McAdam, LLC

RIA/Wealth

McAdam, LLC is a RIA/Wealth based in Radnor, PA led by Michael Joseph Mcadam, reporting $2.3B in AUM as of Q3 2025 with 88% ETF concentration, 59% concentrated in top 10 holdings, and minimal technology exposure.

Managing PartnerMichael Joseph Mcadam

Portfolio Value: $2.0B
Positions: 393
Top Holding: SCHX at 12.51%
Last Reported: Q3 2025

Address150 N. Radnor Chester Road, Suite F-200, Radnor, PA, 19087, United States

Top Holdings

Largest long holdings in McAdam, LLC's portfolio (59.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$253.7M	12.51%	+$8.7M Bought	— 9.6M shares	Q4 2016 Held for 8y 11m
2 Schwab Fundamental U.S. Large Company FNDX	ETF ETF	$230.2M	11.35%	+$12.7M Bought	— 8.8M shares	Q4 2016 Held for 8y 11m
3 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$223.8M	11.04%	+$6.6M Bought	— 7.0M shares	Q4 2016 Held for 8y 11m
4 Schwab International Equity SCHF	ETF ETF	$170.3M	8.40%	+$17.7M Bought	— 7.3M shares	Q4 2016 Held for 8y 11m
5 Schwab International Small-Cap Equity ETF SCHC	ETF ETF	$65.9M	3.25%	+$4.3M Bought	— 1.4M shares	Q4 2016 Held for 8y 11m
6 Vanguard Mid-Cap Value VOE	ETF ETF	$57.4M	2.83%	+$3.3M Bought	— 328.6K shares	Q3 2020 Held for 5y 2m
7 Vanguard Mid-Cap Growth VOT	Unknown Unknown	$56.9M	2.80%	+$2.1M Bought	— 193.6K shares	Q1 2023 Held for 2y 8m
8 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$55.0M	2.71%	+$4.1M Bought	— 1.2M shares	Q3 2024 Held for 1y 2m
9 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$50.0M	2.47%	+$1.5M Bought	— 263.6K shares	Q4 2016 Held for 8y 11m
10 SCHZ Schwab US Aggregate Bond SCHZ	ETF ETF	$41.8M	2.06%	+$1.7M Bought	— 1.8M shares	Q4 2016 Held for 8y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in McAdam, LLC's latest filing

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Market Value

$2.0B

Prior: $1.8B

Q/Q Change

+11.05%

+$201.8M

Net Flows % of MV

+3.96%

Turnover Ratio

3.31%

New Purchases

21 stocks

$4.8M

Added To

204 stocks

+$100.6M

Sold Out Of

19 stocks

$6.6M

Reduced Holdings

140 stocks

-$18.5M

Increased Positions

Position	Shares Δ	Change
1 PULS PGIM Ultra Short Bond PULS	New	0 → 10.0K +$499.3K
2 Rubrik RBRK	New	0 → 3.7K +$307.5K
3 Occidental Petroleum OXY	New	0 → 6.3K +$298.8K
4 CleanSpark CLSK	New	0 → 18.8K +$273.3K
5 Taiwan Semiconductor Manufacturing Company TSM	New	0 → 966.0 +$269.8K

Decreased Positions

Position	Shares Δ	Change
1 AB Tax-Aware Long Municipal TAFL	Sold	103.4K → 0 −$2.5M
2 Zoom Video Communications, Inc. ZM	Sold	5.2K → 0 −$406.1K
3 Hartford Core Bond HCRB	Sold	11.4K → 0 −$399.7K
4 PayPal Holdings, Inc. PYPL	Sold	4.6K → 0 −$338.1K
5 XBI SPDR S&P Biotech XBI	Sold	3.3K → 0 −$271.4K

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Analytics

Portfolio insights and performance metrics for McAdam, LLC

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Sector Allocation

ETF

88.10%

Technology

3.60%

Financial Services

1.00%

Communication Services

0.90%

Consumer Cyclical

0.90%

Healthcare

0.80%

Industrials

0.50%

Energy

0.40%

Consumer Defensive

0.30%

Real Estate

0.30%

Basic Materials

0.10%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

6.02%

Large Cap ($10B - $200B)

2.35%

Mid Cap ($2B - $10B)

0.37%

Small Cap ($300M - $2B)

0.04%

Micro Cap ($50M - $300M)

0.01%

N/A (ETF or Unknown)

91.22%

Portfolio Concentration

Top 10 Holdings %

59.41%

Top 20 Holdings %

70.75%

Top 50 Holdings %

83.61%

Top 100 Holdings %

91.85%