StockDriftsStockDriftsTop 50 Claro Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 6.27% | 87.0K | $59.8M | +15.07%(+11.40K) | $498.69(+42.91%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.97% | 304.5K | $37.8M | +25.70%(+62.26K) | $96.27(+28.17%) | 2026-06-30 | |
| IWD | ISHARES TR | 3.51% | 138.0K | $33.5M | +8.28%(+10.56K) | $189.82(+35.57%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.11% | 415.6K | $29.6M | -2.82%(-12.07K) | $62.75(+17.94%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.97% | 97.9K | $28.3M | +0.26%(+258) | $99.90(+205.68%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.5% | 119.1K | $23.8M | +0.17%(+205) | $62.77(+260.13%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.18% | 87.0K | $20.7M | -0.75%(-662) | $152.20(+72.49%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.08% | 53.2K | $19.8M | +0.58%(+307) | $274.64(+76.98%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.99% | 25.7K | $18.9M | -1.65%(-430) | $367.08(+99.55%) | 2026-06-30 | |
| IUSB | ISHARES TR | 1.9% | 392.1K | $18.1M | +14.97%(+51.05K) | $46.04(-1.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.63% | +71.21% | +10.64% | +65.82% |
| Top 20 Holdings Unweighted | +19.46% | +70.46% | +9.88% | +60.20% |
Claro Advisors Inc. reports $952.81M in US-listed equity holdings across 533 positions in its most recent 13F filing. Its largest disclosed positions are VOO (6.3%), IWF (4.0%) and IWD (3.5%). The top 20 holdings account for 44.26% of reported assets. Its disclosed equity book has returned +71.21% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Claro Advisors Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1764386). View Claro Advisors Inc.’s 13F filings on SEC