Filed: 5/9/2025ACC: 0001842974-25-000001
📋 What this filing means
MCCLARREN FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 321 equity positions with a total reported market value of $151.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
321
Positions
$151.3K
Total AUM (reported)
1.01M
Total Shares
Allocation by class
TOTAL STK MKT$16.6K10.9%
COM$15.7K10.4%
VANGUARD ULTRA$12.8K8.5%
SMALL CP ETF$12.7K8.4%
S&P 500 ETF SHS$12.0K7.9%
MID CAP ETF$8.9K5.9%
MEGA GRWTH IND$6.5K4.3%
Portfolio Concentration
Top 3$42.1K27.8%
4–10$47.5K31.4%
11–25$29.0K19.2%
Rest$32.6K21.6%
Top 3 weight
27.8%
Top 10 weight
59.3%
Voting Authority Distribution
Total shares with voting rights: 1.01M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole321
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings321
Rows:
VANGUARD INDEX FDS
SOLEShares60K
TypeSH
Market value$16.6K
10.95%
Sole
0.00
Shared
0.00
None
60K
VANGUARD BD INDEX FDS
SOLEShares158.07K
TypeSH
Market value$12.8K
8.49%
Sole
0.00
Shared
0.00
None
158.07K
VANGUARD INDEX FDS
SOLEShares54.23K
TypeSH
Market value$12.7K
8.40%
Sole
0.00
Shared
0.00
None
54.23K
VANGUARD INDEX FDS
SOLEShares30.59K
TypeSH
Market value$12.0K
7.91%
Sole
0.00
Shared
0.00
None
30.59K
VANGUARD INDEX FDS
SOLEShares32.47K
TypeSH
Market value$8.9K
5.92%
Sole
0.00
Shared
0.00
None
32.47K
VANGUARD WORLD FD
SOLEShares25.66K
TypeSH
Market value$6.5K
4.31%
Sole
0.00
Shared
0.00
None
25.66K
VANGUARD SPECIALIZED FUNDS
SOLEShares24.46K
TypeSH
Market value$6.5K
4.29%
Sole
0.00
Shared
0.00
None
24.46K
VANGUARD STAR FDS
SOLEShares74.94K
TypeSH
Market value$5.4K
3.55%
Sole
0.00
Shared
0.00
None
74.94K
APPLE INC
SOLEShares18.06K
TypeSH
Market value$4.7K
3.13%
Sole
0.00
Shared
0.00
None
18.06K
VANGUARD WORLD FD
SOLEShares30.80K
TypeSH
Market value$3.5K
2.32%
Sole
0.00
Shared
0.00
None
30.80K
ISHARES TR
SOLEShares21.57K
TypeSH
Market value$3.5K
2.30%
Sole
0.00
Shared
0.00
None
21.57K
VANGUARD WORLD FD
SOLEShares9.41K
TypeSH
Market value$3.4K
2.23%
Sole
0.00
Shared
0.00
None
9.41K
ISHARES TR
SOLEShares7.13K
TypeSH
Market value$3.3K
2.21%
Sole
0.00
Shared
0.00
None
7.13K
ISHARES TR
SOLEShares62.81K
TypeSH
Market value$3.1K
2.04%
Sole
0.00
Shared
0.00
None
62.81K
VANGUARD INDEX FDS
SOLEShares9.37K
TypeSH
Market value$2.5K
1.65%
Sole
0.00
Shared
0.00
None
9.37K
INVESCO QQQ TR
SOLEShares6.81K
TypeSH
Market value$1.9K
1.24%
Sole
0.00
Shared
0.00
None
6.81K
VANGUARD INDEX FDS
SOLEShares9.49K
TypeSH
Market value$1.7K
1.13%
Sole
0.00
Shared
0.00
None
9.49K
VANGUARD WHITEHALL FDS
SOLEShares5.91K
TypeSH
Market value$1.6K
1.04%
Sole
0.00
Shared
0.00
None
5.91K
SPDR SER TR
SOLEShares17.15K
TypeSH
Market value$1.3K
0.88%
Sole
0.00
Shared
0.00
None
17.15K
MICROSOFT CORP
SOLEShares5K
TypeSH
Market value$1.3K
0.84%
Sole
0.00
Shared
0.00
None
5K
ISHARES TR
SOLEShares3.21K
TypeSH
Market value$1.3K
0.83%
Sole
0.00
Shared
0.00
None
3.21K
VANGUARD INTL EQUITY INDEX F
SOLEShares21.05K
TypeSH
Market value$1.1K
0.74%
Sole
0.00
Shared
0.00
None
21.05K
ISHARES TR
SOLEShares1.74K
TypeSH
Market value$1.0K
0.69%
Sole
0.00
Shared
0.00
None
1.74K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.86K
TypeSH
Market value$1.0K
0.69%
Sole
0.00
Shared
0.00
None
3.86K
VANGUARD TAX-MANAGED FDS
SOLEShares13.77K
TypeSH
Market value$1.0K
0.68%
Sole
0.00
Shared
0.00
None
13.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 60K | SH | $16.6K 10.95% | 0.00 | 0.00 | 60K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 158.07K | SH | $12.8K 8.49% | 0.00 | 0.00 | 158.07K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 54.23K | SH | $12.7K 8.40% | 0.00 | 0.00 | 54.23K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 30.59K | SH | $12.0K 7.91% | 0.00 | 0.00 | 30.59K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 32.47K | SH | $8.9K 5.92% | 0.00 | 0.00 | 32.47K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 25.66K | SH | $6.5K 4.31% | 0.00 | 0.00 | 25.66K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 24.46K | SH | $6.5K 4.29% | 0.00 | 0.00 | 24.46K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 74.94K | SH | $5.4K 3.55% | 0.00 | 0.00 | 74.94K |
APPLE INCSOLE | COM | 18.06K | SH | $4.7K 3.13% | 0.00 | 0.00 | 18.06K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 30.80K | SH | $3.5K 2.32% | 0.00 | 0.00 | 30.80K |
ISHARES TRSOLE | MSCI KLD400 SOC | 21.57K | SH | $3.5K 2.30% | 0.00 | 0.00 | 21.57K |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 9.41K | SH | $3.4K 2.23% | 0.00 | 0.00 | 9.41K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 7.13K | SH | $3.3K 2.21% | 0.00 | 0.00 | 7.13K |
ISHARES TRSOLE | CORE 1 5 YR USD | 62.81K | SH | $3.1K 2.04% | 0.00 | 0.00 | 62.81K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 9.37K | SH | $2.5K 1.65% | 0.00 | 0.00 | 9.37K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.81K | SH | $1.9K 1.24% | 0.00 | 0.00 | 6.81K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 9.49K | SH | $1.7K 1.13% | 0.00 | 0.00 | 9.49K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 5.91K | SH | $1.6K 1.04% | 0.00 | 0.00 | 5.91K |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 17.15K | SH | $1.3K 0.88% | 0.00 | 0.00 | 17.15K |
MICROSOFT CORPSOLE | COM | 5K | SH | $1.3K 0.84% | 0.00 | 0.00 | 5K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.21K | SH | $1.3K 0.83% | 0.00 | 0.00 | 3.21K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 21.05K | SH | $1.1K 0.74% | 0.00 | 0.00 | 21.05K |
ISHARES TRSOLE | RUS 1000 ETF | 1.74K | SH | $1.0K 0.69% | 0.00 | 0.00 | 1.74K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.86K | SH | $1.0K 0.69% | 0.00 | 0.00 | 3.86K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 13.77K | SH | $1.0K 0.68% | 0.00 | 0.00 | 13.77K |
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