Mcadam, Llc Portfolio Stock Holdings

Mcadam, Llc disclosed 516 stock positions valued at approximately $2.6 billion in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of June 30, 2026 and was filed on August 4, 2026.

Report Period
June 30, 2026
No. of Stocks
516
Portfolio Value
$2.6B
Holdings by Sector
Mcadam, Llc Portfolio Holdings in Q2 2026

493 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SCHWAB STRATEGIC TRFNDXOther13.13%10,931,518+1,561,245+16.66%$339,970,205
SCHWAB STRATEGIC TRSCHXOther12.42%10,922,591+755,759+7.43%$321,451,859
SCHWAB STRATEGIC TRSCHGOther11.16%8,537,060+1,123,936+15.16%$288,894,116
SCHWAB STRATEGIC TRSCHFOther9.97%9,317,087+908,147+10.80%$258,083,309
J P MORGAN EXCHANGE TRADED FJCPBOther3.58%1,973,980+662,048+50.46%$92,658,607
SCHWAB STRATEGIC TRSCHCOther3.18%1,711,610+66,036+4.01%$82,362,678
FIDELITY COVINGTON TRUSTFDEMOther3.15%2,247,221+1,412,776+169.31%$81,641,549
VANGUARD INDEX FDSVOEOther2.92%382,832+28,850+8.15%$75,647,561
VANGUARD INDEX FDSVOTOther2.79%235,745+26,994+12.93%$72,208,804
SCHWAB STRATEGIC TRSCHZOther2.33%2,609,832+618,992+31.09%$60,365,420
VANGUARD INDEX FDSVBROther1.09%116,187-17,348-12.99%$28,232,212
APPLE INCAAPLTechnology1.03%91,902+2,513+2.81%$26,592,802
ISHARES TRIVVOther0.97%33,698-3,551-9.53%$25,236,350
NVIDIA CORPORATIONNVDATechnology0.93%120,319+6,870+6.06%$24,074,689
SPDR SERIES TRUSTSPTLOther0.85%834,106-367,350-30.58%$21,878,591
VANGUARD INDEX FDSVBKOther0.83%58,684-16,794-22.25%$21,460,743
ISHARES TRIEFAOther0.78%208,548-18,685-8.22%$20,141,518
VANGUARD INDEX FDSVBOther0.72%61,748+45+0.07%$18,717,016
SPDR SERIES TRUSTSPYVOther0.64%271,475-40,813-13.07%$16,502,963
SCHWAB STRATEGIC TRSCHPOther0.61%592,741+219,300+58.72%$15,707,629
WISDOMTREE TRAGZDOther0.56%642,605+342,001+113.77%$14,529,307
ISHARES TRIWYOther0.55%49,227-4,024-7.56%$14,306,325
FIRST TR EXCHANGE-TRADED FDFDLOther0.53%281,475+28,673+11.34%$13,696,555
PIMCO ETF TRCORPOther0.52%139,192+29,921+27.38%$13,487,696
VANGUARD BD INDEX FDSBSVOther0.43%143,484-110,522-43.51%$11,178,857
ISHARES TRICVTOther0.43%91,288+85,945+1608.55%$11,113,346
ISHARES INCEMXCOther0.42%105,796+28,154+36.26%$10,822,954
FIRST TR EXCH TRADED FD IIIFPEIOther0.40%539,081+290,652+117.00%$10,398,878
AMAZON COM INCAMZNConsumer Cyclical0.38%41,222+4,481+12.20%$9,824,876
INVESCO EXCHANGE TRADED FD TRSPOther0.38%46,159-226,985-83.10%$9,821,250
MICROSOFT CORPMSFTTechnology0.37%25,744+1,758+7.33%$9,602,952
ISHARES U S ETF TRNEAROther0.37%188,682+188,682+100.00%$9,558,630
SCHWAB STRATEGIC TRSCHEOther0.34%243,281-696,383-74.11%$8,821,384
ISHARES TRIJROther0.34%58,747+3,615+6.56%$8,712,762
ISHARES TRIWFOther0.32%67,636+49,949+282.41%$8,398,362
PRINCIPAL EXCHANGE TRADED FDYLDOther0.32%437,028+215,859+97.60%$8,338,493
INNOVATOR ETFS TRUSTPJUNOther0.32%188,689+1,189+0.63%$8,157,025
VANGUARD INDEX FDSVOOther0.31%100,365+78,035+349.46%$8,086,422
ALPHABET INCGOOGLCommunication Services0.31%22,218-1,059-4.55%$7,939,873
VANGUARD TAX-MANAGED FDSVEAOther0.28%101,085-1,154-1.13%$7,202,315
GOLDMAN SACHS ETF TRGSLCOther0.27%49,219+13,975+39.65%$6,983,625
SPDR SERIES TRUSTMDYGOther0.25%57,960-119,121-67.27%$6,496,760
WISDOMTREE TREPIOther0.25%151,469+151,469+100.00%$6,479,844
SPDR SERIES TRUSTSHMOther0.25%134,384+25,070+22.93%$6,445,721
ISHARES TRISCFOther0.25%148,750-10,101-6.36%$6,439,369
VANGUARD INDEX FDSVTVOther0.25%29,326-3,960-11.90%$6,391,114
ALPHABET INCGOOGCommunication Services0.24%17,498-1,050-5.66%$6,182,567
PIMCO ETF TRLONZOther0.22%115,747+115,747+100.00%$5,707,485
PHILLIPS EDISON & CO INCPECOReal Estate0.22%135,857-576-0.42%$5,654,368
JOHNSON & JOHNSONJNJHealthcare0.22%22,221+1,538+7.44%$5,643,391
ISHARES TRIWSOther0.22%33,846-9,258-21.48%$5,571,015
SPDR SERIES TRUSTMDYVOther0.21%57,471-85,137-59.70%$5,451,166
BROADCOM INCAVGOTechnology0.21%14,393+1,759+13.92%$5,436,909
ISHARES TRIWPOther0.20%35,997-12,498-25.77%$5,270,321
VANGUARD INDEX FDSVVOther0.20%15,002-4,815-24.30%$5,159,216
AMPLIFY ETF TRDIVOOther0.20%110,653+11,466+11.56%$5,056,845
PIMCO ETF TRMINOOther0.19%109,529+109,529+100.00%$5,012,047
VANGUARD MUN BD FDSVTEBOther0.19%98,971+21,841+28.32%$5,005,928
ELI LILLY & COLLYHealthcare0.19%4,144+223+5.69%$4,970,687
VANGUARD INTL EQUITY INDEX FVWOOther0.19%82,274-12,777-13.44%$4,910,921
STATE STR SPDR S&P 500 ETF TSPYOther0.18%6,410-560-8.03%$4,787,046
TESLA INCTSLAConsumer Cyclical0.17%10,588+1,294+13.92%$4,453,190
VANGUARD WORLD FDVGTOther0.17%37,159+30,829+487.03%$4,441,199
ABBVIE INCABBVHealthcare0.17%17,535-535-2.96%$4,412,408
SCHWAB STRATEGIC TRFNDEOther0.17%109,052-191,532-63.72%$4,327,192
META PLATFORMS INCMETACommunication Services0.17%7,629-842-9.94%$4,297,611
TRUST FOR PROFESSIONAL MANAGCLSEOther0.16%123,024+123,024+100.00%$4,199,429
DBX ETF TRRVNUOther0.16%164,092+5,170+3.25%$4,153,178
ISHARES TRVLUEOther0.15%19,930+1,286+6.90%$3,982,227
SPDR SERIES TRUSTTFIOther0.15%86,268-69,658-44.67%$3,951,089
SCHWAB STRATEGIC TRSCHMOther0.15%103,573-3,930-3.66%$3,818,736
VANGUARD INDEX FDSVOOOther0.14%5,348-3,278-38.00%$3,672,823
SPDR INDEX SHS FDSGWXOther0.14%81,910-5,206-5.98%$3,584,376
INNOVATOR ETFS TRUSTPJULOther0.14%72,321-2,033-2.73%$3,529,988
SPDR SERIES TRUSTCWBOther0.14%32,612-96,765-74.79%$3,516,225
ADVANCED MICRO DEVICES INCAMDTechnology0.13%6,005-116-1.90%$3,488,282
INVESCO EXCH TRADED FD TR IIPZAOther0.13%145,301-11,803-7.51%$3,417,480
VANGUARD INDEX FDSVUGOther0.13%39,333+31,335+391.79%$3,388,156
VANGUARD INDEX FDSVTIOther0.13%8,888+390+4.59%$3,288,860
MERCK & CO INCMRKHealthcare0.13%25,372+1,376+5.73%$3,260,296
ISHARES TREFAOther0.13%31,381-6,154-16.40%$3,259,866
ISHARES TRMUBOther0.12%29,996-20,827-40.98%$3,228,185
GILEAD SCIENCES INCGILDHealthcare0.12%25,513-35-0.14%$3,223,277
ISHARES TRSGOVOther0.12%30,659+2,711+9.70%$3,086,416
EXXON MOBIL CORPXOMEnergy0.12%22,554+2,483+12.37%$3,083,555
ORACLE CORPORCLTechnology0.12%20,562+1,849+9.88%$3,013,401
CATERPILLAR INCCATIndustrials0.12%2,807+254+9.95%$2,989,162
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.12%5,950+199+3.46%$2,977,461
UNITED PARCEL SVCS INCUPSIndustrials0.11%25,921+7,703+42.28%$2,786,508
SPDR SERIES TRUSTSPYDOther0.11%57,883-895-1.52%$2,761,615
SPDR INDEX SHS FDSSPEMOther0.11%52,599-1,050-1.96%$2,723,576
JPMORGAN CHASE & COJPMFinancial Services0.10%8,014+1,994+33.12%$2,623,108
MICRON TECHNOLOGY INCMUTechnology0.10%2,269-265-10.46%$2,618,657
MARATHON PETE CORPMPCEnergy0.09%9,426+348+3.83%$2,409,818
SPDR SERIES TRUSTSPYGOther0.09%19,907-620-3.02%$2,368,708
AMERICAN EXPRESS COAXPFinancial Services0.09%6,956+64+0.93%$2,352,744
PALANTIR TECHNOLOGIES INCPLTRTechnology0.09%20,048+5,012+33.33%$2,338,982
ISHARES TROEFOther0.09%6,366-7,873-55.29%$2,329,128
INTEL CORPINTCTechnology0.09%16,530-1,385-7.73%$2,308,077
INVESCO QQQ TRQQQOther0.09%3,131-894-22.21%$2,305,810
Mcadam, Llc Options Holdings in Q2 2026

2 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026GMEGameStop CorporationCALL8,200$4,971
Q2 2026LUMNLumen Technologies, Inc.CALL800$2,828

Notional value represents the total exposure of the options position.