McClarren Financial Advisors

McClarren Financial Advisors as of Dec. 31, 2025

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 66k 294.24
Vanguard Index Fds Small Cp Etf (VB) 8.4 $14M 56k 254.01
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 8.2 $14M 80k 172.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.0 $13M 58k 232.45
Vanguard Index Fds Mid Cap Etf (VO) 5.8 $9.7M 40k 246.02
Vanguard World Mega Grwth Ind (MGK) 5.1 $8.5M 38k 225.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.2 $7.0M 23k 306.94
Vanguard Specialized Funds Div App Etf (VIG) 4.1 $6.8M 19k 368.77
Apple (AAPL) 3.4 $5.6M 9.6k 584.49
Ishares Tr Esg Msci Kld 400 (DSI) 2.6 $4.3M 13k 334.30
Vanguard World Esg Us Stk Etf (ESGV) 2.5 $4.1M 8.5k 486.01
Vanguard World Mega Cap Index (MGC) 2.4 $4.1M 10k 394.91
Ishares Tr Russell 3000 Etf (IWV) 2.3 $3.9M 6.5k 605.67
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.3 $3.8M 6.2k 617.96
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.8 $3.0M 12k 258.81
Vanguard Index Fds Large Cap Etf (VV) 1.7 $2.8M 3.2k 888.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $2.7M 7.4k 363.63
Vanguard Index Fds Value Etf (VTV) 1.2 $2.0M 6.7k 292.32
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $1.7M 7.7k 214.19
Microsoft Corporation (MSFT) 0.9 $1.6M 3.5k 451.45
Spdr Series Trust State Street Spd (SPTM) 0.9 $1.5M 4.6k 333.10
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.4M 11k 128.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.3M 8.2k 159.11
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.7 $1.2M 5.9k 209.07
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.2M 3.9k 300.81
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.2M 3.7k 317.87
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.1M 4.2k 274.60
Vanguard World Esg Intl Stk Etf (VSGX) 0.7 $1.1M 1.4k 813.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.1M 5.8k 181.76
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $1.0M 3.7k 283.71
Vanguard World Inf Tech Etf (VGT) 0.6 $1.0M 6.5k 159.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.0M 3.3k 302.86
Ishares Tr Esg Optimized (SUSA) 0.6 $964k 2.9k 331.69
Vanguard Intl Equity Index Allwrld Ex Us (VEU) 0.6 $954k 1.7k 572.40
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $913k 13k 69.25
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $837k 595.00 1406.75
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $831k 3.5k 234.81
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $812k 3.0k 274.12
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $812k 2.2k 373.30
Alphabet Cap Stk Cl A (GOOGL) 0.5 $780k 2.9k 268.94
Spdr Series Trust State Street Spd (SPYG) 0.5 $761k 3.8k 201.36
Amazon (AMZN) 0.4 $737k 3.8k 195.47
Procter & Gamble Company (PG) 0.4 $688k 1.7k 402.96
Global X Fds S&p 500 Catholic (CATH) 0.4 $640k 5.6k 114.39
Spdr Series Trust State Street Spd (SPSM) 0.3 $576k 5.2k 109.97
Eli Lilly & Co. (LLY) 0.3 $559k 2.1k 260.05
Wal-Mart Stores (WMT) 0.3 $530k 4.0k 131.53
Walt Disney Company (DIS) 0.3 $460k 891.00 515.81
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $456k 2.2k 211.01
Alphabet Cap Stk Cl C (GOOG) 0.3 $420k 1.8k 227.51
Hershey Company (HSY) 0.3 $420k 287.00 1461.57
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $408k 5.1k 80.60
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $391k 117.00 3338.69
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $375k 3.9k 95.62
Spdr Series Trust State Street Spd (EFIV) 0.2 $362k 66.00 5488.36
JPMorgan Chase & Co. (JPM) 0.2 $353k 2.0k 173.43
Pepsi (PEP) 0.2 $349k 554.00 630.65
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $349k 1.9k 188.57
Vanguard World Utilities Etf (VPU) 0.2 $346k 1.9k 180.96
Ishares Tr Msci Eafe Etf (EFA) 0.2 $333k 1.1k 299.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $325k 1.5k 219.97
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $320k 1.6k 198.50
Topbuild (BLD) 0.2 $308k 417.00 739.34
McKesson Corporation (MCK) 0.2 $307k 374.00 821.09
Intuit (INTU) 0.2 $298k 662.00 450.54
Vanguard World Mega Cap Val Etf (MGV) 0.2 $295k 988.00 298.20
Oracle Corporation (ORCL) 0.2 $258k 1.5k 172.12
Johnson & Johnson (JNJ) 0.1 $251k 1.2k 209.93
Vanguard Index Fds Growth Etf (VUG) 0.1 $248k 1.3k 186.61
Ishares Tr Us Industrials (IYJ) 0.1 $243k 148.00 1644.91
Constellation Energy (CEG) 0.1 $242k 353.00 684.94
Ishares Tr Esg Aware Msci (ESML) 0.1 $225k 3.6k 62.48
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $212k 207.00 1025.78
Vanguard World Energy Etf (VDE) 0.1 $212k 1.1k 187.52
Union Pacific Corporation (UNP) 0.1 $205k 886.00 231.32
Vanguard World Consum Stp Etf (VDC) 0.1 $205k 1.1k 182.65
Amgen (AMGN) 0.1 $202k 327.00 618.77