McLean Asset Management Corp

All 13F Filings

Location
Tysons, VA
Most recent 13F
Q2 2026
Holdings value ($000)
756,537
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/12/2026 181 756,537 13F-HR McLean Asset Management Corp
Q1 2026 4/22/2026 165 571,560 13F-HR McLean Asset Management Corp
Q4 2025 1/16/2026 171 558,235 13F-HR McLean Asset Management Corp
Q3 2025 10/7/2025 168 485,354 13F-HR McLean Asset Management Corp
Q2 2025 7/3/2025 161 380,932 13F-HR McLean Asset Management Corp
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 117 K 15.5% 16.4 K 0 16.4 K
ETFs 638.6 K 84.4% 167.9 K 0 167.9 K
Debt 954 0.1% 679 0 679
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
756,537
Holdings
181
QoQ value change ($000)
184,977 (32.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.