StockDriftsStockDriftsTop 50 Mclean Asset Management CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 12.67% | 751.1K | $95.8M | +1.30%(+9.67K) | $101.93(+29.89%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 7.06% | 585.9K | $53.4M | +7.65%(+41.65K) | $74.06(+27.36%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.7% | 621.1K | $50.7M | -3.34%(-21.45K) | $47.43(+78.96%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 5.9% | 767.7K | $44.6M | +172.58%(+486.07K) | $58.52(-0.64%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 5.79% | 489.3K | $43.8M | -0.49%(-2.43K) | $68.71(+36.31%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.78% | 371.5K | $36.2M | +915.97%(+334.95K) | $99.07(-1.69%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.41% | 600.1K | $33.4M | -2.35%(-14.47K) | $31.42(+83.19%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.95% | 96.8K | $29.9M | -1.17%(-1.15K) | $173.59(+75.92%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.49% | 552.6K | $26.4M | +104.56%(+282.43K) | $48.64(-1.95%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.67% | 353.2K | $20.2M | -1.43%(-5.12K) | $33.27(+74.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.87% | +59.65% | +8.89% | +53.07% |
| Top 20 Holdings Unweighted | +15.86% | +55.51% | +7.80% | +45.60% |
Mclean Asset Management CORP reports $756.54M in US-listed equity holdings across 181 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (12.7%), AVDE (7.1%) and DFUS (6.7%). The top 20 holdings account for 76.77% of reported assets. Its disclosed equity book has returned +59.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mclean Asset Management CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1833140). View Mclean Asset Management CORP’s 13F filings on SEC