McClarren Financial Advisors

McClarren Financial Advisors as of March 31, 2026

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 58k 320.81
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 9.1 $15M 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 21k 597.56
Vanguard Index Fds Mid Cap Etf (VO) 5.7 $9.7M 34k 287.18
Vanguard World Mega Grwth Ind (MGK) 4.6 $7.8M 21k 367.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.4 $7.4M 96k 77.11
Vanguard Specialized Funds Div App Etf (VIG) 4.1 $6.9M 32k 215.06
Apple (AAPL) 3.1 $5.3M 21k 253.79
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.7 $4.6M 96k 48.46
Ishares Tr Esg Msci Kld 400 (DSI) 2.4 $4.0M 33k 121.19
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.3 $3.9M 39k 100.66
Vanguard World Esg Us Stk Etf (ESGV) 2.3 $3.9M 34k 112.27
Vanguard World Mega Cap Index (MGC) 2.3 $3.8M 16k 236.35
Ishares Tr Russell 3000 Etf (IWV) 2.2 $3.8M 10k 370.69
Vanguard Index Fds Large Cap Etf (VV) 1.6 $2.7M 9.0k 298.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $2.5M 4.4k 577.17
Vanguard Index Fds Value Etf (VTV) 1.2 $2.0M 10k 196.19
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $1.7M 12k 148.10
Spdr Series Trust State Street Spd (SPTM) 0.9 $1.5M 19k 79.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.4M 26k 54.05
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.3M 2.1k 653.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.3M 21k 64.08
Microsoft Corporation (MSFT) 0.7 $1.2M 3.3k 370.15
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.2M 5.6k 205.79
Vanguard World Esg Intl Stk Etf (VSGX) 0.7 $1.1M 16k 71.73
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.1M 4.5k 247.99
Vanguard World Inf Tech Etf (VGT) 0.7 $1.1M 1.6k 697.58
Ishares Tr Rus 1000 Etf (IWB) 0.6 $1.1M 3.1k 356.61
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.1M 5.0k 217.25
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $993k 7.0k 141.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $976k 13k 75.10
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $968k 28k 35.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $933k 1.9k 479.20
Ishares Tr Esg Optimized (SUSA) 0.5 $915k 6.9k 132.10
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $846k 4.6k 184.30
Spdr Index Shs Fds State Street Spd (SPDW) 0.5 $835k 18k 45.65
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $832k 2.8k 302.25
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $804k 5.6k 142.43
Alphabet Cap Stk Cl A (GOOGL) 0.4 $716k 2.5k 287.56
Procter & Gamble Company (PG) 0.4 $697k 4.8k 144.45
Spdr Series Trust State Street Spd (SPYG) 0.4 $696k 7.1k 97.91
Amazon (AMZN) 0.4 $665k 3.2k 208.27
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $636k 8.1k 78.41
Global X Fds S&p 500 Catholic (CATH) 0.4 $611k 7.8k 78.15
Wal-Mart Stores (WMT) 0.4 $592k 4.8k 124.28
Spdr Series Trust State Street Spd (SPSM) 0.3 $586k 12k 48.32
Vanguard World Utilities Etf (VPU) 0.3 $580k 2.9k 198.13
Vanguard World Energy Etf (VDE) 0.3 $553k 3.2k 173.05
Hershey Company (HSY) 0.3 $479k 2.3k 207.87
Eli Lilly & Co. (LLY) 0.3 $478k 520.00 919.81
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $476k 11k 43.45
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $411k 9.1k 45.06
Walt Disney Company (DIS) 0.2 $390k 4.0k 96.39
Alphabet Cap Stk Cl C (GOOG) 0.2 $384k 1.3k 286.93
Pepsi (PEP) 0.2 $379k 2.4k 155.30
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $378k 3.9k 97.22
Topbuild (BLD) 0.2 $347k 989.00 351.30
Spdr Series Trust State Street Spd (EFIV) 0.2 $346k 5.5k 63.08
Ishares Tr Msci Eafe Etf (EFA) 0.2 $337k 3.5k 97.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $331k 1.6k 213.60
McKesson Corporation (MCK) 0.2 $324k 375.00 864.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $324k 3.7k 88.69
JPMorgan Chase & Co. (JPM) 0.2 $323k 1.1k 294.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $310k 5.3k 58.54
Vanguard World Mega Cap Val Etf (MGV) 0.2 $304k 2.1k 144.92
Starbucks Corporation (SBUX) 0.2 $304k 3.4k 89.59
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $301k 7.3k 41.08
Johnson & Johnson (JNJ) 0.2 $297k 1.2k 244.34
Ishares Tr Us Industrials (IYJ) 0.1 $243k 1.6k 147.55
Ishares Tr Esg Aware Msci (ESML) 0.1 $230k 4.9k 47.02
Merck & Co (MRK) 0.1 $222k 1.8k 120.31
Vanguard Index Fds Growth Etf (VUG) 0.1 $222k 508.00 436.65
Amgen (AMGN) 0.1 $219k 622.00 352.08
Vanguard World Consum Stp Etf (VDC) 0.1 $219k 975.00 224.50
Union Pacific Corporation (UNP) 0.1 $215k 886.00 242.62
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $214k 6.0k 35.53
Exxon Mobil Corporation (XOM) 0.1 $213k 1.3k 169.62
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $209k 1.1k 189.60