Institutions / McClarren Financial Advisors, Inc.

McClarren Financial Advisors, Inc.

CIK 1842974 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$167.58M
Positions
77
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Vanguard Index Fdsโ€”$19.54M66,42611.7%
Vanguard Index Fdsโ€”$14.14M55,6488.4%
Vanguard Bd Index Fdsโ€”$13.74M79,8098.2%
Vanguard Index Fdsโ€”$13.39M57,5838.0%
Vanguard Index Fdsโ€”$9.73M39,5445.8%
Vanguard World Fdโ€”$8.53M37,8515.1%
Vanguard Star Fdsโ€”$7.04M22,9274.2%
Vanguard Specialized Fundsโ€”$6.83M18,5094.1%
Apple Inc.โ€”$5.64M9,6413.4%
iShares Trโ€”$4.29M12,8362.6%
Vanguard World Fdโ€”$4.14M8,5152.5%
Vanguard World Fdโ€”$4.09M10,3662.4%
iShares Trโ€”$3.92M6,4772.3%
iShares Trโ€”$3.85M6,2282.3%
iShares Trโ€”$3.01M11,6491.8%
Vanguard Index Fdsโ€”$2.83M3,1861.7%
Invesco Qqq Trโ€”$2.69M7,3931.6%
Vanguard Index Fdsโ€”$1.97M6,7351.2%
Vanguard Whitehall Fdsโ€”$1.65M7,7171.0%
Microsoft Corpโ€”$1.57M3,4830.9%
SPDR Series Trustโ€”$1.54M4,6280.9%
iShares Trโ€”$1.41M10,9980.8%
Vanguard Tax-Managed Fdsโ€”$1.31M8,2110.8%
Vanguard Intl Equity Indexโ€”$1.24M5,9400.7%
Vanguard Index Fdsโ€”$1.18M3,9300.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.