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CIK: 0001842974
Total reported value
$193.5M
$193.5M
321 檔
32.6%
As reported in its official Q1 2025 Form 13F filing, McClarren Financial Advisors, Inc.'s tracked investment portfolio stood at $193.5M with 321 total positions.
In Q1 2025, McClarren Financial Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 321 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.96% | -0.25% | — | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 8.50% | -0.62% | -36.29% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 8.41% | +0.06% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.92% | +0.65% | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.92% | +0.01% | — | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.32% | +0.23% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.29% | -0.21% | — | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.55% | +0.21% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.13% | -0.02% | — | |
| 10 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.33% | -0.14% | — | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.30% | +0.15% | — | |
| 12 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.23% | -0.03% | — | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.21% | +0.01% | — | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.04% | -0.19% | +7.64% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.65% | +0.01% | — | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.24% | +0.10% | — | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.13% | +0.04% | — | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.04% | -0.06% | — | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.88% | -0.04% | -12.34% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.08% | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.03% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.75% | -0.03% | — | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.69% | -0.02% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.05% | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.68% | -0.02% | — | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.66% | +0.03% | — | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.66% | -0.03% | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | +0.02% | — | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.62% | -0.02% | — | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.59% | -0.04% | — | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.58% | +0.13% | -30.85% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.05% | — | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.54% | +0.01% | +2.88% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.53% | +0.13% | +118.17% | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.52% | +0.01% | -28.58% | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.52% | +0.18% | — | |
| 37 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | -65.06% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.47% | +0.01% | — | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.45% | -0.03% | -9.43% | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.42% | -0.02% | +147.82% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.42% | -0.05% | — | |
| 42 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.41% | -0.22% | +210.05% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.01% | — | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.03% | -26.57% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.35% | -0.03% | -30.37% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.02% | -32.25% | |
| 47 | BLD | Topbuild CORP | Stock-Industrials | 0.30% | -0.21% | EXIT | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.28% | -0.01% | — | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.28% | -0.05% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.07% | — |
According to official SEC Form 13F filings, McClarren Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $193.5M across 321 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VUSB, VB) accounted for 32.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $16.6M
During Q1 2025, McClarren Financial Advisors, Inc.'s top holdings by market value included VTI (11.0%)、VUSB (8.5%)、VB (8.4%). The largest single position, VTI, represented 11.0% of total portfolio value.
In Q1 2025, McClarren Financial Advisors, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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