Mcclarren Financial Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Mcclarren Financial Advisors, Inc. disclosed 85 stock positions valued at approximately $193.47M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD BD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 85
- Portfolio Value
- $193.47M
Holdings by Sector
Mcclarren Financial Advisors, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 85 holdings in the latest reporting period.