McLean Asset Management Corp
CIK: 0001833140Latest portfolio: $558.2M · Q4 2025
Holdings
171
Total Value
$558.2M
New Positions
7
Closed Positions
4
Top Holdings
View All 171 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AVUSAMERICAN CENTY ETF TR | 677,180 | $77.6M | 13.90% | +199K | |
| 2 | DFUSDIMENSIONAL ETF TRUST | 651,200 | $49.0M | 8.79% | -8,978 | |
| 3 | AVDEAMERICAN CENTY ETF TR | 497,232 | $42.4M | 7.60% | +119K | |
| 4 | AVEMAMERICAN CENTY ETF TR | 465,220 | $37.7M | 6.75% | +118K | |
| 5 | DFUVDIMENSIONAL ETF TRUST | 627,711 | $30.3M | 5.44% | -5,391 | |
| 6 | AAPLAPPLE INC | 97,716 | $25.4M | 4.55% | -349 | |
| 7 | DFASDIMENSIONAL ETF TRUST | 263,163 | $19.5M | 3.49% | -11,118 | |
| 8 | DFIVDIMENSIONAL ETF TRUST | 360,722 | $18.6M | 3.33% | -9,797 | |
| 9 | DFATDIMENSIONAL ETF TRUST | 234,071 | $14.7M | 2.64% | -5,177 | |
| 10 | VGSHVANGUARD SCOTTSDALE FDS | 248,690 | $14.6M | 2.62% | +28K | |
| 11 | SPYSPDR S&P 500 ETF TR | 19,029 | $13.1M | 2.35% | -23 | |
| 12 | DFACDIMENSIONAL ETF TRUST | 311,615 | $12.6M | 2.27% | -6,644 | |
| 13 | IWMISHARES TR | 46,898 | $12.3M | 2.21% | -997 | |
| 14 | EFVISHARES TR | 141,977 | $10.4M | 1.87% | -2,049 | |
| 15 | BNDXVANGUARD CHARLOTTE FDS | 190,765 | $9.3M | 1.66% | +5K | |
| 16 | NVDANVIDIA CORPORATION | 50,191 | $9.2M | 1.65% | +2K | |
| 17 | VTIVANGUARD INDEX FDS | 25,364 | $8.6M | 1.55% | +59 | |
| 18 | AVLVAMERICAN CENTY ETF TR | 108,571 | $8.6M | 1.53% | +44K | |
| 19 | DFSVDIMENSIONAL ETF TRUST | 201,538 | $7.0M | 1.26% | +97K | |
| 20 | MSFTMICROSOFT CORP | 13,630 | $6.3M | 1.12% | -191 | |
| 21 | VTVVANGUARD INDEX FDS | 29,322 | $5.8M | 1.04% | -5,997 | |
| 22 | IWNISHARES TR | 29,750 | $5.8M | 1.03% | -378 | |
| 23 | AVUVAMERICAN CENTY ETF TR | 38,381 | $4.1M | 0.74% | +1K | |
| 24 | DFGRDIMENSIONAL ETF TRUST | 147,616 | $4.0M | 0.71% | +115K | |
| 25 | AVIVAMERICAN CENTY ETF TR | 47,734 | $3.5M | 0.63% | +16K |
Quarterly Changes
Increased Positions
Sector Breakdown
Financial Services0.0% ($7.759849048424284e+272T)
Technology0.0% ($2.5402919162611243e+73T)
Industrials0.0% ($5.2049146946244446e+41T)
Consumer Cyclical0.0% ($2.761174699175651e+37T)
Healthcare0.0% ($1.5376886856696254e+33T)
Unknown0.0% ($2058836743621552.5T)
Communication Services0.0% ($304420361.2T)
Consumer Defensive0.0% ($1057.9T)
Energy0.0% ($1.9T)
Utilities0.0% ($685.2B)
Filing History
Fund Information
McLean Asset Management Corp is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $558.2M across 171 holdings. The largest position is AMERICAN CENTY ETF TR (AVUS), representing 13.9% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.