McLean Asset Management Corp

CIK 0001833140 • 6 13F filings • Apr 9, 2025 – Aug 12, 2026

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Filer information

Filed by: McLean Asset Management Corp, Managing Principal and Chief Compliance Officer
Address: 1900 GALLOWS ROAD, SUITE 350, TYSONS, VA, 22182
Phone: 7038270636
AUM: $558.2M

AUM over time

$756.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $558.2M171 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$268K	0.0%Prev: 0.1%	2,148 SH	Decreased-125 SH
ABBVIE INC	COM	$689K	0.1%Prev: 0.2%	3,104 SH	Decreased-191 SH
ADVANCED MICRO DEVICES INC	COM	$359K	0.1%Prev: 0.1%	1,606 SH	Increased+58 SH
ALLSTATE CORP	COM	$247K	0.0%Prev: 0.1%	1,262 SH	Decreased-13 SH
ALPHABET INC	CAP STK CL A	$3.0M	0.5%Prev: 0.5%	9,065 SH	Increased-181 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.4%Prev: 0.3%	6,054 SH	Increased-168 SH
AMAZON COM INC	COM	$2.8M	0.5%Prev: 0.5%	11,669 SH	Increased+542 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$37.7M	6.8%Prev: 5.5%	465,220 SH	Increased+118,083 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$3.5M	0.6%Prev: 0.4%	47,734 SH	Increased+16,281 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$42.4M	7.6%Prev: 6.2%	497,232 SH	Increased+118,551 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.0M	0.5%Prev: 0.6%	30,733 SH	Increased-1,454 SH
AMERICAN CENTY ETF TR	US EQT ETF	$77.6M	13.9%Prev: 10.8%	677,180 SH	Increased+198,895 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.6M	1.5%Prev: 1.0%	108,571 SH	Increased+44,306 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$4.1M	0.7%Prev: 0.8%	38,381 SH	Increased+1,104 SH
AMERICAN EXPRESS CO	COM	$889K	0.2%Prev: 0.2%	2,482 SH	Increased+3 SH
AMERIPRISE FINL INC	COM	$621K	0.1%Prev: 0.1%	1,224 SH	Increased+1 SH
AMGEN INC	COM	$353K	0.1%Prev: 0.1%	1,073 SH	Increased+2 SH
ANALOG DEVICES INC	COM	$316K	0.1%Prev: 0.1%	1,061 SH	Increased-11 SH
AON PLC	SHS CL A	$246K	0.0%Prev: 0.1%	710 SH	Decreased-1 SH
APPLE INC	COM	$25.4M	4.6%Prev: 5.2%	97,716 SH	Increased-349 SH
APPLIED MATLS INC	COM	$317K	0.1%Prev: 0.1%	1,050 SH	Increased-38 SH
ASML HOLDING N V	N Y REGISTRY SHS	$683K	0.1%Prev: 0.1%	541 SH	Increased+2 SH
ASTRAZENECA PLC	SPONSORED ADR	$626K	0.1%Prev: 0.1%	6,494 SH	Increased
AUTONATION INC	COM	$263K	0.0%Prev: 0.1%	1,239 SH	Decreased-5 SH
AUTOZONE INC	COM	$301K	0.1%Prev: 0.1%	87 SH	Decreased-2 SH
BANK AMERICA CORP	COM	$1.3M	0.2%Prev: 0.3%	25,312 SH	Increased-222 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$743K	0.1%Prev: 0.2%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	0.4%Prev: 0.4%	4,175 SH	Decreased-190 SH
BLACKROCK INC	COM	$291K	0.1%Prev: 0.1%	266 SH	Decreased-1 SH
BOOKING HOLDINGS INC	COM	$270K	0.0%Prev: 0.1%	52 SH	Decreased-2 SH
BRISTOL-MYERS SQUIBB CO	COM	$369K	0.1%Prev: 0.1%	6,465 SH	Increased+192 SH
BROADCOM INC	COM	$1.2M	0.2%Prev: 0.2%	3,653 SH	Increased+518 SH
CAPITAL ONE FINL CORP	COM	$770K	0.1%Prev: 0.1%	3,283 SH	Increased-24 SH
CASEYS GEN STORES INC	COM	$304K	0.1%Prev: 0.1%	493 SH	Increased+1 SH
CATERPILLAR INC	COM	$521K	0.1%Prev: 0.1%	815 SH	Increased+12 SH
CENCORA INC	COM	$469K	0.1%Prev: 0.1%	1,341 SH	Increased+1 SH
CHEVRON CORP NEW	COM	$369K	0.1%Prev: 0.1%	2,208 SH	Increased-109 SH
CHUBB LIMITED	COM	$301K	0.1%Prev: 0.1%	999 SH	Increased-6 SH
CISCO SYS INC	COM	$447K	0.1%Prev: 0.1%	6,005 SH	Increased+48 SH
CITIGROUP INC	COM NEW	$309K	0.1%Prev: 0.1%	2,748 SH	Increased-18 SH
COCA COLA CO	COM	$351K	0.1%Prev: 0.1%	4,906 SH	Increased-224 SH
COSTCO WHSL CORP NEW	COM	$874K	0.2%Prev: 0.2%	919 SH	Increased-34 SH
CSX CORP	COM	$444K	0.1%Prev: 0.1%	12,274 SH	Decreased-22 SH
DEERE & CO	COM	$256K	0.0%Prev: 0.0%	501 SH	Increased-22 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$4.0M	0.7%Prev: 0.2%	147,616 SH	Increased+115,025 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$18.6M	3.3%Prev: 3.6%	360,722 SH	Increased-9,797 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$3.3M	0.6%Prev: 0.4%	82,856 SH	Increased+29,288 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$12.6M	2.3%Prev: 2.5%	311,615 SH	Increased-6,644 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$49.0M	8.8%Prev: 9.9%	651,200 SH	Increased-8,978 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$30.3M	5.4%Prev: 5.9%	627,711 SH	Increased-5,391 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$19.5M	3.5%Prev: 3.9%	263,163 SH	Increased-11,118 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$7.0M	1.3%Prev: 0.7%	201,538 SH	Increased+96,646 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$14.7M	2.6%Prev: 2.9%	234,071 SH	Increased-5,177 SH
DISNEY WALT CO	COM	$346K	0.1%Prev: 0.1%	3,044 SH	Decreased-68 SH
DUKE ENERGY CORP NEW	COM NEW	$227K	0.0%Prev: 0.1%	1,916 SH	Decreased-76 SH
DYCOM INDS INC	COM	$213K	0.0%	603 SH	New
EATON CORP PLC	SHS	$255K	0.0%Prev: 0.1%	769 SH	Decreased-10 SH
ELEVANCE HEALTH INC FORMERLY	COM	$242K	0.0%Prev: 0.0%	648 SH	Increased+61 SH
ELI LILLY & CO	COM	$1.5M	0.3%Prev: 0.3%	1,433 SH	Increased-32 SH
EMCOR GROUP INC	COM	$463K	0.1%Prev: 0.1%	700 SH	Decreased-3 SH
EXXON MOBIL CORP	COM	$723K	0.1%Prev: 0.1%	5,552 SH	Increased+48 SH
FAIR ISAAC CORP	COM	$341K	0.1%Prev: 0.1%	211 SH	Decreased+3 SH
FIRST SOLAR INC	COM	$1.9M	0.3%Prev: 0.5%	8,231 SH	Decreased-1,389 SH
GENERAL DYNAMICS CORP	COM	$238K	0.0%Prev: 0.0%	650 SH	Increased-26 SH
GILEAD SCIENCES INC	COM	$223K	0.0%Prev: 0.0%	1,797 SH	Increased+13 SH
GOLDMAN SACHS GROUP INC	COM	$775K	0.1%Prev: 0.1%	830 SH	Increased-1 SH
HARTFORD INSURANCE GROUP INC	COM	$234K	0.0%Prev: 0.0%	1,773 SH	Decreased-11 SH
HEICO CORP NEW	CL A	$203K	0.0%	747 SH	New
HOME DEPOT INC	COM	$992K	0.2%Prev: 0.2%	2,638 SH	Decreased-68 SH
HONEYWELL INTL INC	COM	$339K	0.1%Prev: 0.1%	1,591 SH	Decreased-44 SH
INTERNATIONAL BUSINESS MACHS	COM	$229K	0.0%Prev: 0.0%	740 SH	Increased+26 SH
INTUIT	COM	$292K	0.1%Prev: 0.1%	515 SH	Decreased+4 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$930K	0.2%Prev: 0.2%	18,821 SH	Decreased-832 SH
INVESCO QQQ TR	UNIT SER 1	$837K	0.1%Prev: 0.2%	1,350 SH	Increased
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$278K	0.0%Prev: 0.1%	5,012 SH	Decreased+200 SH
ISHARES INC	MSCI EQUAL WEITE	$971K	0.2%Prev: 0.2%	9,095 SH	Increased
ISHARES TR	3YRTB ETF	$651K	0.1%Prev: 0.2%	8,695 SH	Decreased-1,542 SH
ISHARES TR	CORE DIV GRWTH	$1.2M	0.2%Prev: 0.3%	16,801 SH	Decreased-6,855 SH
ISHARES TR	CORE S&P MCP ETF	$607K	0.1%Prev: 0.1%	8,749 SH	Increased+1 SH
ISHARES TR	CORE S&P500 ETF	$1.3M	0.2%Prev: 0.3%	1,803 SH	Increased
ISHARES TR	CORE US AGGBD ET	$1.9M	0.3%Prev: 0.2%	18,578 SH	Increased+6,881 SH
ISHARES TR	EAFE SML CP ETF	$1.0M	0.2%Prev: 0.2%	12,840 SH	Decreased-2,590 SH
ISHARES TR	EAFE VALUE ETF	$10.4M	1.9%Prev: 2.0%	141,977 SH	Increased-2,049 SH
ISHARES TR	GLOBAL REIT ETF	$317K	0.1%Prev: 0.1%	12,406 SH	Increased+33 SH
ISHARES TR	IBONDS 26 TRM TS	$275K	0.0%Prev: 0.1%	12,019 SH	Increased
ISHARES TR	INTL DIV GRWTH	$222K	0.0%Prev: 0.0%	2,609 SH	Decreased-191 SH
ISHARES TR	MSCI EAFE ETF	$3.5M	0.6%Prev: 0.7%	35,370 SH	Increased-206 SH
ISHARES TR	RUS 2000 VAL ETF	$5.8M	1.0%Prev: 1.1%	29,750 SH	Increased-378 SH
ISHARES TR	RUSSELL 2000 ETF	$12.3M	2.2%Prev: 2.4%	46,898 SH	Increased-997 SH
ISHARES TR	RUSSELL 3000 ETF	$689K	0.1%Prev: 0.1%	1,752 SH	Increased+31 SH
ISHARES TR	S&P 500 GRWT ETF	$576K	0.1%	4,669 SH	New
JABIL INC	COM	$421K	0.1%Prev: 0.1%	1,746 SH	Increased+2 SH
JOHNSON & JOHNSON	COM	$685K	0.1%Prev: 0.1%	3,136 SH	Increased+81 SH
JPMORGAN CHASE & CO.	COM	$2.4M	0.4%Prev: 0.5%	7,656 SH	Increased+100 SH
KLA CORP	COM NEW	$1.1M	0.2%Prev: 0.2%	802 SH	Increased+11 SH
LAM RESEARCH CORP	COM NEW	$1.1M	0.2%Prev: 0.2%	5,099 SH	Increased+65 SH
LOCKHEED MARTIN CORP	COM	$268K	0.0%Prev: 0.1%	467 SH	Increased-9 SH
LOWES COS INC	COM	$278K	0.0%Prev: 0.1%	1,012 SH	Increased-32 SH
MANHATTAN ASSOCIATES INC	COM	$407K	0.1%Prev: 0.1%	2,347 SH	Decreased-50 SH
MAPLEBEAR INC	COM	$1.7M	0.3%Prev: 0.3%	42,746 SH	Increased+34 SH
MARRIOTT INTL INC NEW	CL A	$254K	0.0%Prev: 0.0%	793 SH	Increased-4 SH
MASTERCARD INCORPORATED	CL A	$991K	0.2%Prev: 0.2%	1,812 SH	Decreased-13 SH
MAXIMUS INC	COM	$235K	0.0%Prev: 0.0%	2,453 SH	Increased+3 SH
MCDONALDS CORP	COM	$470K	0.1%Prev: 0.1%	1,525 SH	Increased-39 SH
MCKESSON CORP	COM	$409K	0.1%Prev: 0.1%	491 SH	Increased+1 SH
MERCK & CO INC	COM	$426K	0.1%Prev: 0.1%	3,841 SH	Increased+222 SH
META PLATFORMS INC	CL A	$1.2M	0.2%Prev: 0.3%	2,004 SH	Decreased+40 SH
MICROSOFT CORP	COM	$6.3M	1.1%Prev: 1.5%	13,630 SH	Decreased-191 SH
MOODYS CORP	COM	$405K	0.1%Prev: 0.1%	756 SH	Increased-6 SH
MORGAN STANLEY	COM NEW	$553K	0.1%Prev: 0.1%	3,058 SH	Increased+5 SH
MOTOROLA SOLUTIONS INC	COM NEW	$256K	0.0%Prev: 0.1%	658 SH	Decreased-26 SH
NETFLIX INC	COM	$397K	0.1%Prev: 0.1%	4,483 SH	Decreased+4,006 SH
NEXTERA ENERGY INC	COM	$218K	0.0%Prev: 0.0%	2,660 SH	Decreased-8 SH
NORFOLK SOUTHN CORP	COM	$333K	0.1%Prev: 0.1%	1,164 SH	Decreased-5 SH
NORTHROP GRUMMAN CORP	COM	$423K	0.1%Prev: 0.1%	648 SH	Increased-2 SH
NVIDIA CORPORATION	COM	$9.2M	1.6%Prev: 1.8%	50,191 SH	Increased+2,145 SH
ORACLE CORP	COM	$1.0M	0.2%Prev: 0.3%	5,193 SH	Decreased-126 SH
OREILLY AUTOMOTIVE INC	COM	$506K	0.1%Prev: 0.1%	5,322 SH	Decreased-120 SH
PFIZER INC	COM	$201K	0.0%Prev: 0.0%	7,865 SH	Decreased+155 SH
PHILIP MORRIS INTL INC	COM	$348K	0.1%Prev: 0.1%	2,032 SH	Increased+203 SH
PROCTER AND GAMBLE CO	COM	$263K	0.0%Prev: 0.1%	1,797 SH	Decreased-631 SH
ROPER TECHNOLOGIES INC	COM	$280K	0.1%Prev: 0.1%	660 SH	Decreased-14 SH
ROSS STORES INC	COM	$224K	0.0%	1,167 SH	New
RTX CORPORATION	COM	$491K	0.1%Prev: 0.1%	2,470 SH	Increased+5 SH
SALESFORCE INC	COM	$227K	0.0%Prev: 0.1%	946 SH	Decreased-53 SH
SCHWAB CHARLES CORP	COM	$212K	0.0%	2,080 SH	New
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$800K	0.1%Prev: 0.2%	16,915 SH	Decreased-2,179 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$3.0M	0.5%Prev: 0.6%	122,857 SH	Decreased-2,014 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.4M	0.4%Prev: 0.5%	89,400 SH	Decreased-6 SH
SHOPIFY INC	CL A SUB VTG SHS	$335K	0.1%Prev: 0.1%	2,127 SH	Increased+241 SH
SOUTHERN CO	COM	$686K	0.1%Prev: 0.2%	7,754 SH	Decreased-22 SH
SPDR S&P 500 ETF TR	TR UNIT	$13.1M	2.4%Prev: 2.6%	19,029 SH	Increased-23 SH
SPDR SERIES TRUST	STATE STREET SPD	$317K	0.1%	3,245 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$374K	0.1%Prev: 0.1%	1,142 SH	Increased
TE CONNECTIVITY PLC	ORD SHS	$255K	0.0%Prev: 0.0%	1,076 SH	Increased+12 SH
TERADYNE INC	COM	$247K	0.0%	1,072 SH	New
TESLA INC	COM	$757K	0.1%Prev: 0.2%	1,723 SH	Decreased-18 SH
TEXAS INSTRS INC	COM	$376K	0.1%Prev: 0.1%	1,942 SH	Increased-34 SH
THERMO FISHER SCIENTIFIC INC	COM	$390K	0.1%Prev: 0.1%	627 SH	Increased
TJX COS INC NEW	COM	$423K	0.1%Prev: 0.1%	2,724 SH	Increased-10 SH
TRAVELERS COMPANIES INC	COM	$273K	0.0%Prev: 0.1%	1,000 SH	Decreased-9 SH
TYLER TECHNOLOGIES INC	COM	$211K	0.0%Prev: 0.1%	466 SH	Decreased-31 SH
UNION PAC CORP	COM	$469K	0.1%Prev: 0.1%	2,066 SH	Decreased-5 SH
UNITEDHEALTH GROUP INC	COM	$670K	0.1%Prev: 0.1%	2,000 SH	Decreased+32 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$914K	0.2%Prev: 0.2%	7,790 SH	Increased-106 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$943K	0.2%Prev: 0.2%	12,675 SH	Increased+1,905 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.3M	1.7%Prev: 1.9%	190,765 SH	Increased+4,894 SH
VANGUARD INDEX FDS	GROWTH ETF	$990K	0.2%Prev: 0.2%	2,041 SH	Decreased-105 SH
VANGUARD INDEX FDS	MID CAP ETF	$315K	0.1%Prev: 0.1%	1,050 SH	Increased
VANGUARD INDEX FDS	REAL ESTATE ETF	$695K	0.1%Prev: 0.2%	7,651 SH	Decreased-896 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$642K	0.1%Prev: 0.2%	1,011 SH	Decreased-419 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$214K	0.0%Prev: 0.2%	958 SH	Decreased-2,765 SH
VANGUARD INDEX FDS	SMALL CP ETF	$793K	0.1%Prev: 0.2%	2,905 SH	Decreased-1,008 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$8.6M	1.5%Prev: 1.7%	25,364 SH	Increased+59 SH
VANGUARD INDEX FDS	VALUE ETF	$5.8M	1.0%Prev: 1.4%	29,322 SH	Decreased-5,997 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$439K	0.1%Prev: 0.1%	5,730 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$865K	0.2%Prev: 0.2%	15,430 SH	Increased+112 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1.2M	0.2%Prev: 0.3%	8,021 SH	Decreased-402 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$14.6M	2.6%Prev: 2.7%	248,690 SH	Increased+28,356 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$3.1M	0.6%Prev: 0.6%	29,249 SH	Increased-834 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$940K	0.2%Prev: 0.2%	5,504 SH	Increased-65 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$697K	0.1%Prev: 0.1%	3,101 SH	Increased+358 SH
VANGUARD STAR FDS	VG TL INTL STK F	$419K	0.1%Prev: 0.1%	5,343 SH	Increased+4 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$609K	0.1%Prev: 0.1%	9,392 SH	Decreased-1,217 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.4M	0.2%Prev: 0.3%	11,200 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$345K	0.1%Prev: 0.1%	8,652 SH	Decreased+81 SH
VISA INC	COM CL A	$1.2M	0.2%Prev: 0.3%	3,707 SH	Decreased-81 SH
WALMART INC	COM	$1.1M	0.2%Prev: 0.2%	8,808 SH	Increased+15 SH
WELLS FARGO CO NEW	COM	$273K	0.0%Prev: 0.1%	3,082 SH	Increased+9 SH
WISDOMTREE TR	INTL SMCAP DIV	$1.6M	0.3%Prev: 0.3%	19,781 SH	Decreased-1,426 SH
WW GRAINGER INC	COM	$201K	0.0%	191 SH	New

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $237K
COMCAST CORP NEW — $259K
ISHARES TR — $274K
MARSH & MCLENNAN COS INC — $200K
SPDR SERIES TRUST — $316K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0001833140-26-000001	$558.2M	View
Oct 7, 2025	Q3 2025	13F-HR	0001833140-25-000010	$485.4M	View
Aug 12, 2026	Q2 2026