13F Filings History of McGrath & Associates, Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$70,435,864
Signature - Title
Susan McGrath - CCO
Location
Asheville, NC
Summary
This page shows a list of all the recent 13F filings made by McGrath & Associates, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McGrath & Associates, Inc. reported 43 stock holdings with total value $70,435,864 as of Q4 2025. Top holdings included BOND, GDE, RSSY, DFAC, and RSST.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 43 $70,435,864 +$3,222,984 -$1,434,846 +$1,788,138 BOND, GDE, RSSY, DFAC, RSST 13F-HR 10 Feb 2026, 16:49
Q3 2025 42 $67,276,822 +$4,690,667 -$3,269,653 +$1,421,014 BOND, GDE, RSSY, DFAC, SCHD 13F-HR 14 Oct 2025, 11:17
Q2 2025 41 $61,412,662 +$7,141,572 -$3,522,145 +$3,619,427 BOND, GDE, RSSY, BND, DFAC 13F-HR 12 Aug 2025, 15:30
Q1 2025 42 $54,796,162 +$9,463,779 -$4,876,690 +$4,587,089 BOND, BND, SCHD, GDE, RSSY 13F-HR 10 Apr 2025, 15:52
Q4 2024 40 $49,540,349 $0 $0 $0 BND, BOND, SCHD, FNDA, GDE 13F-HR 05 Feb 2025, 09:20