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

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	AMERICAN CENTY ETF TR	025072885	+198,895	+$22.8M	+$2.5M
ADD	AMERICAN CENTY ETF TR	025072703	+118,551	+$10.1M	+$2.0M
ADD	AMERICAN CENTY ETF TR	025072604	+118,083	+$9.6M	+$1.6M
ADD	AMERICAN CENTY ETF TR	025072349	+44,306	+$3.5M	+$401,671
ADD	DIMENSIONAL ETF TRUST	25434V815	+96,646	+$3.4M	+$256,982
ADD	DIMENSIONAL ETF TRUST	25434V658	+115,025	+$3.1M	-$8,797
ADD	VANGUARD SCOTTSDALE FDS	92206C102	+28,356	+$1.7M	+$13,181
ADD	AMERICAN CENTY ETF TR	025072364	+16,281	+$1.2M	+$165,160
REDUCE	VANGUARD INDEX FDS	922908744	-5,997	-$1.2M	+$365,596
ADD	DIMENSIONAL ETF TRUST	25434V781	+29,288	+$1.2M	+$181,047

Sector Allocation

Technology

9.1%$50.7M

Financials

1.5%$8.3M

Consumer Discretionary

1.4%$7.8M

Healthcare

1.2%$6.9M

Industrials

0.7%$4.1M

Communication Services

0.3%$2.0M

Consumer Staples

0.3%$1.4M

Energy

0.2%$1.1M

Utilities

0.1%$685,650

Filing History

Jan 16, 202613F HOLDINGS REPORTQ/E Dec 2025171 pos · $558.2M
Oct 7, 202513F HOLDINGS REPORTQ/E Sep 2025168 pos · $485.4M
Jul 3, 202513F HOLDINGS REPORTQ/E Jun 2025161 pos · $380.9M
Apr 9, 202513F HOLDINGS REPORTQ/E Mar 2025149 pos · $302.8M
Jan 22, 202513F HOLDINGS REPORTQ/E Dec 2024153 pos · $333.0M
Oct 7, 202413F HOLDINGS REPORTQ/E Sep 2024165 pos · $331.7M
Jul 12, 202413F HOLDINGS REPORTQ/E Jun 2024155 pos · $309.2M
Apr 10, 202413F HOLDINGS REPORTQ/E Mar 2024153 pos · $292.0M
Oct 12, 202313F HOLDINGS REPORTQ/E Dec 2023127 pos · $243.9M

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%