Institutional Fund
Mclean Asset Management Corp
Tysons, VACIK 18331405 filings on record
Portfolio Value
$571.56M
Q1 2026
Holdings
165
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+2.4%
from $558.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr14.4%
- American Centy ETF Tr8.1%
- Dimensional ETF Trust8.0%
- American Centy ETF Tr6.9%
- Dimensional ETF Trust5.2%
- Apple Inc4.3%
- Other53.0%
Portfolio Holdings
165 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 741.5K | $82.44M | 14.4% | +64.3K | Added |
| 2 | American Centy ETF Tr | 544.2K | $46.17M | 8.1% | +47.0K | Added |
| 3 | Dimensional ETF Trust | 642.6K | $45.56M | 8.0% | −8.6K | Reduced |
| 4 | American Centy ETF Tr | 491.8K | $39.63M | 6.9% | +26.5K | Added |
| 5 | Dimensional ETF Trust | 614.5K | $29.78M | 5.2% | −13.2K | Reduced |
| 6 | Apple Inc | 97.9K | $24.85M | 4.3% | +219 | Added |
| 7 | Dimensional ETF Trust | 358.3K | $18.91M | 3.3% | −2.4K | Reduced |
| 8 | Dimensional ETF Trust | 257.6K | $18.32M | 3.2% | −5.6K | Reduced |
| 9 | Vanguard Scottsdale Fds | 281.7K | $16.49M | 2.9% | +33.0K | Added |
| 10 | Dimensional ETF Trust | 231.0K | $14.42M | 2.5% | −3.1K | Reduced |
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