Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 41.99% of McClarren Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VO (+$8.4M), MGK (+$7.5M), VGT, VOO, VUSB, VXUS, DFSI, DFAS, VSGX, ISTB.
Started 9 new stock positions in ROK, VTWO, ITA, AVGO, NUMV, CSCO, DFSI, CAT, DFAS.
Reduced shares in these 10 stocks: VTI, ESGV, Topbuild, VUG, , QQQ, VBK, MGC, VIG, SPTM.
Sold out of its positions in XOM, Topbuild, VUG.
McClarren Financial Advisors was a net buyer of stock by $21M.
McClarren Financial Advisors has $194M in assets under management (AUM), dropping by 14.56%.
Central Index Key (CIK): 0001842974

Tip: Access up to 7 years of quarterly data

Positions held by McClarren Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for McClarren Financial Advisors

McClarren Financial Advisors holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	10.8	$21M	-2%	57k	370.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	8.7	$17M		56k	303.12	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	8.5	$17M	+6%	331k	49.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.2	$16M	+8%	23k	686.80	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.7	$11M	+308%	138k	80.57	View chart
Vanguard World Mega Grwth Ind (MGK)	4.8	$9.3M	+402%	106k	87.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.6	$8.9M	+8%	104k	85.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.9	$7.5M		32k	236.62	View chart
Apple (AAPL)	3.1	$6.0M		21k	289.36	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	2.6	$5.0M	+7%	103k	48.25	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	2.5	$4.9M	+3%	35k	142.39	View chart
Ishares Tr Russell 3000 Etf (IWV)	2.2	$4.3M		10k	426.42	View chart
Vanguard World Mega Cap Index (MGC)	2.2	$4.3M	-2%	16k	273.63	View chart
Vanguard World Esg Us Stk Etf (ESGV)	2.1	$4.1M	-8%	31k	132.24	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	2.1	$4.1M	+3%	41k	100.67	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.6	$3.1M		9.0k	343.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$3.1M	-4%	4.2k	736.48	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$2.4M	+6%	11k	217.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$1.9M		12k	158.04	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.8	$1.6M	-5%	18k	90.79	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$1.6M	+26%	20k	82.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.6M	+4%	2.2k	748.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$1.6M		26k	59.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$1.5M	+700%	13k	119.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$1.5M		21k	71.25	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.7	$1.4M	+20%	8.5k	163.67	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.7	$1.4M		5.6k	246.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$1.3M	-2%	4.4k	300.44	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$1.2M	-2%	3.0k	409.44	View chart
Microsoft Corporation (MSFT)	0.6	$1.2M		3.3k	373.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$1.2M	-3%	4.8k	242.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.6	$1.1M	+4%	29k	38.79	View chart
Ishares Tr Esg Optimized (SUSA)	0.6	$1.1M		6.9k	154.30	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$1.0M	-6%	12k	83.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$974k		1.9k	500.39	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$940k		5.7k	164.28	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$932k	+2%	4.7k	197.61	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.5	$897k	-2%	18k	50.39	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$865k	-14%	2.4k	365.63	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.4	$846k		7.1k	118.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$844k	-5%	2.4k	357.38	View chart
Amazon (AMZN)	0.4	$743k	-2%	3.1k	238.34	View chart
Global X Fds S&p 500 Catholic (CATH)	0.4	$725k	+4%	8.2k	88.50	View chart
Procter & Gamble Company (PG)	0.4	$701k		4.8k	146.65	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$630k		8.1k	77.91	View chart
Eli Lilly & Co. (LLY)	0.3	$624k		520.00	1199.48	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$618k	-11%	11k	57.67	View chart
Vanguard World Utilities Etf (VPU)	0.3	$567k		2.9k	195.71	View chart
Wal-Mart Stores (WMT)	0.3	$541k		4.8k	113.25	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.3	$530k		11k	48.26	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$491k	+3%	9.4k	52.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$473k		1.3k	353.46	View chart
Vanguard World Energy Etf (VDE)	0.2	$468k	-2%	3.1k	150.11	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$429k		3.9k	110.31	View chart
Hershey Company (HSY)	0.2	$405k		2.3k	175.42	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.2	$400k		5.5k	72.93	View chart
Dimensional Etf Trust International (DFSI)	0.2	$392k	NEW	8.7k	45.10	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$377k		1.6k	242.50	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$369k	NEW	4.5k	82.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$366k		3.5k	103.88	View chart
JPMorgan Chase & Co. (JPM)	0.2	$361k		1.1k	327.39	View chart
Walt Disney Company (DIS)	0.2	$355k	-8%	3.7k	96.24	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.2	$352k	+2%	7.5k	46.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$350k		3.6k	96.44	View chart
Starbucks Corporation (SBUX)	0.2	$349k		3.4k	102.20	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$344k		2.1k	163.44	View chart
Pepsi (PEP)	0.2	$330k		2.4k	135.42	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$317k	+2%	5.4k	58.20	View chart
Johnson & Johnson (JNJ)	0.2	$309k		1.2k	253.96	View chart
McKesson Corporation (MCK)	0.1	$283k		375.00	755.79	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$275k		1.6k	166.67	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$274k		4.9k	55.94	View chart
Caterpillar (CAT)	0.1	$251k	NEW	236.00	1064.90	View chart
Rockwell Automation (ROK)	0.1	$250k	NEW	505.00	495.52	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$247k	+10%	6.6k	37.26	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$244k		1.1k	221.26	View chart
Union Pacific Corporation (UNP)	0.1	$241k		886.00	272.00	View chart
Merck & Co (MRK)	0.1	$239k		1.9k	128.48	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$228k	NEW	5.2k	43.49	View chart
Amgen (AMGN)	0.1	$227k		627.00	362.03	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$221k		980.00	225.45	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$208k	NEW	1.7k	121.45	View chart
Cisco Systems (CSCO)	0.1	$207k	NEW	1.8k	117.47	View chart
Broadcom (AVGO)	0.1	$201k	NEW	533.00	377.57	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$201k	NEW	827.00	242.43	View chart

Past Filings by McClarren Financial Advisors

SEC 13F filings are viewable for McClarren Financial Advisors going back to 2020

McClarren Financial Advisors 2026 Q2 filed July 17, 2026
McClarren Financial Advisors 2026 Q1 filed April 16, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z