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CIK: 0001833140
Total reported value
$756.5M
$756.5M
171 檔
31.3%
In Q4 2025, McLean Asset Management Corp's U.S. equity holdings reached a combined market value of $756.5M, distributed across 171 disclosed stock positions.
In Q4 2025, McLean Asset Management Corp adopted a defensive or profit-taking posture, trimming 91 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, DFUS, AVDE) accounted for 31.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
IVW
市值: $576.2K
Top Position Liquidated / Trimmed
TLT
前期市值: $274.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 13.90% | -1.75% | +41.59% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 8.79% | -1.27% | -1.36% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 7.60% | -1.02% | +31.31% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 6.75% | -1.14% | +34.02% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.44% | -0.80% | -0.85% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.55% | -0.40% | -0.36% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.49% | -0.62% | -4.05% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.33% | -0.64% | -2.64% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 2.64% | -0.40% | -2.16% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.62% | +3.02% | +12.87% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.35% | -0.30% | -0.12% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.27% | -0.30% | -2.09% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.21% | -0.29% | -2.08% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.87% | -0.37% | -1.42% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.66% | +1.22% | +2.63% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | -0.24% | +4.46% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.55% | -0.18% | +0.23% | |
| 18 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.53% | -0.11% | +68.94% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.26% | -0.18% | +92.14% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.03% | -1.38% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.04% | -0.16% | -16.98% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.03% | -0.14% | -1.25% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.74% | -0.16% | +2.96% | |
| 24 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.71% | +0.46% | +352.93% | |
| 25 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.63% | -0.11% | +51.76% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.63% | -0.13% | -0.58% | |
| 27 | DISV | Dimensional International Sm | ETF-Other | 0.58% | -0.06% | +54.67% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.56% | -0.09% | -2.77% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | -0.02% | -1.96% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.54% | -0.14% | -4.52% | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.54% | -0.13% | -1.61% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | -0.01% | +4.87% | |
| 33 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.43% | -0.16% | -0.01% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.03% | +1.32% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.07% | -4.35% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | -0.03% | -2.70% | |
| 37 | FSLR | First Solar Inc | Stock-Tech | 0.35% | -0.10% | -14.44% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.33% | +4.14% | +58.83% | |
| 39 | CART | Maplebear Inc | Stock-Consumer Disc | 0.31% | -0.23% | +0.08% | |
| 40 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.29% | -0.06% | -6.72% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | -0.01% | -2.18% | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.24% | -0.02% | — | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.24% | -0.01% | -0.87% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.01% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | — | +16.52% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.07% | +2.04% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | -0.02% | -2.14% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.21% | -0.03% | -28.98% | |
| 49 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.21% | -0.05% | -4.77% | |
| 50 | KLAC | Kla CORP | Stock-Tech | 0.21% | -0.02% | +1.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +3.1% | +41.59% | Add |
| 2 | AVDE | Avantis International Equity | +1.4% | +31.31% | Add |
| 3 | AVEM | Avantis Emerging Markets Eq | +1.3% | +34.02% | Add |
| 4 | AVLV | Avantis US Large Cap Value | +0.6% | +68.94% | Add |
| 5 | DFSV | Dimensional US Small Cap Val | +0.6% | +92.14% | Add |
| 6 | DFGR | Dim Global Real Estate ETF | +0.5% | +352.93% | Add |
| 7 | AVIV | Avantis Int Lrg Cap Val ETF | +0.2% | +51.76% | Add |
| 8 | DISV | Dimensional International Sm | +0.2% | +54.67% | Add |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.1% | +58.83% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.96% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | 0% | -2.70% | Trim |
| 12 | LRCX | Lam Research CORP | 0% | +1.29% | Add |
| 13 | LLY | Eli Lilly & Co | 0% | -2.18% | Trim |
| 14 | KLAC | Kla CORP | 0% | +1.39% | Add |
| 15 | BND | Vanguard Total Bond Market | 0% | +17.69% | Add |
| 16 | CAT | Caterpillar Inc | 0% | +1.49% | Add |
| 17 | MRK | Merck & Co. Inc. | 0% | +6.13% | Add |
| 18 | BMY | Bristol-myers Squibb Co | 0% | +3.06% | Add |
| 19 | AMAT | Applied Materials Inc | 0% | -3.49% | Trim |
| 20 | JBL | Jabil Inc | 0% | +0.11% | Add |
| 21 | ADI | Analog Devices Inc | 0% | -1.03% | Trim |
| 22 | MAR | Marriott International -cl A | 0% | -0.50% | Trim |
| 23 | AVGO | Broadcom Inc | — | +16.52% | Add |
| 24 | WMT | Walmart Inc | — | +0.17% | Add |
| 25 | ASML | ASML Holding N.V. | — | +0.37% | Add |
| 26 | GS | Goldman Sachs Group Inc | — | -0.12% | Trim |
| 27 | JNJ | Johnson & Johnson | — | +2.65% | Add |
| 28 | VIG | Vanguard Dividend Apprec ETF | — | +13.05% | Add |
| 29 | XOM | Exxon Mobil CORP | — | +0.87% | Add |
| 30 | RTX | Rtx CORP | — | +0.20% | Add |
| 31 | AZNN | Astrazeneca Plc-spons Adr | — | — | Unchanged |
| 32 | MS | Morgan Stanley | — | +0.16% | Add |
| 33 | PM | Philip Morris International | — | +11.10% | Add |
| 34 | COR | Cencora Inc | — | +0.07% | Add |
| 35 | TMO | Thermo Fisher Scientific Inc | — | — | Unchanged |
| 36 | MCK | Mckesson CORP | — | +0.20% | Add |
| 37 | AMD | Advanced Micro Devices | — | +3.75% | Add |
| 38 | AMGN | Amgen Inc | — | +0.19% | Add |
| 39 | C | Citigroup Inc | — | -0.65% | Trim |
| 40 | CSCO | Cisco Systems Inc | — | +0.81% | Add |
| 41 | ELV | Elevance Health Inc | — | +10.39% | Add |
| 42 | TJX | Tjx Companies Inc | — | -0.37% | Trim |
| 43 | TSM | Taiwan Semiconductor-sp Adr | — | — | Unchanged |
| 44 | LOW | Lowe's Cos Inc | — | -3.07% | Trim |
| 45 | WFC | Wells Fargo & Co | — | +0.29% | Add |
| 46 | SHOP | Shopify Inc - Class A | — | +12.78% | Add |
| 47 | LMT | Lockheed Martin CORP | — | -1.89% | Trim |
| 48 | IBM | Intl Business Machines CORP | — | +3.64% | Add |
| 49 | NOC | Northrop Grumman CORP | — | -0.31% | Trim |
| 50 | GILD | Gilead Sciences Inc | — | +0.73% | 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 171 disclosed positions in Q4 2025.
During Q4 2025, McLean Asset Management Corp's top holdings by market value included AVUS (13.9%)、DFUS (8.8%)、AVDE (7.6%). The largest single position, AVUS, represented 13.9% of total portfolio value.
In Q4 2025, McLean Asset Management Corp made 163 total portfolio adjustments, initiating 7 new buys, adding to 61 positions, trimming 91 holdings, and fully liquidating 4 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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