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Edward O'Brien

Mcadam, Llc

Assets Managed
$2.22B
Holdings
442
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
1.58%(2Q avg: 4.63%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcadam, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 442 positions.

Assets under management

The assets under management (AUM) of Mcadam, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.22B in assets, with a quarterly growth rate of 1.58% and a 2-quarter average growth rate of 4.63%. The portfolio is managed by Edward O'Brien, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 2.08%
11.76%
$260.962M
9.37M shares@ $27.85 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 2.32%
11.75%
$260.678M
10.167M shares@ $25.65 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 2.16%
9.73%
$215.944M
7.413M shares@ $29.13 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 4.46%
9.38%
$208.121M
8.409M shares@ $24.76 avg price
SCHC
Schwab Intl Small-cap Equity
Recent Activity
Increased 2.64%
3.47%
$76.914M
1.646M shares@ $46.75 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 1.94%
2.94%
$65.232M
353,982 shares@ $184.28 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 4.67%
2.79%
$61.766M
1.312M shares@ $47.09 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 2.73%
2.43%
$53.722M
208,751 shares@ $257.36 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 0.91%
2.37%
$52.422M
273,144 shares@ $191.92 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 3.91%
2.09%
$46.227M
1.991M shares@ $23.23 avg price

1-10 of 442