McAdam, LLC
•CIK: 1695490•Filing: Q4 2025
**McAdam, LLC** manages $2.2B across a diversified portfolio of 428 positions. The fund exhibits a significant allocation to broad market equity indices, with top holdings including SCHX at $267.4M and FNDX at $249.8M. Further concentration is visible in SCHG ($236.7M) and SCHF ($193.5M), suggesting a core focus on sector and factor-based exposure. This structure indicates a systematic, large-cap equity mandate.
Total AUM
$2.2B
+ $7.7K in options
QoQ Performance
+7.6%
Positions
259
+ 2 options
Top 10 Concentration
61.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
FNDX
SCHG
SCHF
SCHX12.2%
FNDX11.4%
SCHG10.8%
SCHF8.9%
SCHC3.3%
VOE2.8%
JCPB2.7%
VOT2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.8%
Technology3.7%
ETF1.7%
Consumer0.8%
Healthcare0.7%
Financial0.6%
Industrial0.4%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+192 more exited positions
Changes from Q3 2025
NEW3 new positions
↑135 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023