McLean Asset Management Corp holds a focused book of 181 stocks worth $756.5M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Vanguard Int-Term Corporate and trimmed Dimensional US Eq MKT ETF. Their largest long position is Avantis U.S. Equity ETF at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as McLean Asset Management Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $590.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $559.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $173.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $171.0B |
| UBS Group AG | 80 / 80 | $153.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $106.7B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $97.0B |
| LPL Financial LLC | 80 / 80 | $91.2B |
Ranked by how many of McLean Asset Management Corp's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US EQT ETF | $95.8M | 751.1K | 12.7% | ▲+1.3% Added · +10K sh | |
| 2 | American Centy ETF TR INTL EQT ETF | $53.4M | 585.9K | 7.1% | ▲+7.7% Added · +42K sh | |
| 3 | Dimensional ETF Trust US EQUI MARK ETF | $50.7M | 621.1K | 6.7% | ▼−3.3% Reduced · −21K sh | |
| 4 | Vanguard Scottsdale FDS SHORT TERM TREAS | $44.6M | 767.7K | 5.9% | ▲+173% Added · +486K sh | |
| 5 | American Centy ETF TR AVANTIS EMGMKT | $43.8M | 489.3K | 5.8% | ▼−0.5% Reduced · −2K sh | |
| 6 | Ishares TR CORE US AGGBD ET | $36.2M | 371.5K | 4.8% | ▲10× Added · +335K sh | |
| 7 | Dimensional ETF Trust US MKTWIDE VALUE | $33.4M | 600.1K | 4.4% | ▼−2.4% Reduced · −14K sh | |
| 8 | Apple Inc COM | $29.9M | 96.8K | 4.0% | ▼−1.2% Reduced · −1K sh | |
| 9 | Vanguard Charlotte FDS TOTAL INT BD ETF | $26.4M | 552.6K | 3.5% | ▲+105% Added · +282K sh | |
| 10 | Dimensional ETF Trust INTERNATNAL VAL | $20.2M | 353.2K | 2.7% | ▼−1.4% Reduced · −5K sh | |
| 11 | Dimensional ETF Trust US SMALL CAP ETF | $19.6M | 241.5K | 2.6% | ▼−6.2% Reduced · −16K sh | |
| 12 | Vanguard Scottsdale FDS INT-TERM CORP | $19.3M | 236.9K | 2.5% | ▲New New position | |
| 13 | Dimensional ETF Trust US TARGETED VLU | $16.0M | 226.5K | 2.1% | ▼−1.9% Reduced · −4K sh | |
| 14 | American Centy ETF TR US LARGE CAP VLU | $14.4M | 156.3K | 1.9% | ▲+9.7% Added · +14K sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $14.0M | 18.8K | 1.9% | ▼−1.2% Reduced · −234 sh | |
| 16 | Dimensional ETF Trust US COR EQU 2 ETF | $13.4M | 302.1K | 1.8% | ▼−1.4% Reduced · −4K sh | |
| 17 | Ishares TR RUSSELL 2000 ETF | $13.1M | 45.1K | 1.7% | ▼−3.4% Reduced · −2K sh | |
| 18 | Dimensional ETF Trust GLOBAL REAL EST | $12.8M | 430.6K | 1.7% | ▲+61% Added · +163K sh | |
| 19 | Vanguard Malvern FDS STRM INFPROIDX | $12.7M | 256.2K | 1.7% | ▲New New position | |
| 20 | Ishares TR EAFE VALUE ETF | $10.9M | 135.4K | 1.4% | ▼−3.2% Reduced · −4K sh | |
| 21 | Nvidia Corporation COM | $9.7M | 48.3K | 1.3% | ▼−3.3% Reduced · −2K sh | |
| 22 | Dimensional ETF Trust US SMALL CAP ETF | $9.6M | 241.9K | 1.3% | ▲+2.2% Added · +5K sh | |
| 23 | Vanguard Index FDS TOTAL STK MKT | $9.4M | 25.4K | 1.2% | ▲+0.3% Added · +66 sh | |
| 24 | Ishares TR RUS 2000 VAL ETF | $6.4M | 29.0K | 0.8% | ▼−2.3% Reduced · −669 sh | |
| 25 | Vanguard Index FDS VALUE ETF | $6.4M | 29.2K | 0.8% | ▼−0.6% Reduced · −174 sh | |
| 26 | Microsoft Corp COM | $6.1M | 13.1K | 0.8% | ▲+0.7% Added · +87 sh | |
| 27 | American Centy ETF TR INTERNATIONAL LR | $5.3M | 65.5K | 0.7% | ▲+6.5% Added · +4K sh | |
| 28 | Dimensional ETF Trust INTL SMALL CAP V | $4.7M | 111.5K | 0.6% | ▲+13% Added · +13K sh | |
| 29 | Gallagher Arthur J & Co COM | $4.3M | 17.4K | 0.6% | ▲+68% Added · +7K sh | |
| 30 | American Centy ETF TR US SML CP VALU | $4.1M | 33.0K | 0.5% | ▼−10% Reduced · −4K sh | |
| 31 | Ishares TR MSCI EAFE ETF | $3.3M | 31.5K | 0.4% | ▼−6.1% Reduced · −2K sh | |
| 32 | Alphabet Inc CAP STK CL A | $3.2M | 9.1K | 0.4% | ▲+2.5% Added · +224 sh | |
| 33 | Amazon Com Inc COM | $3.1M | 11.3K | 0.4% | ▼−2.8% Reduced · −324 sh | |
| 34 | Ishares TR 0-3 MTH TREASURY | $3.0M | 30.1K | 0.4% | ▲New New position | |
| 35 | Schwab Strategic TR SHT TM US TRES | $3.0M | 123.5K | 0.4% | —Held | |
| 36 | Vanguard Scottsdale FDS VNG RUS2000IDX | $2.9M | 24.6K | 0.4% | ▼−8.2% Reduced · −2K sh | |
| 37 | American Centy ETF TR INTL SMCP VLU | $2.9M | 27.6K | 0.4% | ▼−7.9% Reduced · −2K sh | |
| 38 | JPMorgan Chase & Co COM | $2.4M | 6.9K | 0.3% | ▲+1.4% Added · +97 sh | |
| 39 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.1K | 0.3% | ▼−1.9% Reduced · −81 sh | |
| 40 | Alphabet Inc CAP STK CL C | $2.1M | 5.8K | 0.3% | ▼−4.1% Reduced · −249 sh | |
| 41 | Schwab Strategic TR US TIPS ETF | $2.0M | 77.4K | 0.3% | ▼−17% Reduced · −15K sh | |
| 42 | Vanguard World FD ESG US STK ETF | $1.8M | 13.3K | 0.2% | ▲+5.7% Added · +713 sh | |
| 43 | Eli Lilly & Co COM | $1.6M | 1.4K | 0.2% | ▼−1.4% Reduced · −21 sh | |
| 44 | Wisdomtree TR INTL SMCAP DIV | $1.6M | 18.6K | 0.2% | ▼−3.3% Reduced · −627 sh | |
| 45 | Lam Research Corp COM NEW | $1.5M | 5.3K | 0.2% | ▼−1.1% Reduced · −57 sh | |
| 46 | Broadcom Inc COM | $1.5M | 3.9K | 0.2% | ▲+5.5% Added · +206 sh | |
| 47 | Ishares TR CORE S&P500 ETF | $1.5M | 2.0K | 0.2% | ▲+11% Added · +205 sh | |
| 48 | Bank Of Amer Corp COM | $1.5M | 24.2K | 0.2% | ▼−1.0% Reduced · −252 sh | |
| 49 | Kla Corp COM NEW | $1.5M | 8.0K | 0.2% | ▲+892% Added · +7K sh | |
| 50 | Ishares TR CORE DIV GRWTH | $1.4M | 17.5K | 0.2% | ▲+2.2% Added · +385 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1833140/holdings"
Use Arkolith to show McLean Asset Management Corp's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.