Mcclarren Financial Advisors, Inc. Portfolio Stock Holdings
Mcclarren Financial Advisors, Inc. disclosed 85 stock positions valued at approximately $193.5 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD BD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 17, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 85
- Portfolio Value
- $193.5M
Holdings by Sector
Mcclarren Financial Advisors, Inc. Portfolio Holdings in Q2 2026
85 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 10.82% | 56,550 | -1,729 | -2.97% | $20,925,579 |
| VANGUARD INDEX FDS | VB | Other | 8.70% | 55,545 | -194 | -0.35% | $16,836,817 |
| VANGUARD BD INDEX FDS | VUSB | Other | 8.51% | 330,616 | +20,821 | +6.72% | $16,458,049 |
| VANGUARD INDEX FDS | VOO | Other | 8.22% | 23,156 | +1,749 | +8.17% | $15,903,626 |
| VANGUARD INDEX FDS | VO | Other | 5.75% | 138,074 | +104,305 | +308.88% | $11,124,590 |
| VANGUARD WORLD FD | MGK | Other | 4.82% | 106,151 | +85,039 | +402.80% | $9,331,691 |
| VANGUARD STAR FDS | VXUS | Other | 4.61% | 104,432 | +8,069 | +8.37% | $8,927,887 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 3.86% | 31,556 | -374 | -1.17% | $7,466,704 |
| APPLE INC | AAPL | Technology | 3.10% | 20,750 | +11 | +0.05% | $6,004,174 |
| ISHARES TR | ISTB | Other | 2.56% | 102,766 | +6,932 | +7.23% | $4,958,439 |
| ISHARES TR | DSI | Other | 2.54% | 34,476 | +1,114 | +3.34% | $4,909,003 |
| ISHARES TR | IWV | Other | 2.24% | 10,165 | +11 | +0.11% | $4,334,526 |
| VANGUARD WORLD FD | MGC | Other | 2.23% | 15,774 | -359 | -2.23% | $4,316,310 |
| VANGUARD WORLD FD | ESGV | Other | 2.14% | 31,290 | -3,062 | -8.91% | $4,137,733 |
| ISHARES TR | SGOV | Other | 2.12% | 40,692 | +1,475 | +3.76% | $4,096,504 |
| VANGUARD INDEX FDS | VV | Other | 1.60% | 9,003 | - | - | $3,096,261 |
| INVESCO QQQ TR | QQQ | Other | 1.60% | 4,191 | -194 | -4.42% | $3,086,575 |
| VANGUARD INDEX FDS | VTV | Other | 1.24% | 10,997 | +644 | +6.22% | $2,396,601 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.96% | 11,729 | +152 | +1.31% | $1,853,596 |
| SPDR SERIES TRUST | SPTM | Other | 0.85% | 18,014 | -952 | -5.02% | $1,635,519 |
| VANGUARD WORLD FD | VSGX | Other | 0.84% | 19,728 | +4,147 | +26.62% | $1,624,413 |
| ISHARES TR | IVV | Other | 0.83% | 2,150 | +84 | +4.07% | $1,610,121 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.80% | 25,997 | +96 | +0.37% | $1,551,746 |
| VANGUARD WORLD FD | VGT | Other | 0.78% | 12,607 | +11,033 | +700.95% | $1,506,787 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.77% | 20,877 | -72 | -0.34% | $1,487,451 |
| ISHARES TR | ESGU | Other | 0.72% | 8,481 | +1,460 | +20.79% | $1,388,082 |
| VANGUARD INDEX FDS | VXF | Other | 0.71% | 5,571 | -32 | -0.57% | $1,371,533 |
| ISHARES TR | IWM | Other | 0.68% | 4,362 | -133 | -2.96% | $1,310,510 |
| ISHARES TR | IWB | Other | 0.63% | 2,970 | -87 | -2.85% | $1,216,049 |
| MICROSOFT CORP | MSFT | Technology | 0.63% | 3,254 | +1 | +0.03% | $1,213,957 |
| VANGUARD INDEX FDS | VBR | Other | 0.61% | 4,825 | -164 | -3.29% | $1,172,378 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.58% | 28,932 | +1,298 | +4.70% | $1,122,290 |
| ISHARES TR | SUSA | Other | 0.55% | 6,935 | +8 | +0.12% | $1,070,073 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.53% | 12,174 | -819 | -6.30% | $1,019,551 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.50% | 1,947 | - | - | $974,259 |
| ISHARES TR | ITOT | Other | 0.49% | 5,720 | +78 | +1.38% | $939,700 |
| VANGUARD INDEX FDS | VOE | Other | 0.48% | 4,718 | +128 | +2.79% | $932,322 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.46% | 17,802 | -481 | -2.63% | $897,020 |
| VANGUARD INDEX FDS | VBK | Other | 0.45% | 2,366 | -387 | -14.06% | $865,076 |
| SPDR SERIES TRUST | SPYG | Other | 0.44% | 7,111 | +7 | +0.10% | $846,143 |
| ALPHABET INC | GOOGL | Communication Services | 0.44% | 2,361 | -130 | -5.22% | $843,776 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.38% | 3,117 | -74 | -2.32% | $742,906 |
| GLOBAL X FDS | CATH | Other | 0.37% | 8,196 | +380 | +4.86% | $725,306 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.36% | 4,783 | -42 | -0.87% | $701,431 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.33% | 8,089 | -18 | -0.22% | $630,219 |
| ELI LILLY & CO | LLY | Healthcare | 0.32% | 520 | - | - | $623,730 |
| SPDR SERIES TRUST | SPSM | Other | 0.32% | 10,713 | -1,418 | -11.69% | $617,805 |
| VANGUARD WORLD FD | VPU | Other | 0.29% | 2,896 | -31 | -1.06% | $566,778 |
| WALMART INC | WMT | Consumer Defensive | 0.28% | 4,780 | +17 | +0.36% | $541,352 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.27% | 10,976 | +28 | +0.26% | $529,652 |
| NUSHARES ETF TR | NUSC | Other | 0.25% | 9,413 | +286 | +3.13% | $490,596 |
| ALPHABET INC | GOOG | Communication Services | 0.24% | 1,339 | - | - | $473,284 |
| VANGUARD WORLD FD | VDE | Other | 0.24% | 3,115 | -80 | -2.50% | $467,593 |
| ISHARES TR | IWR | Other | 0.22% | 3,890 | - | - | $429,107 |
| HERSHEY CO | HSY | Consumer Defensive | 0.21% | 2,307 | +1 | +0.04% | $404,687 |
| SPDR SERIES TRUST | EFIV | Other | 0.21% | 5,490 | - | - | $400,382 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.20% | 8,695 | +8,695 | +100.00% | $392,129 |
| ISHARES TR | IWD | Other | 0.19% | 1,554 | +3 | +0.19% | $376,846 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.19% | 4,477 | +4,477 | +100.00% | $368,596 |
| ISHARES TR | EFA | Other | 0.19% | 3,523 | +54 | +1.56% | $365,970 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.19% | 1,101 | +3 | +0.27% | $360,457 |
| DISNEY WALT CO | DIS | Communication Services | 0.18% | 3,685 | -361 | -8.92% | $354,634 |
| NUSHARES ETF TR | NUMG | Other | 0.18% | 7,494 | +179 | +2.45% | $351,925 |
| VANGUARD INDEX FDS | VNQ | Other | 0.18% | 3,624 | -26 | -0.71% | $349,509 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.18% | 3,414 | +17 | +0.50% | $348,921 |
| VANGUARD WORLD FD | MGV | Other | 0.18% | 2,107 | +7 | +0.33% | $344,378 |
| PEPSICO INC | PEP | Consumer Defensive | 0.17% | 2,440 | +2 | +0.08% | $330,415 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.16% | 5,439 | +142 | +2.68% | $316,572 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.16% | 1,217 | +2 | +0.16% | $309,073 |
| MCKESSON CORP | MCK | Healthcare | 0.15% | 375 | - | - | $283,422 |
| ISHARES TR | IYJ | Other | 0.14% | 1,648 | +2 | +0.12% | $274,679 |
| ISHARES TR | ESML | Other | 0.14% | 4,904 | +4 | +0.08% | $274,307 |
| CATERPILLAR INC | CAT | Industrials | 0.13% | 236 | +236 | +100.00% | $251,316 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.13% | 505 | +505 | +100.00% | $250,240 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.13% | 6,637 | +605 | +10.03% | $247,313 |
| ISHARES TR | IWN | Other | 0.13% | 1,102 | +1 | +0.09% | $243,832 |
| UNION PAC CORP | UNP | Industrials | 0.12% | 886 | - | - | $240,992 |
| MERCK & CO INC | MRK | Healthcare | 0.12% | 1,857 | +10 | +0.54% | $238,596 |
| NUSHARES ETF TR | NUMV | Other | 0.12% | 5,235 | +5,235 | +100.00% | $227,678 |
| AMGEN INC | AMGN | Healthcare | 0.12% | 627 | +5 | +0.80% | $226,994 |
| VANGUARD WORLD FD | VDC | Other | 0.11% | 980 | +5 | +0.51% | $220,941 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.11% | 1,710 | +1,710 | +100.00% | $207,678 |
| CISCO SYS INC | CSCO | Technology | 0.11% | 1,758 | +1,758 | +100.00% | $206,510 |
| BROADCOM INC | AVGO | Technology | 0.10% | 533 | +533 | +100.00% | $201,244 |
| ISHARES TR | ITA | Other | 0.10% | 827 | +827 | +100.00% | $200,489 |