McLean Asset Management Corp

CIK 0001833140 · TYSONS, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

McLean Asset Management Corp reported 181 positions worth $756.5M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AVUS (12.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$756.5M
2026 Q2
Positions
181
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.4%
Est. Net Flow (Q)
2026 Q2
10 / 181 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AVUSAMERICAN CENTY ETF TRSH$95.8M12.67%751,137
2AVDEAMERICAN CENTY ETF TRSH$53.4M7.06%585,863
3DFUSDIMENSIONAL ETF TRUSTSH$50.7M6.70%621,126
4VGSHVANGUARD SCOTTSDALE FDSSH$44.6M5.90%767,727
5AVEMAMERICAN CENTY ETF TRSH$43.8M5.79%489,332
6AGGISHARES TRSH$36.2M4.78%371,519
7DFUVDIMENSIONAL ETF TRUSTSH$33.4M4.41%600,061
8AAPLAPPLE INCSH$29.9M3.95%96,785
9BNDXVANGUARD CHARLOTTE FDSSH$26.4M3.49%552,563
10DFIVDIMENSIONAL ETF TRUSTSH$20.2M2.67%353,172

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does McLean Asset Management Corp hold as of Q2 2026?

McLean Asset Management Corp reported 181 positions worth $756.5M in its Q2 2026 13F filing. Largest positions: AVUS (12.7%), AVDE (7.1%), DFUS (6.7%), VGSH (5.9%) and AVEM (5.8%).

What did McLean Asset Management Corp buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did McLean Asset Management Corp sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.