Claro Advisors Inc.
CIK: 0001764386Latest portfolio: $734.1M · Q4 2025
Holdings
418
Total Value
$734.1M
New Positions
50
Closed Positions
29
Top Holdings
View All 418 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 62,769 | $39.4M | 5.36% | +4K | |
| 2 | IWFISHARES TR | 60,362 | $28.6M | 3.89% | +6K | |
| 3 | IWDISHARES TR | 130,002 | $27.3M | 3.72% | +28K | |
| 4 | AAPLAPPLE INC | 88,801 | $24.1M | 3.29% | -1,162 | |
| 5 | MSFTMICROSOFT CORP | 42,032 | $20.3M | 2.77% | +1K | |
| 6 | NVDANVIDIA CORPORATION | 103,795 | $19.4M | 2.64% | +2K | |
| 7 | DYNFBLACKROCK ETF TRUST | 298,406 | $18.1M | 2.47% | +37K | |
| 8 | NDQINVESCO QQQ TR | 25,232 | $15.5M | 2.11% | +488 | |
| 9 | SPYSPDR S&P 500 ETF TR | 22,221 | $15.2M | 2.06% | -439 | |
| 10 | AMZNAMAZON COM INC | 64,747 | $14.9M | 2.04% | +3K | |
| 11 | IUSBISHARES TR | 305,803 | $14.2M | 1.94% | +42K | |
| 12 | IVVISHARES TR | 19,174 | $13.1M | 1.79% | +1K | |
| 13 | JPMJPMORGAN CHASE & CO. | 38,609 | $12.4M | 1.69% | -789 | |
| 14 | MGCVANGUARD WORLD FD | 45,428 | $11.4M | 1.55% | +6K | |
| 15 | IEMGISHARES INC | 166,559 | $11.2M | 1.53% | +50K | |
| 16 | METAMETA PLATFORMS INC | 15,273 | $10.1M | 1.37% | +778 | |
| 17 | QUALISHARES TR | 48,587 | $9.7M | 1.31% | -19,762 | |
| 18 | GOOGLALPHABET INC | 28,718 | $9.0M | 1.22% | +284 | |
| 19 | AVGOBROADCOM INC | 25,318 | $8.8M | 1.19% | -1,950 | |
| 20 | FTECFIDELITY COVINGTON TRUST | 36,641 | $8.2M | 1.12% | +4K | |
| 21 | GOOGALPHABET INC | 26,144 | $8.2M | 1.12% | +264 | |
| 22 | SCHGSCHWAB STRATEGIC TR | 220,905 | $7.2M | 0.98% | -16,174 | |
| 23 | THROBLACKROCK ETF TRUST | 185,340 | $7.1M | 0.97% | +23K | |
| 24 | GBTCGRAYSCALE BITCOIN TRUST ETF | 90,190 | $6.2M | 0.84% | -264 | |
| 25 | MTUMISHARES TR | 24,111 | $6.0M | 0.82% | +10K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.4141203271935788e+163T)
Industrials0.0% ($2.717192614871351e+89T)
Unknown0.0% ($1.5500384635032466e+82T)
Healthcare0.0% ($4.919447433681641e+71T)
Consumer Cyclical0.0% ($1.494455234013341e+52T)
Communication Services0.0% ($1.0081898882032586e+26T)
Consumer Defensive0.0% ($4.109395922611814e+22T)
Utilities0.0% ($1.4721383892753651e+22T)
Energy0.0% ($5025104498684548096.0T)
Basic Materials0.0% ($456359.3T)
Real Estate0.0% ($1369.9T)
Filing History
Fund Information
Claro Advisors Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $734.1M across 418 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 5.4% of the portfolio. Compared to the previous quarter, the fund opened 52 new positions and closed 31 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.