNT
FORTINET INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #379)
0.3 -2,481 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VRSN
VERISIGN INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #382)
0.3 -741 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SWBI
SMITH & WESSON ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #386)
0.3 -17,514 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TPIC
TPI COMPOSITES ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #394)
0.3 -76,007 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 447 holdings

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