StockDriftsStockDriftsTop 50 Mcclarren Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 10.8% | 57.1K | $21.4M | +0.92%(+520) | $216.22(+73.69%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 9.62% | 27.1K | $19.0M | +17.24%(+3.99K) | $564.88(+24.73%) | 2026-09-30 | |
| VUSB | VANGUARD BD INDEX FDS | 9.42% | 375.9K | $18.6M | +13.69%(+45.27K) | $49.79(-0.56%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 8.14% | 56.6K | $16.1M | +1.86%(+1.03K) | $186.72(+52.32%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 5.56% | 140.1K | $11.0M | +1.47%(+2.02K) | $55.20(+45.09%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 4.82% | 112.2K | $9.5M | +7.45%(+7.78K) | $74.28(+12.14%) | 2026-09-30 | |
| MGK | VANGUARD WORLD FD | 4.81% | 102.6K | $9.5M | -3.33%(-3.53K) | $61.11(+48.88%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.68% | 31.2K | $7.3M | -1.14%(-361) | $194.23(+24.10%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.49% | 20.7K | $6.9M | -0.23%(-47) | $231.56(+48.10%) | 2026-09-30 | |
| DSI | ISHARES TR | 2.54% | 34.4K | $5.0M | -0.35%(-122) | $118.37(+23.47%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.94% | +59.91% | +9.36% | +56.44% |
| Top 20 Holdings Unweighted | +16.08% | +56.41% | +9.01% | +53.93% |
Mcclarren Financial Advisors INC reports $197.70M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are VTI (10.8%), VOO (9.6%) and VUSB (9.4%). The top 20 holdings account for 78.33% of reported assets. Its disclosed equity book has returned +59.91% on a three-year cumulative basis. Figures reflect the Q3 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 Mcclarren Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842974). View Mcclarren Financial Advisors INC’s 13F filings on SEC