McLean Asset Management Corp
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), McLean Asset Management Corp reported 171 stock positions worth $558.2 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 13.9% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 8.8%) and Avantis International Equity (AVDE, 7.6%). Compared with Q3 2025, it opened 7 new positions, sold out of 4, added to 60 and reduced 92. The biggest buy was Avantis U.S. Equity ETF (AVUS, shares +42%) and the biggest sale Dimensional US Eq MKT ETF (DFUS, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TYSONS, VA
- CIK
- 0001833140
- Portfolio Value
- $558.2M (Q4 2025)
- SEC Filing
- 0001833140-26-000001 ↗ filed Jan 16, 2026
Holdings Value
Holdings 171 stocks · $558.2M
| AVUS Avantis U.S. Equity ETF | 13.90% | 677,180 | $77.6M | Add +41.6% |
| DFUS Dimensional US Eq MKT ETF | 8.79% | 651,200 | $49.0M | Reduce -1.4% |
| AVDE Avantis International Equity | 7.60% | 497,232 | $42.4M | Add +31.3% |
| AVEM Avantis Emerging Markets Eq | 6.75% | 465,220 | $37.7M | Add +34.0% |
| DFUV Dimensional US Marketwide Va | 5.44% | 627,711 | $30.3M | Reduce -0.8% |
| AAPL Apple Inc. | 4.55% | 97,716 | $25.4M | Reduce -0.4% |
| DFAS Dimensional US Small Cap ETF | 3.49% | 263,163 | $19.5M | Reduce -4.0% |
| DFIV Dimensional International Va | 3.33% | 360,722 | $18.6M | Reduce -2.6% |
| DFAT Dimensional US Target Value | 2.64% | 234,071 | $14.7M | Reduce -2.2% |
| VGSH Vanguard Short-Term Treasury | 2.62% | 248,690 | $14.6M | Add +12.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.35% | 19,029 | $13.1M | Reduce -0.1% |
| DFAC Dimensional US Core Equity 2 | 2.27% | 311,615 | $12.6M | Reduce -2.1% |
| IWM iShares Russell 2000 ETF | 2.21% | 46,898 | $12.3M | Reduce -2.1% |
| EFV iShares MSCI Eafe Value ETF | 1.87% | 141,977 | $10.4M | Reduce -1.4% |
| BNDX Vanguard Total Intl Bond ETF | 1.66% | 190,765 | $9.3M | Add +2.6% |
| NVDA Nvidia Corp. | 1.65% | 50,191 | $9.2M | Add +4.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.55% | 25,364 | $8.6M | Add +0.2% |
| AVLV Avantis US Large Cap Value | 1.53% | 108,571 | $8.6M | Add +68.9% |
| DFSV Dimensional US Small Cap Val | 1.26% | 201,538 | $7.0M | Add +92.1% |
| MSFT Microsoft Corp. | 1.12% | 13,630 | $6.3M | Reduce -1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.04% | 29,322 | $5.8M | Reduce -17.0% |
| IWN iShares Russell 2000 Value E | 1.03% | 29,750 | $5.8M | Reduce -1.3% |
| AVUV Avantis US Small Cap Value | 0.74% | 38,381 | $4.1M | Add +3.0% |
| DFGR Dim Global Real Estate ETF | 0.71% | 147,616 | $4.0M | Add +352.9% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.63% | 47,734 | $3.5M | Add +51.8% |
| EFA iShares MSCI Eafe ETF | 0.63% | 35,370 | $3.5M | Reduce -0.6% |
| DISV Dimensional International SM | 0.58% | 82,856 | $3.3M | Add +54.7% |
| VTWO Vanguard Russell 2000 ETF | 0.56% | 29,249 | $3.1M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 0.55% | 9,065 | $3.0M | Reduce -2.0% |
| AVDV Avantis Intl S/C Value ETF | 0.54% | 30,733 | $3.0M | Reduce -4.5% |
| SCHO Schwab Short-Term US Treas | 0.54% | 122,857 | $3.0M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 0.49% | 11,669 | $2.8M | Add +4.9% |
| SCHP Schwab U.S. Tips ETF | 0.43% | 89,400 | $2.4M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.42% | 7,656 | $2.4M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 4,175 | $2.1M | Reduce -4.3% |
| GOOG Alphabet Inc. Class C | 0.36% | 6,054 | $2.0M | Reduce -2.7% |
| FSLR First Solar Inc. | 0.35% | 8,231 | $1.9M | Reduce -14.4% |
| AGG iShares Core U.S. Aggregate | 0.33% | 18,578 | $1.9M | Add +58.8% |
| CART Maplebear Inc. | 0.31% | 42,746 | $1.7M | Add +0.1% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.29% | 19,781 | $1.6M | Reduce -6.7% |
| LLY Eli Lilly & Co. | 0.28% | 1,433 | $1.5M | Reduce -2.2% |
| ESGV Vanguard ESG US Stock ETF | 0.24% | 11,200 | $1.4M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 25,312 | $1.3M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 0.22% | 1,803 | $1.3M | No change |
| AVGO Broadcom Inc. | 0.22% | 3,653 | $1.2M | Add +16.5% |
| META Meta Platforms Inc. Class A | 0.22% | 2,004 | $1.2M | Add +2.0% |
| V Visa Inc. Class A | 0.22% | 3,707 | $1.2M | Reduce -2.1% |
| DGRO iShares Core Dividend Growth | 0.21% | 16,801 | $1.2M | Reduce -29.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.21% | 8,021 | $1.2M | Reduce -4.8% |
| KLAC KLA Corp. | 0.21% | 802 | $1.1M | Add +1.4% |
| LRCX Lam Research Corp. | 0.19% | 5,099 | $1.1M | Add +1.3% |
| WMT Walmart Inc. | 0.19% | 8,808 | $1.1M | Add +0.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.18% | 12,840 | $1.0M | Reduce -16.8% |
| ORCL Oracle Corp. | 0.18% | 5,193 | $1.0M | Reduce -2.4% |
| HD Home Depot Inc. | 0.18% | 2,638 | $992K | Reduce -2.5% |
| MA Mastercard Inc. Class A | 0.18% | 1,812 | $991K | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 2,041 | $990K | Reduce -4.9% |
| EUSA iShares MSCI USA Equal Weigh | 0.17% | 9,095 | $971K | No change |
| BND Vanguard Total Bond Market | 0.17% | 12,675 | $943K | Add +17.7% |
| VTWV Vanguard Russell 2000 Value | 0.17% | 5,504 | $940K | Reduce -1.2% |
| SPHD Invesco S&P 500 High Dividen | 0.17% | 18,821 | $930K | Reduce -4.2% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.16% | 7,790 | $914K | Reduce -1.3% |
| AXP American Express Co. | 0.16% | 2,482 | $889K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.16% | 919 | $874K | Reduce -3.6% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 15,430 | $865K | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 1,350 | $837K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.14% | 16,915 | $800K | Reduce -11.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 2,905 | $793K | Reduce -25.8% |
| GS Goldman Sachs Group Inc. | 0.14% | 830 | $775K | Reduce -0.1% |
| COF Capital One Financial Corp. | 0.14% | 3,283 | $770K | Reduce -0.7% |
| TSLA Tesla Inc. | 0.14% | 1,723 | $757K | Reduce -1.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 1 | $743K | No change |
| XOM Exxon Mobil Corp. | 0.13% | 5,552 | $723K | Add +0.9% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 3,101 | $697K | Add +13.1% |
| VNQ Vanguard Real Estate ETF | 0.12% | 7,651 | $695K | Reduce -10.5% |
| IWV iShares Russell 3000 ETF | 0.12% | 1,752 | $689K | Add +1.8% |
| ABBV Abbvie Inc. | 0.12% | 3,104 | $689K | Reduce -5.8% |
| SO The Southern Co. | 0.12% | 7,754 | $686K | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.12% | 3,136 | $685K | Add +2.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.12% | 541 | $683K | Add +0.4% |
| UNH Unitedhealth Group Inc. | 0.12% | 2,000 | $670K | Add +1.6% |
| ISHG iShares -3 Year Internationa | 0.12% | 8,695 | $651K | Reduce -15.1% |
| VOO Vanguard S&P 500 ETF | 0.12% | 1,011 | $642K | Reduce -29.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.11% | 6,494 | $626K | No change |
| AMP Ameriprise Financial Inc. | 0.11% | 1,224 | $621K | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 9,392 | $609K | Reduce -11.5% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 8,749 | $607K | Add +0.0% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 4,669 | $576K | New |
| MS Morgan Stanley | 0.10% | 3,058 | $553K | Add +0.2% |
| CAT Caterpillar Inc. | 0.09% | 815 | $521K | Add +1.5% |
| ORLY O'reilly Automotive Inc. | 0.09% | 5,322 | $506K | Reduce -2.2% |
| RTX RTX Corp. | 0.09% | 2,470 | $491K | Add +0.2% |
| MCD McDonald's Corp. | 0.08% | 1,525 | $470K | Reduce -2.5% |
| COR Cencora Inc. | 0.08% | 1,341 | $469K | Add +0.1% |
| UNP Union Pacific Corp. | 0.08% | 2,066 | $469K | Reduce -0.2% |
| EME Emcor Group Inc. | 0.08% | 700 | $463K | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 0.08% | 6,005 | $447K | Add +0.8% |
| CSX CSX Corp. | 0.08% | 12,274 | $444K | Reduce -0.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 5,730 | $439K | No change |
| MRK Merck & Co. Inc. | 0.08% | 3,841 | $426K | Add +6.1% |
Portfolio Sells Q3 2025 → Q4 2025
| DFUS Dimensional US Eq MKT ETF | Reduce -1.4% | 8.79% | −1.16 |
| AAPL Apple Inc. | Reduce -0.4% | 4.55% | −0.64 |
| DFUV Dimensional US Marketwide Va | Reduce -0.8% | 5.44% | −0.44 |
| DFAS Dimensional US Small Cap ETF | Reduce -4.0% | 3.49% | −0.42 |
| MSFT Microsoft Corp. | Reduce -1.4% | 1.12% | −0.38 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -17.0% | 1.04% | −0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 2.35% | −0.28 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.1% | 2.27% | −0.28 |
| DFAT Dimensional US Target Value | Reduce -2.2% | 2.64% | −0.26 |
| IWM iShares Russell 2000 ETF | Reduce -2.1% | 2.21% | −0.22 |
| DFIV Dimensional International Va | Reduce -2.6% | 3.33% | −0.22 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.4% | 1.87% | −0.17 |
| ORCL Oracle Corp. | Reduce -2.4% | 0.18% | −0.14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -74.3% | 0.04% | −0.12 |
| DGRO iShares Core Dividend Growth | Reduce -29.0% | 0.21% | −0.12 |
| FSLR First Solar Inc. | Reduce -14.4% | 0.35% | −0.11 |
| SCHO Schwab Short-Term US Treas | Reduce -1.6% | 0.54% | −0.09 |
| IWN iShares Russell 2000 Value E | Reduce -1.3% | 1.03% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.3% | 0.37% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -0.6% | 0.63% | −0.07 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.0% | 0.43% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -29.3% | 0.12% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -25.8% | 0.14% | −0.07 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -16.8% | 0.18% | −0.06 |
| VTWO Vanguard Russell 2000 ETF | Reduce -2.8% | 0.56% | −0.06 |
| AVDV Avantis Intl S/C Value ETF | Reduce -4.5% | 0.54% | −0.06 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.06 |
| V Visa Inc. Class A | Reduce -2.1% | 0.22% | −0.05 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -6.7% | 0.29% | −0.05 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.05 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.05 |
| ISHG iShares -3 Year Internationa | Reduce -15.1% | 0.12% | −0.04 |
| NFLX Netflix Inc. | Reduce -6.0% | 0.07% | −0.04 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 0.18% | −0.04 |
| HD Home Depot Inc. | Reduce -2.5% | 0.18% | −0.04 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -11.4% | 0.14% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.9% | 0.18% | −0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -4.8% | 0.21% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -10.5% | 0.12% | −0.03 |
| ABBV Abbvie Inc. | Reduce -5.8% | 0.12% | −0.03 |
| SPHD Invesco S&P 500 High Dividen | Reduce -4.2% | 0.17% | −0.03 |
| SO The Southern Co. | Reduce -0.3% | 0.12% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -26.0% | 0.05% | −0.03 |
| BAC Bank of America Corp. | Reduce -0.9% | 0.24% | −0.03 |
| TSLA Tesla Inc. | Reduce -1.0% | 0.14% | −0.03 |
| MANH Manhattan Associates Inc. | Reduce -2.1% | 0.07% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -2.2% | 0.09% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -11.5% | 0.11% | −0.02 |
| AZO AutoZone Inc. | Reduce -2.3% | 0.05% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| AVUS Avantis U.S. Equity ETF | Add +41.6% | 13.90% | +3.12 |
| AVDE Avantis International Equity | Add +31.3% | 7.60% | +1.35 |
| AVEM Avantis Emerging Markets Eq | Add +34.0% | 6.75% | +1.28 |
| AVLV Avantis US Large Cap Value | Add +68.9% | 1.53% | +0.57 |
| DFSV Dimensional US Small Cap Val | Add +92.1% | 1.26% | +0.56 |
| DFGR Dim Global Real Estate ETF | Add +352.9% | 0.71% | +0.53 |
| DISV Dimensional International SM | Add +54.7% | 0.58% | +0.19 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +51.8% | 0.63% | +0.19 |
| IVW iShares S&P 500 Growth ETF | New | 0.10% | +0.10 |
| AGG iShares Core U.S. Aggregate | Add +58.8% | 0.33% | +0.09 |
| TER Teradyne Inc. | New | 0.04% | +0.04 |
| ROST Ross Stores Inc. | New | 0.04% | +0.04 |
| DY Dycom Industries Inc. | New | 0.04% | +0.04 |
| SCHW Schwab (charles) Corp. | New | 0.04% | +0.04 |
| HEI.A Heico Corp. Class A | New | 0.04% | +0.04 |
| GWW WW Grainger Inc. | New | 0.04% | +0.04 |
| LRCX Lam Research Corp. | Add +1.3% | 0.19% | +0.04 |
| KLAC KLA Corp. | Add +1.4% | 0.21% | +0.02 |
| CAT Caterpillar Inc. | Add +1.5% | 0.09% | +0.01 |
| MRK Merck & Co. Inc. | Add +6.1% | 0.08% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +3.1% | 0.07% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.4% | 0.12% | +0.01 |
| AVGO Broadcom Inc. | Add +16.5% | 0.22% | +0.01 |
| BND Vanguard Total Bond Market | Add +17.7% | 0.17% | +0.00 |
| PM Philip Morris International | Add +11.1% | 0.06% | +0.00 |
| JNJ Johnson & Johnson | Add +2.6% | 0.12% | +0.00 |
| WMT Walmart Inc. | Add +0.2% | 0.19% | +0.00 |
| JBL Jabil Inc. | Add +0.1% | 0.08% | +0.00 |
| RTX RTX Corp. | Add +0.2% | 0.09% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +13.1% | 0.12% | +0.00 |
| ELV Elevance Health Inc. | Add +10.4% | 0.04% | +0.00 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.13% | 0.00 |
| COR Cencora Inc. | Add +0.1% | 0.08% | −0.00 |
| MS Morgan Stanley | Add +0.2% | 0.10% | −0.00 |
| AMD Advanced Micro Devices | Add +3.8% | 0.06% | −0.00 |
| MCK McKesson Corp. | Add +0.2% | 0.07% | −0.00 |
| IBM Intl Business Machines Corp. | Add +3.6% | 0.04% | −0.00 |
| AMGN Amgen Inc. | Add +0.2% | 0.06% | −0.00 |
| GILD Gilead Sciences Inc. | Add +0.7% | 0.04% | −0.00 |
| WFC Wells Fargo & Co. | Add +0.3% | 0.05% | −0.00 |
| CASY Casey's General Stores Inc. | Add +0.2% | 0.05% | −0.00 |
| TEL Te Connectivity PLC | Add +1.1% | 0.05% | −0.00 |
| MMS Maximus Inc. | Add +0.1% | 0.04% | −0.00 |
| SHOP Shopify Inc. Class A | Add +12.8% | 0.06% | −0.00 |
| CSCO Cisco Systems Inc. | Add +0.8% | 0.08% | −0.00 |
| PFE Pfizer Inc. | Add +2.0% | 0.04% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.1% | 0.08% | −0.01 |
| REET iShares Global REIT ETF | Add +0.3% | 0.06% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.0% | 0.11% | −0.01 |
| AXP American Express Co. | Add +0.1% | 0.16% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 181 | $756.5M | AVUS, AVDE, DFUS, VGSH, AVEM |
| Q1 2026 | 165 | $571.6M | AVUS, AVDE, DFUS, AVEM, DFUV |
| Q4 2025 | 171 | $558.2M | AVUS, DFUS, AVDE, AVEM, DFUV |
| Q3 2025 | 168 | $485.4M | AVUS, DFUS, AVDE, DFUV, AVEM |
| Q2 2025 | 161 | $380.9M | DFUS, DFUV, AAPL, DFAS, DFIV |
| Q1 2025 | 149 | $302.8M | DFUS, DFUV, AAPL, DFAS, DFIV |
| Q4 2024 | 153 | $333.0M | DFUS, DFUV, DFAS, AAPL, DFIV |
| Q3 2024 | 165 | $331.7M | DFUS, DFUV, DFAS, DFIV, DFAT |
| Q2 2024 | 155 | $309.2M | DFUS, DFUV, DFAS, DFIV, DFAT |
| Q1 2024 | 153 | $292.0M | DFUS, DFUV, DFAS, DFIV, DFAT |