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McClarren Financial Advisors, Inc.

Q1 2026 · 13F-HR

McClarren Financial Advisors, Inc.holdings as filed

Filed 2026-04-16 · accession 0001214659-26-004716

$168.9M
Reported value
79
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$18.7M11.1%58,279CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$15.4M9.13%309,795CommonSOLE
922908751VBVANGUARD INDEX FDS$14.6M8.64%55,739CommonSOLE
922908363VOOVANGUARD INDEX FDS$12.8M7.57%21,407CommonSOLE
922908629VOVANGUARD INDEX FDS$9.7M5.74%33,769CommonSOLE
921910816MGKVANGUARD WORLD FD$7.8M4.59%21,112CommonSOLE
921909768VXUSVANGUARD STAR FDS$7.4M4.40%96,363CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$6.9M4.07%31,930CommonSOLE
037833100AAPLAPPLE INC$5.3M3.12%20,739CommonSOLE
46432F859ISTBISHARES TR$4.6M2.75%95,834CommonSOLE
464288570DSIISHARES TR$4.0M2.39%33,362CommonSOLE
46436E718SGOVISHARES TR$3.9M2.34%39,217CommonSOLE
921910733ESGVVANGUARD WORLD FD$3.9M2.28%34,352CommonSOLE
921910873MGCVANGUARD WORLD FD$3.8M2.26%16,133CommonSOLE
464287689IWVISHARES TR$3.8M2.23%10,154CommonSOLE
922908637VVVANGUARD INDEX FDS$2.7M1.59%9,003CommonSOLE
46090E103QQQINVESCO QQQ TR$2.5M1.50%4,385CommonSOLE
922908744VTVVANGUARD INDEX FDS$2.0M1.20%10,353CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.7M1.02%11,577CommonSOLE
78464A805SPTMSPDR SERIES TRUST$1.5M0.89%18,966CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.4M0.83%25,901CommonSOLE
464287200IVVISHARES TR$1.3M0.80%2,066CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.3M0.79%20,949CommonSOLE
594918104MSFTMICROSOFT CORP$1.2M0.71%3,253CommonSOLE
922908652VXFVANGUARD INDEX FDS$1.2M0.68%5,603CommonSOLE
921910725VSGXVANGUARD WORLD FD$1.1M0.66%15,581CommonSOLE
464287655IWMISHARES TR$1.1M0.66%4,495CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.1M0.65%1,574CommonSOLE
464287622IWBISHARES TR$1.1M0.65%3,057CommonSOLE
922908611VBRVANGUARD INDEX FDS$1.1M0.64%4,989CommonSOLE
46435G425ESGUISHARES TR$992,8710.59%7,021CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$975,8110.58%12,993CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$968,2920.57%27,634CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$933,0020.55%1,947CommonSOLE
464288802SUSAISHARES TR$915,0890.54%6,927CommonSOLE
922908512VOEVANGUARD INDEX FDS$845,9170.50%4,590CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$834,6050.49%18,283CommonSOLE
922908595VBKVANGUARD INDEX FDS$832,0840.49%2,753CommonSOLE
464287150ITOTISHARES TR$803,5890.48%5,642CommonSOLE
02079K305GOOGLALPHABET INC$716,3140.42%2,491CommonSOLE
742718109PGPROCTER & GAMBLE CO$696,9900.41%4,825CommonSOLE
78464A409SPYGSPDR SERIES TRUST$695,5680.41%7,104CommonSOLE
023135106AMZNAMAZON COM INC$664,5900.39%3,191CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$635,6700.38%8,107CommonSOLE
37954Y889CATHGLOBAL X FDS$610,8100.36%7,816CommonSOLE
931142103WMTWALMART INC$591,9400.35%4,763CommonSOLE
78468R853SPSMSPDR SERIES TRUST$586,1890.35%12,131CommonSOLE
92204A876VPUVANGUARD WORLD FD$579,9240.34%2,927CommonSOLE
92204A306VDEVANGUARD WORLD FD$552,9020.33%3,195CommonSOLE
427866108HSYHERSHEY CO$479,3380.28%2,306CommonSOLE
532457108LLYELI LILLY & CO$478,3010.28%520CommonSOLE
25434V666DFLVDIMENSIONAL ETF TRUST$475,7210.28%10,948CommonSOLE
67092P607NUSCNUSHARES ETF TR$411,2400.24%9,127CommonSOLE
254687106DISDISNEY WALT CO$389,9990.23%4,046CommonSOLE
02079K107GOOGALPHABET INC$384,1990.23%1,339CommonSOLE
713448108PEPPEPSICO INC$378,6200.22%2,438CommonSOLE
464287499IWRISHARES TR$378,1920.22%3,890CommonSOLE
89055F103BLDTOPBUILD COR$347,4360.21%989CommonSOLE
78468R531EFIVSPDR SERIES TRUST$346,3080.21%5,490CommonSOLE
464287465EFAISHARES TR$336,9140.20%3,469CommonSOLE
464287598IWDISHARES TR$331,2960.20%1,551CommonSOLE
58155Q103MCKMCKESSON CORP$324,2830.19%375CommonSOLE
922908553VNQVANGUARD INDEX FDS$323,7230.19%3,650CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$323,0690.19%1,098CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$310,1030.18%5,297CommonSOLE
921910840MGVVANGUARD WORLD FD$304,3390.18%2,100CommonSOLE
855244109SBUXSTARBUCKS CORP$304,3310.18%3,397CommonSOLE
67092P409NUMGNUSHARES ETF TR$300,4970.18%7,315CommonSOLE
478160104JNJJOHNSON & JOHNSON$296,8750.18%1,215CommonSOLE
464287754IYJISHARES TR$242,8610.14%1,646CommonSOLE
46435U663ESMLISHARES TR$230,4030.14%4,900CommonSOLE
58933Y105MRKMERCK & CO INC$222,2090.13%1,847CommonSOLE
922908736VUGVANGUARD INDEX FDS$221,8190.13%508CommonSOLE
031162100AMGNAMGEN INC$218,9960.13%622CommonSOLE
92204A207VDCVANGUARD WORLD FD$218,8850.13%975CommonSOLE
907818108UNPUNION PAC CORP$214,9610.13%886CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$214,3220.13%6,032CommonSOLE
30231G102XOMEXXON MOBIL CORP$213,0490.13%1,256CommonSOLE
464287630IWNISHARES TR$208,7480.12%1,101CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.