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McClarren Financial Advisors, Inc. Portfolio
$197.7M across 84 positions as of 2026-09-30, with 63% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.4%
-2.1% a year vs the S&P 500
3 years
+17.9%
-3.4% a year vs the S&P 500
5 years
+9.3%
-2.9% a year vs the S&P 500
Quarters ahead
6 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.6% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $21.4M | 10.8% | 57,070 |
| VOOVanguard S&P 500 ETF | $19M | 9.6% | 27,147 |
| VANGUARD BD INDEX FDS | $18.6M | 9.4% | 375,889 |
| VBVanguard Small-Cap ETF | $16.1M | 8.1% | 56,578 |
| VOVanguard Mid-Cap ETF | $11M | 5.6% | 140,099 |
| VXUSVanguard Total International Stock ETF | $9.5M | 4.8% | 112,209 |
| MGKVanguard Mega Cap Growth ETF | $9.5M | 4.8% | 102,617 |
| VIGVanguard Div Appreciation ETF | $7.3M | 3.7% | 31,195 |
| AAPLApple Inc | $6.9M | 3.5% | 20,703 |
| DSIiShares ESG MSCI KLD 400 ETF | $5M | 2.5% | 34,354 |
| MGCVanguard Mega Cap ETF | $4.4M | 2.2% | 15,650 |
| ESGVVanguard ESG U.S. Stock ETF | $4.3M | 2.2% | 31,901 |
| ISTBiShares Core 1-5 Year USD Bond ETF | $3.5M | 1.8% | 74,396 |
| SGOViShares 0-3 Month Treasury Bond ETF | $3.4M | 1.7% | 33,784 |
| VVVanguard Large-Cap ETF | $3.2M | 1.6% | 9,011 |
| QQQInvesco QQQ Trust, Series 1 | $3M | 1.5% | 3,989 |
| IWSiShares Russell Mid-cap Value ETF | $2.9M | 1.5% | 6,966 |
| VTVVanguard Value ETF | $2.4M | 1.2% | 11,208 |
| VYMVanguard High Dividend Yield ETF | $1.7M | 0.9% | 11,265 |
| VWOVanguard FTSE Emerging Markets ETF | $1.7M | 0.9% | 29,045 |
| VSGXVanguard ESG International Stock ETF | $1.7M | 0.8% | 20,696 |
| MSFTMicrosoft Corp | $1.7M | 0.8% | 3,256 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1.6M | 0.8% | 17,126 |
| VEAVanguard FTSE Developed Markets ETF | $1.6M | 0.8% | 22,199 |
| ISHARES TR | $1.5M | 0.8% | 3,589 |
| VGTVanguard Information Tech ETF | $1.5M | 0.8% | 12,108 |
| ESGUiShares ESG Aware MSCI USA ETF | $1.4M | 0.7% | 8,493 |
| VXFVanguard Extended Market ETF | $1.3M | 0.7% | 5,591 |
| IWBiShares Russell 1000 ETF | $1.2M | 0.6% | 2,974 |
| IWMiShares Russell 2000 Index Fund | $1.2M | 0.6% | 4,369 |
| IVViShares Core S&P 500 ETF | $1.2M | 0.6% | 1,585 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $1.2M | 0.6% | 31,356 |
| VBRVanguard Small-Cap Value ETF | $1.1M | 0.6% | 4,857 |
| SUSAiShares MSCI USA ESG Select ETF | $1.1M | 0.5% | 6,944 |
| BRK.BBerkshire Hathaway Inc | $969.5K | 0.5% | 1,947 |
| VEUVanguard FTSE All World Ex US ETF | $949.9K | 0.5% | 11,449 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $938.5K | 0.5% | 5,644 |
| VOEVanguard Mid-Cap Value ETF | $902.4K | 0.5% | 4,615 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $876K | 0.4% | 7,117 |
| GOOGLAlphabet Inc | $812.4K | 0.4% | 2,361 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $809.5K | 0.4% | 16,122 |
| VBKVanguard Small-Cap Growth ETF | $796K | 0.4% | 2,356 |
| AMZNAmazon.com Inc | $771.6K | 0.4% | 3,097 |
| PGProcter & Gamble Co | $699.2K | 0.4% | 4,813 |
| GLOBAL X FDS | $694.5K | 0.4% | 7,659 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $690.7K | 0.3% | 13,283 |
| BSVVanguard Short-Term Bond ETF | $624.4K | 0.3% | 8,172 |
| LLYEli Lilly and Co | $601.7K | 0.3% | 520 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $569.1K | 0.3% | 10,767 |
| VDEVanguard Energy ETF | $539.2K | 0.3% | 3,132 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $537.6K | 0.3% | 11,006 |
| WMTWalmart Inc | $497.7K | 0.3% | 4,789 |
| VPUVanguard Utilities ETF | $492.4K | 0.2% | 2,879 |
| NUSHARES ETF TR | $470.9K | 0.2% | 9,705 |
| GOOGAlphabet Inc | $456.5K | 0.2% | 1,340 |
| IWRiShares Russell Mid-Cap ETF | $415.1K | 0.2% | 3,890 |
| SPDR SERIES TRUST | $406.6K | 0.2% | 5,490 |
| DIMENSIONAL ETF TRUST | $399.7K | 0.2% | 5,163 |
| DIMENSIONAL ETF TRUST | $394.3K | 0.2% | 8,729 |
| DISWalt Disney Co | $387.1K | 0.2% | 3,690 |
| IWDiShares Russell 1000 Value ETF | $386.6K | 0.2% | 1,559 |
| EFAiShares MSCI EAFE ETF | $366K | 0.2% | 3,523 |
| JPMJPMorgan Chase & Co | $365.2K | 0.2% | 1,104 |
| HSYHershey Co | $363.7K | 0.2% | 2,307 |
| NUMGNuveen ESG Mid-Cap Growth ETF | $339K | 0.2% | 7,494 |
| VNQVanguard Real Estate ETF | $335.1K | 0.2% | 3,739 |
| JNJJohnson & Johnson | $322.8K | 0.2% | 1,219 |
| SBUXStarbucks Corp | $322.4K | 0.2% | 3,431 |
| MCKMcKesson Corp | $320.6K | 0.2% | 376 |
| MGVVanguard Mega Cap Value ETF | $311.4K | 0.2% | 1,933 |
| PEPPepsiCo Inc | $309.5K | 0.2% | 2,443 |
| MRKMerck & Co Inc | $271.1K | 0.1% | 1,866 |
| AMGNAmgen Inc | $266K | 0.1% | 631 |
| SCHFSchwab International Equity ETF | $257.8K | 0.1% | 9,384 |
| IYJiShares U.S. Industrials ETF | $253.3K | 0.1% | 1,651 |
| DIMENSIONAL ETF TRUST | $247.8K | 0.1% | 6,589 |
| UNPUnion Pacific Corp | $241.1K | 0.1% | 886 |
| IWNiShares Russell 2000 Value ETF | $231.2K | 0.1% | 1,104 |
| ROKRockwell Automation Inc | $220K | 0.1% | 505 |
| NUMVNuveen ESG Mid-Cap Value ETF | $215.7K | 0.1% | 5,095 |
| VDCVanguard Consumer Staples ETF | $215K | 0.1% | 985 |
| PSXPhillips 66 | $212.4K | 0.1% | 832 |
| XOMExxonmobil Holdings Corp | $206.6K | 0.1% | 1,269 |
| ABBVAbbVie Inc | $203.2K | 0.1% | 777 |
Quarter ending 2026-09-30.
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