McClarren Financial Advisors

McClarren Financial Advisors as of June 30, 2026

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