McCarthy Asset Management, Inc.
McCarthy Asset Management, Inc. reported 29 positions worth $211.0M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VIG (13.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VIG | SH | $29.4M | 13.95% | 124,375 | — | — | |
| ▸ 2 | VCSH | SH | $27.0M | 12.80% | 341,630 | — | — | |
| ▸ 3 | SCHD | SH | $25.5M | 12.11% | 805,382 | — | — | |
| ▸ 4 | TCAF | SH | $22.1M | 10.47% | 537,516 | — | — | |
| ▸ 5 | VXUS | SH | $19.7M | 9.32% | 230,112 | — | — | |
| ▸ 6 | CGDV | SH | $13.7M | 6.48% | 277,359 | — | — | |
| ▸ 7 | SCHG | SH | $12.2M | 5.80% | 361,545 | — | — | |
| ▸ 8 | BND | SH | $10.7M | 5.08% | 146,097 | — | — | |
| ▸ 9 | CGGR | SH | $10.1M | 4.80% | 214,639 | — | — | |
| ▸ 10 | SCHM | SH | $8.1M | 3.83% | 219,273 | — | — |
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Frequently Asked Questions
What stocks does McCarthy Asset Management, Inc. hold as of Q2 2026?
McCarthy Asset Management, Inc. reported 29 positions worth $211.0M in its Q2 2026 13F filing. Largest positions: VIG (13.9%), VCSH (12.8%), SCHD (12.1%), TCAF (10.5%) and VXUS (9.3%).
What did McCarthy Asset Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did McCarthy Asset Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.