McClarren Financial Advisors, Inc.
CIK: 0001842974SEC EDGAR →
Portfolio Value
$167.6M
Holdings
77
As of
Q4 2025
New Positions
3
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 66,426 | $19.5M | 11.66% |
| 2 | VANGUARD INDEX FDS | 55,648 | $14.1M | 8.43% |
| 3 | VANGUARD BD INDEX FDS | 79,809 | $13.7M | 8.20% |
| 4 | VANGUARD INDEX FDS | 57,583 | $13.4M | 7.99% |
| 5 | VANGUARD INDEX FDS | 39,544 | $9.7M | 5.81% |
| 6 | VANGUARD WORLD FD | 37,851 | $8.5M | 5.09% |
| 7 | VANGUARD STAR FDS | 22,927 | $7.0M | 4.20% |
| 8 | VANGUARD SPECIALIZED FUNDS | 18,509 | $6.8M | 4.07% |
| 9 | APPLE INC | 9,641 | $5.6M | 3.36% |
| 10 | ISHARES TR | 12,836 | $4.3M | 2.56% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $149.6M | 89.3% |
| Technology | 4 | $7.8M | 4.6% |
| Unknown | 2 | $3.7M | 2.2% |
| Consumer Defensive | 4 | $2.0M | 1.2% |
| Communication Services | 3 | $1.7M | 1.0% |
| Healthcare | 4 | $1.3M | 0.8% |
| Consumer Cyclical | 1 | $736K | 0.4% |
| Industrials | 2 | $512K | 0.3% |
| Utilities | 1 | $241K | 0.1% |