McCarthy Asset Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, McCarthy Asset Management, Inc. held in its portfolio 27 assets valued at $191,558,661 (i.e. $191.56M).
The most valuable assets in the portfolio included: VANGUARD SPECIALIZED FUNDS ($27.29M), VANGUARD SCOTTSDALE FDS ($26.75M), and SCHWAB STRATEGIC TR ($22.39M).
The chart below shows the top 10 valuable assets, and the table below shows the top 27 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
McCarthy Asset Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 124158 | 27287365 | DIV APP ETF |
| VANGUARD SCOTTSDALE FDS | 335478 | 26747679 | SHRT TRM CORP BD |
| SCHWAB STRATEGIC TR | 816140 | 22386725 | US DIVIDEND EQ |
| T ROWE PRICE ETF INC | 575554 | 21997666 | CAP APPRECIATION |
| VANGUARD STAR FDS | 170686 | 12876525 | VG TL INTL STK F |
| CAPITAL GROUP DIVIDEND VALUE | 264940 | 11561980 | SHS CREATION UNI |
| SCHWAB STRATEGIC TR | 354388 | 11560130 | US LCAP GR ETF |
| VANGUARD BD INDEX FDS | 145667 | 10789565 | TOTAL BND MRKT |
| CAPITAL GROUP GROWTH ETF | 205176 | 9124160 | SHS CREATION UNI |
| J P MORGAN EXCHANGE TRADED F | 178275 | 8252339 | INCOME ETF |
| SCHWAB STRATEGIC TR | 214138 | 6439138 | US MID-CAP ETF |
| ISHARES TR | 10804 | 5113371 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 106985 | 4235524 | US CORE EQUITY 2 |
| J P MORGAN EXCHANGE TRADED F | 80989 | 4097232 | ULTRA SHRT ETF |
| JOHNSON & JOHNSON | 10928 | 2261645 | COM |
| ISHARES TR | 3930 | 1467614 | RUS 1000 ETF |
| SCHWAB STRATEGIC TR | 44647 | 1171103 | US BRD MKT ETF |
| APPLE INC | 3242 | 881299 | COM |
| TESLA INC | 1320 | 593630 | COM |
| MICROSOFT CORP | 1045 | 505432 | COM |
| ALPHABET INC | 1501 | 471014 | CAP STK CL C |
| ALPHABET INC | 1327 | 415459 | CAP STK CL A |
| AMAZON COM INC | 1491 | 344153 | COM |
| APPLIED MATLS INC | 1162 | 298613 | COM |
| BERKSHIRE HATHAWAY INC DEL | 540 | 271431 | CL B NEW |
| ISHARES SILVER TR | 3613 | 232749 | ISHARES |
| ENERGY TRANSFER L P | 10620 | 175120 | COM UT LTD PTN |
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