EdgeMarket › What Mcadam, Llc reported owning
What Mcadam, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.2BPositions
447Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| FNDX Schwab Fundamental U.S. Large Company ETF | 261.0M | 11.8% | 9.4M | 32.53 | +28.4% |
| SCHX Schwab U.S. Large-Cap ETF | 260.7M | 11.7% | 10.2M | 30.21 | +19.6% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 215.9M | 9.7% | 7.4M | 35.32 | +17.3% |
| SCHF Schwab International Equity ETF | 208.1M | 9.4% | 8.4M | 28.46 | +24.7% |
| SCHC Schwab International Small-Cap Equity ETF | 76.9M | 3.5% | 1.6M | 51.25 | +17.4% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 65.2M | 2.9% | 354.0K | 208.64 | +21.9% |
| JCPB JPMorgan Core Plus Bond ETF | 61.8M | 2.8% | 1.3M | 46.16 | -1.8% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 53.7M | 2.4% | 208.8K | 305.46 | +7.4% |
| RSP Invesco S&P 500 Equal Weight ETF | 52.4M | 2.4% | 273.1K | 221.67 | +18.8% |
| SCHZ Schwab US Aggregate Bond ETF | 46.2M | 2.1% | 2.0M | 22.77 | -1.8% |
| SPTL State Street SPDR Portfolio Long Term Treasury | 31.6M | 1.4% | 1.2M | 25.09 | -4.4% |
| SCHE Schwab Emerging Markets Equity ETF | 31.0M | 1.4% | 939.7K | 36.97 | +17.7% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 29.0M | 1.3% | 133.5K | 249.18 | +22.7% |
| FDEM Fidelity Emerging Markets Multifactor ETF | 26.4M | 1.2% | 834.4K | 36.08 | +24.5% |
| IVV iShares Core S&P 500 ETF | 24.3M | 1.1% | 37.2K | 769.31 | +20.0% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 22.8M | 1.0% | 75.5K | 358.65 | +26.5% |
| AAPL Apple Inc. | 22.7M | 1.0% | 89.4K | 309.35 | +36.9% |
| IEFA iShares Core MSCI EAFE ETF | 20.6M | 0.9% | 227.2K | 100.85 | +16.8% |
| BSV Vanguard Short-Term Bond ETF | 19.9M | 0.9% | 254.0K | 77.57 | -1.4% |
| NVDA NVIDIA CORP | 19.8M | 0.9% | 113.4K | 214.72 | +22.4% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 17.7M | 0.8% | 312.3K | 63.51 | +17.5% |
| MDYG State Street SPDR S&P 400 Mid Cap Growth ETF | 17.0M | 0.8% | 177.1K | 110.20 | +24.2% |
| VB Vanguard Morningstar Small-Cap ETF | 16.2M | 0.7% | 61.7K | 304.76 | +24.4% |
| IWY iShares Russell Top 200 Growth ETF | 13.3M | 0.6% | 53.3K | 285.72 | +11.8% |
| FDL First Trust Morningstar ETF | 12.8M | 0.6% | 252.8K | 53.08 | +21.2% |
| SCHR Schwab Intermediate-Term U.S. Treasury ETF | 12.4M | 0.6% | 496.3K | 24.38 | -2.4% |
| MDYV State Street SPDR S&P 400 Mid Cap Value ETF | 12.1M | 0.5% | 142.6K | 95.71 | +17.2% |
| CWB State Street SPDR Bloomberg Convertible Securi | 11.8M | 0.5% | 129.4K | 103.69 | +22.3% |
| FNDE Schwab Fundamental Emerging Markets Equity ETF | 11.5M | 0.5% | 300.6K | 41.87 | +22.4% |
| CORP PIMCO Investment Grade Corporate Bond Index Ex | 10.6M | 0.5% | 109.3K | 94.89 | -2.6% |
| SCHP Schwab U.S. TIPS ETF | 9.9M | 0.4% | 373.4K | 25.96 | -2.7% |
| MSFT MICROSOFT CORP | 8.9M | 0.4% | 24.0K | 483.24 | -4.4% |
| PJUN Innovator U.S. Equity Power Buffer ETF - June | 7.8M | 0.4% | 187.5K | 43.91 | +8.7% |
| AMZN AMAZON COM INC | 7.7M | 0.3% | 36.7K | 258.63 | +15.6% |
| IWF iShares Russell 1000 Growth Fund | 7.5M | 0.3% | 17.7K | 122.39 | +11.2% |
| TFI State Street SPDR Nuveen ICE Municipal Bond ET | 7.1M | 0.3% | 155.9K | 44.87 | +0.7% |
| IJR iShares Core S&P Small-Cap ETF | 6.9M | 0.3% | 55.1K | 147.31 | +29.0% |
| AGZD WisdomTree Interest Rate Hedged U.S. Aggregate | 6.8M | 0.3% | 300.6K | 22.59 | +0.8% |
| GOOGL Alphabet Inc. | 6.7M | 0.3% | 23.3K | 344.82 | +73.0% |
| ISCF iShares International Small-Cap Equity Factor | 6.6M | 0.3% | 158.9K | 46.03 | +14.8% |
| VEA Vanguard FTSE Developed Markets ETF | 6.6M | 0.3% | 102.2K | 73.42 | +24.7% |
| VTV Vanguard Morningstar Value ETF | 6.5M | 0.3% | 33.3K | 226.40 | +24.6% |
| VO Vanguard Morningstar Mid-Cap ETF | 6.4M | 0.3% | 22.3K | 82.97 | +15.9% |
| IWS iShares Russell Mid-Cap Value ETF | 6.3M | 0.3% | 43.1K | 171.98 | +26.3% |
| IWP iShares Russell Midcap Growth ETF | 6.2M | 0.3% | 48.5K | 143.66 | +2.9% |
| IMVP Invesco India ETF | 6.1M | 0.3% | 299.0K | 20.03 | -23.2% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 6.1M | 0.3% | 77.6K | 97.80 | +53.2% |
| FNDA Schwab Fundamental U.S. Small Company ETF | 5.9M | 0.3% | 183.0K | 37.73 | +25.3% |
| VV Vanguard Morningstar Large-Cap ETF | 5.9M | 0.3% | 19.8K | 352.60 | +19.8% |
| MUB iShares National Muni Bond ETF | 5.4M | 0.2% | 50.8K | 105.34 | +1.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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