Current Market Value 426,282,843
Current Holdings 88
Most Recent File Date 2025-07-14
Total Filings on Record 32
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by McMahon Financial Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-14 2025-06-30 13F-HR 88 426,283
2025-04-21 2025-03-31 13F-HR 88 404,008
2025-01-29 2024-12-31 13F-HR 75 390,740
2024-10-22 2024-09-30 13F-HR 518 457,358
2024-07-22 2024-06-30 13F-HR 530 457,697
2024-04-24 2024-03-31 13F-HR 86 380,395
2024-02-14 2023-12-31 13F-HR 88 355,653
2023-11-13 2023-09-30 13F-HR 74 322,041
2023-08-10 2023-06-30 13F-HR 77 317,660
2023-05-15 2023-03-31 13F-HR 70 303,738
2023-02-06 2022-12-31 13F-HR 62 276,157
2022-11-22 2022-09-30 13F-HR 57 269,972
2022-08-10 2022-06-30 13F-HR 58 273,867
2022-05-16 2022-03-31 13F-HR 65 313,363
2022-02-14 2021-12-31 13F-HR 69 236,328
2021-11-24 2021-09-30 13F-HR/A 1 R 61 217,780
2021-11-15 2021-09-30 13F-HR 262 217,302
2021-08-13 2021-06-30 13F-HR 61 221,421
2021-05-14 2021-03-31 13F-HR 59 206,190
2021-02-16 2020-12-31 13F-HR 42 112,264
2020-11-12 2020-09-30 13F-HR 38 94
2020-08-13 2020-06-30 13F-HR 253 154,717
2020-04-09 2020-03-31 13F-HR 47 102,989
2020-01-23 2019-12-31 13F-HR 42 137,826
2019-11-13 2019-09-30 13F-HR 40 122,825
2019-08-06 2019-06-30 13F-HR 41 132,964
2019-04-29 2019-03-31 13F-HR 54 152,141
2019-02-13 2018-12-31 13F-HR 41 99,868
2018-11-14 2018-09-30 13F-HR 52 134,230
2018-08-14 2018-06-30 13F-HR 59 152,330
2018-05-15 2018-03-31 13F-HR 48 132,675
2018-02-14 2017-12-31 13F-HR 56 147,182