Institutional Manager · CIK 0001833140
McLean Asset Management Corp
TYSONS, VA · File #028-20470
Latest AUM
$558.2M
Positions
171
Top-10 Concentration
65.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025171 pos · $558.2M
- 13F HOLDINGS REPORTQ/E Sep 2025168 pos · $485.4M
- 13F HOLDINGS REPORTQ/E Jun 2025161 pos · $380.9M
- 13F HOLDINGS REPORTQ/E Mar 2025149 pos · $302.8M
- 13F HOLDINGS REPORTQ/E Dec 2024153 pos · $333.0M
- 13F HOLDINGS REPORTQ/E Sep 2024165 pos · $331.7M
- 13F HOLDINGS REPORTQ/E Jun 2024155 pos · $309.2M
- 13F HOLDINGS REPORTQ/E Mar 2024153 pos · $292.0M
- 13F HOLDINGS REPORTQ/E Dec 2023127 pos · $243.9M
- 13F HOLDINGS REPORTQ/E Sep 2023132 pos · $255.1M
- 13F HOLDINGS REPORTQ/E Jun 2023128 pos · $243.0M
- 13F HOLDINGS REPORTQ/E Mar 2023135 pos · $302.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072885 | 677,180 | $77.6M | 15.49% |
| 2 | DIMENSIONAL ETF TRUST | 25434V401 | 651,200 | $49.0M | 9.79% |
| 3 | AMERICAN CENTY ETF TR | 025072703 | 497,232 | $42.4M | 8.47% |
| 4 | AMERICAN CENTY ETF TR | 025072604 | 465,220 | $37.7M | 7.53% |
| 5 | DIMENSIONAL ETF TRUST | 25434V724 | 627,711 | $30.3M | 6.06% |
| 6 | APPLE INC | AAPL | 97,716 | $25.4M | 5.07% |
| 7 | DIMENSIONAL ETF TRUST | 25434V500 | 263,163 | $19.5M | 3.88% |
| 8 | DIMENSIONAL ETF TRUST | 25434V807 | 360,722 | $18.6M | 3.71% |
| 9 | DIMENSIONAL ETF TRUST | 25434V609 | 234,071 | $14.7M | 2.94% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C102 | 248,690 | $14.6M | 2.92% |
| 11 | SPDR S&P 500 ETF TR | SPY | 19,029 | $13.1M | 2.62% |
| 12 | DIMENSIONAL ETF TRUST | 25434V708 | 311,615 | $12.6M | 2.52% |
| 13 | ISHARES TR | 464287655 | 46,898 | $12.3M | 2.46% |
| 14 | ISHARES TR | 464288877 | 141,977 | $10.4M | 2.08% |
| 15 | VANGUARD CHARLOTTE FDS | 92203J407 | 190,765 | $9.3M | 1.85% |
| 16 | NVIDIA CORPORATION | NVDA | 50,191 | $9.2M | 1.83% |
| 17 | VANGUARD INDEX FDS | 922908769 | 25,364 | $8.6M | 1.73% |
| 18 | AMERICAN CENTY ETF TR | 025072349 | 108,571 | $8.6M | 1.71% |
| 19 | DIMENSIONAL ETF TRUST | 25434V815 | 201,538 | $7.0M | 1.40% |
| 20 | MICROSOFT CORP | MSFT | 13,630 | $6.3M | 1.25% |