Entity Type
Company
Filer Snapshot
McCarthy Asset Management, Inc.
CIK 0001843169. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total Filings
23
Latest Filing
03 Feb 2026
Industry
n/a
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Best next click
Start with the summary below, then verify the strongest source-backed page for this filer.
- Open 13F if you want portfolio holdings.
- Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 03 Feb 2026 for CIK 0001843169.
- Business address
- 3 Lagoon Drive, Suite 155, Redwood Shores, CA, 94065
- Top 13F securities
- VIG VCSH SCHD TCAF VXUS CGDV SCHG BND CGGR JPIE SCHM IWF +8 more
- State of incorporation
- CA
- Fiscal year end
- 31 December
Filer intelligence
What SEC filings say about McCarthy Asset Management, Inc.
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $191.56M across 27 reported holdings for Q4 2025.
- Largest parsed 13F holding: VIG at $27.29M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
58%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$111.3M
Compared with $191.56M total 13F value.
Top 5 net change
+$35.09M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: VCSH ยท Largest trim: SPSB
VIG
VCSH
SCHD
TCAF
VXUS
Other holdings
Latest update
What changed recently for McCarthy Asset Management, Inc.
Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
03 Feb 2026
Page type
Filer profile
Latest period
Q4 2025
Institutional portfolio context was refreshed from a 13F filing filed on 03 Feb 2026.
Benchmark Context
Benchmark context for this company
McCarthy Asset Management, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q4 2025. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001843169 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
23
First seen
01 Feb 2021
Latest filing
03 Feb 2026
Entity
Company
Observed form types
13F-HR
N-PX
Latest Filings
Recent SEC filings for McCarthy Asset Management, Inc. with direct links to document and filing folders.
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 03 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 23 Oct 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-20499
N-PX filing
- Filing date
- 20 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 31 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 14 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 18 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 18 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-20499
N-PX filing
- Filing date
- 21 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 14 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 09 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 05 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 16 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 07 Aug 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 09 May 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 23 Jan 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 28 Oct 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 20 Jul 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 11 May 2022
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 07 Feb 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 12 Nov 2021
- Reporting date
- 30 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 05 Aug 2021
- Reporting date
- 30 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 13 May 2021
- Reporting date
- 31 Mar 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20499
13F-HR filing
- Filing date
- 01 Feb 2021
- Reporting date
- 31 Dec 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing