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Portfolio (Quarterly) Guide ↗

McGrath & Associates, Inc.

· CIK 0002054701
13F Portfolio $77M AUM 32 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 13 Added 10 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BOND PIMCO ETF TR 176,003.0 $16.2M 21.14% +16K +10.2% $92.21 -1.7%
2 GDE WISDOMTREE TR 132,140.0 $8.1M 10.52% +10K +8.6% $61.09 +15.9%
3 TIDAL TRUST II 297,185.0 $7.6M 9.88% +13K +4.6% $25.53
4 RSST TIDAL TRUST II 129,778.0 $4.2M 5.53% +4K +3.5% $32.69 +2.1%
5 DFEV DIMENSIONAL ETF TRUST 56,926.0 $2.4M 3.16% +1K +2.3% $42.67 -2.4%
6 GVAL CAMBRIA ETF TR 43,389.0 $1.6M 2.04% +1K +2.9% $36.02 +7.2%
7 DFAT DIMENSIONAL ETF TRUST 21,327.0 $1.5M 1.94% +2K +12.4% $69.90 +2.1%
8 DISV DIMENSIONAL ETF TRUST 37,051.0 $1.5M 1.94% +2K +5.5% $40.13 +10.8%
9 DFIV DIMENSIONAL ETF TRUST 26,692.0 $1.4M 1.88% +3K +13.3% $54.02 +7.8%
10 DFUV DIMENSIONAL ETF TRUST 13,188.0 $725K 0.94% +708.0 +5.7% $55.01 +4.3%
11 DFSI DIMENSIONAL ETF TRUST 13,320.0 $601K 0.78% +2K +16.4% $45.10 +5.0%
12 VXUS VANGUARD STAR FDS 6,796.0 $581K 0.76% +111.0 +1.7% $85.49 +2.0%
13 DFSE DIMENSIONAL ETF TRUST 6,604.0 $323K 0.42% +117.0 +1.8% $48.88 -1.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 100.0%