Mccarthy Asset Management, Inc. Top Holdings and 13F Report (2025) About Mccarthy Asset Management, Inc.Investment ActivityMccarthy Asset Management, Inc. has $155.76 million in total holdings as of September 30, 2025.Mccarthy Asset Management, Inc. owns shares of 26 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.08% of the portfolio was purchased this quarter.About 0.24% of the portfolio was sold this quarter.This quarter, Mccarthy Asset Management, Inc. has purchased 27 new stocks and bought additional shares in 15 stocks.Mccarthy Asset Management, Inc. sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio Short Term Corporate Bond ETF $27,122,826Vanguard Dividend Appreciation ETF $26,483,915Schwab US Dividend Equity ETF $23,019,985T. Rowe Price Capital Appreciation Equity ETF $20,402,189Schwab U.S. Large-Cap Growth ETF $11,001,148 Largest Purchases this Quarter SPDR Portfolio Short Term Corporate Bond ETF 14,435 shares (about $437.24K)Capital Group Growth ETF 7,477 shares (about $328.39K)Vanguard Total International Stock ETF 2,982 shares (about $219.06K)Vanguard Dividend Appreciation ETF 894 shares (about $192.92K)Vanguard Total Bond Market ETF 2,260 shares (about $168.08K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 1,792 shares (about $90.91K)Dimensional U.S. Core Equity 2 ETF 696 shares (about $26.84K)iShares Russell 1000 Growth ETF 44 shares (about $20.61K)Microsoft 20 shares (about $10.36K)Berkshire Hathaway 13 shares (about $6.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMccarthy Asset Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPSBSPDR Portfolio Short Term Corporate Bond ETF$27,122,826$437,236 ▲1.6%895,43817.4%ETFVIGVanguard Dividend Appreciation ETF$26,483,915$192,916 ▲0.7%122,73017.0%ETFSCHDSchwab US Dividend Equity ETF$23,019,985$13,786 ▲0.1%843,22314.8%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$20,402,189$56,588 ▲0.3%541,17213.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,001,148$156,582 ▲1.4%344,7567.1%ETFBNDVanguard Total Bond Market ETF$10,749,452$168,076 ▲1.6%144,5406.9%ETFDFACDimensional U.S. Core Equity 2 ETF$6,134,996$26,845 ▼-0.4%159,0613.9%ETFVXUSVanguard Total International Stock ETF$5,274,631$219,057 ▲4.3%71,8033.4%ETFIWFiShares Russell 1000 Growth ETF$5,056,010$20,610 ▼-0.4%10,7943.2%ETFSCHMSchwab U.S. Mid-Cap ETF$4,828,709$68,083 ▲1.4%162,9123.1%ETFJPSTJPMorgan Ultra-Short Income ETF$4,632,157$90,908 ▼-1.9%91,3103.0%ETFSCHBSchwab US Broad Market ETF$2,257,731$6,325 ▼-0.3%87,8151.4%ETFJNJJohnson & Johnson$2,038,688$556 ▲0.0%10,9951.3%MedicalIWBiShares Russell 1000 ETF$1,438,255$6,945 ▲0.5%3,9350.9%ETFCGGRCapital Group Growth ETF$1,116,199$328,395 ▲41.7%25,4140.7%ETFAAPLApple$842,025$2,037 ▼-0.2%3,3070.5%Computer and TechnologyMSFTMicrosoft$628,390$10,361 ▼-1.6%1,2130.4%Computer and TechnologyTSLATesla$587,0300.0%1,3200.4%Auto/Tires/TrucksGOOGAlphabet$376,772$36,533 ▲10.7%1,5470.2%Computer and TechnologyGOOGLAlphabet$335,7340.0%1,3810.2%Computer and TechnologyAMZNAmazon.com$327,3790.0%1,4910.2%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$311,039$1,851 ▲0.6%9,9120.2%ETFBRK.BBerkshire Hathaway$306,169$6,536 ▼-2.1%6090.2%FinanceAMATApplied Materials$237,659$409 ▲0.2%1,1610.2%Computer and TechnologyETEnergy Transfer$181,723$498 ▲0.3%10,5900.1%EnergyLITHIUM ARGENTINA AG$65,097$5,544 ▼-7.8%19,4900.0%COM SHSCOSTCostco Wholesale$0$201,948 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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