Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Claro Advisors LLC (CIK 1764386) reported $830.1M across 500 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($45.2M, 5.44%), VEA ($27.4M, 3.30%), IWD ($27.2M, 3.28%), IWF ($25.8M, 3.11%), AAPL ($24.8M, 2.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $45.2M | 5.44% | 75,632 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $27.4M | 3.30% | 427,636 | Added |
| 3 | IWD | ISHARES TR | $27.2M | 3.28% | 127,488 | Trimmed |
| 4 | IWF | ISHARES TR | $25.8M | 3.11% | 60,568 | Added |
| 5 | AAPL | APPLE INC | $24.8M | 2.98% | 97,621 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $20.7M | 2.50% | 118,854 | Added |
| 7 | MSFT | MICROSOFT CORP | $19.6M | 2.36% | 52,848 | Added |
| 8 | AMZN | AMAZON COM INC | $18.3M | 2.20% | 87,685 | Added |
| 9 | IUSB | ISHARES TR | $15.8M | 1.90% | 341,084 | Added |
| 10 | CORO | BLACKROCK ETF TRUST | $15.2M | 1.83% | 472,905 | New |
| 11 | QQQ | INVESCO QQQ TR | $15.1M | 1.82% | 26,121 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $13.9M | 1.68% | 21,427 | Trimmed |
| 13 | DYNF | BLACKROCK ETF TRUST | $13.8M | 1.67% | 238,054 | Trimmed |
| 14 | IVV | ISHARES TR | $13.6M | 1.64% | 20,844 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $11.9M | 1.43% | 40,463 | Added |
| 16 | META | META PLATFORMS INC | $9.6M | 1.15% | 16,751 | Added |
| 17 | GOOGL | ALPHABET INC | $9.5M | 1.15% | 33,119 | Added |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $9.3M | 1.12% | 171,362 | New |
| 19 | AVGO | BROADCOM INC | $9.0M | 1.08% | 28,996 | Added |
| 20 | QUAL | ISHARES TR | $8.7M | 1.05% | 45,601 | Trimmed |
| 21 | GOOG | ALPHABET INC | $8.5M | 1.02% | 29,482 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $8.4M | 1.01% | 26,088 | Added |
| 23 | FTEC | FIDELITY COVINGTON TRUST | $7.8M | 0.94% | 37,560 | Added |
| 24 | IEMG | ISHARES INC | $7.5M | 0.91% | 108,153 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $7.4M | 0.89% | 43,334 | Added |
Source: SEC Form 13F filings · as of 2026-03-31