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 $168.9M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($18.7M, 11.07%), VUSB ($15.4M, 9.13%), VB ($14.6M, 8.64%), VOO ($12.8M, 7.57%), VO ($9.7M, 5.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $18.7M | 11.07% | 58,279 | Trimmed |
| 2 | VUSB | VANGUARD BD INDEX FDS | $15.4M | 9.13% | 309,795 | Added |
| 3 | VB | VANGUARD INDEX FDS | $14.6M | 8.64% | 55,739 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $12.8M | 7.57% | 21,407 | Trimmed |
| 5 | VO | VANGUARD INDEX FDS | $9.7M | 5.74% | 33,769 | Trimmed |
| 6 | MGK | VANGUARD WORLD FD | $7.8M | 4.59% | 21,112 | Trimmed |
| 7 | VXUS | VANGUARD STAR FDS | $7.4M | 4.40% | 96,363 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $6.9M | 4.07% | 31,930 | Added |
| 9 | AAPL | APPLE INC | $5.3M | 3.12% | 20,739 | Added |
| 10 | ISTB | ISHARES TR | $4.6M | 2.75% | 95,834 | Added |
| 11 | DSI | ISHARES TR | $4.0M | 2.39% | 33,362 | Added |
| 12 | SGOV | ISHARES TR | $3.9M | 2.34% | 39,217 | Added |
| 13 | ESGV | VANGUARD WORLD FD | $3.9M | 2.28% | 34,352 | Added |
| 14 | MGC | VANGUARD WORLD FD | $3.8M | 2.26% | 16,133 | Added |
| 15 | IWV | ISHARES TR | $3.8M | 2.23% | 10,154 | Added |
| 16 | VV | VANGUARD INDEX FDS | $2.7M | 1.59% | 9,003 | Added |
| 17 | QQQ | INVESCO QQQ TR | $2.5M | 1.50% | 4,385 | Trimmed |
| 18 | VTV | VANGUARD INDEX FDS | $2.0M | 1.20% | 10,353 | Added |
| 19 | VYM | VANGUARD WHITEHALL FDS | $1.7M | 1.02% | 11,577 | Added |
| 20 | SPTM | SPDR SERIES TRUST | $1.5M | 0.89% | 18,966 | Added |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $1.4M | 0.83% | 25,901 | Added |
| 22 | IVV | ISHARES TR | $1.3M | 0.80% | 2,066 | Trimmed |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $1.3M | 0.79% | 20,949 | Added |
| 24 | MSFT | MICROSOFT CORP | $1.2M | 0.71% | 3,253 | Trimmed |
| 25 | VXF | VANGUARD INDEX FDS | $1.2M | 0.68% | 5,603 | Added |
Source: SEC Form 13F filings · as of 2026-03-31