Fund HoldingsMcAdam, LLC

Total Portfolio Value
$2.59B
Total Bought
$669.25M
Total Sold
$335.83M
Net Transaction
+$333.42M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SCHWAB STRATEGIC TR9,370,27310,931,518+1,561,245260,962339,97013.13%+79,008
SCHWAB STRATEGIC TR08,537,060+8,537,0600288,89411.16%+288,894
SCHWAB STRATEGIC TR010,922,591+10,922,5910321,45212.42%+321,452
FIDELITY COVINGTON TRUST834,4452,247,221+1,412,77626,35281,6423.15%+55,290
SCHWAB STRATEGIC TR8,408,9409,317,087+908,147208,121258,0839.97%+49,962
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
1,311,9321,973,980+662,04861,76692,6593.58%+30,893
SPDR SERIES TRUST
ST LON TREAS ETF
0834,106+834,106021,8790.85%+21,879
VANGUARD INDEX FDS0235,745+235,745072,2092.79%+72,209
SPDR SERIES TRUST
ST STR P500VAL
0271,475+271,475016,5030.64%+16,503
SCHWAB STRATEGIC TR1,990,8402,609,832+618,99246,22760,3652.33%+14,138
ISHARES TR
CONV BD ETF
091,288+91,288011,1130.43%+11,113
VANGUARD INDEX FDS353,982382,832+28,85065,23275,6482.92%+10,416
ISHARES U S ETF TR
SHOR DURA BD ETF
0188,682+188,68209,5590.37%+9,559
WISDOMTREE TR(WT)300,604642,605+342,0016,77814,5290.56%+7,751
SPDR SERIES TRUST
ST STR SP400GRW
057,960+57,96006,4970.25%+6,497
WISDOMTREE TR(WT)0151,469+151,46906,4800.25%+6,480
SPDR SERIES TRUST
ST NUVE TERM ETF
0134,384+134,38406,4460.25%+6,446
SCHWAB STRATEGIC TR373,441592,741+219,3009,93715,7080.61%+5,770
PIMCO ETF TR
SR LN ACTIVE ETF
0115,747+115,74705,7070.22%+5,707
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
248,429539,081+290,6524,72010,3990.40%+5,679
SPDR SERIES TRUST
ST STR SP400VAL
057,471+57,47105,4510.21%+5,451
SCHWAB STRATEGIC TR1,645,5741,711,610+66,03676,91482,3633.18%+5,449
PIMCO ETF TR
MUNI INCOME OPP
0109,529+109,52905,0120.19%+5,012
ISHARES INC
MSCI EMRG CHN
77,642105,796+28,1546,10710,8230.42%+4,716
SCHWAB STRATEGIC TR0109,052+109,05204,3270.17%+4,327
NVIDIA CORPORATION(NVDA)0120,319+120,319024,0750.93%+24,075
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
0123,024+123,02404,1990.16%+4,199
PRINCIPAL EXCHANGE TRADED FD
ACTIVE HIGH YL
221,169437,028+215,8594,1938,3380.32%+4,145
SPDR SERIES TRUST
ST STR NUVEE ETF
086,268+86,26803,9510.15%+3,951
APPLE INC(AAPL)091,902+91,902026,5931.03%+26,593
SPDR INDEX SHS FDS
ST INTL CAP ETF
081,910+81,91003,5840.14%+3,584
SPDR SERIES TRUST
ST STR CONV ETF
032,612+32,61203,5160.14%+3,516
ISHARES TR030,659+30,65903,0860.12%+3,086
PIMCO ETF TR
INV GRD CRP BD
109,271139,192+29,92110,57713,4880.52%+2,910
SPDR SERIES TRUST
ST STR SP500DIV
057,883+57,88302,7620.11%+2,762
SPDR INDEX SHS FDS
ST PORT MARK ETF
052,599+52,59902,7240.11%+2,724
GOLDMAN SACHS ETF TR049,219+49,21906,9840.27%+6,984
VANGUARD INDEX FDS61,70361,748+4516,16118,7170.72%+2,556
SPDR SERIES TRUST
ST STR P500GRW
019,907+19,90702,3690.09%+2,369
SPDR SERIES TRUST
ST STR SP600GRWO
019,152+19,15202,2820.09%+2,282
ADVANCED MICRO DEVICES INC(AMD)06,005+6,00503,4880.13%+3,488
AMAZON COM INC(AMZN)041,222+41,22209,8250.38%+9,825
SPDR SERIES TRUST
ST STR SP600SM C
017,302+17,30201,8880.07%+1,888
ISHARES TR55,13258,747+3,6156,8538,7130.34%+1,859
SELECT SECTOR SPDR TR
ST STR TECHN ETF
09,469+9,46901,8040.07%+1,804
PUTNAM ETF TRUST0223,687+223,68701,7740.07%+1,774
MICRON TECHNOLOGY INC(MU)2,5342,269-2658562,6190.10%+1,763
SELECT SECTOR SPDR TR
ST STR STAPL ETF
021,051+21,05101,7490.07%+1,749
SPDR INDEX SHS FDS
ST S&P INTL ETF
037,478+37,47801,7220.07%+1,722
VANGUARD INDEX FDS22,330100,365+78,0356,4138,0860.31%+1,674
BROADCOM INC(AVGO)014,393+14,39305,4370.21%+5,437
INTEL CORP(INTC)17,91516,530-1,3857912,3080.09%+1,517
SELECT SECTOR SPDR TR
ST STR CARE ETF
09,056+9,05601,4370.06%+1,437
SELECT SECTOR SPDR TR
ST STR ENERG ETF
026,234+26,23401,3930.05%+1,393
ELI LILLY & CO(LLY)04,144+4,14404,9710.19%+4,971
ISHARES TR
MSCI USA VALUE
18,64419,930+1,2862,6513,9820.15%+1,331
ALPHABET INC(GOOG)23,27722,218-1,0596,6947,9400.31%+1,246
CATERPILLAR INC(CAT)2,5532,807+2541,8092,9890.12%+1,180
SPDR SERIES TRUST
ST STR MSCI USAQ
06,286+6,28601,1750.05%+1,175
VANGUARD MUN BD FDS098,971+98,97105,0060.19%+5,006
NETSCOUT SYS INC(NTCT)026,050+26,05001,1340.04%+1,134
ISHARES TR03,307+3,30702,1190.08%+2,119
SELECT SECTOR SPDR TR
ST STR UTIL ETF
023,347+23,34701,0590.04%+1,059
ISHARES TR049,227+49,227014,3060.55%+14,306
PUTNAM ETF TRUST086,983+86,98301,0330.04%+1,033
TESLA INC(TSLA)010,588+10,58804,4530.17%+4,453
UNITED PARCEL SVCS INC(UPS)025,921+25,92102,7870.11%+2,787
SPDR INDEX SHS FDS
ST STR MSCI EAFE
010,230+10,23009820.04%+982
ISHARES TR03,374+3,37401,3820.05%+1,382
SELECT SECTOR SPDR TR
ST STR DISCR ETF
07,772+7,77209120.04%+912
ISHARES TR033,698+33,698025,2360.97%+25,236
SPACE EXPLORATION TECHN CORP05,138+5,13808780.03%+878
SPDR SERIES TRUST
ST NUVE HIGH ETF
033,962+33,96208640.03%+864
ALPHABET INC(GOOG)18,54817,498-1,0505,3216,1830.24%+862
SPINNAKER ETF SERIES
SELE STO EUR ETF
020,326+20,32608570.03%+857
ISHARES TR067,636+67,63608,3980.32%+8,398
FIRST TR EXCHANGE-TRADED FD252,802281,475+28,67312,84213,6970.53%+854
JPMORGAN CHASE & CO(JPM)08,014+8,01402,6230.10%+2,623
LAM RESEARCH CORP(LRCX)4,6344,232-4029901,8340.07%+844
GE AEROSPACE(GE)04,837+4,83701,8080.07%+1,808
WESTERN DIGITAL CORP(WDC)01,902+1,90201,2150.05%+1,215
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,083+4,08307560.03%+756
CROWDSTRIKE HLDGS INC(CRWD)02,026+2,02601,5460.06%+1,546
SPDR SERIES TRUST
ST STR BLO 1 ETF
08,124+8,12407440.03%+744
MICROSOFT CORP(MSFT)025,744+25,74409,6030.37%+9,603
DELL TECHNOLOGIES INC(DELL)02,896+2,89601,2500.05%+1,250
APPLIED MATLS INC01,930+1,93001,3960.05%+1,396
ROCKET LAB CORP(RKLB)14,19615,692+1,4969121,5950.06%+683
MARVELL TECHNOLOGY INC(MRVL)3,8033,548-2553771,0570.04%+680
SPDR INDEX SHS FDS
ST STR PO EX ETF
013,429+13,42906770.03%+677
KLA CORP(KLAC)5194,775+4,2567641,4410.06%+676
PALO ALTO NETWORKS INC(PANW)03,673+3,67301,2520.05%+1,252
VANGUARD TAX-MANAGED FDS0101,085+101,08507,2020.28%+7,202
SSGA ACTIVE ETF TR
ST STR UL BD ETF
015,852+15,85206410.02%+641
SELECT SECTOR SPDR TR
ST STR FINL ETF
011,658+11,65806250.02%+625
SANDISK CORP(SNDK)0272+27206180.02%+618
AMPLIFY ETF TR99,187110,653+11,4664,4495,0570.20%+608
VANGUARD BD INDEX FDS016,029+16,02901,1770.05%+1,177
UNITEDHEALTH GROUP INC(UNH)02,782+2,78201,1560.04%+1,156
JOHNSON & JOHNSON(JNJ)20,68322,221+1,5385,0565,6430.22%+588
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