McClarren Financial Advisors
Latest statistics and disclosures from McClarren Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VB, VUSB, VOO, VO, and represent 42.09% of McClarren Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$5.5M), MGK, VO, VTI, IVV, IWB, VB, LLY, VGT, VYM.
- Started 3 new stock positions in VUG, AMGN, VDC.
- Reduced shares in these 10 stocks: ISTB (-$35M), EFIV (-$30M), VGSH (-$28M), VXUS (-$17M), VUSB (-$17M), VSGX (-$11M), ESGV (-$10M), ITOT (-$7.3M), DFIC (-$6.2M), VEU (-$5.8M).
- Sold out of its position in IWN.
- McClarren Financial Advisors was a net seller of stock by $-199M.
- McClarren Financial Advisors has $168M in assets under management (AUM), dropping by 2.47%.
- Central Index Key (CIK): 0001842974
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Portfolio Holdings for McClarren Financial Advisors
McClarren Financial Advisors holds 77 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 11.7 | $20M | +9% | 66k | 294.24 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 8.4 | $14M | +3% | 56k | 254.01 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 8.2 | $14M | -54% | 80k | 172.16 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.0 | $13M | +69% | 58k | 232.45 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 5.8 | $9.7M | +22% | 40k | 246.02 |
|
| Vanguard World Mega Grwth Ind (MGK) | 5.1 | $8.5M | +29% | 38k | 225.29 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.2 | $7.0M | -70% | 23k | 306.94 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 4.1 | $6.8M | -22% | 19k | 368.77 |
|
| Apple (AAPL) | 3.4 | $5.6M | -47% | 9.6k | 584.49 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 2.6 | $4.3M | -40% | 13k | 334.30 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 2.5 | $4.1M | -70% | 8.5k | 486.01 |
|
| Vanguard World Mega Cap Index (MGC) | 2.4 | $4.1M | +8% | 10k | 394.91 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 2.3 | $3.9M | -9% | 6.5k | 605.67 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 2.3 | $3.8M | -90% | 6.2k | 617.96 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.8 | $3.0M | -49% | 12k | 258.81 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.7 | $2.8M | -64% | 3.2k | 888.70 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $2.7M | -19% | 7.4k | 363.63 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $2.0M | -35% | 6.7k | 292.32 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $1.7M | +30% | 7.7k | 214.19 |
|
| Microsoft Corporation (MSFT) | 0.9 | $1.6M | -27% | 3.5k | 451.45 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.9 | $1.5M | -71% | 4.6k | 333.10 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.4M | +310% | 11k | 128.36 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $1.3M | -39% | 8.2k | 159.11 |
|
| Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) | 0.7 | $1.2M | -71% | 5.9k | 209.07 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.7 | $1.2M | -23% | 3.9k | 300.81 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $1.2M | -28% | 3.7k | 317.87 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $1.1M | +157% | 4.2k | 274.60 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.7 | $1.1M | -90% | 1.4k | 813.65 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $1.1M | +12% | 5.8k | 181.76 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.6 | $1.0M | -23% | 3.7k | 283.71 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.0M | +62% | 6.5k | 159.08 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.0M | -29% | 3.3k | 302.86 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.6 | $964k | -35% | 2.9k | 331.69 |
|
| Vanguard Intl Equity Index Allwrld Ex Us (VEU) | 0.6 | $954k | -85% | 1.7k | 572.40 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.5 | $913k | -14% | 13k | 69.25 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $837k | -89% | 595.00 | 1406.75 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $831k | +19% | 3.5k | 234.81 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $812k | -82% | 3.0k | 274.12 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $812k | -47% | 2.2k | 373.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $780k | +31% | 2.9k | 268.94 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.5 | $761k | -26% | 3.8k | 201.36 |
|
| Amazon (AMZN) | 0.4 | $737k | +45% | 3.8k | 195.47 |
|
| Procter & Gamble Company (PG) | 0.4 | $688k | -59% | 1.7k | 402.96 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.4 | $640k | +69% | 5.6k | 114.39 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $576k | -38% | 5.2k | 109.97 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $559k | +313% | 2.1k | 260.05 |
|
| Wal-Mart Stores (WMT) | 0.3 | $530k | +193% | 4.0k | 131.53 |
|
| Walt Disney Company (DIS) | 0.3 | $460k | -76% | 891.00 | 515.81 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.3 | $456k | -75% | 2.2k | 211.01 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $420k | +3% | 1.8k | 227.51 |
|
| Hershey Company (HSY) | 0.3 | $420k | -87% | 287.00 | 1461.57 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $408k | +14% | 5.1k | 80.60 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $391k | -98% | 117.00 | 3338.69 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $375k | +2259% | 3.9k | 95.62 |
|
| Spdr Series Trust State Street Spd (EFIV) | 0.2 | $362k | -98% | 66.00 | 5488.36 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $353k | +56% | 2.0k | 173.43 |
|
| Pepsi (PEP) | 0.2 | $349k | -77% | 554.00 | 630.65 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $349k | -67% | 1.9k | 188.57 |
|
| Vanguard World Utilities Etf (VPU) | 0.2 | $346k | +32% | 1.9k | 180.96 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $333k | -61% | 1.1k | 299.28 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $325k | -16% | 1.5k | 219.97 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $320k | -50% | 1.6k | 198.50 |
|
| Topbuild (BLD) | 0.2 | $308k | -43% | 417.00 | 739.34 |
|
| McKesson Corporation (MCK) | 0.2 | $307k | -51% | 374.00 | 821.09 |
|
| Intuit (INTU) | 0.2 | $298k | +47% | 662.00 | 450.54 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $295k | -52% | 988.00 | 298.20 |
|
| Oracle Corporation (ORCL) | 0.2 | $258k | +30% | 1.5k | 172.12 |
|
| Johnson & Johnson (JNJ) | 0.1 | $251k | +16% | 1.2k | 209.93 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $248k | NEW | 1.3k | 186.61 |
|
| Ishares Tr Us Industrials (IYJ) | 0.1 | $243k | -90% | 148.00 | 1644.91 |
|
| Constellation Energy (CEG) | 0.1 | $242k | -48% | 353.00 | 684.94 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $225k | +152% | 3.6k | 62.48 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $212k | -96% | 207.00 | 1025.78 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $212k | -27% | 1.1k | 187.52 |
|
| Union Pacific Corporation (UNP) | 0.1 | $205k | +275% | 886.00 | 231.32 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $205k | NEW | 1.1k | 182.65 |
|
| Amgen (AMGN) | 0.1 | $202k | NEW | 327.00 | 618.77 |
|
Past Filings by McClarren Financial Advisors
SEC 13F filings are viewable for McClarren Financial Advisors going back to 2020
- McClarren Financial Advisors 2025 Q4 filed Jan. 13, 2026
- McClarren Financial Advisors 2025 Q3 filed Oct. 15, 2025
- McClarren Financial Advisors 2025 Q2 filed Aug. 7, 2025
- McClarren Financial Advisors 2025 Q1 filed May 9, 2025
- McClarren Financial Advisors 2024 Q4 filed Jan. 29, 2025
- McClarren Financial Advisors 2024 Q3 filed Oct. 18, 2024
- McClarren Financial Advisors 2024 Q1 restated filed July 26, 2024
- McClarren Financial Advisors 2024 Q2 filed July 26, 2024
- McClarren Financial Advisors 2024 Q1 filed May 3, 2024
- McClarren Financial Advisors 2023 Q4 filed Feb. 2, 2024
- McClarren Financial Advisors 2023 Q3 filed Nov. 6, 2023
- McClarren Financial Advisors 2023 Q2 filed Aug. 7, 2023
- McClarren Financial Advisors 2023 Q1 filed May 5, 2023
- McClarren Financial Advisors 2022 Q4 filed Jan. 30, 2023
- McClarren Financial Advisors 2022 Q3 filed Nov. 1, 2022
- McClarren Financial Advisors 2022 Q2 filed Aug. 11, 2022