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CIK: 0001842974
Total reported value
$193.5M
$193.5M
77 檔
36.5%
As reported in its official Q4 2025 Form 13F filing, McClarren Financial Advisors, Inc.'s tracked investment portfolio stood at $193.5M with 77 total positions.
In Q4 2025, McClarren Financial Advisors, Inc. adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 1 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 | 11.80% | -0.25% | +9.63% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 8.54% | +0.06% | +3.22% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 8.30% | -0.62% | -54.63% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.08% | +0.65% | +69.84% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.87% | +0.01% | +22.98% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 5.15% | +0.23% | +29.93% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.25% | +0.21% | -70.29% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.12% | -0.21% | -22.99% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.40% | -0.02% | -47.07% | |
| 10 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.59% | +0.15% | -40.30% | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.50% | -0.14% | -70.86% | |
| 12 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.47% | -0.03% | +8.43% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.37% | +0.01% | -9.25% | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.32% | -0.19% | -90.17% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.82% | -0.22% | -49.17% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 1.71% | +0.01% | -64.95% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.62% | +0.10% | -19.12% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.19% | +0.04% | -35.13% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.00% | -0.06% | +30.84% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.08% | -27.86% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.93% | -0.04% | -71.97% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.03% | +310.22% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | -0.02% | -39.83% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.75% | -0.03% | -71.39% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.71% | +0.03% | -23.03% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.70% | +0.02% | -28.54% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.69% | -0.02% | +157.09% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.63% | -0.03% | +12.57% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.63% | +0.13% | -23.31% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.62% | +0.13% | +62.68% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.05% | -29.25% | |
| 32 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.58% | +0.01% | -35.57% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.58% | -0.05% | -85.93% | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.55% | +0.01% | -14.15% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.50% | -0.04% | +19.12% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.49% | -0.03% | -82.49% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.49% | -0.02% | -47.84% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.02% | +31.83% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.03% | -26.65% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.01% | +45.65% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.05% | -59.14% | |
| 42 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.39% | +0.01% | +69.27% | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.35% | -0.03% | -38.49% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.04% | +313.27% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.07% | +193.73% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.28% | -0.05% | -76.75% | |
| 47 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.28% | -0.01% | -75.74% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.01% | +3.07% | |
| 49 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.25% | -0.07% | -87.98% | |
| 50 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.25% | +0.01% | +14.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | +0.9% | -54.63% | Trim |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.4% | -90.17% | Trim |
| 3 | AAPL | Apple Inc | +0.1% | -47.07% | Trim |
| 4 | VXUS | Vanguard Total Intl Stock | +0.1% | -70.29% | Trim |
| 5 | LLY | Eli Lilly & Co | +0.1% | +313.27% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +31.83% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +3.07% | Add |
| 8 | VEU | Vanguard Ftse All-world Ex-u | 0% | -85.93% | Trim |
| 9 | VEA | Vanguard Ftse Developed ETF | 0% | -39.83% | Trim |
| 10 | QQQ | Invesco Qqq Trust Series 1 | 0% | -19.12% | Trim |
| 11 | SGOV | Ishares 0-3 Month Treasury B | 0% | -49.17% | Trim |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -26.65% | Trim |
| 13 | WMT | Walmart Inc | 0% | +193.73% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | 0% | +69.84% | Add |
| 15 | VSGX | Vanguard Esg Intl Stock ETF | 0% | -90.80% | Trim |
| 16 | AMZN | Amazon.com Inc | 0% | +45.65% | Add |
| 17 | JNJ | Johnson & Johnson | 0% | +16.25% | Add |
| 18 | IVV | Ishares Core S&p 500 ETF | — | +310.22% | Add |
| 19 | DFSV | Dimensional US Small Cap Val | — | -14.15% | Trim |
| 20 | ESGU | Ishares Esg Aware Msci USA | — | -23.31% | Trim |
| 21 | BLD | Topbuild CORP | — | -43.57% | Trim |
| 22 | DFLV | Dim US Large Cap Value ETF | — | -75.74% | Trim |
| 23 | MCK | Mckesson CORP | — | -51.62% | Trim |
| 24 | CEG | Constellation Energy | — | -48.39% | Trim |
| 25 | ESGV | Vanguard Esg US Stock ETF | 0% | -70.86% | Trim |
| 26 | VNQ | Vanguard Real Estate ETF | 0% | -50.02% | Trim |
| 27 | VBK | Vanguard Small-cap Grwth ETF | 0% | +19.12% | Add |
| 28 | VYM | Vanguard High Dvd Yield ETF | 0% | +30.84% | Add |
| 29 | VGT | Vanguard Info Tech ETF | 0% | +62.68% | Add |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -59.14% | Trim |
| 31 | CATH | Global X S&p 500 Ca Val ETF | -0.1% | +69.27% | Add |
| 32 | VOE | Vanguard Mid-cap Value ETF | -0.1% | -47.84% | Trim |
| 33 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -71.39% | Trim |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | -0.1% | -40.30% | Trim |
| 35 | VTV | Vanguard Value ETF | -0.1% | -35.13% | Trim |
| 36 | VV | Vanguard Large-cap ETF | -0.1% | -64.95% | Trim |
| 37 | IWD | Ishares Russell 1000 Value E | -0.1% | -16.17% | Trim |
| 38 | VBR | Vanguard Small-cap Value ETF | -0.1% | +12.57% | Add |
| 39 | VGSH | Vanguard Short-term Treasury | -0.1% | -98.62% | Trim |
| 40 | IWV | Ishares Russell 3000 ETF | -0.1% | -9.25% | Trim |
| 41 | MSFT | Microsoft CORP | -0.1% | -27.86% | Trim |
| 42 | ORCL | Oracle CORP | -0.1% | +30.66% | Add |
| 43 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | +29.93% | Add |
| 44 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -22.99% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +9.63% | Add |
| 46 | VO | Vanguard Mid-cap ETF | -0.2% | +22.98% | Add |
| 47 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 48 | IWN | Ishares Russell 2000 Value E | — | EXIT | Sold out |
| 49 | VDC | Vanguard Consumer Staple ETF | — | NEW | New buy |
| 50 | AMGN | Amgen Inc | — | NEW | New buy |
According to official SEC Form 13F filings, McClarren Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $193.5M across 77 disclosed positions in Q4 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, VUSB) accounted for 36.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
VUG
市值: $247.6K
Top Position Liquidated / Trimmed
IWN
前期市值: $209.2K
During Q4 2025, McClarren Financial Advisors, Inc.'s top holdings by market value included VTI (11.8%)、VB (8.5%)、VUSB (8.3%). The largest single position, VTI, represented 11.8% of total portfolio value.
In Q4 2025, McClarren Financial Advisors, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 29 holdings, and fully liquidating 1 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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