Data as of Q4 2025 (Dec 31, 2025)

McLean Asset Management Corp

•CIK: 1833140•Filing: Q4 2025

**McLean Asset Management Corp** manages $558M across a portfolio of 171 positions. The fund exhibits significant concentration in select names, notably holding AVUS at $77.6M and DFUS at $49.0M. Key allocations also include AVDE ($42.4M), AVEM ($37.7M), and DFUV ($30.3M). This structure suggests a focused, high-conviction approach within its investment mandate.

Total AUM
$558.2M
QoQ Performance
+15.0%
Positions
128
Top 10 Concentration
59.1%
Latest Filing
Q4 2025

Top Holdings Allocation

AVUS
DFUS
AVDE
AVEM
DFUV
AVUS13.9%
DFUS8.8%
AVDE7.6%
AVEM6.8%
DFUV5.4%
AAPL4.6%
DFAS3.5%
DFIV3.3%

📈 Biggest Buys

AVUS
AMERICAN CENTY ETF TR
+41.6%
13.9% of portfolio
AVDE
AMERICAN CENTY ETF TR
+31.3%
7.6% of portfolio
AVEM
AMERICAN CENTY ETF TR
+34.0%
6.8% of portfolio
AVLV
AMERICAN CENTY ETF TR
+68.9%
1.5% of portfolio
DFSV
DIMENSIONAL ETF TRUST
+92.1%
1.3% of portfolio

📉 Biggest Sells

VTV
VANGUARD INDEX FDS
-17.0%
1.0% of portfolio
DFAS
DIMENSIONAL ETF TRUST
-4.1%
3.5% of portfolio
DFUS
DIMENSIONAL ETF TRUST
-1.4%
8.8% of portfolio
VBR
VANGUARD INDEX FDS
-74.3%
0.0% of portfolio
DFIV
DIMENSIONAL ETF TRUST
-2.6%
3.3% of portfolio

Sector Breakdown

Other82.3%
Technology9.4%
ETF2.7%
Financial2.3%
Consumer1.4%
Healthcare1.0%
Industrial0.4%
Utilities0.2%

🚪 Exited Positionssold since Q3 2025

—
ISHARES TR
SOLD
$274.1K
CMCSA
COMCAST CORP NEW
SOLD
$259.4K
ADP
AUTOMATIC DATA PROCESSING IN
SOLD
$236.9K
MRSH
MARSH & MCLENNAN COS INC
SOLD
$200.2K

Changes from Q3 2025

NEW7 new positions
↑61 increased
↓91 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AVUS13.9%
AMERICAN CENTY ETF TR
$77.6M
DFUS8.8%
DIMENSIONAL ETF TRUST
$49.0M
AVDE7.6%
AMERICAN CENTY ETF TR
$42.4M
AVEM6.8%
AMERICAN CENTY ETF TR
$37.7M
DFUV5.4%
DIMENSIONAL ETF TRUST
$30.3M

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