McClarren Financial Advisors, Inc.: 13F holdings

CIK 18429742026Q2

Positions85
Reported value$193.5m
Filed2026-07-17

Change since last quarter

Positions85 (+6 vs prior quarter)
Reported value$193.5m (+14.6%)

Top 10 holdings

SecuritySharesValueWeight
VTI VANGUARD INDEX FDS56,550$20.9m10.8%
VB VANGUARD INDEX FDS55,545$16.8m8.7%
VUSB VANGUARD BD INDEX FDS330,616$16.5m8.5%
VOO VANGUARD INDEX FDS23,156$15.9m8.2%
VO VANGUARD INDEX FDS138,074$11.1m5.7%
MGK VANGUARD WORLD FD106,151$9.3m4.8%
VXUS VANGUARD STAR FDS104,432$8.9m4.6%
VIG VANGUARD SPECIALIZED FUNDS31,556$7.5m3.9%
AAPL APPLE INC20,750$6.0m3.1%
ISTB ISHARES TR102,766$5.0m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1842974")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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