McLean Asset Management Corp has reported a total of $750 million in assets under management as of September 30, 2026, according to its latest filing with the SEC. This significant figure reflects the firm's growth and strategic positioning in the investment management sector.

The filing, dated November 6, 2026, reveals that McLean Asset Management continues to expand its footprint in the competitive landscape of asset management. The firm’s holdings include substantial investments in high-profile companies such as Apple, Amazon, and Alphabet, indicating a diversified portfolio aimed at maximizing returns for its clients.

Background

McLean Asset Management Corp, incorporated in Virginia, is classified under the SIC code for investment management. The firm operates primarily in the asset management sector, focusing on managing investments for a range of clients. The company has made several filings in recent months, including its latest 13F-HR report, which details its holdings and investment strategies.

What the Filing Says

The SEC filing indicates that McLean Asset Management has a total of 177 positions in its portfolio, with a total reported value of $750,015,092. This figure highlights the firm’s robust asset management capabilities and its commitment to maintaining a diversified investment strategy.

Impact

This latest update may affect various stakeholders, including investors, clients, and competitors in the investment management industry. The substantial assets under management position McLean Asset Management as a significant player in the sector, potentially attracting more clients seeking professional investment management services.

What's Next

The filing does not specify what happens next for McLean Asset Management Corp. However, the firm's continued growth and strategic investments suggest that it will remain active in the market, potentially expanding its portfolio further in the coming quarters.