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MCGRATH & ASSOCIATES, INC.
MCGRATH & ASSOCIATES, INC.
Latest filing: 2026-06-30
MCGRATH & ASSOCIATES, INC. runs MCGRATH & ASSOCIATES, INC. and currently holds 32 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $76.76M. Their top holdings are BOND, GDE, DFAC, DFAX, SCHD. The top five represent 50.7% of reported portfolio weight. MCGRATH & ASSOCIATES, INC. ranks #873 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MCGRATH & ASSOCIATES, INC. initiated 2 new positions. They added to 14 existing positions. They trimmed 12 positions. Their current best-performing preview position is IGM with returns of +38.03%.
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32 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BOND PIMCO ETF TR | 21.14% | $92.07 | $90.51 | -1.70% | Added +10.22% |
 GDE WISDOMTREE TR | 10.52% | $44.69 | $70.35 | +57.42% | Added +8.56% |
 DFAC DIMENSIONAL ETF TRUST | 8.27% | $44.36 | $45.61 | +2.82% | Added +100.00% |
 DFAX DIMENSIONAL ETF TRUST | 6.24% | $36.84 | $38.13 | +3.50% | Added +100.00% |
 SCHD SCHWAB STRATEGIC TR | 4.52% | $27.32 | $35.11 | +28.51% | Trimmed -0.25% |
DF DFEV DIMENSIONAL ETF TRUST | 3.16% | $26.58 | $41.93 | +57.75% | Added +2.29% |
 FNDA SCHWAB STRATEGIC TR | 2.89% | $29.70 | $37.73 | +27.04% | Trimmed -4.46% |
 FNDF SCHWAB STRATEGIC TR | 2.58% | $33.21 | $55.85 | +68.16% | Trimmed -1.05% |
 FNDC SCHWAB STRATEGIC TR | 2.56% | $34.14 | $51.04 | +49.50% | Trimmed -3.64% |
 DFIC DIMENSIONAL ETF TRUST | 2.30% | $30.99 | $39.39 | +27.11% | Trimmed -43.42% |
Showing 1-10 of 32