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CIK: 0001833140
Total reported value
$756.5M
$756.5M
161 檔
17.4%
During the Q2 2025 filing period, McLean Asset Management Corp (CIK: 0001833140) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $756.5M across 161 reported positions.
In Q2 2025, McLean Asset Management Corp displayed an active expansion posture, initiating 17 new positions and adding to 98 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.94% | -1.27% | +0.14% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.61% | -0.80% | -1.53% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.52% | -0.40% | +0.45% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.96% | -0.62% | -0.20% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 4.51% | -0.64% | -0.62% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.07% | -1.75% | +6.26% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 3.81% | -0.40% | -1.03% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.53% | -0.30% | -1.57% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.48% | -0.30% | +1.45% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 3.22% | -1.02% | +15.66% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.85% | -0.29% | +0.84% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.66% | +3.02% | -5.50% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.50% | -1.14% | +14.21% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.44% | -0.37% | -1.51% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.03% | -0.18% | +33.80% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | -0.24% | +1.93% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.79% | +1.22% | +16.36% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.03% | +4.15% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.67% | -0.16% | -3.01% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.30% | -0.14% | +7.10% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.87% | -0.13% | -3.04% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.77% | -0.16% | +14.24% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.71% | -0.16% | -5.61% | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.69% | -0.14% | +7.86% | |
| 25 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.68% | -0.09% | +2.39% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | +4.14% | -4.28% | |
| 27 | CART | Maplebear Inc | Stock-Consumer Disc | 0.64% | -0.23% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | -0.01% | +6.21% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.59% | -0.13% | -3.89% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.03% | +2.27% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.07% | +0.39% | |
| 32 | FSLR | First Solar Inc | Stock-Tech | 0.50% | -0.10% | -5.88% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.43% | -0.02% | — | |
| 34 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.43% | -0.06% | -3.14% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | -0.02% | +8.72% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.40% | -0.03% | +0.13% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.38% | -0.06% | +13.19% | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.36% | -0.05% | -5.77% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | -0.02% | +2.40% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.07% | +28.24% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | -0.01% | -11.44% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.05% | +2.05% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | -0.01% | +0.27% | |
| 44 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.30% | -0.05% | +5.18% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | -0.03% | +9.78% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.01% | +20.69% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.02% | +5.20% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.04% | +2.04% | |
| 49 | ISHG | Ishares -3 Year Internationa | ETF-Other | 0.25% | -0.02% | -21.61% | |
| 50 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.25% | -0.03% | +1.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CART | Maplebear Inc | +0.6% | NEW | New buy |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +33.80% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +1.93% | Add |
| 4 | AVDE | Avantis International Equity | +0.4% | +15.66% | Add |
| 5 | AVEM | Avantis Emerging Markets Eq | +0.4% | +14.21% | Add |
| 6 | MSFT | Microsoft CORP | +0.2% | +4.15% | Add |
| 7 | AVUS | Avantis U.s. Equity ETF | +0.2% | +6.26% | Add |
| 8 | COF | Capital One Financial CORP | +0.2% | NEW | New buy |
| 9 | ORCL | Oracle CORP | +0.1% | +2.05% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +28.24% | Add |
| 11 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | NEW | New buy |
| 12 | AVUV | Avantis US Small Cap Value | +0.1% | +14.24% | Add |
| 13 | IWV | Ishares Russell 3000 ETF | +0.1% | +115.82% | Add |
| 14 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +107.35% | Add |
| 15 | IWN | Ishares Russell 2000 Value E | +0.1% | +7.10% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | +9.64% | Add |
| 17 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 18 | AN | Autonation Inc | +0.1% | NEW | New buy |
| 19 | ADI | Analog Devices Inc | +0.1% | NEW | New buy |
| 20 | JPLD | Jpmorgan LTD Duration ETF | +0.1% | NEW | New buy |
| 21 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 22 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +7.86% | Add |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +40.19% | Add |
| 24 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 26 | NEE | Nextera Energy Inc | +0.1% | NEW | New buy |
| 27 | IGRO | Ishares Intl Div Growth ETF | +0.1% | NEW | New buy |
| 28 | MAR | Marriott International -cl A | +0.1% | NEW | New buy |
| 29 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 30 | SHOP | Shopify Inc - Class A | +0.1% | NEW | New buy |
| 31 | ACN | Accenture plc | +0.1% | NEW | New buy |
| 32 | AMZN | Amazon.com Inc | +0.1% | +6.21% | Add |
| 33 | JPM | Jpmorgan Chase & Co | +0.1% | +2.27% | Add |
| 34 | GWW | Ww Grainger Inc | +0.1% | NEW | New buy |
| 35 | SCZ | Ishares Msci Eafe Small-cap | 0% | +13.19% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | +20.69% | Add |
| 37 | KLAC | Kla CORP | 0% | +1.94% | Add |
| 38 | IWM | Ishares Russell 2000 ETF | 0% | +0.84% | Add |
| 39 | FSLR | First Solar Inc | 0% | -5.88% | Trim |
| 40 | SCHC | Schwab Intl Small-cap Equity | 0% | +5.18% | Add |
| 41 | AXP | American Express Co | 0% | +2.62% | Add |
| 42 | TSLA | Tesla Inc | 0% | +2.35% | Add |
| 43 | NFLX | Netflix Inc | 0% | +7.22% | Add |
| 44 | GS | Goldman Sachs Group Inc | 0% | +3.17% | Add |
| 45 | LRCX | Lam Research CORP | 0% | +1.67% | Add |
| 46 | JBL | Jabil Inc | 0% | +1.63% | Add |
| 47 | DFAC | Dimensional US Core Equity 2 | 0% | +1.45% | Add |
| 48 | VTWO | Vanguard Russell 2000 ETF | 0% | +2.39% | Add |
| 49 | GOOGL | Alphabet Inc-cl A | 0% | +8.72% | Add |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +9.78% | Add |
According to official SEC Form 13F filings, McLean Asset Management Corp reported a total U.S. public equity portfolio value of $756.5M across 161 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFUV, AAPL) accounted for 17.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
CART
市值: $2.4M
Top Position Liquidated / Trimmed
JLL
前期市值: $574.7K
During Q2 2025, McLean Asset Management Corp's top holdings by market value included DFUS (11.9%)、DFUV (7.6%)、AAPL (5.5%). The largest single position, DFUS, represented 11.9% of total portfolio value.
In Q2 2025, McLean Asset Management Corp made 158 total portfolio adjustments, initiating 17 new buys, adding to 98 positions, trimming 38 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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