McCarthy Asset Management, Inc.
All 13F Filings
- Location
- Redwood Shores, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 210,984
- 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 | 8/10/2026 | 29 | 210,984 | 13F-HR | McCarthy Asset Management, Inc. |
| Q4 2025 | 2/3/2026 | 27 | 191,559 | 13F-HR | McCarthy Asset Management, Inc. |
| Q3 2025 | 10/23/2025 | 26 | 155,756 | 13F-HR | McCarthy Asset Management, Inc. |
| Q2 2025 | 7/31/2025 | 27 | 147,223 | 13F-HR | McCarthy Asset Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.51 K | 20.6% | 43.51 K | 0 | 43.51 K |
| ETFs | 167.5 K | 79.4% | 167.5 K | 0 | 167.5 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
210,984
Holdings
29
QoQ value change ($000)
—
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.