McLean Asset Management Corp
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), McLean Asset Management Corp reported 165 stock positions worth $571.6 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 14.4% of the portfolio, followed by Avantis International Equity (AVDE, 8.1%) and Dimensional US Eq MKT ETF (DFUS, 8.0%). Compared with Q4 2025, it opened 3 new positions, sold out of 9, added to 89 and reduced 57. The biggest buy was Vanguard Total Intl Bond ETF (BNDX, 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
- $571.6M (Q1 2026)
- SEC Filing
- 0001833140-26-000002 ↗ filed Apr 22, 2026
Holdings Value
Holdings 165 stocks · $571.6M
| AVUS Avantis U.S. Equity ETF | 14.42% | 741,463 | $82.4M | Add +9.5% |
| AVDE Avantis International Equity | 8.08% | 544,215 | $46.2M | Add +9.4% |
| DFUS Dimensional US Eq MKT ETF | 7.97% | 642,571 | $45.6M | Reduce -1.3% |
| AVEM Avantis Emerging Markets Eq | 6.93% | 491,761 | $39.6M | Add +5.7% |
| DFUV Dimensional US Marketwide Va | 5.21% | 614,532 | $29.8M | Reduce -2.1% |
| AAPL Apple Inc. | 4.35% | 97,935 | $24.9M | Add +0.2% |
| DFIV Dimensional International Va | 3.31% | 358,292 | $18.9M | Reduce -0.7% |
| DFAS Dimensional US Small Cap ETF | 3.21% | 257,550 | $18.3M | Reduce -2.1% |
| VGSH Vanguard Short-Term Treasury | 2.88% | 281,653 | $16.5M | Add +13.3% |
| DFAT Dimensional US Target Value | 2.52% | 230,975 | $14.4M | Reduce -1.3% |
| BNDX Vanguard Total Intl Bond ETF | 2.27% | 270,129 | $13.0M | Add +41.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.16% | 19,024 | $12.4M | Reduce -0.0% |
| DFAC Dimensional US Core Equity 2 | 2.08% | 306,393 | $11.9M | Reduce -1.7% |
| IWM iShares Russell 2000 ETF | 2.02% | 46,633 | $11.6M | Reduce -0.6% |
| AVLV Avantis US Large Cap Value | 2.01% | 142,533 | $11.5M | Add +31.3% |
| EFV iShares MSCI Eafe Value ETF | 1.82% | 139,822 | $10.4M | Reduce -1.5% |
| NVDA Nvidia Corp. | 1.52% | 49,919 | $8.7M | Reduce -0.5% |
| DFSV Dimensional US Small Cap Val | 1.45% | 236,681 | $8.3M | Add +17.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.42% | 25,364 | $8.1M | No change |
| DFGR Dim Global Real Estate ETF | 1.24% | 267,340 | $7.1M | Add +81.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.01% | 29,355 | $5.8M | Add +0.1% |
| IWN iShares Russell 2000 Value E | 0.99% | 29,699 | $5.6M | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.84% | 13,038 | $4.8M | Reduce -4.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.81% | 61,532 | $4.6M | Add +28.9% |
| AVUV Avantis US Small Cap Value | 0.71% | 36,706 | $4.1M | Reduce -4.4% |
| DISV Dimensional International SM | 0.68% | 98,529 | $3.9M | Add +18.9% |
| AGG iShares Core U.S. Aggregate | 0.64% | 36,568 | $3.6M | Add +96.8% |
| EFA iShares MSCI Eafe ETF | 0.57% | 33,590 | $3.3M | Reduce -5.0% |
| SCHO Schwab Short-Term US Treas | 0.52% | 123,493 | $3.0M | Add +0.5% |
| AVDV Avantis Intl S/C Value ETF | 0.52% | 30,009 | $3.0M | Reduce -2.4% |
| VTWO Vanguard Russell 2000 ETF | 0.47% | 26,769 | $2.7M | Reduce -8.5% |
| GOOGL Alphabet Inc. Class A | 0.45% | 8,873 | $2.6M | Reduce -2.1% |
| SCHP Schwab U.S. Tips ETF | 0.43% | 92,688 | $2.5M | Add +3.7% |
| AMZN Amazon.com Inc. | 0.42% | 11,646 | $2.4M | Reduce -0.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.39% | 10,386 | $2.2M | New |
| JPM JPMorgan Chase & Co. | 0.35% | 6,811 | $2.0M | Reduce -11.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 4,173 | $2.0M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.31% | 24,157 | $1.8M | Add +90.6% |
| GOOG Alphabet Inc. Class C | 0.31% | 6,093 | $1.7M | Add +0.6% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.27% | 19,181 | $1.6M | Reduce -3.0% |
| CART Maplebear Inc. | 0.27% | 41,454 | $1.6M | Reduce -3.0% |
| FSLR First Solar Inc. | 0.26% | 7,423 | $1.5M | Reduce -9.8% |
| ESGV Vanguard ESG US Stock ETF | 0.25% | 12,589 | $1.4M | Add +12.4% |
| LLY Eli Lilly & Co. | 0.23% | 1,441 | $1.3M | Add +0.6% |
| DGRO iShares Core Dividend Growth | 0.21% | 17,162 | $1.2M | Add +2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 24,494 | $1.2M | Reduce -3.2% |
| KLAC KLA Corp. | 0.21% | 805 | $1.2M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.21% | 1,803 | $1.2M | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.20% | 8,035 | $1.2M | Add +0.2% |
| AVGO Broadcom Inc. | 0.20% | 3,735 | $1.2M | Add +2.2% |
| LRCX Lam Research Corp. | 0.20% | 5,335 | $1.1M | Add +4.6% |
| META Meta Platforms Inc. Class A | 0.20% | 1,970 | $1.1M | Reduce -1.7% |
| WMT Walmart Inc. | 0.19% | 8,851 | $1.1M | Add +0.5% |
| V Visa Inc. Class A | 0.19% | 3,622 | $1.1M | Reduce -2.3% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 15,027 | $963K | Add +60.0% |
| XOM Exxon Mobil Corp. | 0.17% | 5,625 | $954K | Add +1.3% |
| COST Costco Wholesale Corp. | 0.16% | 938 | $935K | Add +2.1% |
| SPHD Invesco S&P 500 High Dividen | 0.16% | 18,821 | $934K | No change |
| EUSA iShares MSCI USA Equal Weigh | 0.16% | 9,095 | $926K | No change |
| VTWV Vanguard Russell 2000 Value | 0.16% | 5,467 | $914K | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 2,078 | $908K | Add +1.8% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.16% | 7,765 | $892K | Reduce -0.3% |
| HD Home Depot Inc. | 0.15% | 2,673 | $879K | Add +1.3% |
| MA Mastercard Inc. Class A | 0.15% | 1,747 | $873K | Reduce -3.6% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 15,449 | $835K | Add +0.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.14% | 10,429 | $818K | Reduce -18.8% |
| JNJ Johnson & Johnson | 0.14% | 3,299 | $806K | Add +5.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 1,350 | $779K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.13% | 581 | $767K | Add +7.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 2,908 | $762K | Add +0.1% |
| SO The Southern Co. | 0.13% | 7,779 | $751K | Add +0.3% |
| AXP American Express Co. | 0.13% | 2,457 | $743K | Reduce -1.0% |
| ORCL Oracle Corp. | 0.13% | 5,022 | $739K | Reduce -3.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.13% | 15,682 | $733K | Reduce -7.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 1 | $718K | No change |
| GS Goldman Sachs Group Inc. | 0.12% | 836 | $708K | Add +0.7% |
| ABBV Abbvie Inc. | 0.12% | 3,204 | $697K | Add +3.2% |
| VNQ Vanguard Real Estate ETF | 0.12% | 7,705 | $683K | Add +0.7% |
| AZN Astrazeneca PLC | 0.12% | 3,418 | $674K | Add +5.3% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 3,125 | $672K | Add +0.8% |
| IWV iShares Russell 3000 ETF | 0.11% | 1,752 | $649K | No change |
| ISHG iShares -3 Year Internationa | 0.11% | 8,637 | $641K | Reduce -0.7% |
| TSLA Tesla Inc. | 0.10% | 1,606 | $597K | Reduce -6.8% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 8,749 | $591K | No change |
| COF Capital One Financial Corp. | 0.10% | 3,233 | $590K | Reduce -1.5% |
| CAT Caterpillar Inc. | 0.10% | 823 | $583K | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 0.10% | 936 | $559K | Reduce -7.4% |
| AMP Ameriprise Financial Inc. | 0.09% | 1,203 | $535K | Reduce -1.7% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 4,673 | $529K | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.09% | 1,951 | $528K | Reduce -2.5% |
| EME Emcor Group Inc. | 0.09% | 702 | $518K | Add +0.3% |
| CSX CSX Corp. | 0.09% | 12,291 | $505K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.09% | 6,503 | $505K | Add +8.3% |
| MS Morgan Stanley | 0.09% | 3,062 | $504K | Add +0.1% |
| ORLY O'reilly Automotive Inc. | 0.09% | 5,362 | $495K | Add +0.8% |
| CVX Chevron Corp. | 0.09% | 2,388 | $494K | Add +8.2% |
| RTX RTX Corp. | 0.08% | 2,484 | $479K | Add +0.6% |
| MCD McDonald's Corp. | 0.08% | 1,533 | $476K | Add +0.5% |
| MRK Merck & Co. Inc. | 0.08% | 3,959 | $476K | Add +3.1% |
| UNP Union Pacific Corp. | 0.08% | 1,949 | $473K | Reduce -5.7% |
Portfolio Sells Q4 2025 → Q1 2026
| DFUS Dimensional US Eq MKT ETF | Reduce -1.3% | 7.97% | −0.81 |
| DFAS Dimensional US Small Cap ETF | Reduce -2.1% | 3.21% | −0.28 |
| MSFT Microsoft Corp. | Reduce -4.3% | 0.84% | −0.28 |
| DFUV Dimensional US Marketwide Va | Reduce -2.1% | 5.21% | −0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 2.16% | −0.19 |
| IWM iShares Russell 2000 ETF | Reduce -0.6% | 2.02% | −0.19 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.7% | 2.08% | −0.18 |
| NVDA Nvidia Corp. | Reduce -0.5% | 1.52% | −0.12 |
| DFAT Dimensional US Target Value | Reduce -1.3% | 2.52% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 0.45% | −0.10 |
| FSLR First Solar Inc. | Reduce -9.8% | 0.26% | −0.09 |
| VTWO Vanguard Russell 2000 ETF | Reduce -8.5% | 0.47% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -11.0% | 0.35% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 0.42% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -5.0% | 0.57% | −0.06 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Reduce -3.3% | 0.13% | −0.05 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.05 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.5% | 1.82% | −0.05 |
| IWN iShares Russell 2000 Value E | Reduce -0.2% | 0.99% | −0.05 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.04 |
| MMS Maximus Inc. | Sold out | 0.00% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -18.8% | 0.14% | −0.04 |
| CART Maplebear Inc. | Reduce -3.0% | 0.27% | −0.04 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.04 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.04 |
| HEI.A Heico Corp. Class A | Sold out | 0.00% | −0.04 |
| COF Capital One Financial Corp. | Reduce -1.5% | 0.10% | −0.03 |
| TSLA Tesla Inc. | Reduce -6.8% | 0.10% | −0.03 |
| AVUV Avantis US Small Cap Value | Reduce -4.4% | 0.71% | −0.03 |
| AXP American Express Co. | Reduce -1.0% | 0.13% | −0.03 |
| BAC Bank of America Corp. | Reduce -3.2% | 0.21% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -2.5% | 0.09% | −0.03 |
| V Visa Inc. Class A | Reduce -2.3% | 0.19% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -3.6% | 0.15% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 0.20% | −0.02 |
| FICO Fair Isaac Corp. | Reduce -3.3% | 0.04% | −0.02 |
| DFIV Dimensional International Va | Reduce -0.7% | 3.31% | −0.02 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -3.0% | 0.27% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -9.6% | 0.05% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.35% | −0.02 |
| MANH Manhattan Associates Inc. | Reduce -0.1% | 0.05% | −0.02 |
| AMP Ameriprise Financial Inc. | Reduce -1.7% | 0.09% | −0.02 |
| AVDV Avantis Intl S/C Value ETF | Reduce -2.4% | 0.52% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -7.4% | 0.10% | −0.02 |
| MCO Moody's Corp. | Reduce -2.6% | 0.06% | −0.02 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -7.3% | 0.13% | −0.02 |
| DIS The Walt Disney Co. | Reduce -5.3% | 0.05% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| BNDX Vanguard Total Intl Bond ETF | Add +41.6% | 2.27% | +0.61 |
| DFGR Dim Global Real Estate ETF | Add +81.1% | 1.24% | +0.53 |
| AVUS Avantis U.S. Equity ETF | Add +9.5% | 14.42% | +0.52 |
| AVDE Avantis International Equity | Add +9.4% | 8.08% | +0.48 |
| AVLV Avantis US Large Cap Value | Add +31.3% | 2.01% | +0.48 |
| AJG Arthur J Gallagher & Co. | New | 0.39% | +0.39 |
| AGG iShares Core U.S. Aggregate | Add +96.8% | 0.64% | +0.30 |
| VGSH Vanguard Short-Term Treasury | Add +13.3% | 2.88% | +0.27 |
| DFSV Dimensional US Small Cap Val | Add +17.4% | 1.45% | +0.20 |
| AVEM Avantis Emerging Markets Eq | Add +5.7% | 6.93% | +0.18 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +28.9% | 0.81% | +0.18 |
| BND Vanguard Total Bond Market | Add +90.6% | 0.31% | +0.14 |
| DISV Dimensional International SM | Add +18.9% | 0.68% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +60.0% | 0.17% | +0.06 |
| MPC Marathon Petroleum Corp. | New | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +1.3% | 0.17% | +0.04 |
| REGN Regeneron Pharmaceuticals | New | 0.04% | +0.04 |
| CVX Chevron Corp. | Add +8.2% | 0.09% | +0.02 |
| JNJ Johnson & Johnson | Add +5.2% | 0.14% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +7.4% | 0.13% | +0.01 |
| TER Teradyne Inc. | Add +0.4% | 0.06% | +0.01 |
| NEE Nextera Energy Inc. | Add +16.4% | 0.05% | +0.01 |
| CSX CSX Corp. | Add +0.1% | 0.09% | +0.01 |
| CAT Caterpillar Inc. | Add +1.0% | 0.10% | +0.01 |
| LRCX Lam Research Corp. | Add +4.6% | 0.20% | +0.01 |
| CASY Casey's General Stores Inc. | Add +0.2% | 0.06% | +0.01 |
| SO The Southern Co. | Add +0.3% | 0.13% | +0.01 |
| CSCO Cisco Systems Inc. | Add +8.3% | 0.09% | +0.01 |
| NFLX Netflix Inc. | Add +4.9% | 0.08% | +0.01 |
| CB Chubb Ltd. | Add +8.5% | 0.06% | +0.01 |
| EME Emcor Group Inc. | Add +0.3% | 0.09% | +0.01 |
| PFE Pfizer Inc. | Add +13.3% | 0.04% | +0.01 |
| AMAT Applied Materials Inc. | Add +2.2% | 0.06% | +0.01 |
| COST Costco Wholesale Corp. | Add +2.1% | 0.16% | +0.01 |
| MRK Merck & Co. Inc. | Add +3.1% | 0.08% | +0.01 |
| MSI Motorola Solutions Inc. | Add +4.3% | 0.05% | +0.01 |
| AZN Astrazeneca PLC | Add +5.3% | 0.12% | +0.01 |
| JBL Jabil Inc. | Add +0.1% | 0.08% | +0.01 |
| SCHP Schwab U.S. Tips ETF | Add +3.7% | 0.43% | +0.01 |
| PG The Procter & Gamble Co. | Add +15.1% | 0.05% | +0.01 |
| ROST Ross Stores Inc. | Add +0.4% | 0.04% | +0.00 |
| GILD Gilead Sciences Inc. | Add +0.8% | 0.04% | +0.00 |
| AMGN Amgen Inc. | Add +1.9% | 0.07% | +0.00 |
| TXN Texas Instruments Inc. | Add +8.3% | 0.07% | +0.00 |
| DUK Duke Energy Corp. | Add +1.0% | 0.04% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +1.2% | 0.07% | +0.00 |
| ETN Eaton Corp. PLC | Add +1.9% | 0.05% | +0.00 |
| WMT Walmart Inc. | Add +0.5% | 0.19% | +0.00 |
| HON Honeywell International Inc. | Add +1.3% | 0.06% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +12.4% | 0.25% | +0.00 |
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 |