Claro Advisors Inc.
CIK 0001764386 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$952.8M
2026 Q2
Positions
533
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
6.3%
IWF
ISHARES TR
4.0%
IWD
ISHARES TR
3.5%
VEA
VANGUARD TAX-MANAGED FDS
3.1%
AAPL
APPLE INC
3.0%
NVDA
NVIDIA CORPORATION
2.5%
AMZN
AMAZON COM INC
2.2%
MSFT
MICROSOFT CORP
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.