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McMahon Financial Advisors, LLC

RIA/Wealth

McMahon Financial Advisors, LLC is a RIA/Wealth based in Pittsburgh, PA led by Christopher Sean Mcmahon, reporting $529.1M in AUM as of Q3 2025 with 75% ETF concentration and 55% concentrated in top 10 holdings.

CEOChristopher Sean Mcmahon
Portfolio Value
$457.9M
Positions
90
Top Holding
BIV at 9.44%
Last Reported
Q3 2025
Address650 Washington Road, Suite 8000, Pittsburgh, PA, 15228, United States

Top Holdings

Largest long holdings in McMahon Financial Advisors, LLC's portfolio (55.1% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$43.2M
9.44%
+$1.2M
Bought
553.6K shares
ETF
ETF
$40.0M
8.73%
+$2.8M
Bought
739.0K shares
ETF
ETF
$38.3M
8.36%
+$116.0K
Bought
891.0K shares
ETF
ETF
$35.8M
7.82%
+$34.6M
Bought
58.5K shares
ETF
ETF
$21.2M
4.64%
+$734.2K
Bought
688.0K shares
ETF
ETF
$17.7M
3.87%
+$17.7M
Bought
673.4K shares
ETF
ETF
$14.9M
3.25%
-$11.1K
Sold
312.0K shares
ETF
ETF
$14.0M
3.06%
+$170.4K
Bought
140.0K shares
ETF
ETF
$14.0M
3.05%
+$14.0M
New
185.8K shares
ETF
ETF
$13.4M
2.93%
+$27.7K
Bought
135.0K shares

Changes

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

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Market Value
$457.9M
Prior: $426.3M
Q/Q Change
+7.42%
+$31.6M
Net Flows % of MV
-3.29%
Turnover Ratio
13.52%
New Purchases
2 stocks
$14.2M
Added To
39 stocks
+$44.9M
Sold Out Of
5 stocks
$29.9M
Reduced Holdings
33 stocks
-$44.3M

Increased Positions

PositionShares Δ
New
New
+2,949.58%
+87.48%
+25.29%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for McMahon Financial Advisors, LLC

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Sector Allocation

ETF: 75.10%ETFTechnology: 7.40%Financial Services: 4.70%Utilities: 2.00%Consumer Cyclical: 1.60%Industrials: 1.50%Communication Services: 1.40%Energy: 1.00%Consumer Defensive: 0.80%Healthcare: 0.50%Basic Materials: 0.30%Real Estate: 0.20%
ETF
75.10%
Technology
7.40%
Financial Services
4.70%
Utilities
2.00%
Consumer Cyclical
1.60%
Industrials
1.50%
Communication Services
1.40%
Energy
1.00%
Consumer Defensive
0.80%
Healthcare
0.50%
Basic Materials
0.30%
Real Estate
0.20%

Market Cap Distribution

Mega Cap (> $200B): 13.56%Mega Cap (> $200B)Large Cap ($10B - $200B): 6.99%Mid Cap ($2B - $10B): 0.78%Small Cap ($300M - $2B): 0.10%N/A (ETF or Unknown): 78.57%N/A (ETF or Unknown)
Mega Cap (> $200B)
13.56%
Large Cap ($10B - $200B)
6.99%
Mid Cap ($2B - $10B)
0.78%
Small Cap ($300M - $2B)
0.10%
N/A (ETF or Unknown)
78.57%

Portfolio Concentration

Top 10 Holdings %
55.15%
Top 20 Holdings %
76.39%
Top 50 Holdings %
95.66%
Top 100 Holdings %
100.0%

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