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McAdam, LLC

SEC CIK
0001695490
Latest filing
Aug 4, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 2, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
176
+16 vs. Q1 2021
Portfolio value
$881.4M
+$172.2M (+24.3%) vs. Q1 2021
Filed
Aug 2, 2021
SEC
Holdings of McAdam, LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Large-Cap ETF808524201ETF1,053,968$112.8M12.8%+142,877+15.7%Added–
Schwab Fundamental U.S. Large Company ETF808524771ETF1,689,513$93.1M10.6%+214,413+14.5%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF598,244$91.0M10.3%+81,450+15.8%Added–
Schwab US Aggregate Bond ETF808524839ETF1,211,073$66.6M7.6%+141,545+13.2%Added–
Schwab International Equity ETF808524805ETF1,582,991$63.1M7.2%+298,063+23.2%Added–
Schwab International Small-Cap Equity ETF808524888ETF719,623$30.6M3.5%+118,086+19.6%Added–
SPDR Series Trust78464A821ST STR SP400GRW364,263$28.5M3.2%−8,008−2.2%Reduced–
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF335,352$22.7M2.6%−8,395−2.4%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT146,521$22.4M2.5%+28,441+24.1%Added–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF628,229$19.8M2.3%−11,146−1.7%Reduced–
SPDR Series Trust78464A664ST LON TREAS ETF406,212$17.3M2.0%+52,275+14.8%Added–
Schwab US Tips ETF808524870ETF212,659$13.6M1.5%+38,077+21.8%Added–
Schwab Fundamental U.S. Small Company ETF808524763ETF236,745$12.6M1.4%−8,384−3.4%Reduced–
SPDR Series Trust78468R721STATE STREET SPD235,196$12.3M1.4%+53,934+29.8%Added–
PIMCO ETF Tr72201R817INV GRD CRP BD94,564$10.9M1.2%+14,395+18.0%Added–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF41,946$10.1M1.1%+22,005+110.4%Added–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF115,332$9.93M1.1%+9,437+8.9%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF68,223$9.68M1.1%+27,080+65.8%Added–
Schwab Intermediate-Term US Treasury ETF808524854ETF166,703$9.57M1.1%+20,239+13.8%Added–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF105,682$8.73M1.0%−3,726−3.4%Reduced–
Invesco Exch Traded FD Tr II46138E511PFD ETF544,996$8.26M0.9%+57,707+11.8%Added–
iShares Tr464288414NATIONAL MUN ETF69,734$8.21M0.9%+22,093+46.4%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF35,103$8.01M0.9%+350+1.0%Added–
Schwab Emerging Markets Equity ETF808524706ETF241,136$7.50M0.9%+123,479+104.9%Added–
SPDR Series Trust78464A201ST STR SP600GRWO76,758$6.79M0.8%−1,761−2.2%Reduced–
AAPLApple Inc.Stock44,948$6.55M0.7%+4,847+12.1%AddedHistory
Invesco Exch Traded FD Tr II46138G508SR LN ETF238,210$5.25M0.6%+30,977+14.9%Added–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF126,453$5.06M0.6%−223−0.2%Reduced–
Amplify ETF Tr032108888BLACKSWAN GRWT141,444$5.00M0.6%+11,678+9.0%Added–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 5014,812$5.00M0.6%+581+4.1%Added–
Invesco Exchange Traded FD T46137V332S&P500 EQL HLT15,749$4.84M0.5%−425−2.6%Reduced–
iShares Core S&P 500 ETF464287200ETF10,870$4.81M0.5%+658+6.4%Added–
iShares Tr464288513IBOXX HI YD ETF53,945$4.75M0.5%+10,244+23.4%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF15,872$4.55M0.5%+8,478+114.7%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF19,465$4.34M0.5%+5,232+36.8%Added–
DBX ETF Tr233051705XTRACK MUN INFRA142,268$4.23M0.5%+33,436+30.7%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF23,770$4.08M0.5%+10,724+82.2%Added–
iShares MSCI Eafe ETF464287465ETF50,058$4.00M0.5%+603+1.2%Added–
SPDR Series Trust78468R739ST NUVE TERM ETF80,340$3.99M0.5%+11,661+17.0%Added–
iShares Russell Mid-Cap Value ETF464287473ETF33,780$3.92M0.4%+10,199+43.3%Added–
WisdomTree Tr97717W430HEDGED HI YLD BD174,911$3.87M0.4%−7,583−4.2%Reduced–
MSFTMicrosoft CorpStock11,741$3.36M0.4%+7,249+161.4%AddedHistory
Schwab US Dividend Equity ETF808524797ETF43,730$3.34M0.4%+640+1.5%Added–
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF158,158$3.09M0.4%−2,094−1.3%Reduced–
SPDR Series Trust78464A284ST NUVE HIGH ETF49,749$3.04M0.3%+8,214+19.8%Added–
Vanguard Information Technology ETF92204A702ETF7,345$3.03M0.3%+2,162+41.7%Added–
SPDR Series Trust78468R812ST STR MSCI USAQ23,989$2.95M0.3%−842−3.4%Reduced–
Global X FDS37954Y475S&P 500 COVERED57,440$2.81M0.3%−1,237−2.1%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF23,724$2.76M0.3%+7,912+50.0%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF20,768$2.38M0.3%+882+4.4%Added–
iShares Tr464288430ASIA 50 ETF27,970$2.37M0.3%+3,871+16.1%Added–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG25,676$2.28M0.3%+2,951+13.0%Added–
iShares Tr464288273EAFE SML CP ETF29,791$2.26M0.3%+231+0.8%Added–
Invesco India Exchange-Trade46137R109INDIA ETF84,389$2.20M0.2%+16,250+23.8%Added–
AMZNAmazon Com IncStock581$2.09M0.2%+123+26.9%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF20,138$2.05M0.2%−311−1.5%Reduced–
SPDR Index Shs FDS78463X509ST PORT MARK ETF45,576$1.97M0.2%+697+1.6%Added–
REGNRegeneron Pharmaceuticals, Inc.COM3,345$1.95M0.2%+3,345NewHistory
WisdomTree Tr97717W380INTRST RATE HDGE39,597$1.86M0.2%+14,203+55.9%Added–
ABBVAbbVie Inc.Stock15,400$1.83M0.2%+6,543+73.9%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF24,335$1.77M0.2%−803−3.2%Reduced–
Schwab U.S. Mid-Cap ETF808524508ETF20,720$1.63M0.2%−2,303−10.0%Reduced–
State Street SPDR S&P Biotech ETF78464A870ETF12,122$1.52M0.2%+3,893+47.3%Added–
TSLATesla, Inc.Stock2,070$1.40M0.2%+524+33.9%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD23,598$1.31M0.1%+329+1.4%Added–
GOOGLAlphabet Inc.Stock457$1.24M0.1%+102+28.7%AddedHistory
Amplify ETF Tr032108409CWP ENHANCED DIV32,254$1.18M0.1%+12,810+65.9%Added–
Vanguard World FD921910873MEGA CAP INDEX7,116$1.12M0.1%−98−1.4%Reduced–
AXPAmerican Express CoStock6,487$1.11M0.1%−572−8.1%ReducedHistory
JNJJohnson & JohnsonStock6,289$1.08M0.1%+671+11.9%AddedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW14,221$1.03M0.1%−227−1.6%ReducedConverted for a 4-for-1 split–
VZVerizon Communications IncStock18,117$1.01M0.1%+1,188+7.0%AddedHistory
DTDynatrace, Inc.Stock14,291$910.0K0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF2,116$857.0K0.1%+192+10.0%Added–
VanEck ETF Trust92189F387SHRT HGH YLD MUN32,549$833.0K0.1%−200−0.6%Reduced–
MRNAModerna, Inc.Stock2,406$832.0K0.1%+106+4.6%AddedHistory
GOOGAlphabet Inc.Stock284$776.0K0.1%+50+21.4%AddedHistory
AONAon plcCL A2,865$756.0K0.1%−2−0.1%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,662$733.0K0.1%+102+6.5%AddedHistory
CSCOCisco Systems, Inc.Stock13,079$720.0K0.1%+460+3.6%AddedHistory
Invesco QQQ Trust Series I46090E103ETF1,940$711.0K0.1%+360+22.8%Added–
UPSUnited Parcel Service IncStock3,663$703.0K0.1%+4+0.1%AddedHistory
iShares Tr46434V4070-5YR HI YL CP14,427$662.0K0.1%+2,117+17.2%Added–
Vanguard Morningstar Growth ETF922908736ETF2,133$636.0K0.1%+328+18.2%Added–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF3,397$626.0K0.1%+45+1.3%Added–
TAT&T Inc.Stock22,058$624.0K0.1%+460+2.1%AddedHistory
Pershing Square Tontine Hldg71531R109COM CL A30,211$614.0K0.1%+4,212+16.2%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF11,865$611.0K0.1%+11,865New–
Vanguard Short-Term Bond ETF921937827ETF7,404$610.0K0.1%+568+8.3%Added–
iShares Russell Top 200 Growth ETF464289438ETF3,860$608.0K0.1%+3,860New–
New York Life Investments Et45409B800MERGE ARBIT ETF17,754$591.0K0.1%−201−1.1%Reduced–
TRMBTrimble Inc.COM6,830$584.0K0.1%00.0%UnchangedHistory
FLNAFilana Therapeutics, Inc.COM5,464$565.0K0.1%+106+2.0%AddedHistory
STTState Street CorpCOM6,265$551.0K0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock1,529$548.0K0.1%+65+4.4%AddedHistory
DISWalt Disney CoStock3,009$537.0K0.1%+346+13.0%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,470$516.0K0.1%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF3,226$515.0K0.1%+1,576+95.5%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF7,957$507.0K0.1%+542+7.3%Added–
ORCLOracle CorpStock5,655$496.0K0.1%+193+3.5%AddedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of McAdam, LLC in Q2 2021
SecurityClassPutsCalls
DISWalt Disney CoStock–$10.0K

Sold out since Q1 2021 (3)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of McAdam, LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
FS KKR Cap Corp II35952V303COM28,925$565.0K0.1%–
PENNPENN Entertainment, Inc.COM2,530$265.0K<0.1%History
SILKSilk Road Medical IncCOM4,115$208.0K<0.1%History