Filed: 10/15/2025ACC: 0001214659-25-014963
📋 What this filing means
MCCLARREN FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $163.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$163.53M
Total AUM (reported)
959.73K
Total Shares
Allocation by class
TOTAL STK MKT$19.42M11.9%
SMALL CP ETF$14.15M8.7%
S&P 500 ETF SHS$13.04M8.0%
COM$12.92M7.9%
VANGUARD ULTRA$11.92M7.3%
MID CAP ETF$9.87M6.0%
MEGA GRWTH IND$8.57M5.2%
Portfolio Concentration
Top 3$46.61M28.5%
4–10$53.51M32.7%
11–25$35.63M21.8%
Rest$27.78M17.0%
Top 3 weight
28.5%
Top 10 weight
61.2%
Voting Authority Distribution
Total shares with voting rights: 959.73K
Sole
Full voting authority
959.73K
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)
Sole75
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings75
Rows:
VANGUARD INDEX FDS
SOLEShares60.59K
TypeSH
Market value$19.42M
11.88%
Sole
60.59K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares53.91K
TypeSH
Market value$14.15M
8.65%
Sole
53.91K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares33.91K
TypeSH
Market value$13.04M
7.98%
Sole
33.91K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares175.91K
TypeSH
Market value$11.92M
7.29%
Sole
175.91K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares32.16K
TypeSH
Market value$9.87M
6.04%
Sole
32.16K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares29.13K
TypeSH
Market value$8.57M
5.24%
Sole
29.13K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares24.04K
TypeSH
Market value$6.93M
4.24%
Sole
24.04K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares77.16K
TypeSH
Market value$6.67M
4.08%
Sole
77.16K
Shared
0.00
None
0.00
APPLE INC
SOLEShares18.21K
TypeSH
Market value$5.28M
3.23%
Sole
18.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.50K
TypeSH
Market value$4.26M
2.61%
Sole
21.50K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares9.56K
TypeSH
Market value$4.08M
2.50%
Sole
9.56K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares29.23K
TypeSH
Market value$4.05M
2.48%
Sole
29.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.14K
TypeSH
Market value$3.95M
2.42%
Sole
7.14K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares63.38K
TypeSH
Market value$3.18M
1.95%
Sole
63.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.92K
TypeSH
Market value$2.91M
1.78%
Sole
22.92K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.09K
TypeSH
Market value$2.85M
1.74%
Sole
9.09K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares9.14K
TypeSH
Market value$2.58M
1.58%
Sole
9.14K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.38K
TypeSH
Market value$1.99M
1.22%
Sole
10.38K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.83K
TypeSH
Market value$1.73M
1.06%
Sole
4.83K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares5.90K
TypeSH
Market value$1.67M
1.02%
Sole
5.90K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares16.51K
TypeSH
Market value$1.53M
0.94%
Sole
16.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.68K
TypeSH
Market value$1.38M
0.84%
Sole
2.68K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares20.76K
TypeSH
Market value$1.29M
0.79%
Sole
20.76K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares13.65K
TypeSH
Market value$1.23M
0.75%
Sole
13.65K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.11K
TypeSH
Market value$1.19M
0.73%
Sole
5.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 60.59K | SH | $19.42M 11.88% | 60.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 53.91K | SH | $14.15M 8.65% | 53.91K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 33.91K | SH | $13.04M 7.98% | 33.91K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 175.91K | SH | $11.92M 7.29% | 175.91K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 32.16K | SH | $9.87M 6.04% | 32.16K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 29.13K | SH | $8.57M 5.24% | 29.13K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 24.04K | SH | $6.93M 4.24% | 24.04K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 77.16K | SH | $6.67M 4.08% | 77.16K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.21K | SH | $5.28M 3.23% | 18.21K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI KLD 400 | 21.50K | SH | $4.26M 2.61% | 21.50K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 9.56K | SH | $4.08M 2.50% | 9.56K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 29.23K | SH | $4.05M 2.48% | 29.23K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 7.14K | SH | $3.95M 2.42% | 7.14K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 63.38K | SH | $3.18M 1.95% | 63.38K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 22.92K | SH | $2.91M 1.78% | 22.92K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 9.09K | SH | $2.85M 1.74% | 9.09K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.14K | SH | $2.58M 1.58% | 9.14K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.38K | SH | $1.99M 1.22% | 10.38K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.83K | SH | $1.73M 1.06% | 4.83K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 5.90K | SH | $1.67M 1.02% | 5.90K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 16.51K | SH | $1.53M 0.94% | 16.51K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.68K | SH | $1.38M 0.84% | 2.68K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 20.76K | SH | $1.29M 0.79% | 20.76K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 13.65K | SH | $1.23M 0.75% | 13.65K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 5.11K | SH | $1.19M 0.73% | 5.11K | 0.00 | 0.00 |
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