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CIK: 0001842974
Total reported value
$193.5M
$193.5M
79 檔
36.8%
According to the latest 13F quarterly dataset, McClarren Financial Advisors, Inc. managed an equity portfolio of $193.5M at the end of Q1 2026, spanning 79 distinct U.S. exchange-listed positions.
In Q1 2026, McClarren Financial Advisors, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 53 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.07% | -0.25% | -12.26% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 9.13% | -0.62% | +288.17% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 8.64% | +0.06% | +0.16% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.57% | +0.65% | -62.82% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.74% | +0.01% | -14.60% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.59% | +0.23% | -44.22% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.40% | +0.21% | +320.30% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.07% | -0.21% | +72.51% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.12% | -0.02% | +115.11% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.75% | -0.19% | +1438.76% | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.39% | +0.15% | +159.91% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.34% | -0.22% | +236.66% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.28% | -0.14% | +303.43% | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.26% | -0.03% | +55.63% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.23% | +0.01% | +56.77% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 1.59% | +0.01% | +182.58% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.50% | +0.10% | -40.69% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.20% | +0.04% | +53.72% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.02% | -0.06% | +50.02% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.89% | -0.04% | +309.81% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.83% | -0.03% | +336.04% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.03% | -81.21% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | -0.02% | +155.13% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.08% | -6.60% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.68% | +0.03% | +42.57% | |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.66% | +0.18% | +1042.30% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.66% | +0.02% | +23.15% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.65% | +0.13% | -75.66% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.65% | -0.02% | -26.37% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.64% | -0.03% | -13.76% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.59% | +0.13% | +90.84% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.58% | -0.05% | +679.42% | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.57% | +0.01% | +109.73% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.05% | -41.55% | |
| 35 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.54% | +0.01% | +138.37% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.50% | -0.02% | +111.03% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.49% | -0.03% | +517.25% | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.49% | -0.04% | -22.21% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | +0.01% | +848.24% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.02% | -14.07% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.05% | +182.66% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.03% | +88.09% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | -0.01% | -15.31% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.38% | -0.05% | — | |
| 45 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | +39.80% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.07% | +18.28% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.35% | -0.03% | +131.68% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-Other | 0.34% | -0.05% | +53.25% | |
| 49 | VDE | Vanguard Energy ETF | ETF-Other | 0.33% | -0.09% | +183.24% | |
| 50 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.28% | -0.07% | +703.48% |
According to official SEC Form 13F filings, McClarren Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $193.5M across 79 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VUSB, VB) accounted for 36.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
BSV
市值: $635.7K
Top Position Liquidated / Trimmed
INTU
前期市值: $298.3K
During Q1 2026, McClarren Financial Advisors, Inc.'s top holdings by market value included VTI (11.1%)、VUSB (9.1%)、VB (8.6%). The largest single position, VTI, represented 11.1% of total portfolio value.
In Q1 2026, McClarren Financial Advisors, Inc. made 81 total portfolio adjustments, initiating 5 new buys, adding to 53 positions, trimming 20 holdings, and fully liquidating 3 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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