McClarren Financial Advisors
Latest statistics and disclosures from McClarren Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VUSB, VB, VOO, VO, and represent 42.17% of McClarren Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUSB (+$11M), VXUS (+$5.7M), ISTB, ESGV, VIG, AAPL, SGOV, DSI, VV, MGC.
- Started 5 new stock positions in XOM, IWN, MRK, SBUX, BSV.
- Reduced shares in these 10 stocks: VOO (-$22M), MGK (-$6.2M), IVV (-$5.8M), VGT, VTI, QQQ, VO, LLY, BRK.B, IWB.
- Sold out of its positions in CEG, INTU, ORCL.
- McClarren Financial Advisors was a net buyer of stock by $9.3M.
- McClarren Financial Advisors has $169M in assets under management (AUM), dropping by 0.78%.
- Central Index Key (CIK): 0001842974
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Portfolio Holdings for McClarren Financial Advisors
McClarren Financial Advisors holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 11.1 | $19M | -12% | 58k | 320.81 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 9.1 | $15M | +288% | 310k | 49.78 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 8.6 | $15M | 56k | 261.92 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.6 | $13M | -62% | 21k | 597.56 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 5.7 | $9.7M | -14% | 34k | 287.18 |
|
| Vanguard World Mega Grwth Ind (MGK) | 4.6 | $7.8M | -44% | 21k | 367.43 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.4 | $7.4M | +320% | 96k | 77.11 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 4.1 | $6.9M | +72% | 32k | 215.06 |
|
| Apple (AAPL) | 3.1 | $5.3M | +115% | 21k | 253.79 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 2.7 | $4.6M | +1438% | 96k | 48.46 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 2.4 | $4.0M | +159% | 33k | 121.19 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.3 | $3.9M | +236% | 39k | 100.66 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 2.3 | $3.9M | +303% | 34k | 112.27 |
|
| Vanguard World Mega Cap Index (MGC) | 2.3 | $3.8M | +55% | 16k | 236.35 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 2.2 | $3.8M | +56% | 10k | 370.69 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.6 | $2.7M | +182% | 9.0k | 298.86 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $2.5M | -40% | 4.4k | 577.17 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $2.0M | +53% | 10k | 196.19 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $1.7M | +50% | 12k | 148.10 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.9 | $1.5M | +309% | 19k | 79.06 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $1.4M | +336% | 26k | 54.05 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.3M | -81% | 2.1k | 653.36 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $1.3M | +155% | 21k | 64.08 |
|
| Microsoft Corporation (MSFT) | 0.7 | $1.2M | -6% | 3.3k | 370.15 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.7 | $1.2M | +42% | 5.6k | 205.79 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.7 | $1.1M | +1042% | 16k | 71.73 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $1.1M | +23% | 4.5k | 247.99 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.7 | $1.1M | -75% | 1.6k | 697.58 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $1.1M | -26% | 3.1k | 356.61 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $1.1M | -13% | 5.0k | 217.25 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.6 | $993k | +90% | 7.0k | 141.41 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $976k | +679% | 13k | 75.10 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.6 | $968k | +109% | 28k | 35.04 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $933k | -41% | 1.9k | 479.20 |
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| Ishares Tr Esg Optimized (SUSA) | 0.5 | $915k | +138% | 6.9k | 132.10 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $846k | +111% | 4.6k | 184.30 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.5 | $835k | +517% | 18k | 45.65 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $832k | -22% | 2.8k | 302.25 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $804k | +848% | 5.6k | 142.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $716k | -14% | 2.5k | 287.56 |
|
| Procter & Gamble Company (PG) | 0.4 | $697k | +182% | 4.8k | 144.45 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.4 | $696k | +88% | 7.1k | 97.91 |
|
| Amazon (AMZN) | 0.4 | $665k | -15% | 3.2k | 208.27 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $636k | NEW | 8.1k | 78.41 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.4 | $611k | +39% | 7.8k | 78.15 |
|
| Wal-Mart Stores (WMT) | 0.4 | $592k | +18% | 4.8k | 124.28 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $586k | +131% | 12k | 48.32 |
|
| Vanguard World Utilities Etf (VPU) | 0.3 | $580k | +53% | 2.9k | 198.13 |
|
| Vanguard World Energy Etf (VDE) | 0.3 | $553k | +183% | 3.2k | 173.05 |
|
| Hershey Company (HSY) | 0.3 | $479k | +703% | 2.3k | 207.87 |
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| Eli Lilly & Co. (LLY) | 0.3 | $478k | -75% | 520.00 | 919.81 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.3 | $476k | +406% | 11k | 43.45 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $411k | +80% | 9.1k | 45.06 |
|
| Walt Disney Company (DIS) | 0.2 | $390k | +354% | 4.0k | 96.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $384k | -27% | 1.3k | 286.93 |
|
| Pepsi (PEP) | 0.2 | $379k | +340% | 2.4k | 155.30 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $378k | 3.9k | 97.22 |
|
|
| Topbuild (BLD) | 0.2 | $347k | +137% | 989.00 | 351.30 |
|
| Spdr Series Trust State Street Spd (EFIV) | 0.2 | $346k | +8218% | 5.5k | 63.08 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $337k | +211% | 3.5k | 97.12 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $331k | +4% | 1.6k | 213.60 |
|
| McKesson Corporation (MCK) | 0.2 | $324k | 375.00 | 864.75 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $324k | +126% | 3.7k | 88.69 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $323k | -46% | 1.1k | 294.23 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $310k | +4427% | 5.3k | 58.54 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $304k | +112% | 2.1k | 144.92 |
|
| Starbucks Corporation (SBUX) | 0.2 | $304k | NEW | 3.4k | 89.59 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $301k | +294% | 7.3k | 41.08 |
|
| Johnson & Johnson (JNJ) | 0.2 | $297k | 1.2k | 244.34 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.1 | $243k | +1012% | 1.6k | 147.55 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $230k | +36% | 4.9k | 47.02 |
|
| Merck & Co (MRK) | 0.1 | $222k | NEW | 1.8k | 120.31 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $222k | -61% | 508.00 | 436.65 |
|
| Amgen (AMGN) | 0.1 | $219k | +90% | 622.00 | 352.08 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $219k | -13% | 975.00 | 224.50 |
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| Union Pacific Corporation (UNP) | 0.1 | $215k | 886.00 | 242.62 |
|
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $214k | +2814% | 6.0k | 35.53 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $213k | NEW | 1.3k | 169.62 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $209k | NEW | 1.1k | 189.60 |
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Past Filings by McClarren Financial Advisors
SEC 13F filings are viewable for McClarren Financial Advisors going back to 2020
- 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
- McClarren Financial Advisors 2022 Q3 filed Nov. 1, 2022