McAdam, LLC

All 13F Filings

Location
Philadelphia, PA
Most recent 13F
Q2 2026
Holdings value ($000)
2,588,499
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/4/2026 520 2,588,499 13F-HR McAdam, LLC
Q1 2026 5/8/2026 447 2,219,605 13F-HR McAdam, LLC
Q4 2025 2/13/2026 431 2,185,111 13F-HR McAdam, LLC
Q3 2025 10/29/2025 395 2,029,356 13F-HR McAdam, LLC
Q2 2025 7/15/2025 376 1,826,477 13F-HR McAdam, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 11 (0.0% of total reported value) · QoQ Δ: +4
Type Value ($000) Share % Inflow Outflow Net
Stocks 434.7 K 16.8% 142.8 K 0 142.8 K
ETFs 2.141 M 82.7% 236.5 K 0 236.5 K
Debt 11.77 K 0.5% 0 10.58 K -10.58 K
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Fund Snapshot

Q2 2026
Latest filed
8/4/2026
Total value ($000)
2,588,499
Holdings
520
QoQ value change ($000)
368,894 (16.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.