McAdam, LLC
Annual return '25
+20.9%
SPY '25
+17.7%
Alpha
+3.2ptsvs SPY
Invested
$2.2B
Holdings
441
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FNDX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 9.18M shares)
11.8%
02
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 9.94M shares)
11.7%
03
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Sold 81.8% (7.26M → 1.32M shares)
9.7%
04
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 8.05M shares)
9.4%
05
$SCHC
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.60M shares)
3.5%
06
$VOE
VANGUARD INDEX FDS
Q1 2026: Exited (was 347.3k shares)
2.9%
07
$JCPB
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 1.25M shares)
2.8%
08
$VOT
VANGUARD INDEX FDS
Q1 2026: Exited (was 203.2k shares)
2.4%
09
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 270.7k shares)
2.4%
10
$SCHZ
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.92M shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.