StockDriftsStockDriftsTop 50 McClarren Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 10.82% | 56.5K | $20.9M | -2.97%(-1.73K) | $214.78(+78.49%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 8.7% | 55.5K | $16.8M | -0.35%(-194) | $184.73(+66.98%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 8.51% | 330.6K | $16.5M | +6.72%(+20.82K) | $49.80(-0.16%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 8.22% | 23.2K | $15.9M | +8.17%(+1.75K) | $542.66(+31.33%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 5.75% | 138.1K | $11.1M | +2.22%(+3.00K) | $54.85(+53.76%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 4.82% | 106.2K | $9.3M | +0.56%(+591) | $61.11(+48.10%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 4.61% | 104.4K | $8.9M | +8.37%(+8.07K) | $73.46(+19.97%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.86% | 31.6K | $7.5M | -1.17%(-374) | $194.23(+26.17%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.1% | 20.8K | $6.0M | +0.05%(+11) | $231.56(+31.88%) | 2026-06-30 | |
| ISTB | ISHARES TR | 2.56% | 102.8K | $5.0M | +7.23%(+6.93K) | $48.56(-1.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.46% | +53.90% | +9.10% | +54.55% |
| Top 20 Holdings Unweighted | +14.46% | +49.95% | +8.58% | +50.89% |
McClarren Financial Advisors, Inc. reports $193.47M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are VTI (10.8%), VB (8.7%) and VUSB (8.5%). The top 20 holdings account for 78.47% of reported assets. Its disclosed equity book has returned +53.90% 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 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