Mc Lean Asset Management Corp Portfolio Holdings

Mc Lean Asset Management Corp

  • $485 Billion
  • Q3 2025

Mc Lean Asset Management Corp has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $485 Billion distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $52.3B, Dimensional ETF Tr U S Equity with a value of $48.3B, American Centy ETF Tr Avantis with a value of $30.3B, Dimensional ETF Tr Us Marketwi with a value of $28.5B, and American Centy ETF Tr Avantis with a value of $26.6B.

Examining the 13F form we can see an increase of $104B in the current position value, from $381B to 485B.

Below you can find more details about Mc Lean Asset Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $485 Billion
ETFs: $376 Billion
Technology: $52.5 Billion
Financial Services: $14.6 Billion
Consumer Cyclical: $7.4 Billion
Communication Services: $6.81 Billion
Healthcare: $6.78 Billion
Industrials: $5.13 Billion
Consumer Defensive: $2.76 Billion
Other: $2.19 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.35B
$562 Million 0.12% of portfolio
5,442
Q3 2025 Added 0.5%
$5.08B
$223 Million 0.05% of portfolio
2,450
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $485 Billion
  • Prior Value $381 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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