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CIK: 0001842974
Total reported value
$193.5M
$193.5M
75 檔
35.4%
According to the latest 13F quarterly dataset, McClarren Financial Advisors, Inc. managed an equity portfolio of $193.5M at the end of Q3 2025, spanning 75 distinct U.S. exchange-listed positions.
McClarren Financial Advisors, Inc. executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 13 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.88% | -0.25% | +5.50% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 8.65% | +0.06% | -5.42% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.98% | +0.65% | +45.85% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 7.29% | -0.62% | -27.31% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.04% | +0.01% | -6.51% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 5.24% | +0.23% | +36.34% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.24% | -0.21% | -26.74% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.08% | +0.21% | -12.78% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.23% | -0.02% | -13.38% | |
| 10 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.61% | +0.15% | -36.35% | |
| 11 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.50% | -0.03% | -42.88% | |
| 12 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.48% | -0.14% | -18.52% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.42% | +0.01% | -32.31% | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.95% | -0.19% | +2.57% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.78% | -0.22% | -0.91% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 1.74% | +0.01% | -2.52% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.58% | +0.10% | +122.63% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.22% | +0.04% | +4.47% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.08% | +44.85% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.02% | -0.06% | -51.46% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.94% | -0.04% | -15.13% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.03% | +24.99% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.79% | -0.03% | -13.16% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | -0.02% | -32.39% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.73% | +0.03% | -10.52% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.71% | +0.02% | +6.31% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.71% | -0.02% | -48.99% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.70% | -0.03% | -2.10% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.65% | +0.13% | +171.96% | |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.65% | +0.18% | +2.45% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.62% | +0.13% | -33.61% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.05% | +141.56% | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.59% | +0.01% | -36.75% | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.54% | +0.01% | -43.27% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.53% | -0.05% | -3.42% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.53% | -0.04% | -14.68% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.53% | -0.02% | -23.86% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.51% | +0.01% | -0.28% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.49% | -0.03% | -10.43% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.05% | -28.92% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.03% | -24.00% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.01% | -18.93% | |
| 43 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | -68.54% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.02% | -21.18% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.36% | -0.03% | -35.41% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.31% | -0.02% | -21.92% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.07% | -71.10% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.28% | -0.05% | +0.50% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.28% | — | -28.75% | |
| 50 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.27% | -0.01% | +24.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1.4% | -0.91% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | +5.50% | Add |
| 3 | MGK | Vanguard Mega Cap Growth ETF | +0.9% | +36.34% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +0.5% | -12.78% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +122.63% | Add |
| 6 | DSI | Ishares Esg Msci Kld 400 ETF | +0.3% | -36.35% | Trim |
| 7 | MGC | Vanguard Mega Cap ETF | +0.3% | -42.88% | Add |
| 8 | VB | Vanguard Small-cap ETF | +0.3% | -5.42% | Trim |
| 9 | MSFT | Microsoft CORP | +0.2% | +44.85% | Trim |
| 10 | IWV | Ishares Russell 3000 ETF | +0.2% | -32.31% | Add |
| 11 | ESGV | Vanguard Esg US Stock ETF | +0.2% | -18.52% | Trim |
| 12 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | +2.45% | Add |
| 13 | ORCL | Oracle CORP | +0.1% | -28.75% | Add |
| 14 | DFLV | Dim US Large Cap Value ETF | +0.1% | +24.71% | Add |
| 15 | VO | Vanguard Mid-cap ETF | +0.1% | -6.51% | Trim |
| 16 | VGT | Vanguard Info Tech ETF | +0.1% | +171.96% | Add |
| 17 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -3.42% | Add |
| 18 | AAPL | Apple Inc | +0.1% | -13.38% | Add |
| 19 | VV | Vanguard Large-cap ETF | +0.1% | -2.52% | Trim |
| 20 | VTV | Vanguard Value ETF | +0.1% | +4.47% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +45.85% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | -32.39% | Trim |
| 23 | VXF | Vanguard Extended Market ETF | +0.1% | -10.52% | Trim |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -24.00% | Add |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | -15.13% | Trim |
| 26 | IWM | Ishares Russell 2000 ETF | +0.1% | +6.31% | Add |
| 27 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -13.16% | Trim |
| 28 | SUSA | Ishares Esg Optimized Msci U | +0.1% | -36.75% | Add |
| 29 | VBR | Vanguard Small-cap Value ETF | 0% | -2.10% | Add |
| 30 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -26.74% | Trim |
| 31 | BLD | Topbuild CORP | -0.1% | — | Trim |
| 32 | VUSB | Vanguard Ultra Short Bond Et | -1.2% | -27.31% | Add |
| 33 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 34 | INTU | Intuit Inc | — | NEW | New buy |
| 35 | IYJ | Ishares U.s. Industrials ETF | — | NEW | New buy |
| 36 | VHT | Vanguard Health Care ETF | — | EXIT | Sold out |
| 37 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 38 | IWN | Ishares Russell 2000 Value E | — | NEW | New buy |
| 39 | DFIC | Dimensional International Co | — | NEW | New buy |
| 40 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 41 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 42 | AMGN | Amgen Inc | — | EXIT | Sold out |
| 43 | VDC | Vanguard Consumer Staple ETF | — | EXIT | Sold out |
| 44 | VOT | Vanguard Mid-cap Growth ETF | — | EXIT | Sold out |
| 45 | NUMV | Nuveen Esg Mid-cap Value ETF | — | EXIT | Sold out |
| 46 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 47 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 48 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 49 | DFSU | Dimensional US Sus Core1 ETF | — | EXIT | Sold out |
| 50 | SCHW | Schwab (charles) CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, McClarren Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $193.5M across 75 disclosed positions in Q3 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 35.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
LLY
市值: $396.8K
Top Position Liquidated / Trimmed
VHT
前期市值: $234.0K
During Q3 2025, McClarren Financial Advisors, Inc.'s top holdings by market value included VTI (11.9%)、VB (8.7%)、VOO (8.0%). The largest single position, VTI, represented 11.9% of total portfolio value.
In Q3 2025, McClarren Financial Advisors, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 12 holdings, and fully liquidating 13 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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