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 $756.5M across 181 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVUS ($95.8M, 12.67%), AVDE ($53.4M, 7.06%), DFUS ($50.7M, 6.70%), VGSH ($44.6M, 5.90%), AVEM ($43.8M, 5.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $95.8M | 12.67% | 751,137 | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $53.4M | 7.06% | 585,863 | Added |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $50.7M | 6.70% | 621,126 | Trimmed |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | $44.6M | 5.90% | 767,727 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $43.8M | 5.79% | 489,332 | Trimmed |
| 6 | AGG | ISHARES TR | $36.2M | 4.78% | 371,519 | Added |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $33.4M | 4.41% | 600,061 | Trimmed |
| 8 | AAPL | APPLE INC | $29.9M | 3.95% | 96,785 | Trimmed |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $26.4M | 3.49% | 552,563 | Added |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $20.2M | 2.67% | 353,172 | Trimmed |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $19.6M | 2.59% | 241,473 | Trimmed |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $19.3M | 2.54% | 236,905 | New |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $16.0M | 2.12% | 226,497 | Trimmed |
| 14 | AVLV | AMERICAN CENTY ETF TR | $14.4M | 1.90% | 156,329 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $14.0M | 1.86% | 18,790 | Trimmed |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $13.4M | 1.78% | 302,109 | Trimmed |
| 17 | IWM | ISHARES TR | $13.1M | 1.73% | 45,058 | Trimmed |
| 18 | DFGR | DIMENSIONAL ETF TRUST | $12.8M | 1.70% | 430,559 | Added |
| 19 | VTIP | VANGUARD MALVERN FDS | $12.7M | 1.68% | 256,247 | New |
| 20 | EFV | ISHARES TR | $10.9M | 1.45% | 135,356 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $9.7M | 1.28% | 48,273 | Trimmed |
| 22 | DFSV | DIMENSIONAL ETF TRUST | $9.6M | 1.27% | 241,894 | Added |
| 23 | VTI | VANGUARD INDEX FDS | $9.4M | 1.24% | 25,430 | Added |
| 24 | IWN | ISHARES TR | $6.4M | 0.85% | 29,030 | Trimmed |
| 25 | VTV | VANGUARD INDEX FDS | $6.4M | 0.85% | 29,181 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30