Claro Advisors Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$830.1M
Q ending 2026-03-31
Prior quarter
$734.1M
Q ending 2025-12-31
Change
+13.1% QoQ · +11.1% YoY
Positions
506
reported holdings
Largest positions
Top 100 of 506 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $45.2M | 76K |
| Vanguard Tax-Managed Fds | VEA | Shares | $27.4M | 428K |
| Ishares Tr | IWD | Shares | $27.2M | 127K |
| Ishares Tr | IWF | Shares | $25.8M | 61K |
| Apple Inc | AAPL | Shares | $24.8M | 98K |
| Nvidia Corporation | NVDA | Shares | $20.7M | 119K |
| Microsoft Corp | MSFT | Shares | $19.6M | 53K |
| Amazon Com Inc | AMZN | Shares | $18.3M | 88K |
| Ishares Tr | IUSB | Shares | $15.8M | 341K |
| Blackrock Etf Trust | CORO | Shares | $15.2M | 473K |
| Invesco Qqq Tr | QQQ | Shares | $15.1M | 26K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $13.9M | 21K |
| Blackrock Etf Trust | DYNF | Shares | $13.8M | 238K |
| Ishares Tr | IVV | Shares | $13.6M | 21K |
| Jpmorgan Chase & Co | JPM | Shares | $11.9M | 40K |
| Meta Platforms Inc | META | Shares | $9.6M | 17K |
| Alphabet Inc | GOOGL | Shares | $9.5M | 33K |
| Vanguard Intl Equity Index F | VWO | Shares | $9.3M | 171K |
| Broadcom Inc | AVGO | Shares | $9.0M | 29K |
| Ishares Tr | QUAL | Shares | $8.7M | 46K |
| Alphabet Inc | GOOG | Shares | $8.5M | 29K |
| Vanguard Index Fds | VTI | Shares | $8.4M | 26K |
| Fidelity Covington Trust | FTEC | Shares | $7.8M | 38K |
| Ishares Inc | IEMG | Shares | $7.5M | 108K |
| Exxon Mobil Corp | XOM | Shares | $7.4M | 43K |
| Blackrock Etf Trust | THRO | Shares | $6.9M | 191K |
| Schwab Strategic Tr | SCHG | Shares | $6.4M | 221K |
| Hubspot Inc | HUBS | Shares | $6.1M | 25K |
| Ishares Tr | MTUM | Shares | $6.0M | 25K |
| Johnson & Johnson | JNJ | Shares | $5.5M | 23K |
| First Tr Exchange Traded Fd | RDVY | Shares | $5.4M | 80K |
| Tesla Inc | TSLA | Shares | $5.4M | 15K |
| Walmart Inc | WMT | Shares | $5.3M | 43K |
| World Gold Tr | GLDM | Shares | $5.3M | 57K |
| Abbvie Inc | ABBV | Shares | $5.1M | 23K |
| Vanguard Index Fds | VB | Shares | $4.9M | 19K |
| J P Morgan Exchange Traded F | JEPI | Shares | $4.8M | 85K |
| Global X Fds | SHLD | Shares | $4.7M | 67K |
| Ishares Tr | IEFA | Shares | $4.6M | 51K |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $4.4M | 83K |
| Ishares Tr | ITOT | Shares | $4.4M | 31K |
| Ishares Tr | OEF | Shares | $4.3M | 13K |
| Home Depot Inc | HD | Shares | $4.0M | 12K |
| Procter & Gamble Co | PG | Shares | $3.9M | 27K |
| Ishares Tr | IJH | Shares | $3.9M | 57K |
| Kla Corp | KLAC | Shares | $3.8M | 3K |
| Ishares Tr | TLH | Shares | $3.8M | 38K |
| Cisco Sys Inc | CSCO | Shares | $3.7M | 48K |
| First Tr Exchange Traded Fd | FV | Shares | $3.7M | 61K |
| Ishares Tr | SGOV | Shares | $3.7M | 36K |
| Mcdonalds Corp | MCD | Shares | $3.5M | 11K |
| Vaneck Etf Trust | SMH | Shares | $3.5M | 9K |
| Eli Lilly & Co | LLY | Shares | $3.5M | 4K |
| Honeywell Intl Inc | HONGBP | Shares | $3.2M | 14K |
| Schwab Strategic Tr | SCHR | Shares | $3.2M | 128K |
| Neos Etf Trust | CSHI | Shares | $3.1M | 63K |
| Vanguard Scottsdale Fds | VMBS | Shares | $3.1M | 66K |
| Vanguard Charlotte Fds | BNDX | Shares | $3.0M | 62K |
| Spdr Series Trust | SPTM | Shares | $3.0M | 37K |
| Netflix Inc. | NFLX | Shares | $2.9M | 30K |
| Toronto Dominion Bk Ont | TD | Shares | $2.7M | 29K |
| Vanguard Mun Bd Fds | VTEB | Shares | $2.6M | 53K |
| Principal Financial Group In | PFG | Shares | $2.6M | 29K |
| Blackrock Etf Trust Ii | BINC | Shares | $2.6M | 49K |
| Ishares Tr | IWM | Shares | $2.4M | 10K |
| Costco Wholesale Corporation | COST | Shares | $2.4M | 2K |
| Ishares Tr | IGSB | Shares | $2.4M | 46K |
| Tjx Cos Inc New | TJX | Shares | $2.3M | 15K |
| Bank America Corp | BAC | Shares | $2.3M | 47K |
| Ishares Tr | MUB | Shares | $2.2M | 21K |
| Eaton Corp Plc | Shares | $2.2M | 6K | |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.1M | 4K |
| Travelers Companies Inc | TRV | Shares | $2.1M | 7K |
| Mckesson Corp | MCK | Shares | $2.1M | 2K |
| Visa Inc | V | Shares | $2.1M | 7K |
| Pepsico Inc | PEP | Shares | $2.0M | 13K |
| Ishares Gold Tr | IAU | Shares | $2.0M | 23K |
| Ishares Tr | IWP | Shares | $2.0M | 15K |
| First Tr Exchange-Traded Fd | FVD | Shares | $1.9M | 40K |
| Pacer Fds Tr | CALF | Shares | $1.9M | 41K |
| Vanguard World Fd | MGC | Shares | $1.8M | 8K |
| Accenture Plc Ireland | Shares | $1.8M | 9K | |
| Invesco Exchange Traded Fd T | XLG | Shares | $1.8M | 33K |
| Select Sector Spdr Tr | XLI | Shares | $1.8M | 11K |
| Calamos Etf Tr | CAIE | Shares | $1.8M | 72K |
| Spdr Gold Tr | GLD | Shares | $1.7M | 4K |
| Iron Mtn Inc Del | IRM | Shares | $1.7M | 17K |
| American Elec Pwr Co Inc | AEP | Shares | $1.7M | 13K |
| Chubb Ltd Switz | Shares | $1.7M | 5K | |
| Rtx Corporation | RTX | Shares | $1.7M | 9K |
| Blackrock Inc | BLK | Shares | $1.6M | 2K |
| Lockheed Martin Corp | LMT | Shares | $1.6M | 3K |
| Oracle Corp | ORCL | Shares | $1.6M | 11K |
| First Tr Exchng Traded Fd Vi | BUFD | Shares | $1.6M | 57K |
| Palo Alto Networks Inc | PANW | Shares | $1.6M | 10K |
| Duke Energy Corp New | DUK | Shares | $1.6M | 12K |
| Blackrock Etf Trust | BDYN | Shares | $1.5M | 63K |
| Innovator Etfs Trust | ZALT | Shares | $1.5M | 47K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.5M | 25K |
| Disney Walt Co | DIS | Shares | $1.5M | 16K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.