Filed: 7/17/2026ACC: 0001214659-26-008656
📋 What this filing means
MCCLARREN FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $193.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$193.47M
Total AUM (reported)
1.52M
Total Shares
Allocation by class
TOTAL STK MKT$20.93M10.8%
SMALL CP ETF$16.84M8.7%
VANGUARD ULTRA$16.46M8.5%
S&P 500 ETF SHS$15.90M8.2%
COM$13.84M7.2%
MID CAP ETF$11.12M5.7%
MEGA GRWTH IND$9.33M4.8%
Portfolio Concentration
Top 3$54.22M28.0%
4–10$63.72M32.9%
11–25$41.64M21.5%
Rest$33.89M17.5%
Top 3 weight
28.0%
Top 10 weight
61.0%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Sole
Full voting authority
1.52M
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)
Sole85
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings85
Rows:
VANGUARD INDEX FDS
SOLEShares56.55K
TypeSH
Market value$20.93M
10.82%
Sole
56.55K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares55.55K
TypeSH
Market value$16.84M
8.70%
Sole
55.55K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares330.62K
TypeSH
Market value$16.46M
8.51%
Sole
330.62K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares23.16K
TypeSH
Market value$15.90M
8.22%
Sole
23.16K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares138.07K
TypeSH
Market value$11.12M
5.75%
Sole
138.07K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares106.15K
TypeSH
Market value$9.33M
4.82%
Sole
106.15K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares104.43K
TypeSH
Market value$8.93M
4.61%
Sole
104.43K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares31.56K
TypeSH
Market value$7.47M
3.86%
Sole
31.56K
Shared
0.00
None
0.00
APPLE INC
SOLEShares20.75K
TypeSH
Market value$6.00M
3.10%
Sole
20.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares102.77K
TypeSH
Market value$4.96M
2.56%
Sole
102.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares34.48K
TypeSH
Market value$4.91M
2.54%
Sole
34.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.16K
TypeSH
Market value$4.33M
2.24%
Sole
10.16K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares15.77K
TypeSH
Market value$4.32M
2.23%
Sole
15.77K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares31.29K
TypeSH
Market value$4.14M
2.14%
Sole
31.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.69K
TypeSH
Market value$4.10M
2.12%
Sole
40.69K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9K
TypeSH
Market value$3.10M
1.60%
Sole
9K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares4.19K
TypeSH
Market value$3.09M
1.60%
Sole
4.19K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares11K
TypeSH
Market value$2.40M
1.24%
Sole
11K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares11.73K
TypeSH
Market value$1.85M
0.96%
Sole
11.73K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares18.01K
TypeSH
Market value$1.64M
0.85%
Sole
18.01K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares19.73K
TypeSH
Market value$1.62M
0.84%
Sole
19.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.15K
TypeSH
Market value$1.61M
0.83%
Sole
2.15K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares26K
TypeSH
Market value$1.55M
0.80%
Sole
26K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares12.61K
TypeSH
Market value$1.51M
0.78%
Sole
12.61K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares20.88K
TypeSH
Market value$1.49M
0.77%
Sole
20.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 56.55K | SH | $20.93M 10.82% | 56.55K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 55.55K | SH | $16.84M 8.70% | 55.55K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 330.62K | SH | $16.46M 8.51% | 330.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.16K | SH | $15.90M 8.22% | 23.16K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 138.07K | SH | $11.12M 5.75% | 138.07K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 106.15K | SH | $9.33M 4.82% | 106.15K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 104.43K | SH | $8.93M 4.61% | 104.43K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 31.56K | SH | $7.47M 3.86% | 31.56K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.75K | SH | $6.00M 3.10% | 20.75K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 102.77K | SH | $4.96M 2.56% | 102.77K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI KLD ETF | 34.48K | SH | $4.91M 2.54% | 34.48K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 10.16K | SH | $4.33M 2.24% | 10.16K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 15.77K | SH | $4.32M 2.23% | 15.77K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 31.29K | SH | $4.14M 2.14% | 31.29K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 40.69K | SH | $4.10M 2.12% | 40.69K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 9K | SH | $3.10M 1.60% | 9K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.19K | SH | $3.09M 1.60% | 4.19K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11K | SH | $2.40M 1.24% | 11K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 11.73K | SH | $1.85M 0.96% | 11.73K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 18.01K | SH | $1.64M 0.85% | 18.01K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 19.73K | SH | $1.62M 0.84% | 19.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.15K | SH | $1.61M 0.83% | 2.15K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 26K | SH | $1.55M 0.80% | 26K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 12.61K | SH | $1.51M 0.78% | 12.61K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 20.88K | SH | $1.49M 0.77% | 20.88K | 0.00 | 0.00 |
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