Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McLean Asset Management Corp (CIK 1833140) reported $571.6M across 165 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($82.4M, 14.42%), AVDE ($46.2M, 8.08%), DFUS ($45.6M, 7.97%), AVEM ($39.6M, 6.93%), DFUV ($29.8M, 5.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $82.4M | 14.42% | 741,463 | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $46.2M | 8.08% | 544,215 | Added |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $45.6M | 7.97% | 642,571 | Trimmed |
| 4 | AVEM | AMERICAN CENTY ETF TR | $39.6M | 6.93% | 491,761 | Added |
| 5 | DFUV | DIMENSIONAL ETF TRUST | $29.8M | 5.21% | 614,532 | Trimmed |
| 6 | AAPL | APPLE INC | $24.9M | 4.35% | 97,935 | Added |
| 7 | DFIV | DIMENSIONAL ETF TRUST | $18.9M | 3.31% | 358,292 | Trimmed |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $18.3M | 3.21% | 257,550 | Trimmed |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | $16.5M | 2.88% | 281,653 | Added |
| 10 | DFAT | DIMENSIONAL ETF TRUST | $14.4M | 2.52% | 230,975 | Trimmed |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | $13.0M | 2.27% | 270,129 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $12.4M | 2.16% | 19,024 | Trimmed |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $11.9M | 2.08% | 306,393 | Trimmed |
| 14 | IWM | ISHARES TR | $11.6M | 2.02% | 46,633 | Trimmed |
| 15 | AVLV | AMERICAN CENTY ETF TR | $11.5M | 2.01% | 142,533 | Added |
| 16 | EFV | ISHARES TR | $10.4M | 1.82% | 139,822 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $8.7M | 1.52% | 49,919 | Trimmed |
| 18 | DFSV | DIMENSIONAL ETF TRUST | $8.3M | 1.45% | 236,681 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $8.1M | 1.42% | 25,364 | Hold |
| 20 | DFGR | DIMENSIONAL ETF TRUST | $7.1M | 1.24% | 267,340 | Added |
| 21 | VTV | VANGUARD INDEX FDS | $5.8M | 1.01% | 29,355 | Added |
| 22 | IWN | ISHARES TR | $5.6M | 0.99% | 29,699 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $4.8M | 0.84% | 13,038 | Trimmed |
| 24 | AVIV | AMERICAN CENTY ETF TR | $4.6M | 0.81% | 61,532 | Added |
| 25 | AVUV | AMERICAN CENTY ETF TR | $4.1M | 0.71% | 36,706 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31