Filed: 4/16/2026ACC: 0001214659-26-004716
📋 What this filing means
MCCLARREN FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $168.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$168.88M
Total AUM (reported)
1.25M
Total Shares
Allocation by class
TOTAL STK MKT$18.70M11.1%
VANGUARD ULTRA$15.42M9.1%
SMALL CP ETF$14.60M8.6%
S&P 500 ETF SHS$12.79M7.6%
COM$12.61M7.5%
MID CAP ETF$9.70M5.7%
MEGA GRWTH IND$7.76M4.6%
Portfolio Concentration
Top 3$48.72M28.8%
4–10$54.45M32.2%
11–25$36.34M21.5%
Rest$29.37M17.4%
Top 3 weight
28.8%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 1.25M
Sole
Full voting authority
1.25M
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)
Sole79
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings79
Rows:
VANGUARD INDEX FDS
SOLEShares58.28K
TypeSH
Market value$18.70M
11.07%
Sole
58.28K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares309.80K
TypeSH
Market value$15.42M
9.13%
Sole
309.80K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares55.74K
TypeSH
Market value$14.60M
8.64%
Sole
55.74K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.41K
TypeSH
Market value$12.79M
7.57%
Sole
21.41K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares33.77K
TypeSH
Market value$9.70M
5.74%
Sole
33.77K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares21.11K
TypeSH
Market value$7.76M
4.59%
Sole
21.11K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares96.36K
TypeSH
Market value$7.43M
4.40%
Sole
96.36K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares31.93K
TypeSH
Market value$6.87M
4.07%
Sole
31.93K
Shared
0.00
None
0.00
APPLE INC
SOLEShares20.74K
TypeSH
Market value$5.26M
3.12%
Sole
20.74K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.83K
TypeSH
Market value$4.64M
2.75%
Sole
95.83K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares33.36K
TypeSH
Market value$4.04M
2.39%
Sole
33.36K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares39.22K
TypeSH
Market value$3.95M
2.34%
Sole
39.22K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares34.35K
TypeSH
Market value$3.86M
2.28%
Sole
34.35K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares16.13K
TypeSH
Market value$3.81M
2.26%
Sole
16.13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.15K
TypeSH
Market value$3.76M
2.23%
Sole
10.15K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9K
TypeSH
Market value$2.69M
1.59%
Sole
9K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares4.38K
TypeSH
Market value$2.53M
1.50%
Sole
4.38K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.35K
TypeSH
Market value$2.03M
1.20%
Sole
10.35K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares11.58K
TypeSH
Market value$1.71M
1.02%
Sole
11.58K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares18.97K
TypeSH
Market value$1.50M
0.89%
Sole
18.97K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares25.90K
TypeSH
Market value$1.40M
0.83%
Sole
25.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.07K
TypeSH
Market value$1.35M
0.80%
Sole
2.07K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares20.95K
TypeSH
Market value$1.34M
0.79%
Sole
20.95K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.25K
TypeSH
Market value$1.20M
0.71%
Sole
3.25K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.60K
TypeSH
Market value$1.15M
0.68%
Sole
5.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 58.28K | SH | $18.70M 11.07% | 58.28K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 309.80K | SH | $15.42M 9.13% | 309.80K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 55.74K | SH | $14.60M 8.64% | 55.74K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 21.41K | SH | $12.79M 7.57% | 21.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 33.77K | SH | $9.70M 5.74% | 33.77K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 21.11K | SH | $7.76M 4.59% | 21.11K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 96.36K | SH | $7.43M 4.40% | 96.36K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 31.93K | SH | $6.87M 4.07% | 31.93K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.74K | SH | $5.26M 3.12% | 20.74K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 95.83K | SH | $4.64M 2.75% | 95.83K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI KLD 400 | 33.36K | SH | $4.04M 2.39% | 33.36K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 39.22K | SH | $3.95M 2.34% | 39.22K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 34.35K | SH | $3.86M 2.28% | 34.35K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 16.13K | SH | $3.81M 2.26% | 16.13K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 10.15K | SH | $3.76M 2.23% | 10.15K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 9K | SH | $2.69M 1.59% | 9K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.38K | SH | $2.53M 1.50% | 4.38K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.35K | SH | $2.03M 1.20% | 10.35K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 11.58K | SH | $1.71M 1.02% | 11.58K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 18.97K | SH | $1.50M 0.89% | 18.97K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 25.90K | SH | $1.40M 0.83% | 25.90K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.07K | SH | $1.35M 0.80% | 2.07K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 20.95K | SH | $1.34M 0.79% | 20.95K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.25K | SH | $1.20M 0.71% | 3.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 5.60K | SH | $1.15M 0.68% | 5.60K | 0.00 | 0.00 |
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