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CIK: 0001842974
Total reported value
$193.5M
$193.5M
73 檔
34.0%
In Q2 2025, McClarren Financial Advisors, Inc.'s U.S. equity holdings reached a combined market value of $193.5M, distributed across 73 disclosed stock positions.
In Q2 2025, McClarren Financial Advisors, Inc. adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 22 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.36% | -0.25% | -4.28% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 8.79% | +0.06% | +5.13% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.59% | +0.65% | -24.02% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 7.85% | -0.62% | +53.09% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.26% | +0.01% | +5.93% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 5.09% | +0.23% | -16.72% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.37% | -0.21% | +34.14% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.98% | +0.21% | +18.04% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.81% | -0.02% | +16.44% | |
| 10 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.56% | -0.14% | +16.44% | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.55% | +0.15% | +56.57% | |
| 12 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.45% | -0.03% | +77.77% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.41% | +0.01% | +47.82% | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.96% | -0.19% | -1.63% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.73% | +0.01% | -0.51% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.52% | -0.22% | +272.96% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.47% | +0.10% | -39.69% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.14% | +0.04% | +4.78% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.08% | -33.35% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.05% | -0.06% | +105.62% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.95% | -0.04% | +13.38% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.03% | -33.12% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | -0.03% | +13.56% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | -0.02% | +46.60% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.72% | +0.03% | +11.66% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.70% | -0.02% | +81.95% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.02% | -4.32% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.67% | -0.03% | +7.58% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.64% | +0.13% | +45.46% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.13% | -54.57% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.63% | -0.04% | -0.40% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.62% | +0.18% | +12.56% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.05% | -49.52% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.05% | +38.27% | |
| 35 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.59% | +0.01% | +59.58% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.59% | -0.02% | +9.91% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.54% | -0.05% | +23.11% | |
| 38 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.52% | +0.01% | +76.40% | |
| 39 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.52% | +0.01% | +168.63% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.51% | +0.01% | +0.31% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.50% | -0.03% | +10.50% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | -0.01% | +32.35% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.03% | +34.45% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.42% | -0.02% | -0.21% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.37% | -0.03% | +45.67% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.02% | +15.86% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.31% | -0.05% | +0.13% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.07% | +259.12% | |
| 49 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.27% | -0.07% | +3.77% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1.1% | +272.96% | Add |
| 2 | MGK | Vanguard Mega Cap Growth ETF | +0.8% | -16.72% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.7% | -24.02% | Trim |
| 4 | VXUS | Vanguard Total Intl Stock | +0.4% | +18.04% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -4.28% | Trim |
| 6 | VB | Vanguard Small-cap ETF | +0.4% | +5.13% | Add |
| 7 | VO | Vanguard Mid-cap ETF | +0.3% | +5.93% | Add |
| 8 | LLY | Eli Lilly & Co | +0.3% | NEW | New buy |
| 9 | DSI | Ishares Esg Msci Kld 400 ETF | +0.3% | +56.57% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | -33.35% | Trim |
| 11 | ESGV | Vanguard Esg US Stock ETF | +0.2% | +16.44% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -39.69% | Trim |
| 13 | INTU | Intuit Inc | +0.2% | NEW | New buy |
| 14 | MGC | Vanguard Mega Cap ETF | +0.2% | +77.77% | Add |
| 15 | IWV | Ishares Russell 3000 ETF | +0.2% | +47.82% | Add |
| 16 | IYJ | Ishares U.s. Industrials ETF | +0.2% | NEW | New buy |
| 17 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +23.11% | Add |
| 18 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | +12.56% | Add |
| 19 | VGT | Vanguard Info Tech ETF | +0.1% | -54.57% | Trim |
| 20 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +34.14% | Add |
| 21 | VV | Vanguard Large-cap ETF | +0.1% | -0.51% | Trim |
| 22 | ORCL | Oracle CORP | +0.1% | +266.89% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +46.60% | Add |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +13.38% | Add |
| 25 | VUG | Vanguard Growth ETF | -0.1% | EXIT | Sold out |
| 26 | SCHW | Schwab (charles) CORP | -0.1% | EXIT | Sold out |
| 27 | VTWO | Vanguard Russell 2000 ETF | -0.1% | EXIT | Sold out |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | -0.1% | EXIT | Sold out |
| 29 | META | Meta Platforms Inc-class A | -0.1% | EXIT | Sold out |
| 30 | ESML | Ishares Esg Aware Msci USA S | -0.1% | -7.49% | Trim |
| 31 | ADP | Automatic Data Processing | -0.1% | EXIT | Sold out |
| 32 | PFE | Pfizer Inc | -0.1% | EXIT | Sold out |
| 33 | NSC | Norfolk Southern CORP | -0.1% | EXIT | Sold out |
| 34 | DFSI | Dimensional Int Sus Cor1 ETF | -0.1% | EXIT | Sold out |
| 35 | WSFS | Wsfs Financial CORP | -0.1% | EXIT | Sold out |
| 36 | DFSU | Dimensional US Sus Core1 ETF | -0.1% | EXIT | Sold out |
| 37 | VOT | Vanguard Mid-cap Growth ETF | -0.1% | EXIT | Sold out |
| 38 | NUMV | Nuveen Esg Mid-cap Value ETF | -0.1% | EXIT | Sold out |
| 39 | KO | Coca-cola Co/the | -0.1% | EXIT | Sold out |
| 40 | ABBV | Abbvie Inc | -0.1% | EXIT | Sold out |
| 41 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
| 42 | VDC | Vanguard Consumer Staple ETF | -0.1% | EXIT | Sold out |
| 43 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 44 | MA | Mastercard Inc - A | -0.1% | EXIT | Sold out |
| 45 | AMGN | Amgen Inc | -0.1% | EXIT | Sold out |
| 46 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 47 | VDE | Vanguard Energy ETF | -0.1% | EXIT | Sold out |
| 48 | BLD | Topbuild CORP | -0.1% | -49.83% | Trim |
| 49 | AAPL | Apple Inc | -0.3% | +16.44% | Add |
| 50 | VUSB | Vanguard Ultra Short Bond Et | -0.7% | +53.09% | Add |
According to official SEC Form 13F filings, McClarren Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $193.5M across 73 disclosed positions in Q2 2025.
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 VTI, VB, VOO) accounted for 34.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
LLY
市值: $405.4K
Top Position Liquidated / Trimmed
UNH
前期市值: $217.0K
During Q2 2025, McClarren Financial Advisors, Inc.'s top holdings by market value included VTI (11.4%)、VB (8.8%)、VOO (8.6%). The largest single position, VTI, represented 11.4% of total portfolio value.
In Q2 2025, McClarren Financial Advisors, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 9 holdings, and fully liquidating 22 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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