McLean Asset Management Corp

RIA/Wealth

McLean Asset Management Corp is a RIA/Wealth based in Tysons, VA led by Alejandro Murguia, reporting $819.2M in AUM as of Q3 2025 with 79% ETF concentration and 57% concentrated in top 10 holdings.

Managing PartnerAlejandro Murguia

Portfolio Value: $485.4M
Positions: 168
Top Holding: AVUS at 10.78%
Last Reported: Q3 2025

Address1900 Gallows Road, Suite 350, Tysons, VA, 22182, United States

Top Holdings

Largest long holdings in McLean Asset Management Corp's portfolio (56.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Avantis U.S. Equity AVUS	ETF ETF	$52.3M	10.78%	+$35.7M Bought	— 478.3K shares	Q2 2022 Held for 3y 5m
2 Dimensional U.S. Equity DFUS	ETF ETF	$48.3M	9.94%	-$1.1M Sold	— 660.2K shares	Q2 2021 Held for 4y 5m
3 Avantis International Equity AVDE	ETF ETF	$30.3M	6.25%	+$17.1M Bought	— 378.7K shares	Q1 2022 Held for 3y 8m
4 DFUV Dimensional US Marketwide Value DFUV	ETF ETF	$28.5M	5.88%	-$1.9M Sold	— 633.1K shares	Q2 2022 Held for 3y 5m
5 Avantis Emerging Markets Equity AVEM	ETF ETF	$26.6M	5.47%	+$16.0M Bought	— 347.1K shares	Q2 2022 Held for 3y 5m
6 Apple AAPL	Consumer Electronics Technology	$25.2M	5.19%	-$229.0K Sold	0.00% 98.1K shares	Q4 2020 Held for 4y 11m
7 Dimensional U.S. Small Cap DFAS	ETF ETF	$19.0M	3.91%	-$1.0M Sold	— 274.3K shares	Q2 2021 Held for 4y 5m
8 Dimensional International Value DFIV	ETF ETF	$17.3M	3.55%	-$1.2M Sold	— 370.5K shares	Q3 2021 Held for 4y 2m
9 Dimensional U.S. Targeted Value DFAT	ETF ETF	$14.1M	2.90%	-$1.1M Sold	— 239.2K shares	Q2 2021 Held for 4y 5m
10 Vanguard Short-Term Treasury VGSH	ETF ETF	$12.9M	2.67%	+$2.8M Bought	— 220.3K shares	Q1 2021 Held for 4y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in McLean Asset Management Corp's latest filing

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Market Value

$485.4M

Prior: $380.9M

Q/Q Change

+27.41%

+$104.4M

Net Flows % of MV

+13.64%

Increased Positions

Position	Shares Δ	Change
1 Dimensional US Small Cap Value DFSV	New	0 → 104.9K +$3.4M
2 DISV Dimensional International Small Cap Value DISV	New	0 → 53.6K +$1.9M
3 DFGR Dimensional Global Real Estate DFGR	New	0 → 32.6K +$887.8K
4 iShares iBonds Dec 2026 Term Treasury IBTG	New	0 → 12.0K +$275.2K
5 TE Connectivity TEL	New	0 → 1.1K +$237.3K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Intermediate-Term Treasury VGIT	Sold	6.2K → 0 −$370.6K
2 VSGX Vanguard ESG International Stock VSGX	Sold	5.3K → 0 −$345.2K
3 CVS Health CVS	Sold	4.5K → 0 −$302.7K
4 JPLD JPMorgan Limited Duration Bond JPLD	Sold	5.0K → 0 −$259.5K
5 Progressive PGR	Sold	825.0 → 0 −$212.6K