Mcclarren Financial Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$168.9M
Q ending 2026-03-31
Prior quarter
$167.6M
Q ending 2025-12-31
Change
+0.8% QoQ · +111529.6% YoY
Positions
79
reported holdings
Largest positions
All 79 reported positions, 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 | VTI | Shares | $18.7M | 58K |
| Vanguard Bd Index Fds | VUSB | Shares | $15.4M | 310K |
| Vanguard Index Fds | VB | Shares | $14.6M | 56K |
| Vanguard Index Fds | VOO | Shares | $12.8M | 21K |
| Vanguard Index Fds | VO | Shares | $9.7M | 34K |
| Vanguard World Fd | MGK | Shares | $7.8M | 21K |
| Vanguard Star Fds | VXUS | Shares | $7.4M | 96K |
| Vanguard Specialized Funds | VIG | Shares | $6.9M | 32K |
| Apple Inc | AAPL | Shares | $5.3M | 21K |
| Ishares Tr | ISTB | Shares | $4.6M | 96K |
| Ishares Tr | DSI | Shares | $4.0M | 33K |
| Ishares Tr | SGOV | Shares | $3.9M | 39K |
| Vanguard World Fd | ESGV | Shares | $3.9M | 34K |
| Vanguard World Fd | MGC | Shares | $3.8M | 16K |
| Ishares Tr | IWV | Shares | $3.8M | 10K |
| Vanguard Index Fds | VV | Shares | $2.7M | 9K |
| Invesco Qqq Tr | QQQ | Shares | $2.5M | 4K |
| Vanguard Index Fds | VTV | Shares | $2.0M | 10K |
| Vanguard Whitehall Fds | VYM | Shares | $1.7M | 12K |
| Spdr Series Trust | SPTM | Shares | $1.5M | 19K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.4M | 26K |
| Ishares Tr | IVV | Shares | $1.3M | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.3M | 21K |
| Microsoft Corp | MSFT | Shares | $1.2M | 3K |
| Vanguard Index Fds | VXF | Shares | $1.2M | 6K |
| Vanguard World Fd | VSGX | Shares | $1.1M | 16K |
| Ishares Tr | IWM | Shares | $1.1M | 4K |
| Vanguard World Fd | VGT | Shares | $1.1M | 2K |
| Ishares Tr | IWB | Shares | $1.1M | 3K |
| Vanguard Index Fds | VBR | Shares | $1.1M | 5K |
| Ishares Tr | ESGU | Shares | $993K | 7K |
| Vanguard Intl Equity Index F | VEU | Shares | $976K | 13K |
| Dimensional Etf Trust | DFSV | Shares | $968K | 28K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $933K | 2K |
| Ishares Tr | SUSA | Shares | $915K | 7K |
| Vanguard Index Fds | VOE | Shares | $846K | 5K |
| Spdr Index Shs Fds | SPDW | Shares | $835K | 18K |
| Vanguard Index Fds | VBK | Shares | $832K | 3K |
| Ishares Tr | ITOT | Shares | $804K | 6K |
| Alphabet Inc | GOOGL | Shares | $716K | 2K |
| Procter & Gamble Co | PG | Shares | $697K | 5K |
| Spdr Series Trust | SPYG | Shares | $696K | 7K |
| Amazon Com Inc | AMZN | Shares | $665K | 3K |
| Vanguard Bd Index Fds | BSV | Shares | $636K | 8K |
| Global X Fds | CATH | Shares | $611K | 8K |
| Walmart Inc | WMT | Shares | $592K | 5K |
| Spdr Series Trust | SPSM | Shares | $586K | 12K |
| Vanguard World Fd | VPU | Shares | $580K | 3K |
| Vanguard World Fd | VDE | Shares | $553K | 3K |
| Hershey Co | HSY | Shares | $479K | 2K |
| Eli Lilly & Co | LLY | Shares | $478K | 520 |
| Dimensional Etf Trust | DFLV | Shares | $476K | 11K |
| Nushares Etf Tr | NUSC | Shares | $411K | 9K |
| Disney Walt Co | DIS | Shares | $390K | 4K |
| Alphabet Inc | GOOG | Shares | $384K | 1K |
| Pepsico Inc | PEP | Shares | $379K | 2K |
| Ishares Tr | IWR | Shares | $378K | 4K |
| Topbuild Cor | BLD* | Shares | $347K | 989 |
| Spdr Series Trust | EFIV | Shares | $346K | 5K |
| Ishares Tr | EFA | Shares | $337K | 3K |
| Ishares Tr | IWD | Shares | $331K | 2K |
| Mckesson Corp | MCK | Shares | $324K | 375 |
| Vanguard Index Fds | VNQ | Shares | $324K | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $323K | 1K |
| Vanguard Scottsdale Fds | VGSH | Shares | $310K | 5K |
| Vanguard World Fd | MGV | Shares | $304K | 2K |
| Starbucks Corp | SBUX | Shares | $304K | 3K |
| Nushares Etf Tr | NUMG | Shares | $300K | 7K |
| Johnson & Johnson | JNJ | Shares | $297K | 1K |
| Ishares Tr | IYJ | Shares | $243K | 2K |
| Ishares Tr | ESML | Shares | $230K | 5K |
| Merck & Co Inc | MRK | Shares | $222K | 2K |
| Vanguard Index Fds | VUG | Shares | $222K | 508 |
| Amgen Inc | AMGN | Shares | $219K | 622 |
| Vanguard World Fd | VDC | Shares | $219K | 975 |
| Union Pac Corp | UNP | Shares | $215K | 886 |
| Dimensional Etf Trust | DFIC | Shares | $214K | 6K |
| Exxon Mobil Corp | XOM | Shares | $213K | 1K |
| Ishares Tr | IWN | Shares | $209K | 1K |
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.