Filed: 8/7/2025ACC: 0001214659-25-011634
📋 What this filing means
MCCLARREN FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $153.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$153.68M
Total AUM (reported)
1.12M
Total Shares
Allocation by class
TOTAL STK MKT$17.45M11.4%
SMALL CP ETF$13.51M8.8%
S&P 500 ETF SHS$13.21M8.6%
VANGUARD ULTRA$12.07M7.9%
COM$11.87M7.7%
MID CAP ETF$9.62M6.3%
MEGA GRWTH IND$7.82M5.1%
Portfolio Concentration
Top 3$44.17M28.7%
4–10$50.59M32.9%
11–25$32.91M21.4%
Rest$26.02M16.9%
Top 3 weight
28.7%
Top 10 weight
61.7%
Voting Authority Distribution
Total shares with voting rights: 1.12M
Sole
Full voting authority
1.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
VANGUARD INDEX FDS
SOLEShares57.43K
TypeSH
Market value$17.45M
11.36%
Sole
57.43K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares57.01K
TypeSH
Market value$13.51M
8.79%
Sole
57.01K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares23.25K
TypeSH
Market value$13.21M
8.59%
Sole
23.25K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares242K
TypeSH
Market value$12.07M
7.85%
Sole
242K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares34.40K
TypeSH
Market value$9.62M
6.26%
Sole
34.40K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares21.37K
TypeSH
Market value$7.82M
5.09%
Sole
21.37K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares32.81K
TypeSH
Market value$6.71M
4.37%
Sole
32.81K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares88.46K
TypeSH
Market value$6.11M
3.98%
Sole
88.46K
Shared
0.00
None
0.00
APPLE INC
SOLEShares21.03K
TypeSH
Market value$4.31M
2.81%
Sole
21.03K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares35.87K
TypeSH
Market value$3.93M
2.56%
Sole
35.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares33.78K
TypeSH
Market value$3.92M
2.55%
Sole
33.78K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares16.74K
TypeSH
Market value$3.76M
2.45%
Sole
16.74K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.54K
TypeSH
Market value$3.70M
2.41%
Sole
10.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares61.79K
TypeSH
Market value$3.01M
1.96%
Sole
61.79K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.32K
TypeSH
Market value$2.66M
1.73%
Sole
9.32K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.13K
TypeSH
Market value$2.33M
1.52%
Sole
23.13K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares4.11K
TypeSH
Market value$2.27M
1.47%
Sole
4.11K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.94K
TypeSH
Market value$1.76M
1.14%
Sole
9.94K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.33K
TypeSH
Market value$1.66M
1.08%
Sole
3.33K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares12.15K
TypeSH
Market value$1.62M
1.05%
Sole
12.15K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares19.45K
TypeSH
Market value$1.46M
0.95%
Sole
19.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.15K
TypeSH
Market value$1.33M
0.87%
Sole
2.15K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares23.91K
TypeSH
Market value$1.18M
0.77%
Sole
23.91K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares20.18K
TypeSH
Market value$1.15M
0.75%
Sole
20.18K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.71K
TypeSH
Market value$1.10M
0.72%
Sole
5.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 57.43K | SH | $17.45M 11.36% | 57.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 57.01K | SH | $13.51M 8.79% | 57.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.25K | SH | $13.21M 8.59% | 23.25K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 242K | SH | $12.07M 7.85% | 242K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 34.40K | SH | $9.62M 6.26% | 34.40K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 21.37K | SH | $7.82M 5.09% | 21.37K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 32.81K | SH | $6.71M 4.37% | 32.81K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 88.46K | SH | $6.11M 3.98% | 88.46K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 21.03K | SH | $4.31M 2.81% | 21.03K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 35.87K | SH | $3.93M 2.56% | 35.87K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI KLD 400 | 33.78K | SH | $3.92M 2.55% | 33.78K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 16.74K | SH | $3.76M 2.45% | 16.74K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 10.54K | SH | $3.70M 2.41% | 10.54K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 61.79K | SH | $3.01M 1.96% | 61.79K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 9.32K | SH | $2.66M 1.73% | 9.32K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 23.13K | SH | $2.33M 1.52% | 23.13K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.11K | SH | $2.27M 1.47% | 4.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 9.94K | SH | $1.76M 1.14% | 9.94K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.33K | SH | $1.66M 1.08% | 3.33K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 12.15K | SH | $1.62M 1.05% | 12.15K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 19.45K | SH | $1.46M 0.95% | 19.45K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.15K | SH | $1.33M 0.87% | 2.15K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 23.91K | SH | $1.18M 0.77% | 23.91K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 20.18K | SH | $1.15M 0.75% | 20.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 5.71K | SH | $1.10M 0.72% | 5.71K | 0.00 | 0.00 |
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