McAdam 13F Holdings & Latest Moves

13F filer · Latest filing Oct 21, 2026

Latest 13F moves (filed Oct 21, 2026): 24 added, 12 reduced, 1 sold out. Largest change by value: added $FNDX ($349.78M held).

New positions
0
Added / reduced
24 / 12
Sold out
1

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$FNDX Added +183.12K (+1.68%) 11.11M $349.78M —
$SCHX Added +266.17K (+2.44%) 11.19M $335.66M —
$SCHG Added +139.03K (+1.63%) 8.68M $311.73M —
$AAPL Added +3.18K (+3.46%) 95.08K $31.66M —
$NVDA Added +2.97K (+2.47%) 123.29K $28.16M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$JCPB Reduced -120.36K (-6.10%) 1.85M $83M —
$IVV Reduced -1.10K (-3.26%) 32.60K $24.97M —
$IEFA Reduced -5.26K (-2.52%) 203.29K $19.69M —
$SPYV Reduced -9.02K (-3.32%) 262.46K $16.04M —
$SCHP Reduced -20.12K (-3.39%) 572.62K $14.39M —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$FNDX Added +183.12K (+1.68%) 11.11M $349.78M —
$SCHX Added +266.17K (+2.44%) 11.19M $335.66M —
$SCHG Added +139.03K (+1.63%) 8.68M $311.73M —
$AAPL Added +3.18K (+3.46%) 95.08K $31.66M —
$NVDA Added +2.97K (+2.47%) 123.29K $28.16M —
$VBR Added +2.66K (+2.29%) 118.84K $27.46M —
$WT Added +25.10K (+3.91%) 667.70K $15.05M —
$EMXC Added +5.84K (+5.52%) 111.64K $11.06M —
$VTV Added +3.48K (+11.86%) 32.80K $7.09M —
$BOND Added +74.70K (+2630.32%) 77.54K $6.75M —
$FNDE Added +27.45K (+25.17%) 136.50K $5.72M —
$VOO Added +1.91K (+35.70%) 7.26K $5.09M —
$SGOV Added +14.09K (+45.96%) 44.75K $4.51M —
$AGG Added +26.47K (+154.70%) 43.58K $4.12M —
$SUB Added +29.45K (+342.59%) 38.05K $3.98M —
$IBIT Added +50.43K (+219.26%) 73.43K $3.48M —
$MU Added +518 (+22.83%) 2.79K $2.97M —
$PFF Added +40.67K (+190.73%) 61.99K $1.83M —
$FBND Added +19.74K (+95.62%) 40.38K $1.75M —
$RKLB Added +9.23K (+58.81%) 24.92K $1.74M —
$SPAB Added +43.56K (+211.30%) 64.17K $1.56M —
$TLT Added +9.01K (+84.08%) 19.73K $1.53M —
$VGLT Added +19.93K (+187.82%) 30.54K $1.53M —
$LQD Added +7.24K (+165.24%) 11.63K $1.19M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$JCPB Reduced -120.36K (-6.10%) 1.85M $83M —
$IVV Reduced -1.10K (-3.26%) 32.60K $24.97M —
$IEFA Reduced -5.26K (-2.52%) 203.29K $19.69M —
$SPYV Reduced -9.02K (-3.32%) 262.46K $16.04M —
$SCHP Reduced -20.12K (-3.39%) 572.62K $14.39M —
$FPEI Reduced -44.61K (-8.28%) 494.47K $9.12M —
$RSP Reduced -5.77K (-12.50%) 40.39K $8.40M —
$TSLA Reduced -1.84K (-17.35%) 8.75K $3.10M —
$GLD Reduced -5.42K (-73.13%) 1.99K $759.12K —
$PANW Reduced -2.03K (-55.30%) 1.64K $652.30K —
$MINO Reduced -101.10K (-92.31%) 8.43K $358.93K —
$JMUB Reduced -24.24K (-77.85%) 6.90K $328.16K —

Sold out position in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$LUMN Sold out -261.16K — — —

All tracked 13F moves by McAdam

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPYV Reduced -9.02K (-3.32%) 262.46K $16.04M —
$SCHP Reduced -20.12K (-3.39%) 572.62K $14.39M —
$JCPB Reduced -120.36K (-6.10%) 1.85M $83M —
$IVV Reduced -1.10K (-3.26%) 32.60K $24.97M —
$IEFA Reduced -5.26K (-2.52%) 203.29K $19.69M —
$FPEI Reduced -44.61K (-8.28%) 494.47K $9.12M —
$TSLA Reduced -1.84K (-17.35%) 8.75K $3.10M —
$GLD Reduced -5.42K (-73.13%) 1.99K $759.12K —
$PANW Reduced -2.03K (-55.30%) 1.64K $652.30K —
$MINO Reduced -101.10K (-92.31%) 8.43K $358.93K —
$LUMN Sold out -261.16K — — —
$JMUB Reduced -24.24K (-77.85%) 6.90K $328.16K —
$RSP Reduced -5.77K (-12.50%) 40.39K $8.40M —
$WT Added +25.10K (+3.91%) 667.70K $15.05M —
$VOO Added +1.91K (+35.70%) 7.26K $5.09M —
$VTV Added +3.48K (+11.86%) 32.80K $7.09M —
$VBR Added +2.66K (+2.29%) 118.84K $27.46M —
$VGLT Added +19.93K (+187.82%) 30.54K $1.53M —
$SUB Added +29.45K (+342.59%) 38.05K $3.98M —
$SPAB Added +43.56K (+211.30%) 64.17K $1.56M —
$SCHX Added +266.17K (+2.44%) 11.19M $335.66M —
$SCHG Added +139.03K (+1.63%) 8.68M $311.73M —
$RKLB Added +9.23K (+58.81%) 24.92K $1.74M —
$PFF Added +40.67K (+190.73%) 61.99K $1.83M —
$NVDA Added +2.97K (+2.47%) 123.29K $28.16M —
$MU Added +518 (+22.83%) 2.79K $2.97M —
$LQD Added +7.24K (+165.24%) 11.63K $1.19M —
$EMXC Added +5.84K (+5.52%) 111.64K $11.06M —
$AGG Added +26.47K (+154.70%) 43.58K $4.12M —
$IBIT Added +50.43K (+219.26%) 73.43K $3.48M —
$TLT Added +9.01K (+84.08%) 19.73K $1.53M —
$SGOV Added +14.09K (+45.96%) 44.75K $4.51M —
$FNDX Added +183.12K (+1.68%) 11.11M $349.78M —
$FNDE Added +27.45K (+25.17%) 136.50K $5.72M —
$FBND Added +19.74K (+95.62%) 40.38K $1.75M —
$BOND Added +74.70K (+2630.32%) 77.54K $6.75M —
$AAPL Added +3.18K (+3.46%) 95.08K $31.66M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks McAdam holds or traded

Frequently asked questions

What did McAdam buy and sell in its latest 13F?

It opened or added to $FNDX, $SCHX, $SCHG, $AAPL and $NVDA; it cut or exited $JCPB, $IVV, $IEFA, $SPYV and $SCHP.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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