Fund Holdings — McAdam, LLC

Total Portfolio Value
$2.22B
Total Bought
$137.67M
Total Sold
$32.23M
Net Transaction
+$105.45M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SCHWAB STRATEGIC TR8,050,1648,408,940+358,776193,526208,1219.38%+14,595
SCHWAB STRATEGIC TR9,179,8969,370,273+190,377249,785260,96211.76%+11,177
SCHWAB STRATEGIC TR1,603,2801,645,574+42,29472,99776,9143.47%+3,917
VANGUARD INDEX FDS347,264353,982+6,71861,59465,2322.94%+3,638
FIDELITY COVINGTON TRUST737,254834,445+97,19122,76626,3521.19%+3,585
JOHNSON & JOHNSON(JNJ)7,55620,683+13,1271,5645,0560.23%+3,492
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
1,253,4781,311,932+58,45459,35261,7662.78%+2,414
ALPHABET INC(GOOG)15,65323,277+7,6244,9006,6940.30%+1,794
FIRST TR EXCHANGE-TRADED FD249,172252,802+3,63011,04812,8420.58%+1,794
ALPHABET INC(GOOG)11,95118,548+6,5973,7505,3210.24%+1,570
SCHWAB STRATEGIC TR1,916,0451,990,840+74,79544,77846,2272.08%+1,449
ISHARES INC
MSCI EMRG CHN
64,61777,642+13,0254,6966,1070.28%+1,411
INVESCO EXCH TRADED FD TR II166,678480,087+313,4093,8655,2230.24%+1,358
EXXON MOBIL CORP17,76820,071+2,3032,1383,4050.15%+1,267
SPDR SERIES TRUST
ST LON TREAS ETF
1,147,0291,201,456+54,42730,36231,5981.42%+1,236
PGIM ETF TR
PGIM ULTRA SH BD
62,92284,316+21,3943,1204,1740.19%+1,053
MORGAN STANLEY ETF TRUST
EATON VANCE SHRT
20,36441,143+20,7791,0262,0650.09%+1,039
VANGUARD BD INDEX FDS239,682254,006+14,32418,88919,9170.90%+1,027
INNOVATOR ETFS TRUST
US EQTY PWR BUF
022,253+22,25308920.04%+892
SPDR SERIES TRUST
ST STR CONV ETF
123,059129,377+6,31810,97711,8410.53%+864
SPINNAKER ETF SERIES
SELE STO EUR ETF
020,776+20,77608460.04%+846
SCHWAB STRATEGIC TR462,300496,305+34,00511,59412,3630.56%+768
VANGUARD INDEX FDS59,69261,703+2,01115,39816,1610.73%+764
MARATHON PETE CORP(MPC)8,9939,078+851,4622,2170.10%+754
MERCK & CO INC(MRK)20,51523,996+3,4812,1592,8860.13%+727
VANGUARD INDEX FDS133,850133,535-31528,34829,0101.31%+662
ISHARES TR51,68955,132+3,4436,2126,8530.31%+641
CATERPILLAR INC(CAT)2,1232,553+4301,2161,8090.08%+593
CHEVRON CORPORATION(CVX)5,3126,718+1,4068101,3900.06%+580
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
270,691273,144+2,45351,85452,4222.36%+568
PARKER-HANNIFIN CORP(PH)292905+6132568100.04%+554
PIMCO ETF TR
INV GRD CRP BD
102,912109,271+6,35910,07010,5770.48%+508
SCHWAB STRATEGIC TR356,388373,441+17,0539,4419,9370.45%+497
SCHWAB STRATEGIC TR130,354132,035+1,6813,5764,0510.18%+475
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
219,214248,429+29,2154,2514,7200.21%+470
COMCAST CORP NEW(CCZ)15,85332,694+16,8414749390.04%+465
PRINCIPAL EXCHANGE TRADED FD
ACTIVE HIGH YL
196,604221,169+24,5653,7364,1930.19%+457
SELECT SECTOR SPDR TR
ST STR ENERG ETF
22,13623,556+1,4209901,4430.07%+453
GILEAD SCIENCES INC(GILD)25,37125,548+1773,1143,5610.16%+446
SPDR SERIES TRUST
ST STR SP500DIV
52,08058,778+6,6982,2522,6760.12%+423
LAM RESEARCH CORP(LRCX)3,4204,634+1,2145859900.04%+405
BITMINE IMMERSION TECNOLOGIE(BMNP)12,14536,551+24,4063307230.03%+393
WISDOMTREE TR(WT)284,437300,604+16,1676,3966,7780.31%+382
CISCO SYS INC(CSCO)10,08014,915+4,8357761,1570.05%+381
TTM TECHNOLOGIES INC(TTMI)03,875+3,87503780.02%+378
MARVELL TECHNOLOGY INC(MRVL)03,803+3,80303770.02%+377
PLANET LABS PBC(PL)17,71025,331+7,6213497080.03%+359
COSTCO WHOLESALE CORPORATION(COST)1,4231,590+1671,2271,5840.07%+357
VERTIV HOLDINGS CO(VRT)01,399+1,39903500.02%+350
WALMART INC(WMT)13,16014,591+1,4311,4661,8130.08%+347
ISHARES TR
CORE MSCI EAFE
226,085227,233+1,14820,22620,5710.93%+346
AMPLIFY ETF TR92,35699,187+6,8314,1104,4490.20%+339
VANGUARD INDEX FDS20,95822,330+1,3726,0826,4130.29%+330
KLA CORP(KLAC)359519+1604367640.03%+328
INTEL CORP(INTC)12,61017,915+5,3054657910.04%+325
ROCKWELL AUTOMATION INC(ROK)0865+86503100.01%+310
ABBVIE INC(ABBV)15,84418,070+2,2263,6203,9300.18%+310
NEBIUS GROUP N.V.(NBIS)02,896+2,89603000.01%+300
ISHARES TR
MSCI INDIA ETF
23,12433,059+9,9351,2501,5480.07%+299
SCHWAB STRATEGIC TR311,008300,584-10,42411,21511,5000.52%+285
EQUINIX INC(EQIX)0289+28902830.01%+283
KRATOS DEFENSE & SEC SOLUTIO(KTOS)03,972+3,97202800.01%+280
MICRON TECHNOLOGY INC(MU)2,0272,534+5075798560.04%+278
SELECT SECTOR SPDR TR
ST STR STAPL ETF
17,11819,591+2,4731,3301,6060.07%+276
DIGITALOCEAN HLDGS INC(DOCN)03,179+3,17902730.01%+273
ASTRAZENECA PLC(AZN)01,357+1,35702680.01%+268
VANGUARD ADMIRAL FDS INC02,227+2,22702550.01%+255
TIDAL TRUST II
ROUNDHILL GENER
04,088+4,08802530.01%+253
SPDR INDEX SHS FDS
ST S&P INTL ETF
32,90637,230+4,3241,4461,6980.08%+252
ISHARES TR
MSCI USA VALUE
17,55918,644+1,0852,4012,6510.12%+250
CLEAR SECURE INC(YOU)05,148+5,14802490.01%+249
ISHARES TR01,735+1,73502470.01%+247
GE VERNOVA INC(GEV)808886+785287730.03%+245
CONOCOPHILLIPS(COP)4,2714,884+6134006450.03%+245
ENERGY TRANSFER L P(ET)85,74085,763+231,4141,6550.07%+241
FIRST TR EXCHANGE TRADED FD
NASDQ FOD BVRG
010,794+10,79402390.01%+239
AST SPACEMOBILE INC(ASTS)02,857+2,85702370.01%+237
ISHARES GOLD TR(IAU)10,98812,784+1,7968921,1270.05%+235
KIMBERLY-CLARK CORP(KMB)02,432+2,43202350.01%+235
PHILLIPS EDISON & CO INC(PECO)136,972136,433-5394,8725,1050.23%+233
DOW HLDGS INC(DOW)11,20511,861+6562624940.02%+232
NORTHROP GRUMMAN CORP(NOC)0336+33602290.01%+229
VERISIGN INC0913+91302270.01%+227
DEERE & CO(DE)0400+40002250.01%+225
ARISTA NETWORKS INC(ANET)4,5866,719+2,1336018250.04%+224
ENTERPRISE PRODS PARTNERS L(EPD)34,33834,929+5911,1011,3220.06%+221
AT&T INC(T)42,61344,082+1,4691,0591,2780.06%+219
SPDR GOLD TR(GLD)1,6652,043+3786608790.04%+219
ROCKET LAB CORP(RKLB)9,92814,196+4,2686939120.04%+219
VERIZON COMMUNICATIONS INC(VZ)17,35218,416+1,0647079240.04%+218
VANGUARD INDEX FDS7,8738,626+7534,9385,1540.23%+217
SSR MINING IN(SSRM)07,313+7,31302150.01%+215
WILLIAMS COS INC(WMB)02,888+2,88802100.01%+210
FRANKLIN TEMPLETON ETF TR
SENIOR LOAN ETF
85,32095,959+10,6391,9982,2070.10%+209
DIGITAL RLTY TR INC(DLR)01,144+1,14402060.01%+206
SPDR SERIES TRUST
ST STR SP BIOT
01,614+1,61402060.01%+206
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
02,193+2,19302060.01%+206
WESTERN DIGITAL CORP(WDC)1,4061,648+2422424460.02%+204
L3HARRIS TECHNOLOGIES INC(LHX)0587+58702030.01%+203
TERADYNE INC(TER)0683+68302030.01%+203
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McAdam, LLC — 13F Holdings — Q1 2026 | TickerTrail