MCLEAN ASSET MANAGEMENT CORP

Filed: 1/16/2026ACC: 0001833140-26-000001

📋 What this filing means

MCLEAN ASSET MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 171 equity positions with a total reported market value of $558.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

171

Positions

$558.24M

Total AUM (reported)

6.52M

Total Shares

Allocation by class

COM$85.59M15.3%

US EQT ETF$77.60M13.9%

US EQUITY MARKET$49.05M8.8%

INTL EQT ETF$42.43M7.6%

AVANTIS EMGMKT$37.71M6.8%

US MKTWIDE VALUE$30.34M5.4%

US SMALL CAP ETF$19.46M3.5%

Portfolio Concentration

Top 3$169.08M30.3%

4–10$160.85M28.8%

11–25$120.69M21.6%

Rest$107.62M19.3%

Top 3 weight

30.3%

Top 10 weight

59.1%

Voting Authority Distribution

Total shares with voting rights: 6.52M

Sole

Full voting authority

45.46K

% of voting shares0.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.48M

% of voting shares99.3%

Investment Discretion (by position count)

Sole171

Shared0

Other0

Dominant voting typeNone · 99.3% of voting shares

Institutional Holdings171

Rows:

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares677.18K

TypeSH

Market value$77.60M

13.90%

Sole

0.00

Shared

0.00

None

677.18K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares651.20K

TypeSH

Market value$49.05M

8.79%

Sole

0.00

Shared

0.00

None

651.20K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares497.23K

TypeSH

Market value$42.43M

7.60%

Sole

0.00

Shared

0.00

None

497.23K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares465.22K

TypeSH

Market value$37.71M

6.75%

Sole

1.39K

Shared

0.00

None

463.83K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares627.71K

TypeSH

Market value$30.34M

5.44%

Sole

4.45K

Shared

0.00

None

623.26K

APPLE INC

SOLE

COM

Shares97.72K

TypeSH

Market value$25.40M

4.55%

Sole

665.00

Shared

0.00

None

97.05K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares263.16K

TypeSH

Market value$19.46M

3.49%

Sole

0.00

Shared

0.00

None

263.16K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares360.72K

TypeSH

Market value$18.60M

3.33%

Sole

9.30K

Shared

0.00

None

351.43K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares234.07K

TypeSH

Market value$14.73M

2.64%

Sole

609.00

Shared

0.00

None

233.46K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares248.69K

TypeSH

Market value$14.62M

2.62%

Sole

2.97K

Shared

0.00

None

245.72K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares19.03K

TypeSH

Market value$13.14M

2.35%

Sole

484.00

Shared

0.00

None

18.55K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares311.62K

TypeSH

Market value$12.65M

2.27%

Sole

0.00

Shared

0.00

None

311.62K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares46.90K

TypeSH

Market value$12.34M

2.21%

Sole

3.10K

Shared

0.00

None

43.80K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares141.98K

TypeSH

Market value$10.42M

1.87%

Sole

0.00

Shared

0.00

None

141.98K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares190.76K

TypeSH

Market value$9.27M

1.66%

Sole

0.00

Shared

0.00

None

190.76K

NVIDIA CORPORATION

SOLE

COM

Shares50.19K

TypeSH

Market value$9.19M

1.65%

Sole

1.11K

Shared

0.00

None

49.08K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares25.36K

TypeSH

Market value$8.65M

1.55%

Sole

0.00

Shared

0.00

None

25.36K

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares108.57K

TypeSH

Market value$8.57M

1.53%

Sole

0.00

Shared

0.00

None

108.57K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP VAL

Shares201.54K

TypeSH

Market value$7.01M

1.26%

Sole

0.00

Shared

0.00

None

201.54K

MICROSOFT CORP

SOLE

COM

Shares13.63K

TypeSH

Market value$6.26M

1.12%

Sole

399.00

Shared

0.00

None

13.23K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares29.32K

TypeSH

Market value$5.80M

1.04%

Sole

1.33K

Shared

0.00

None

27.99K

ISHARES TR

SOLE

RUS 2000 VAL ETF

Shares29.75K

TypeSH

Market value$5.76M

1.03%

Sole

891.00

Shared

0.00

None

28.86K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares38.38K

TypeSH

Market value$4.13M

0.74%

Sole

0.00

Shared

0.00

None

38.38K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL REAL EST

Shares147.62K

TypeSH

Market value$3.98M

0.71%

Sole

0.00

Shared

0.00

None

147.62K

AMERICAN CENTY ETF TR

SOLE

INTERNATIONAL LR

Shares47.73K

TypeSH

Market value$3.52M

0.63%

Sole

0.00

Shared

0.00

None

47.73K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
AMERICAN CENTY ETF TRSOLE	US EQT ETF	677.18K	SH	$77.60M 13.90%	0.00	677.18K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	651.20K	SH	$49.05M 8.79%	0.00	651.20K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	497.23K	SH	$42.43M 7.60%	0.00	497.23K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	465.22K	SH	$37.71M 6.75%	1.39K	463.83K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	627.71K	SH	$30.34M 5.44%	4.45K	623.26K
APPLE INCSOLE	COM	97.72K	SH	$25.40M 4.55%	665.00	97.05K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	263.16K	SH	$19.46M 3.49%	0.00	263.16K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	360.72K	SH	$18.60M 3.33%	9.30K	351.43K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	234.07K	SH	$14.73M 2.64%	609.00	233.46K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	248.69K	SH	$14.62M 2.62%	2.97K	245.72K
SPDR S&P 500 ETF TRSOLE	TR UNIT	19.03K	SH	$13.14M 2.35%	484.00	18.55K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	311.62K	SH	$12.65M 2.27%	0.00	311.62K
ISHARES TRSOLE	RUSSELL 2000 ETF	46.90K	SH	$12.34M 2.21%	3.10K	43.80K
ISHARES TRSOLE	EAFE VALUE ETF	141.98K	SH	$10.42M 1.87%	0.00	141.98K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	190.76K	SH	$9.27M 1.66%	0.00	190.76K
NVIDIA CORPORATIONSOLE	COM	50.19K	SH	$9.19M 1.65%	1.11K	49.08K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	25.36K	SH	$8.65M 1.55%	0.00	25.36K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	108.57K	SH	$8.57M 1.53%	0.00	108.57K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP VAL	201.54K	SH	$7.01M 1.26%	0.00	201.54K
MICROSOFT CORPSOLE	COM	13.63K	SH	$6.26M 1.12%	399.00	13.23K
VANGUARD INDEX FDSSOLE	VALUE ETF	29.32K	SH	$5.80M 1.04%	1.33K	27.99K
ISHARES TRSOLE	RUS 2000 VAL ETF	29.75K	SH	$5.76M 1.03%	891.00	28.86K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	38.38K	SH	$4.13M 0.74%	0.00	38.38K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL REAL EST	147.62K	SH	$3.98M 0.71%	0.00	147.62K
AMERICAN CENTY ETF TRSOLE	INTERNATIONAL LR	47.73K	SH	$3.52M 0.63%	0.00	47.73K

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