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CIK: 0001833140
Total reported value
$756.5M
$756.5M
168 檔
24.6%
At the close of Q3 2025, McLean Asset Management Corp disclosed equity holdings valued at approximately $756.5M, spread across 168 reported holdings.
In Q3 2025, McLean Asset Management Corp displayed an active expansion posture, initiating 27 new positions and adding to 85 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.78% | -1.75% | +213.95% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 9.94% | -1.27% | -2.26% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 6.25% | -1.02% | +128.88% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.88% | -0.80% | -6.16% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 5.47% | -1.14% | +152.04% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.19% | -0.40% | -0.90% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.91% | -0.62% | -5.05% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.55% | -0.64% | -6.75% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 2.90% | -0.40% | -7.44% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.67% | +3.02% | +27.50% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.64% | -0.30% | -12.20% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.55% | -0.30% | -12.85% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.44% | -0.29% | -2.60% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.03% | -0.37% | -0.96% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.89% | +1.22% | +34.36% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | -0.24% | +0.84% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.73% | -0.18% | +0.16% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.03% | +2.63% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.36% | -0.16% | -0.64% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.12% | -0.14% | -0.07% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.96% | -0.11% | — | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.77% | -0.16% | +19.71% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.70% | -0.13% | -3.54% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.70% | -0.18% | — | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.63% | -0.13% | +35.32% | |
| 26 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.62% | -0.09% | +4.39% | |
| 27 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.60% | -0.14% | -2.92% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | -0.01% | +7.72% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.49% | -0.16% | -12.46% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.03% | +2.19% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | -0.02% | +2.84% | |
| 32 | FSLR | First Solar Inc | Stock-Tech | 0.46% | -0.10% | -14.08% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.07% | +0.39% | |
| 34 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.44% | -0.11% | — | |
| 35 | DISV | Dimensional International Sm | ETF-Other | 0.40% | -0.06% | — | |
| 36 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.35% | -0.06% | -2.48% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.33% | -0.03% | +0.14% | |
| 38 | CART | Maplebear Inc | Stock-Consumer Disc | 0.33% | -0.23% | -19.14% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | -0.03% | +0.83% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.05% | +0.68% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.07% | +4.47% | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.28% | -0.02% | -25.05% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | -0.02% | -0.26% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.27% | -0.01% | +0.86% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | -0.01% | -2.01% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.01% | +3.74% | |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.25% | -0.05% | -17.60% | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.25% | -0.06% | -22.63% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.24% | +4.14% | -54.06% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | -0.02% | -2.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +6.9% | +213.95% | Add |
| 2 | AVDE | Avantis International Equity | +3.5% | +128.88% | Add |
| 3 | AVEM | Avantis Emerging Markets Eq | +3.4% | +152.04% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +0.84% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +0.16% | Add |
| 6 | ORCL | Oracle CORP | +0.1% | +0.68% | Add |
| 7 | AVUV | Avantis US Small Cap Value | +0.1% | +19.71% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.84% | Add |
| 9 | AVGO | Broadcom Inc | +0.1% | +4.05% | Add |
| 10 | IWV | Ishares Russell 3000 ETF | +0.1% | +4.24% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +0.83% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | +0.84% | Add |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.64% | Add |
| 14 | META | Meta Platforms Inc-class A | 0% | +4.47% | Add |
| 15 | KLAC | Kla CORP | 0% | +0.38% | Add |
| 16 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.04% | Add |
| 17 | GS | Goldman Sachs Group Inc | 0% | +2.21% | Add |
| 18 | ASML | ASML Holding N.V. | 0% | +4.66% | Add |
| 19 | EME | Emcor Group Inc | 0% | +0.43% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | +3.74% | Add |
| 21 | CAT | Caterpillar Inc | 0% | +2.03% | Add |
| 22 | MSFT | Microsoft CORP | — | +2.63% | Add |
| 23 | MS | Morgan Stanley | — | +1.53% | Add |
| 24 | JBL | Jabil Inc | — | -0.17% | Add |
| 25 | RTX | Rtx CORP | — | +0.24% | Add |
| 26 | FSLR | First Solar Inc | 0% | -14.08% | Trim |
| 27 | TSLA | Tesla Inc | 0% | -27.37% | Trim |
| 28 | AXP | American Express Co | 0% | +0.28% | Add |
| 29 | VEA | Vanguard Ftse Developed ETF | 0% | +12.96% | Add |
| 30 | MANH | Manhattan Associates Inc | 0% | -0.08% | Add |
| 31 | CSX | Csx CORP | 0% | +0.51% | Add |
| 32 | DIS | Walt Disney Co/the | 0% | +0.35% | Add |
| 33 | BLK | Blackrock Inc | 0% | +0.38% | Add |
| 34 | TMO | Thermo Fisher Scientific Inc | 0% | +4.67% | Add |
| 35 | BKNG | Booking Holdings Inc | 0% | — | Add |
| 36 | CASY | Casey's General Stores Inc | 0% | — | Add |
| 37 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.07% | Trim |
| 39 | ABBV | Abbvie Inc | 0% | +0.37% | Add |
| 40 | NFLX | Netflix Inc | 0% | +0.42% | Add |
| 41 | CSCO | Cisco Systems Inc | 0% | -0.18% | Add |
| 42 | VXUS | Vanguard Total Intl Stock | 0% | +0.02% | Add |
| 43 | NOC | Northrop Grumman CORP | 0% | -1.37% | Add |
| 44 | KO | Coca-cola Co/the | 0% | +25.98% | Add |
| 45 | AZO | Autozone Inc | 0% | +2.30% | Add |
| 46 | MCO | Moody's CORP | 0% | — | Add |
| 47 | INTU | Intuit Inc | 0% | -2.11% | Add |
| 48 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 49 | MRK | Merck & Co. Inc. | 0% | +2.15% | Add |
| 50 | ABT | Abbott Laboratories | 0% | +4.41% | 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 168 disclosed positions in Q3 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 AVUS, DFUS, AVDE) accounted for 24.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVLV
市值: $4.7M
Top Position Liquidated / Trimmed
JLL
前期市值: $574.7K
During Q3 2025, McLean Asset Management Corp's top holdings by market value included AVUS (10.8%)、DFUS (9.9%)、AVDE (6.3%). The largest single position, AVUS, represented 10.8% of total portfolio value.
In Q3 2025, McLean Asset Management Corp made 170 total portfolio adjustments, initiating 27 new buys, adding to 85 positions, trimming 50 holdings, and fully liquidating 8 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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