13F Insight
DOSSIER · 13F-HR · Q2 2026

McLean Asset Management Corp

$757M in tracked AUM across 181 positions as of Q2 2026.

MA
CIK 0001833140 · last filed Jun 30, 2026
Total AUM
$757M
as of Q2 2026
Holdings
181
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

McLean Asset Management Corp has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 150.3%, rising from $223.03M to $558.24M in a single quarter. This substantial increase suggests either a massive influx of new capital or strong performance from underlying assets. The portfolio consists of 171 holdings, indicating a highly diversified approach. The structure is heavily reliant on fund-based investi...

Key Holdings

The portfolio is dominated by ETFs from American Century and Dimensional Fund Advisors (DFA), which occupy the top five positions.

  1. AVUS (American Century Sustainable Equity ETF) is the largest holding at $77.60M, representing 13.90% of the portfolio. This is a new position and indicates a strategic tilt toward sustainable large-cap U.S. equity.
  2. DFUS (Dimensional U.S. Core Equity 2 ETF) follows at $49.05M (8.79%), providing broad U.S. market exposure with a focus on profitability factors.
  3. AVDE (American Century Dev Mkts ex-U.S. Av) and AVEM (American Century Emerging Mkts Av) hold the 3rd and 4th spots, at $42.43M (7.60%) and $37.71M (6.75%) respectively. These positions signal a strong commitment to international diversification.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$96M751K12.7%02
AVDE
AMERICAN CENTY ETF TR
$53M586K7.1%03
DFUS
DIMENSIONAL ETF TRUST
$51M621K6.7%04
VGSH
VANGUARD SCOTTSDALE FDS
$45M768K5.9%05
AVEM
AMERICAN CENTY ETF TR
$44M489K5.8%06
AGG
ISHARES TR
$36M372K4.8%07
DFUV
DIMENSIONAL ETF TRUST
$33M600K4.4%08
AAPL
APPLE INC
$30M97K4.0%09
BNDX
VANGUARD CHARLOTTE FDS
$26M553K3.5%10
DFIV
DIMENSIONAL ETF TRUST
$20M353K2.7%

Filing history

2026Q2Jun 30
$757M▲ 32.4%
181 positionsView →2026Q1Mar 31
$572M▲ 2.4%
165 positionsView →2025Q4Dec 31
$558M▲ 15.0%
171 positionsView →2025Q3Sep 30
$485M▲ 27.4%
168 positionsView →2025Q2Jun 30
$381M▲ 25.8%
161 positionsLocked2025Q1Mar 31
$303M▼ 9.1%
149 positionsLocked2024Q4Dec 31
$333M▲ 0.4%
153 positionsLocked2024Q3Sep 30
$332M▲ 7.3%
165 positionsLocked2024Q2Jun 30
$309M▲ 5.9%
155 positionsLocked2024Q1Mar 31
$292M▲ 9.5%
153 positionsLocked2023Q4Dec 31
$267M▲ 9.3%
141 positionsLocked2023Q3Sep 30
$244M▼ 4.4%
127 positionsLocked
Showing 12 of 23