13F Filings History of McAdam, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$2,185,102,067
Signature - Title
Edward O'Brien - Chief Compliance Officer
Location
Philadelphia, PA
Summary
This page shows a list of all the recent 13F filings made by McAdam, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McAdam, LLC reported 428 stock holdings with total value $2,185,102,067 as of Q4 2025. Top holdings included SCHX, FNDX, SCHG, SCHF, and SCHC.

Notify me when McAdam, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 428 $2,185,102,067 +$139,917,114 -$12,813,416 +$127,103,698 SCHX, FNDX, SCHG, SCHF, SCHC 13F-HR 13 Feb 2026, 13:48
Q3 2025 394 $2,029,356,262 +$110,180,527 -$25,096,444 +$85,084,083 SCHX, FNDX, SCHG, SCHF, SCHC 13F-HR 29 Oct 2025, 16:18
Q2 2025 376 $1,826,476,773 +$123,701,908 -$48,435,051 +$75,266,857 SCHX, FNDX, SCHG, SCHF, SCHC 13F-HR 15 Jul 2025, 16:20
Q1 2025 343 $1,615,677,468 +$26,967,577 -$202,920,558 -$175,952,981 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 21 May 2025, 10:22
Q4 2024 353 $1,832,798,416 +$659,189,397 -$33,103,161 +$626,086,236 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 24 Jan 2025, 13:40
Q3 2024 330 $1,782,579,648 +$103,541,571 -$82,979,961 +$20,561,610 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 22 Oct 2024, 17:29
Q2 2024 318 $1,662,404,074 +$104,550,800 -$11,141,252 +$93,409,548 SCHX, SCHG, FNDX, SCHF, SCHZ 13F-HR 24 Jul 2024, 12:41
Q1 2024 302 $1,559,837,148 +$99,546,823 -$14,026,669 +$85,520,154 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 23 Apr 2024, 09:36
Q4 2023 277 $1,386,736,928 +$67,085,729 -$18,963,213 +$48,122,516 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 05 Feb 2024, 11:24
Q3 2023 258 $1,219,818,294 +$75,336,716 -$13,127,921 +$62,208,795 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 31 Oct 2023, 17:00
Q2 2023 262 $1,211,755,692 +$74,399,941 -$25,159,644 +$49,240,297 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 02 Aug 2023, 12:29
Q1 2023 256 $1,110,963,045 +$158,919,128 -$29,686,305 +$129,232,823 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 24 Apr 2023, 12:59
Q4 2022 193 $402,275,000 $0 $0 $0 FNDX, SCHZ, RSP, MDYV, VOE 13F-HR 27 Jan 2023, 14:39
Q3 2022 216 $922,400,000 +$45,833,121 -$12,443,495 +$33,389,626 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 24 Oct 2022, 14:30
Q2 2022 220 $945,770,000 +$94,153,624 -$55,489,112 +$38,664,512 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 15 Jul 2022, 16:19
Q1 2022 212 $1,057,485,000 +$226,437,956 -$16,641,255 +$209,796,701 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 07 Apr 2022, 12:52
Q4 2021 193 $1,014,108,000 +$76,589,811 -$8,193,843 +$68,395,968 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 07 Jan 2022, 16:14
Q3 2021 179 $900,288,000 +$47,236,043 -$10,986,401 +$36,249,642 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 05 Oct 2021, 14:41
Q2 2021 176 $879,423,000 +$126,442,787 -$4,831,492 +$121,611,295 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 02 Aug 2021, 15:17
Q1 2021 160 $709,275,000 +$51,893,647 -$16,607,605 +$35,286,042 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 26 Apr 2021, 13:34
Q4 2020 161 $653,308,000 +$88,150,591 -$38,758,416 +$49,392,175 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 12 Jan 2021, 13:39
Q3 2020 143 $526,132,000 +$32,612,906 -$1,973,722 +$30,639,184 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 13 Nov 2020, 12:52
Q2 2020 125 $470,696,000 +$40,818,032 -$3,485,864 +$37,332,168 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 31 Jul 2020, 16:50
Q1 2020 106 $372,009,000 +$41,590,806 -$6,148,533 +$35,442,273 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 08 May 2020, 10:02
Q4 2019 86 $414,033,000 +$29,202,597 -$3,713,706 +$25,488,891 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 23 Jan 2020, 09:39
Q3 2019 82 $367,057,000 +$42,942,582 -$11,786,293 +$31,156,289 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 15 Oct 2019, 10:17
Q2 2019 74 $334,645,000 +$26,636,949 -$1,128,608 +$25,508,341 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 30 Jul 2019, 12:04
Q1 2019 72 $301,312,000 +$23,881,049 -$1,181,264 +$22,699,785 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 22 Apr 2019, 11:40
Q4 2018 64 $253,185,000 +$50,311,604 -$40,696,899 +$9,614,705 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 30 Jan 2019, 11:33
Q3 2018 655 $272,364,000 +$20,836,552 -$1,958,104 +$18,878,448 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 10 Oct 2018, 14:34
Q2 2018 624 $245,629,000 +$63,951,743 -$25,429,057 +$38,522,686 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 22 Aug 2018, 10:49
Q1 2018 759 $217,645,000 +$75,747,110 -$683,836 +$75,063,274 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 24 Apr 2018, 10:41
Q4 2017 45 $141,575,000 $0 $0 $0 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 12 Jan 2018, 11:15
Q3 2017 45 $141,575,000 +$15,519,554 -$609,792 +$14,909,762 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 12 Oct 2017, 16:49
Q2 2017 45 $123,093,000 +$15,617,004 -$1,537,323 +$14,079,681 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 23 Aug 2017, 16:07
Q1 2017 45 $106,679,000 +$4,735,094 -$2,884,766 +$1,850,328 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 04 May 2017, 12:57
Q4 2016 49 $100,992,000 $0 $0 $0 FNDX, SCHX, SCHZ, SCHG, SCHF 13F-HR 10 Feb 2017, 09:46