McClarren Financial Advisors, Inc.

CIK 0001842974 · STATE COLLEGE, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source

McClarren Financial Advisors, Inc. reported 85 positions worth $193.5M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: VTI (10.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$193.5M
2026 Q2
Positions
85
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.0%
Est. Net Flow (Q)
2026 Q2
10 / 85 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$20.9M10.82%56,550
2VBVANGUARD INDEX FDSSH$16.8M8.70%55,545
3VUSBVANGUARD BD INDEX FDSSH$16.5M8.51%330,616
4VOOVANGUARD INDEX FDSSH$15.9M8.22%23,156
5VOVANGUARD INDEX FDSSH$11.1M5.75%138,074
6MGKVANGUARD WORLD FDSH$9.3M4.82%106,151
7VXUSVANGUARD STAR FDSSH$8.9M4.61%104,432
8VIGVANGUARD SPECIALIZED FUNDSSH$7.5M3.86%31,556
9AAPLAPPLE INCSH$6.0M3.10%20,750
10ISTBISHARES TRSH$5.0M2.56%102,766

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does McClarren Financial Advisors, Inc. hold as of Q2 2026?

McClarren Financial Advisors, Inc. reported 85 positions worth $193.5M in its Q2 2026 13F filing. Largest positions: VTI (10.8%), VB (8.7%), VUSB (8.5%), VOO (8.2%) and VO (5.7%).

What did McClarren Financial Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did McClarren Financial Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

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.