Filed: 1/13/2026ACC: 0001214659-26-000385
📋 What this filing means
MCCLARREN FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $167.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$167.58M
Total AUM (reported)
629.96K
Total Shares
Allocation by class
TOTAL STK MKT$19.54M11.7%
SMALL CP ETF$14.14M8.4%
VANGUARD ULTRA$13.74M8.2%
S&P 500 ETF SHS$13.39M8.0%
COM$13.37M8.0%
MID CAP ETF$9.73M5.8%
MEGA GRWTH IND$8.53M5.1%
Portfolio Concentration
Top 3$47.42M28.3%
4–10$55.43M33.1%
11–25$36.42M21.7%
Rest$28.31M16.9%
Top 3 weight
28.3%
Top 10 weight
61.4%
Voting Authority Distribution
Total shares with voting rights: 629.96K
Sole
Full voting authority
629.96K
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)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
VANGUARD INDEX FDS
SOLEShares66.43K
TypeSH
Market value$19.54M
11.66%
Sole
66.43K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares55.65K
TypeSH
Market value$14.14M
8.44%
Sole
55.65K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares79.81K
TypeSH
Market value$13.74M
8.20%
Sole
79.81K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares57.58K
TypeSH
Market value$13.39M
7.99%
Sole
57.58K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares39.54K
TypeSH
Market value$9.73M
5.81%
Sole
39.54K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares37.85K
TypeSH
Market value$8.53M
5.09%
Sole
37.85K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares22.93K
TypeSH
Market value$7.04M
4.20%
Sole
22.93K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares18.51K
TypeSH
Market value$6.83M
4.07%
Sole
18.51K
Shared
0.00
None
0.00
APPLE INC
SOLEShares9.64K
TypeSH
Market value$5.64M
3.36%
Sole
9.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.84K
TypeSH
Market value$4.29M
2.56%
Sole
12.84K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares8.52K
TypeSH
Market value$4.14M
2.47%
Sole
8.52K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares10.37K
TypeSH
Market value$4.09M
2.44%
Sole
10.37K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.48K
TypeSH
Market value$3.92M
2.34%
Sole
6.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.23K
TypeSH
Market value$3.85M
2.30%
Sole
6.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.65K
TypeSH
Market value$3.01M
1.80%
Sole
11.65K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.19K
TypeSH
Market value$2.83M
1.69%
Sole
3.19K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares7.39K
TypeSH
Market value$2.69M
1.60%
Sole
7.39K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.74K
TypeSH
Market value$1.97M
1.17%
Sole
6.74K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares7.72K
TypeSH
Market value$1.65M
0.99%
Sole
7.72K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.48K
TypeSH
Market value$1.57M
0.94%
Sole
3.48K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares4.63K
TypeSH
Market value$1.54M
0.92%
Sole
4.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11K
TypeSH
Market value$1.41M
0.84%
Sole
11K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares8.21K
TypeSH
Market value$1.31M
0.78%
Sole
8.21K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX
SOLEShares5.94K
TypeSH
Market value$1.24M
0.74%
Sole
5.94K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.93K
TypeSH
Market value$1.18M
0.71%
Sole
3.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 66.43K | SH | $19.54M 11.66% | 66.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 55.65K | SH | $14.14M 8.44% | 55.65K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 79.81K | SH | $13.74M 8.20% | 79.81K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 57.58K | SH | $13.39M 7.99% | 57.58K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 39.54K | SH | $9.73M 5.81% | 39.54K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 37.85K | SH | $8.53M 5.09% | 37.85K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 22.93K | SH | $7.04M 4.20% | 22.93K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 18.51K | SH | $6.83M 4.07% | 18.51K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 9.64K | SH | $5.64M 3.36% | 9.64K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI KLD 400 | 12.84K | SH | $4.29M 2.56% | 12.84K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 8.52K | SH | $4.14M 2.47% | 8.52K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 10.37K | SH | $4.09M 2.44% | 10.37K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 6.48K | SH | $3.92M 2.34% | 6.48K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 6.23K | SH | $3.85M 2.30% | 6.23K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 11.65K | SH | $3.01M 1.80% | 11.65K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.19K | SH | $2.83M 1.69% | 3.19K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.39K | SH | $2.69M 1.60% | 7.39K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 6.74K | SH | $1.97M 1.17% | 6.74K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 7.72K | SH | $1.65M 0.99% | 7.72K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.48K | SH | $1.57M 0.94% | 3.48K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 4.63K | SH | $1.54M 0.92% | 4.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11K | SH | $1.41M 0.84% | 11K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 8.21K | SH | $1.31M 0.78% | 8.21K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEXSOLE | FTSE EMR MKT ETF | 5.94K | SH | $1.24M 0.74% | 5.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 3.93K | SH | $1.18M 0.71% | 3.93K | 0.00 | 0.00 |
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