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.
McClarren Financial Advisors, Inc. (CIK 1842974) reported $193.5M across 85 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($20.9M, 10.82%), VB ($16.8M, 8.70%), VUSB ($16.5M, 8.51%), VOO ($15.9M, 8.22%), VO ($11.1M, 5.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $20.9M | 10.82% | 56,550 | Trimmed |
| 2 | VB | VANGUARD INDEX FDS | $16.8M | 8.70% | 55,545 | Trimmed |
| 3 | VUSB | VANGUARD BD INDEX FDS | $16.5M | 8.51% | 330,616 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $15.9M | 8.22% | 23,156 | Added |
| 5 | VO | VANGUARD INDEX FDS | $11.1M | 5.75% | 138,074 | Added |
| 6 | MGK | VANGUARD WORLD FD | $9.3M | 4.82% | 106,151 | Added |
| 7 | VXUS | VANGUARD STAR FDS | $8.9M | 4.61% | 104,432 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $7.5M | 3.86% | 31,556 | Trimmed |
| 9 | AAPL | APPLE INC | $6.0M | 3.10% | 20,750 | Added |
| 10 | ISTB | ISHARES TR | $5.0M | 2.56% | 102,766 | Added |
| 11 | DSI | ISHARES TR | $4.9M | 2.54% | 34,476 | Added |
| 12 | IWV | ISHARES TR | $4.3M | 2.24% | 10,165 | Added |
| 13 | MGC | VANGUARD WORLD FD | $4.3M | 2.23% | 15,774 | Trimmed |
| 14 | ESGV | VANGUARD WORLD FD | $4.1M | 2.14% | 31,290 | Trimmed |
| 15 | SGOV | ISHARES TR | $4.1M | 2.12% | 40,692 | Added |
| 16 | QQQ | INVESCO QQQ TR | $3.1M | 1.60% | 4,191 | Trimmed |
| 17 | VV | VANGUARD INDEX FDS | $3.1M | 1.60% | 9,003 | Hold |
| 18 | VTV | VANGUARD INDEX FDS | $2.4M | 1.24% | 10,997 | Added |
| 19 | VYM | VANGUARD WHITEHALL FDS | $1.9M | 0.96% | 11,729 | Added |
| 20 | SPTM | SPDR SERIES TRUST | $1.6M | 0.85% | 18,014 | Trimmed |
| 21 | VSGX | VANGUARD WORLD FD | $1.6M | 0.84% | 19,728 | Added |
| 22 | IVV | ISHARES TR | $1.6M | 0.83% | 2,150 | Added |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.80% | 25,997 | Added |
| 24 | VGT | VANGUARD WORLD FD | $1.5M | 0.78% | 12,607 | Added |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 0.77% | 20,877 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30