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
Dec 31, 2025View all 77 โ
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $19.54M | 11.7% |
| Vanguard Index Fds | $14.14M | 8.4% |
| Vanguard Bd Index Fds | $13.74M | 8.2% |
| Vanguard Index Fds | $13.39M | 8.0% |
| Vanguard Index Fds | $9.73M | 5.8% |
| Vanguard World Fd | $8.53M | 5.1% |
| Vanguard Star Fds | $7.04M | 4.2% |
| Vanguard Specialized Funds | $6.83M | 4.1% |
| Apple Inc. | $5.64M | 3.4% |
| iShares Tr | $4.29M | 2.6% |
| Vanguard World Fd | $4.14M | 2.5% |
| Vanguard World Fd | $4.09M | 2.4% |
| iShares Tr | $3.92M | 2.3% |
| iShares Tr | $3.85M | 2.3% |
| iShares Tr | $3.01M | 1.8% |
| Vanguard Index Fds | $2.83M | 1.7% |
| Invesco Qqq Tr | $2.69M | 1.6% |
| Vanguard Index Fds | $1.97M | 1.2% |
| Vanguard Whitehall Fds | $1.65M | 1.0% |
| Microsoft Corp | $1.57M | 0.9% |
| SPDR Series Trust | $1.54M | 0.9% |
| iShares Tr | $1.41M | 0.8% |
| Vanguard Tax-Managed Fds | $1.31M | 0.8% |
| Vanguard Intl Equity Index | $1.24M | 0.7% |
| Vanguard Index Fds | $1.18M | 0.7% |
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.