1y return+17.9%S&P 500 +20.9%
3y return+48.7%S&P 500 +68.5%
5y return+39.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $217 against $334 in the S&P 500.2
McAdam, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FNDXSchwab Strategic Tr | $340.0M | 13.1% | +16.7% |
| SCHXSchwab Strategic Tr | $321.5M | 12.4% | +7.4% |
| SCHGSchwab Strategic Tr | $288.9M | 11.2% | +15.2% |
| SCHFSchwab Strategic Tr | $258.1M | 10.0% | +10.8% |
| JCPBJ P Morgan Exchange Traded F | $92.7M | 3.6% | +50.5% |
| SCHCSchwab Strategic Tr | $82.4M | 3.2% | +4.0% |
| FDEMFidelity Covington Trust | $81.6M | 3.2% | +169.3% |
| VOEVanguard Index Fds | $75.6M | 2.9% | +8.2% |
| VOTVanguard Index Fds | $72.2M | 2.8% | +12.9% |
| SCHZSchwab Strategic Tr | $60.4M | 2.3% | +31.1% |
| VBRVanguard Index Fds | $28.2M | 1.1% | −13.0% |
| AAPLApple Inc | $26.6M | 1.0% | +2.8% |
| IVVIshares Tr | $25.2M | 1.0% | −9.5% |
| NVDANvidia Corporation | $24.1M | 0.9% | +6.1% |
| SPTLSpdr Series Trust | $21.9M | 0.8% | −30.6% |
| VBKVanguard Index Fds | $21.5M | 0.8% | −22.3% |
| IEFAIshares Tr | $20.1M | 0.8% | −8.2% |
| VBVanguard Index Fds | $18.7M | 0.7% | |
| SPYVSpdr Series Trust | $16.5M | 0.6% | −13.1% |
| SCHPSchwab Strategic Tr | $15.7M | 0.6% | +58.7% |
| AGZDWisdomtree Tr | $14.5M | 0.6% | +113.8% |
| IWYIshares Tr | $14.3M | 0.6% | −7.6% |
| FDLFirst Tr Exchange-traded Fd | $13.7M | 0.5% | +11.3% |
| CORPPimco Etf Tr | $13.5M | 0.5% | +27.4% |
| BSVVanguard Bd Index Fds | $11.2M | 0.4% | −43.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $24.1M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $7.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $26.6M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $288.9M |
| FNDXSchwab Strategic Tr | June 30, 2020 | +153.3% | $340.0M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $25.2M |
| SCHXSchwab Strategic Tr | June 30, 2020 | +138.3% | $321.5M |
| VBRVanguard Index Fds | June 30, 2020 | +127.3% | $28.2M |
| SPYVSpdr Series Trust | June 30, 2020 | +109.8% | $16.5M |
| RSPInvesco Exchange Traded Fd T | June 30, 2020 | +109.1% | $9.8M |
Sold off last quarter
- EVSMMorgan Stanley Etf Trust was $2.1M
- FTMAPutnam Etf Trust was $2.0M
- SRLNSsga Active Etf Tr was $1.4M
- HYZDWisdomtree Tr was $1.1M
- UAPRInnovator Etfs Trust was $820K
- NETCloudflare Inc was $541K
- GLDMWorld Gold Tr was $518K
- MEARIshares U S Etf Tr was $514K
- PSKSpdr Series Trust was $480K
- MNANew York Life Investments Et was $380K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −14.2% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
| December 31, 2021 | +5.0% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: McAdam, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1695490&type=13F-HR&dateb=&owner=include&count=40CIK 1695490
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1695490/000158064226004862/Filed August 4, 2026 · accession 0001580642-26-004862