McClarren Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, McClarren Financial Advisors, Inc. held in its portfolio 74 assets valued at $167,576,392 (i.e. $167.58M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($19.55M), VANGUARD INDEX FDS ($14.14M), and VANGUARD BD INDEX FDS ($13.74M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
McClarren Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 66426 | 19544883 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 55648 | 14135185 | SMALL CP ETF |
| VANGUARD BD INDEX FDS | 79809 | 13740294 | VANGUARD ULTRA |
| VANGUARD INDEX FDS | 57583 | 13385210 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 39544 | 9728553 | MID CAP ETF |
| VANGUARD WORLD FD | 37851 | 8527615 | MEGA GRWTH IND |
| VANGUARD STAR FDS | 22927 | 7037205 | VG TL INTL STK F |
| VANGUARD SPECIALIZED FUNDS | 18509 | 6825505 | DIV APP ETF |
| APPLE INC | 9641 | 5635103 | COM |
| ISHARES TR | 12836 | 4291125 | ESG MSCI KLD 400 |
| VANGUARD WORLD FD | 8515 | 4138346 | ESG US STK ETF |
| VANGUARD WORLD FD | 10366 | 4093637 | MEGA CAP INDEX |
| ISHARES TR | 6477 | 3922910 | RUSSELL 3000 ETF |
| ISHARES TR | 6228 | 3848641 | CORE 1 5 YR USD |
| SPDR SERIES TRUST | 13707 | 3240143 | STATE STREET SPD |
| ISHARES TR | 11649 | 3014915 | 0-3 MNTH TREASRY |
| VANGUARD INDEX FDS | 3186 | 2831398 | LARGE CAP ETF |
| INVESCO QQQ TR | 7393 | 2688336 | UNIT SER 1 |
| VANGUARD INDEX FDS | 6735 | 1968764 | VALUE ETF |
| VANGUARD WHITEHALL FDS | 7717 | 1652930 | HIGH DIV YLD |
| MICROSOFT CORP | 3483 | 1572415 | COM |
| ISHARES TR | 10998 | 1411722 | CORE S&P500 ETF |
| VANGUARD TAX-MANAGED FDS | 8211 | 1306422 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX | 5940 | 1241877 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 3930 | 1182177 | EXTEND MKT ETF |
| ISHARES TR | 3650 | 1160231 | RUSSELL 2000 ETF |
| ISHARES TR | 4152 | 1140129 | RUS 1000 ETF |
| VANGUARD WORLD FD | 1364 | 1109818 | ESG INTL STK ETF |
| VANGUARD INDEX FDS | 5785 | 1051484 | SM CP VAL ETF |
| ISHARES TR | 3679 | 1043751 | ESG AWR MSCI USA |
| VANGUARD WORLD FD | 6468 | 1028941 | INF TECH ETF |
| BERKSHIRE HATHAWAY INC DEL | 3331 | 1008819 | CL B NEW |
| ISHARES TR | 2906 | 963878 | ESG OPTIMIZED |
| VANGUARD INTL EQUITY INDEX | 1667 | 954194 | ALLWRLD EX US |
| DIMENSIONAL ETF TRUST | 13176 | 912488 | US SMALL CAP VAL |
| ISHARES TR | 595 | 837019 | CORE S&P TTL STK |
| VANGUARD INDEX FDS | 3539 | 830993 | SML CP GRW ETF |
| SPDR INDEX SHS FDS | 2962 | 811935 | PORTFOLIO DEVLPD |
| VANGUARD INDEX FDS | 2175 | 811929 | MCAP VL IDXVIP |
| ALPHABET INC | 2899 | 779662 | CAP STK CL A |
| AMAZON COM INC | 3768 | 736547 | COM |
| PROCTER AND GAMBLE CO | 1707 | 687857 | COM |
| GLOBAL X FDS | 5591 | 639582 | S&P 500 CATHOLIC |
| ELI LILLY & CO | 2149 | 558857 | COM |
| WALMART INC | 4027 | 529673 | COM |
| DISNEY WALT CO | 891 | 459588 | COM |
| DIMENSIONAL ETF TRUST | 2161 | 455996 | US LARGE CAP VAL |
| ALPHABET INC | 1847 | 420220 | CAP STK CL C |
| HERSHEY CO | 287 | 419470 | COM |
| NUSHARES ETF TR | 5056 | 407499 | NUVEEN ESG SMLCP |
| VANGUARD SCOTTSDALE FDS | 117 | 390627 | SHORT TERM TREAS |
| ISHARES TR | 3916 | 374458 | RUS MID CAP ETF |
| JPMORGAN CHASE & CO. | 2035 | 352936 | COM |
| PEPSICO INC | 554 | 349380 | COM |
| NUSHARES ETF TR | 1852 | 349236 | NUVEEN ESG MIDCP |
| VANGUARD WORLD FD | 1910 | 345640 | UTILITIES ETF |
| ISHARES TR | 1113 | 333099 | MSCI EAFE ETF |
| ISHARES TR | 1478 | 325117 | RUS 1000 VAL ETF |
| VANGUARD INDEX FDS | 1610 | 319580 | REAL ESTATE ETF |
| TOPBUILD CORP | 417 | 308303 | COM |
| MCKESSON CORP | 374 | 307088 | COM |
| INTUIT | 662 | 298260 | COM |
| VANGUARD WORLD FD | 988 | 294617 | MEGA CAP VAL ETF |
| ORACLE CORP | 1496 | 257495 | COM |
| JOHNSON & JOHNSON | 1195 | 250867 | COM |
| VANGUARD INDEX FDS | 1327 | 247627 | GROWTH ETF |
| ISHARES TR | 148 | 243447 | US INDUSTRIALS |
| CONSTELLATION ENERGY CORP | 353 | 241783 | COM |
| ISHARES TR | 3602 | 225062 | ESG AWARE MSCI |
| DIMENSIONAL ETF TRUST | 207 | 212337 | INTL CORE EQUITY |
| VANGUARD WORLD FD | 1128 | 211522 | ENERGY ETF |
| UNION PAC CORP | 886 | 204950 | COM |
| VANGUARD WORLD FD | 1121 | 204752 | CONSUM STP ETF |
| AMGEN INC | 327 | 202338 | COM |
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