McLean Asset Management Corp
CIK: 0001833140SEC EDGAR →
Portfolio Value
$558.2M
Holdings
171
As of
Q4 2025
New Positions
14
Closed Positions
7
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 677,180 | $77.6M | 13.90% |
| 2 | DIMENSIONAL ETF TRUST | 651,200 | $49.0M | 8.79% |
| 3 | AMERICAN CENTY ETF TR | 497,232 | $42.4M | 7.60% |
| 4 | AMERICAN CENTY ETF TR | 465,220 | $37.7M | 6.75% |
| 5 | DIMENSIONAL ETF TRUST | 627,711 | $30.3M | 5.44% |
| 6 | APPLE INC | 97,716 | $25.4M | 4.55% |
| 7 | DIMENSIONAL ETF TRUST | 263,163 | $19.5M | 3.49% |
| 8 | DIMENSIONAL ETF TRUST | 360,722 | $18.6M | 3.33% |
| 9 | DIMENSIONAL ETF TRUST | 234,071 | $14.7M | 2.64% |
| 10 | VANGUARD SCOTTSDALE FDS | 248,690 | $14.6M | 2.62% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $464.6M | 83.2% |
| Technology | 25 | $51.4M | 9.2% |
| Consumer Cyclical | 15 | $10.0M | 1.8% |
| Healthcare | 14 | $7.1M | 1.3% |
| Communication Services | 5 | $7.1M | 1.3% |
| Unknown | 8 | $5.7M | 1.0% |
| Industrials | 17 | $5.6M | 1.0% |
| Energy | 3 | $3.0M | 0.5% |
| Consumer Defensive | 4 | $2.5M | 0.5% |
| Utilities | 3 | $1.1M | 0.2% |