Mcclarren Financial Advisors, Inc. Portfolio Stock Holdings
Mcclarren Financial Advisors, Inc. disclosed 79 stock positions valued at approximately $168.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 79
- Portfolio Value
- $168.9M
Holdings by Sector
Mcclarren Financial Advisors, Inc. Portfolio Holdings in Q1 2026
79 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 11.07% | 58,279 | -8,147 | -12.26% | $18,696,628 |
| VANGUARD BD INDEX FDS | VUSB | Other | 9.13% | 309,795 | +229,986 | +288.17% | $15,423,130 |
| VANGUARD INDEX FDS | VB | Other | 8.64% | 55,739 | +91 | +0.16% | $14,599,190 |
| VANGUARD INDEX FDS | VOO | Other | 7.57% | 21,407 | -36,176 | -62.82% | $12,791,988 |
| VANGUARD INDEX FDS | VO | Other | 5.74% | 33,769 | -5,775 | -14.60% | $9,697,652 |
| VANGUARD WORLD FD | MGK | Other | 4.59% | 21,112 | -16,739 | -44.22% | $7,757,265 |
| VANGUARD STAR FDS | VXUS | Other | 4.40% | 96,363 | +73,436 | +320.30% | $7,430,544 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 4.07% | 31,930 | +13,421 | +72.51% | $6,866,920 |
| APPLE INC | AAPL | Technology | 3.12% | 20,739 | +11,098 | +115.11% | $5,263,395 |
| ISHARES TR | ISTB | Other | 2.75% | 95,834 | +89,606 | +1438.76% | $4,644,093 |
| ISHARES TR | DSI | Other | 2.39% | 33,362 | +20,526 | +159.91% | $4,043,118 |
| ISHARES TR | SGOV | Other | 2.34% | 39,217 | +27,568 | +236.66% | $3,947,560 |
| VANGUARD WORLD FD | ESGV | Other | 2.28% | 34,352 | +25,837 | +303.43% | $3,856,682 |
| VANGUARD WORLD FD | MGC | Other | 2.26% | 16,133 | +5,767 | +55.63% | $3,813,089 |
| ISHARES TR | IWV | Other | 2.23% | 10,154 | +3,677 | +56.77% | $3,763,957 |
| VANGUARD INDEX FDS | VV | Other | 1.59% | 9,003 | +5,817 | +182.58% | $2,690,648 |
| INVESCO QQQ TR | QQQ | Other | 1.50% | 4,385 | -3,008 | -40.69% | $2,530,903 |
| VANGUARD INDEX FDS | VTV | Other | 1.20% | 10,353 | +3,618 | +53.72% | $2,031,197 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.02% | 11,577 | +3,860 | +50.02% | $1,714,511 |
| SPDR SERIES TRUST | SPTM | Other | 0.89% | 18,966 | +14,338 | +309.81% | $1,499,478 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.83% | 25,901 | +19,961 | +336.04% | $1,399,970 |
| ISHARES TR | IVV | Other | 0.80% | 2,066 | -8,932 | -81.21% | $1,349,851 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.79% | 20,949 | +12,738 | +155.13% | $1,342,397 |
| MICROSOFT CORP | MSFT | Technology | 0.71% | 3,253 | -230 | -6.60% | $1,204,108 |
| VANGUARD INDEX FDS | VXF | Other | 0.68% | 5,603 | +1,673 | +42.57% | $1,153,058 |
| VANGUARD WORLD FD | VSGX | Other | 0.66% | 15,581 | +14,217 | +1042.30% | $1,117,615 |
| ISHARES TR | IWM | Other | 0.66% | 4,495 | +845 | +23.15% | $1,114,709 |
| VANGUARD WORLD FD | VGT | Other | 0.65% | 1,574 | -4,894 | -75.66% | $1,097,995 |
| ISHARES TR | IWB | Other | 0.65% | 3,057 | -1,095 | -26.37% | $1,090,145 |
| VANGUARD INDEX FDS | VBR | Other | 0.64% | 4,989 | -796 | -13.76% | $1,083,845 |
| ISHARES TR | ESGU | Other | 0.59% | 7,021 | +3,342 | +90.84% | $992,871 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.58% | 12,993 | +11,326 | +679.42% | $975,811 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.57% | 27,634 | +14,458 | +109.73% | $968,292 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.55% | 1,947 | -1,384 | -41.55% | $933,002 |
| ISHARES TR | SUSA | Other | 0.54% | 6,927 | +4,021 | +138.37% | $915,089 |
| VANGUARD INDEX FDS | VOE | Other | 0.50% | 4,590 | +2,415 | +111.03% | $845,917 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.49% | 18,283 | +15,321 | +517.25% | $834,605 |
| VANGUARD INDEX FDS | VBK | Other | 0.49% | 2,753 | -786 | -22.21% | $832,084 |
| ISHARES TR | ITOT | Other | 0.48% | 5,642 | +5,047 | +848.24% | $803,589 |
| ALPHABET INC | GOOGL | Communication Services | 0.42% | 2,491 | -408 | -14.07% | $716,314 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.41% | 4,825 | +3,118 | +182.66% | $696,990 |
| SPDR SERIES TRUST | SPYG | Other | 0.41% | 7,104 | +3,327 | +88.09% | $695,568 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.39% | 3,191 | -577 | -15.31% | $664,590 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.38% | 8,107 | +8,107 | +100.00% | $635,670 |
| GLOBAL X FDS | CATH | Other | 0.36% | 7,816 | +2,225 | +39.80% | $610,810 |
| WALMART INC | WMT | Consumer Defensive | 0.35% | 4,763 | +736 | +18.28% | $591,940 |
| SPDR SERIES TRUST | SPSM | Other | 0.35% | 12,131 | +6,895 | +131.68% | $586,189 |
| VANGUARD WORLD FD | VPU | Other | 0.34% | 2,927 | +1,017 | +53.25% | $579,924 |
| VANGUARD WORLD FD | VDE | Other | 0.33% | 3,195 | +2,067 | +183.24% | $552,902 |
| HERSHEY CO | HSY | Consumer Defensive | 0.28% | 2,306 | +2,019 | +703.48% | $479,338 |
| ELI LILLY & CO | LLY | Healthcare | 0.28% | 520 | -1,629 | -75.80% | $478,301 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.28% | 10,948 | +8,787 | +406.62% | $475,721 |
| NUSHARES ETF TR | NUSC | Other | 0.24% | 9,127 | +4,071 | +80.52% | $411,240 |
| DISNEY WALT CO | DIS | Communication Services | 0.23% | 4,046 | +3,155 | +354.10% | $389,999 |
| ALPHABET INC | GOOG | Communication Services | 0.23% | 1,339 | -508 | -27.50% | $384,199 |
| PEPSICO INC | PEP | Consumer Defensive | 0.22% | 2,438 | +1,884 | +340.07% | $378,620 |
| ISHARES TR | IWR | Other | 0.22% | 3,890 | -26 | -0.66% | $378,192 |
| TOPBUILD COR | BLD | Industrials | 0.21% | 989 | +572 | +137.17% | $347,436 |
| SPDR SERIES TRUST | EFIV | Other | 0.21% | 5,490 | +5,424 | +8218.18% | $346,308 |
| ISHARES TR | EFA | Other | 0.20% | 3,469 | +2,356 | +211.68% | $336,914 |
| ISHARES TR | IWD | Other | 0.20% | 1,551 | +73 | +4.94% | $331,296 |
| MCKESSON CORP | MCK | Healthcare | 0.19% | 375 | +1 | +0.27% | $324,283 |
| VANGUARD INDEX FDS | VNQ | Other | 0.19% | 3,650 | +2,040 | +126.71% | $323,723 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.19% | 1,098 | -937 | -46.04% | $323,069 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.18% | 5,297 | +5,180 | +4427.35% | $310,103 |
| VANGUARD WORLD FD | MGV | Other | 0.18% | 2,100 | +1,112 | +112.55% | $304,339 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.18% | 3,397 | +3,397 | +100.00% | $304,331 |
| NUSHARES ETF TR | NUMG | Other | 0.18% | 7,315 | +5,463 | +294.98% | $300,497 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.18% | 1,215 | +20 | +1.67% | $296,875 |
| ISHARES TR | IYJ | Other | 0.14% | 1,646 | +1,498 | +1012.16% | $242,861 |
| ISHARES TR | ESML | Other | 0.14% | 4,900 | +1,298 | +36.04% | $230,403 |
| MERCK & CO INC | MRK | Healthcare | 0.13% | 1,847 | +1,847 | +100.00% | $222,209 |
| VANGUARD INDEX FDS | VUG | Other | 0.13% | 508 | -819 | -61.72% | $221,819 |
| AMGEN INC | AMGN | Healthcare | 0.13% | 622 | +295 | +90.21% | $218,996 |
| VANGUARD WORLD FD | VDC | Other | 0.13% | 975 | -146 | -13.02% | $218,885 |
| UNION PAC CORP | UNP | Industrials | 0.13% | 886 | - | - | $214,961 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.13% | 6,032 | +5,825 | +2814.01% | $214,322 |
| EXXON MOBIL CORP | XOM | Energy | 0.13% | 1,256 | +1,256 | +100.00% | $213,049 |
| ISHARES TR | IWN | Other | 0.12% | 1,101 | +1,101 | +100.00% | $208,748 |