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.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 428 $2,185,102,067 +$139,917,113 -$12,813,418 +$127,103,695 SCHX, FNDX, SCHG, SCHF, SCHC 13F-HR 13 Feb 2026, 13:48
Q3 2025 394 $2,029,356,262 +$110,180,533 -$25,096,447 +$85,084,086 SCHX, FNDX, SCHG, SCHF, SCHC 13F-HR 29 Oct 2025, 16:18
Q2 2025 376 $1,826,476,773 +$123,701,915 -$48,435,060 +$75,266,855 SCHX, FNDX, SCHG, SCHF, SCHC 13F-HR 15 Jul 2025, 16:20
Q1 2025 343 $1,615,677,468 +$26,967,584 -$202,920,550 -$175,952,966 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 21 May 2025, 10:22
Q4 2024 353 $1,832,798,416 +$659,189,402 -$33,103,160 +$626,086,242 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 24 Jan 2025, 13:40
Q3 2024 330 $1,782,579,648 +$103,541,563 -$82,979,956 +$20,561,607 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 22 Oct 2024, 17:29
Q2 2024 318 $1,662,404,074 +$104,550,800 -$11,123,768 +$93,427,032 SCHX, SCHG, FNDX, SCHF, SCHZ 13F-HR 24 Jul 2024, 12:41
Q1 2024 301 $1,559,638,156 +$99,546,822 -$13,980,933 +$85,565,889 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 23 Apr 2024, 09:36
Q4 2023 276 $1,385,376,314 +$67,085,733 -$18,894,246 +$48,191,487 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 05 Feb 2024, 11:24
Q3 2023 270 $1,219,406,034 +$75,284,683 -$13,127,919 +$62,156,764 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 31 Oct 2023, 17:00
Q2 2023 262 $1,211,755,692 +$74,399,947 -$24,088,038 +$50,311,909 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 02 Aug 2023, 12:29
Q1 2023 256 $1,110,963,045 $0 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 24 Apr 2023, 12:59
Q4 2022 82 $396,936,000 $0 FNDX, SCHZ, RSP, MDYV, VOE 13F-HR 27 Jan 2023, 13:39
Q3 2022 216 $919,765,643 +$45,750,926 -$9,829,496 +$35,921,430 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 24 Oct 2022, 14:30
Q2 2022 219 $943,171,554 +$94,147,666 -$50,494,588 +$43,653,078 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 15 Jul 2022, 16:19
Q1 2022 211 $1,046,358,120 +$226,026,084 -$13,584,459 +$212,441,625 SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 07 Apr 2022, 12:52
Q4 2021 193 $1,011,714,396 +$76,245,168 -$5,264,843 +$70,980,325 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 07 Jan 2022, 15:14
Q3 2021 179 $900,288,000 +$47,236,035 -$10,866,397 +$36,369,638 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 05 Oct 2021, 14:41
Q2 2021 174 $880,164,000 +$126,497,455 -$4,831,493 +$121,665,962 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 02 Aug 2021, 15:17
Q1 2021 160 $709,275,000 +$51,893,651 -$16,604,027 +$35,289,624 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 26 Apr 2021, 13:34
Q4 2020 160 $652,412,768 +$87,380,266 -$35,680,409 +$51,699,857 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 12 Jan 2021, 12:39
Q3 2020 143 $526,132,000 +$32,612,902 -$1,753,722 +$30,859,180 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 13 Nov 2020, 11:52
Q2 2020 124 $470,620,000 +$40,742,029 -$2,245,863 +$38,496,166 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 31 Jul 2020, 16:50
Q1 2020 106 $372,009,000 +$41,590,809 -$3,258,531 +$38,332,278 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 08 May 2020, 10:02
Q4 2019 86 $407,466,573 +$28,894,807 -$2,350,706 +$26,544,101 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 23 Jan 2020, 08:39
Q3 2019 82 $364,545,514 +$42,760,139 -$9,044,296 +$33,715,843 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 15 Oct 2019, 10:17
Q2 2019 74 $332,322,325 +$26,374,572 -$161,608 +$26,212,964 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 30 Jul 2019, 12:04
Q1 2019 72 $301,312,000 +$23,881,053 -$472,263 +$23,408,790 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 22 Apr 2019, 11:40
Q4 2018 64 $253,185,000 +$50,311,602 -$22,677,896 +$27,633,706 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 30 Jan 2019, 10:33
Q3 2018 588 $272,331,000 +$20,844,733 -$1,466,512 +$19,378,221 SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 10 Oct 2018, 14:34
Q2 2018 556 $245,627,002 +$63,970,654 -$1,727,781 +$62,242,873 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 22 Aug 2018, 10:49
Q1 2018 645 $217,636,002 +$75,738,122 -$683,836 +$75,054,286 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 24 Apr 2018, 10:41
Q4 2017 44 $137,964,000 $0 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 12 Jan 2018, 10:15
Q3 2017 45 $141,575,000 +$15,519,553 -$197,792 +$15,321,761 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 12 Oct 2017, 16:49
Q2 2017 45 $123,093,000 +$15,617,005 -$167,323 +$15,449,682 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 23 Aug 2017, 16:07
Q1 2017 45 $106,679,000 +$4,735,092 -$962,766 +$3,772,326 SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 04 May 2017, 12:57
Q4 2016 49 $100,992,000 $0 FNDX, SCHX, SCHZ, SCHG, SCHF 13F-HR 10 Feb 2017, 08:46