StockDriftsStockDriftsTop 50 McAdam, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 13.13% | 10.93M | $340.0M | +16.66%(+1.56M) | $19.49(+66.62%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 12.42% | 10.92M | $321.5M | +7.43%(+755.76K) | $17.27(+76.77%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 11.16% | 8.54M | $288.9M | +15.16%(+1.12M) | $18.86(+89.69%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 9.97% | 9.32M | $258.1M | +10.80%(+908.15K) | $19.53(+44.74%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 3.58% | 1.97M | $92.7M | +50.46%(+662.05K) | $47.02(-1.73%) | 2026-06-30 | |
| SCHC | SCHWAB STRATEGIC TR | 3.18% | 1.71M | $82.4M | +4.01%(+66.04K) | $36.58(+39.04%) | 2026-06-30 | |
| FDEM | FIDELITY COVINGTON TRUST | 3.15% | 2.25M | $81.6M | +169.31%(+1.41M) | $31.50(+13.02%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 2.92% | 382.8K | $75.6M | +8.15%(+28.85K) | $148.51(+40.53%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 2.79% | 235.7K | $72.2M | +12.93%(+26.99K) | $226.11(+35.23%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.33% | 2.61M | $60.4M | +31.09%(+618.99K) | $25.15(-9.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.90% | +55.68% | +7.83% | +45.78% |
| Top 20 Holdings Unweighted | +12.70% | +43.14% | +5.59% | +31.23% |
McAdam, LLC reports $2.59B in US-listed equity holdings across 516 positions in its most recent 13F filing. Its largest disclosed positions are FNDX (13.1%), SCHX (12.4%) and SCHG (11.2%). The top 20 holdings account for 73.08% of reported assets. Its disclosed equity book has returned +55.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from McAdam, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1695490). View McAdam, LLC’s 13F filings on SEC