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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$524B
$1.06 Billion 0.22% of portfolio
1,825
Q3 2025 Reduced 2.98%
$397B
$1.05 Billion 0.22% of portfolio
2,706
Q3 2025 Added 2.31%
$0
$1.04 Billion 0.21% of portfolio
2,146
Q2 2024 Reduced 0.19%
$0
$1.01 Billion 0.21% of portfolio
3,913
Q3 2025 Added 0.18%
$0
$968 Million 0.2% of portfolio
19,653
Q2 2025 Added 1.13%
$156B
$901 Million 0.19% of portfolio
791
Q3 2025 Added 0.38%
$289B
$903 Million 0.19% of portfolio
8,793
Q3 2025 Added 3.26%
$0
$944 Million 0.19% of portfolio
9,095
Q1 2023 Added 25.48%
$410B
$868 Million 0.18% of portfolio
953
Q3 2025 Reduced 1.85%
Dimensional ETF Trust
-
$888 Million 0.18% of portfolio
-
Q3 2025 New
$0
$883 Million 0.18% of portfolio
5,569
Q3 2025 Added 29.6%
$0
$883 Million 0.18% of portfolio
1,430
Q3 2025 Added 0.07%
$0
$881 Million 0.18% of portfolio
7,896
Q2 2025 Added 1.48%
$0
$879 Million 0.18% of portfolio
19,094
Q3 2025 Reduced 27.93%
$0
$842 Million 0.17% of portfolio
15,318
Q3 2025 Added 0.04%
$241B
$823 Million 0.17% of portfolio
2,479
Q3 2025 Added 0.28%
$0
$774 Million 0.16% of portfolio
8,547
Q3 2025 Added 1.87%
$0
$784 Million 0.16% of portfolio
3,723
Q3 2025 Reduced 0.19%
$0
$799 Million 0.16% of portfolio
10,770
Q3 2025 Added 2.0%
$401B
$759 Million 0.16% of portfolio
3,295
Q3 2025 Added 0.37%
$0
$778 Million 0.16% of portfolio
10,237
Q3 2025 Reduced 18.27%
$1.35T
$789 Million 0.16% of portfolio
1,741
Q3 2025 Reduced 27.37%
$107B
$743 Million 0.15% of portfolio
7,776
Q3 2025 Reduced 0.23%
$334B
$706 Million 0.15% of portfolio
1,968
Q3 2025 Added 1.08%
$440B
$751 Million 0.15% of portfolio
1
Q4 2020 New
$78B
$707 Million 0.15% of portfolio
3,307
Q3 2025 Reduced 1.22%
Lam Research Corp
-
$751 Million 0.15% of portfolio
-
Q3 2025 Added 0.84%
$0
$658 Million 0.14% of portfolio
1,721
Q3 2025 Added 4.24%
$259B
$662 Million 0.14% of portfolio
831
Q3 2025 Added 2.21%
$461B
$629 Million 0.13% of portfolio
5,504
Q3 2025 Added 3.3%
$0
$649 Million 0.13% of portfolio
10,609
Q3 2025 Added 12.96%
$49.9B
$604 Million 0.12% of portfolio
1,223
Q3 2025 Reduced 0.73%
$0
$576 Million 0.12% of portfolio
8,748
Q3 2025 Reduced 0.64%
$405B
$562 Million 0.12% of portfolio
539
Q3 2025 Added 4.66%
$6.35B
$562 Million 0.12% of portfolio
5,442
Q3 2025 Added 0.5%
$502B
$575 Million 0.12% of portfolio
3,055
Q3 2025 Reduced 0.23%
$0
$597 Million 0.12% of portfolio
2,743
Q3 2025 Added 0.07%
$527B
$555 Million 0.11% of portfolio
477
Q3 2025 Added 0.42%
$260B
$555 Million 0.11% of portfolio
6,494
Q3 2025 Added 3.72%
$12B
$481 Million 0.1% of portfolio
2,397
Q3 2025 Reduced 0.08%
$32.7B
$471 Million 0.1% of portfolio
703
Q3 2025 Added 0.43%
$138B
$492 Million 0.1% of portfolio
2,071
Q3 2025 Added 0.24%
$225B
$463 Million 0.1% of portfolio
1,564
Q3 2025 Added 3.1%
$271B
$483 Million 0.1% of portfolio
3,053
Q3 2025 Added 1.53%
$75.7B
$446 Million 0.09% of portfolio
12,296
Q3 2025 Added 0.51%
$0
$417 Million 0.09% of portfolio
5,730
Q2 2025 New
$231B
$416 Million 0.09% of portfolio
2,465
Q3 2025 Added 0.24%
$92.2B
$402 Million 0.08% of portfolio
650
Q3 2025 Reduced 1.37%
$85.8B
$368 Million 0.08% of portfolio
762
Q2 2025 Added 3.11%

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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