McLean Asset Management Corp - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, McLean Asset Management Corp held in its portfolio 171 assets valued at $558,235,138 (i.e. $558.24M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($77.60M), DIMENSIONAL ETF TRUST ($49.05M), and AMERICAN CENTY ETF TR ($42.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 171 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
McLean Asset Management Corp - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 677180 | 77598095 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 651200 | 49048391 | US EQUITY MARKET |
| AMERICAN CENTY ETF TR | 497232 | 42428788 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 465220 | 37706079 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 627711 | 30343564 | US MKTWIDE VALUE |
| APPLE INC | 97716 | 25402210 | COM |
| DIMENSIONAL ETF TRUST | 263163 | 19458270 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 360722 | 18595224 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 234071 | 14725423 | US TARGETED VLU |
| VANGUARD SCOTTSDALE FDS | 248690 | 14615484 | SHORT TERM TREAS |
| SPDR S&P 500 ETF TR | 19029 | 13136980 | TR UNIT |
| DIMENSIONAL ETF TRUST | 311615 | 12648436 | US CORE EQUITY 2 |
| ISHARES TR | 46898 | 12343064 | RUSSELL 2000 ETF |
| ISHARES TR | 141977 | 10423939 | EAFE VALUE ETF |
| VANGUARD CHARLOTTE FDS | 190765 | 9273079 | TOTAL INT BD ETF |
| NVIDIA CORPORATION | 50191 | 9191939 | COM |
| VANGUARD INDEX FDS | 25364 | 8649208 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 108571 | 8568456 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 201538 | 7007486 | US SMALL CAP VAL |
| MICROSOFT CORP | 13630 | 6261212 | COM |
| VANGUARD INDEX FDS | 29322 | 5796384 | VALUE ETF |
| ISHARES TR | 29750 | 5762780 | RUS 2000 VAL ETF |
| AMERICAN CENTY ETF TR | 38381 | 4129029 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 147616 | 3981214 | GLOBAL REAL EST |
| AMERICAN CENTY ETF TR | 47734 | 3516587 | INTERNATIONAL LR |
| ISHARES TR | 35370 | 3512261 | MSCI EAFE ETF |
| DIMENSIONAL ETF TRUST | 82856 | 3259561 | INTL SMALL CAP V |
| VANGUARD SCOTTSDALE FDS | 29249 | 3110926 | VNG RUS2000IDX |
| ALPHABET INC | 9065 | 3044302 | CAP STK CL A |
| AMERICAN CENTY ETF TR | 30733 | 3023827 | INTL SMCP VLU |
| SCHWAB STRATEGIC TR | 122857 | 2995254 | SHT TM US TRES |
| AMAZON COM INC | 11669 | 2761505 | COM |
| SCHWAB STRATEGIC TR | 89400 | 2378029 | US TIPS ETF |
| JPMORGAN CHASE & CO. | 7656 | 2357087 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4175 | 2058840 | CL B NEW |
| ALPHABET INC | 6054 | 2036027 | CAP STK CL C |
| FIRST SOLAR INC | 8231 | 1946220 | COM |
| ISHARES TR | 18578 | 1864302 | CORE US AGGBD ET |
| MAPLEBEAR INC | 42746 | 1746602 | COM |
| WISDOMTREE TR | 19781 | 1645960 | INTL SMCAP DIV |
| ELI LILLY & CO | 1433 | 1537986 | COM |
| VANGUARD WORLD FD | 11200 | 1364272 | ESG US STK ETF |
| BANK AMERICA CORP | 25312 | 1328389 | COM |
| ISHARES TR | 1803 | 1250482 | CORE S&P500 ETF |
| BROADCOM INC | 3653 | 1241483 | COM |
| META PLATFORMS INC | 2004 | 1233733 | CL A |
| VISA INC | 3707 | 1220247 | COM CL A |
| ISHARES TR | 16801 | 1197204 | CORE DIV GRWTH |
| VANGUARD INTL EQUITY INDEX F | 8021 | 1191535 | FTSE SMCAP ETF |
| KLA CORP | 802 | 1149935 | COM NEW |
| LAM RESEARCH CORP | 5099 | 1064620 | COM NEW |
| WALMART INC | 8808 | 1057334 | COM |
| ISHARES TR | 12840 | 1030572 | EAFE SML CP ETF |
| ORACLE CORP | 5193 | 1005349 | COM |
| HOME DEPOT INC | 2638 | 991877 | COM |
| MASTERCARD INCORPORATED | 1812 | 990681 | CL A |
| VANGUARD INDEX FDS | 2041 | 990231 | GROWTH ETF |
| ISHARES INC | 9095 | 971346 | MSCI EQUAL WEITE |
| VANGUARD BD INDEX FDS | 12675 | 943415 | TOTAL BND MRKT |
| VANGUARD SCOTTSDALE FDS | 5504 | 939698 | VNG RUS2000VAL |
| INVESCO EXCH TRADED FD TR II | 18821 | 929946 | S&P500 HDL VOL |
| VANGUARD ADMIRAL FDS INC | 7790 | 913845 | SMLLCP 600 IDX |
| AMERICAN EXPRESS CO | 2482 | 889023 | COM |
| COSTCO WHSL CORP NEW | 919 | 873868 | COM |
| VANGUARD INTL EQUITY INDEX F | 15430 | 865306 | FTSE EMR MKT ETF |
| INVESCO QQQ TR | 1350 | 836529 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 16915 | 799910 | INTL SCEQT ETF |
| VANGUARD INDEX FDS | 2905 | 793207 | SMALL CP ETF |
| GOLDMAN SACHS GROUP INC | 830 | 774555 | COM |
| CAPITAL ONE FINL CORP | 3283 | 769695 | COM |
| TESLA INC | 1723 | 756778 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 743438 | CL A |
| EXXON MOBIL CORP | 5552 | 722856 | COM |
| VANGUARD SPECIALIZED FUNDS | 3101 | 696703 | DIV APP ETF |
| VANGUARD INDEX FDS | 7651 | 695237 | REAL ESTATE ETF |
| ISHARES TR | 1752 | 688798 | RUSSELL 3000 ETF |
| ABBVIE INC | 3104 | 688731 | COM |
| SOUTHERN CO | 7754 | 685650 | COM |
| JOHNSON & JOHNSON | 3136 | 685350 | COM |
| ASML HOLDING N V | 541 | 683041 | N Y REGISTRY SHS |
| UNITEDHEALTH GROUP INC | 2000 | 669773 | COM |
| ISHARES TR | 8695 | 650995 | 3YRTB ETF |
| VANGUARD INDEX FDS | 1011 | 642168 | S&P 500 ETF SHS |
| ASTRAZENECA PLC | 6494 | 625632 | SPONSORED ADR |
| AMERIPRISE FINL INC | 1224 | 621252 | COM |
| VANGUARD TAX-MANAGED FDS | 9392 | 609251 | VAN FTSE DEV MKT |
| ISHARES TR | 8749 | 607435 | CORE S&P MCP ETF |
| ISHARES TR | 4669 | 576203 | S&P 500 GRWT ETF |
| MORGAN STANLEY | 3058 | 552776 | COM NEW |
| CATERPILLAR INC | 815 | 520801 | COM |
| OREILLY AUTOMOTIVE INC | 5322 | 505687 | COM |
| RTX CORPORATION | 2470 | 491096 | COM |
| MCDONALDS CORP | 1525 | 469819 | COM |
| CENCORA INC | 1341 | 469407 | COM |
| UNION PAC CORP | 2066 | 469332 | COM |
| EMCOR GROUP INC | 700 | 462511 | COM |
| CISCO SYS INC | 6005 | 446830 | COM |
| CSX CORP | 12274 | 444068 | COM |
| VANGUARD INTL EQUITY INDEX F | 5730 | 438803 | ALLWRLD EX US |
| MERCK & CO INC | 3841 | 426387 | COM |
| NORTHROP GRUMMAN CORP | 648 | 423335 | COM |
| TJX COS INC NEW | 2724 | 422638 | COM |
| JABIL INC | 1746 | 421330 | COM |
| VANGUARD STAR FDS | 5343 | 419236 | VG TL INTL STK F |
| MCKESSON CORP | 491 | 409437 | COM |
| MANHATTAN ASSOCIATES INC | 2347 | 407158 | COM |
| MOODYS CORP | 756 | 405065 | COM |
| NETFLIX INC | 4483 | 397008 | COM |
| THERMO FISHER SCIENTIFIC INC | 627 | 389985 | COM |
| TEXAS INSTRS INC | 1942 | 375636 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1142 | 373560 | SPONSORED ADS |
| CHEVRON CORP NEW | 2208 | 369288 | COM |
| BRISTOL-MYERS SQUIBB CO | 6465 | 368623 | COM |
| ADVANCED MICRO DEVICES INC | 1606 | 358998 | COM |
| AMGEN INC | 1073 | 352868 | COM |
| COCA COLA CO | 4906 | 350519 | COM |
| PHILIP MORRIS INTL INC | 2032 | 347652 | COM |
| DISNEY WALT CO | 3044 | 345544 | COM |
| VERIZON COMMUNICATIONS INC | 8652 | 344628 | COM |
| FAIR ISAAC CORP | 211 | 341490 | COM |
| HONEYWELL INTL INC | 1591 | 338994 | COM |
| SHOPIFY INC | 2127 | 334956 | CL A SUB VTG SHS |
| NORFOLK SOUTHN CORP | 1164 | 333446 | COM |
| SPDR SERIES TRUST | 3245 | 317166 | STATE STREET SPD |
| APPLIED MATLS INC | 1050 | 316910 | COM |
| ISHARES TR | 12406 | 316717 | GLOBAL REIT ETF |
| ANALOG DEVICES INC | 1061 | 316047 | COM |
| VANGUARD INDEX FDS | 1050 | 315126 | MID CAP ETF |
| CITIGROUP INC | 2748 | 308861 | COM NEW |
| CASEYS GEN STORES INC | 493 | 304014 | COM |
| AUTOZONE INC | 87 | 301323 | COM |
| CHUBB LIMITED | 999 | 300858 | COM |
| INTUIT | 515 | 291892 | COM |
| BLACKROCK INC | 266 | 290777 | COM |
| ROPER TECHNOLOGIES INC | 660 | 280041 | COM |
| LOWES COS INC | 1012 | 278163 | COM |
| ISHARES BITCOIN TRUST ETF | 5012 | 277858 | SHS BEN INT |
| ISHARES TR | 12019 | 275295 | IBONDS 26 TRM TS |
| WELLS FARGO CO NEW | 3082 | 273309 | COM |
| TRAVELERS COMPANIES INC | 1000 | 272844 | COM |
| BOOKING HOLDINGS INC | 52 | 269756 | COM |
| ABBOTT LABS | 2148 | 268441 | COM |
| LOCKHEED MARTIN CORP | 467 | 267699 | COM |
| PROCTER AND GAMBLE CO | 1797 | 262967 | COM |
| AUTONATION INC | 1239 | 262631 | COM |
| DEERE & CO | 501 | 256492 | COM |
| MOTOROLA SOLUTIONS INC | 658 | 256092 | COM NEW |
| TE CONNECTIVITY PLC | 1076 | 255447 | ORD SHS |
| EATON CORP PLC | 769 | 254694 | SHS |
| MARRIOTT INTL INC NEW | 793 | 253638 | CL A |
| ALLSTATE CORP | 1262 | 247397 | COM |
| TERADYNE INC | 1072 | 246764 | COM |
| AON PLC | 710 | 245584 | SHS CL A |
| ELEVANCE HEALTH INC FORMERLY | 648 | 241730 | COM |
| GENERAL DYNAMICS CORP | 650 | 238045 | COM |
| MAXIMUS INC | 2453 | 235498 | COM |
| HARTFORD INSURANCE GROUP INC | 1773 | 233873 | COM |
| INTERNATIONAL BUSINESS MACHS | 740 | 228560 | COM |
| DUKE ENERGY CORP NEW | 1916 | 227431 | COM NEW |
| SALESFORCE INC | 946 | 226668 | COM |
| ROSS STORES INC | 1167 | 223988 | COM |
| GILEAD SCIENCES INC | 1797 | 222926 | COM |
| ISHARES TR | 2609 | 221922 | INTL DIV GRWTH |
| NEXTERA ENERGY INC | 2660 | 218098 | COM |
| VANGUARD INDEX FDS | 958 | 213685 | SM CP VAL ETF |
| DYCOM INDS INC | 603 | 213456 | COM |
| SCHWAB CHARLES CORP | 2080 | 212003 | COM |
| TYLER TECHNOLOGIES INC | 466 | 210632 | COM |
| HEICO CORP NEW | 747 | 202743 | CL A |
| WW GRAINGER INC | 191 | 201380 | COM |
| PFIZER INC | 7865 | 201198 | COM |
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