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CIK: 0001764386
Total reported value
$952.8M
$952.8M
506 檔
15.8%
According to the latest 13F quarterly dataset, Claro Advisors Inc. managed an equity portfolio of $952.8M at the end of Q1 2026, spanning 506 distinct U.S. exchange-listed positions.
In Q1 2026, Claro Advisors Inc. displayed an active expansion posture, initiating 90 new positions and adding to 67 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 506 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.44% | +0.83% | +20.49% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.30% | -0.19% | +3198.13% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.28% | +0.23% | -1.93% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.11% | +0.86% | +0.34% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.98% | -0.01% | +9.93% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.50% | — | +14.51% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.28% | +25.73% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | -0.02% | +35.43% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.90% | — | +11.54% | |
| 10 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 1.83% | -0.42% | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.82% | +0.17% | +3.52% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | -0.03% | -3.57% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.67% | +0.19% | -20.22% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | -0.01% | +8.71% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | -0.04% | +4.80% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.12% | +9.68% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.10% | +15.32% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.12% | -0.07% | — | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.09% | +14.53% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.05% | -0.60% | -6.15% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.09% | +12.77% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.01% | -0.02% | +75.82% | |
| 23 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.94% | +0.32% | +2.51% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.91% | +0.01% | -35.07% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.84% | +3.77% | |
| 26 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.83% | -0.12% | +2.94% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.78% | +0.02% | +0.09% | |
| 28 | HUBS | Hubspot Inc | Stock-Tech | 0.73% | -0.33% | — | |
| 29 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.73% | -0.02% | +4.30% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.07% | +4.50% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-Other | 0.65% | +0.07% | +0.55% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.01% | +18.25% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.14% | +15.48% | |
| 34 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.63% | -0.16% | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | — | +8.64% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | -0.01% | +2.95% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.58% | -0.03% | +3.50% | |
| 38 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.57% | -0.04% | +41.22% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.56% | -0.07% | +85.58% | |
| 40 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.53% | -0.13% | -8.14% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.52% | — | +8.89% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.51% | — | +32.17% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.05% | +5.26% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.08% | -1.25% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | +0.01% | +4.87% | |
| 46 | KLAC | Kla CORP | Stock-Tech | 0.46% | +0.37% | +0.39% | |
| 47 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.46% | -0.03% | +15.76% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.12% | +6.41% | |
| 49 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.44% | +0.04% | -0.44% | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.44% | -0.07% | +24.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +3.2% | +3198.13% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +75.82% | Add |
| 3 | SCHR | Schwab Intermediate-term US | +0.3% | +863.08% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +85.58% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.2% | +3.77% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +35.43% | Add |
| 7 | SHLD | Global X Defense Tech ETF | +0.2% | +41.22% | Add |
| 8 | XLI | Ss Industrial Select Sector | +0.1% | +162.26% | Add |
| 9 | SCHF | Schwab Intl Equity ETF | +0.1% | +110.60% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +20.49% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +15.48% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | +4.50% | Add |
| 13 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +35.64% | Add |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | +44.47% | Add |
| 15 | CVX | Chevron CORP | +0.1% | +19.38% | Add |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | +10.08% | Add |
| 17 | NEM | Newmont CORP | +0.1% | +103.18% | Add |
| 18 | OEF | Ishares S&p 100 ETF | 0% | +32.17% | Add |
| 19 | SGOV | Ishares 0-3 Month Treasury B | 0% | +24.69% | Add |
| 20 | COST | Costco Wholesale CORP | 0% | +16.02% | Add |
| 21 | LMT | Lockheed Martin CORP | 0% | +14.06% | Add |
| 22 | MTZ | Mastec Inc | 0% | +7.81% | Add |
| 23 | GLD | Spdr Gold Shares | 0% | +24.95% | Add |
| 24 | T | At&t Inc | 0% | +43.94% | Add |
| 25 | KLAC | Kla CORP | 0% | +0.39% | Add |
| 26 | MCK | Mckesson CORP | 0% | +20.20% | Add |
| 27 | PBFR | Pgim La S&p 500 Buf20 Etf-us | 0% | +43.92% | Add |
| 28 | VZ | Verizon Communications Inc | 0% | +8.98% | Add |
| 29 | GLW | Corning Inc | 0% | -0.54% | Trim |
| 30 | BOXX | Alpha Architect 1-3 Mnth Box | 0% | +55.64% | Add |
| 31 | VTV | Vanguard Value ETF | 0% | +96.49% | Add |
| 32 | COR | Cencora Inc | 0% | +119.49% | Add |
| 33 | AZZ | Azz Inc | 0% | +52.14% | Add |
| 34 | GEV | GE Vernova Inc | 0% | +8.59% | Add |
| 35 | HON | Honeywell International Inc | 0% | +1.54% | Add |
| 36 | TJX | Tjx Companies Inc | 0% | +15.30% | Add |
| 37 | IRM | Iron Mountain Inc | 0% | +1.36% | Add |
| 38 | AMAT | Applied Materials Inc | 0% | +4.11% | Add |
| 39 | XLE | Ss Energy Select Sector | 0% | -6.97% | Trim |
| 40 | BPRE | Bluerock Private Real Estate | 0% | +22.53% | Add |
| 41 | NKE | Nike Inc -cl B | 0% | +98.05% | Add |
| 42 | NOC | Northrop Grumman CORP | 0% | +0.52% | Add |
| 43 | BND | Vanguard Total Bond Market | 0% | +40.64% | Add |
| 44 | IWX | Ishares Russell Top 200 Valu | 0% | +24.21% | Add |
| 45 | TLH | Ishares 10-20 Year Treasury | 0% | +15.76% | Add |
| 46 | TRV | Travelers Cos Inc/the | 0% | +18.45% | Add |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +23.20% | Add |
| 48 | MUB | Ishares National Muni Bond E | 0% | +14.28% | Add |
| 49 | VMBS | Vanguard Mortgage-backed Sec | — | +10.97% | Add |
| 50 | NFLX | Netflix Inc | — | +8.56% | Add |
According to official SEC Form 13F filings, Claro Advisors Inc. reported a total U.S. public equity portfolio value of $952.8M across 506 disclosed positions in Q1 2026.
During Q1 2026, Claro Advisors Inc.'s top holdings by market value included VOO (5.4%)、VEA (3.3%)、IWD (3.3%). The largest single position, VOO, represented 5.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, IWD) accounted for 15.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $15.2M
Top Position Liquidated / Trimmed
RKLB
前期市值: $1.4M
In Q1 2026, Claro Advisors Inc. made 200 total portfolio adjustments, initiating 90 new buys, adding to 67 positions, trimming 27 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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