McCarthy Asset Management, Inc. — 13F holdings

McCarthy Asset Management, Inc. reported 28 holdings worth $209M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. VIG VANGUARD SPECIALIZED FUNDS — $28.7M (13.7%)
  2. VCSH VANGUARD SCOTTSDALE FDS — $26.5M (12.7%)
  3. SCHD SCHWAB STRATEGIC TR — $26.0M (12.4%)
  4. TCAF T ROWE PRICE ETF INC — $21.9M (10.5%)
  5. VXUS VANGUARD STAR FDS — $19.5M (9.3%)
  6. CGDV CAPITAL GROUP DIVIDEND VALUE — $13.8M (6.6%)
  7. SCHG SCHWAB STRATEGIC TR — $12.7M (6.1%)
  8. CGGR CAPITAL GROUP GROWTH ETF — $10.4M (5.0%)
  9. BND VANGUARD BD INDEX FDS — $10.0M (4.8%)
  10. JPIE J P MORGAN EXCHANGE TRADED F — $7.79M (3.7%)