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McClarren Financial Advisors, Inc.

Q2 2026 · 13F-HR

McClarren Financial Advisors, Inc.holdings as filed

Filed 2026-07-17 · accession 0001214659-26-008656

$193.5M
Reported value
85
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$20.9M10.8%56,550CommonSOLE
922908751VBVANGUARD INDEX FDS$16.8M8.70%55,545CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$16.5M8.51%330,616CommonSOLE
922908363VOOVANGUARD INDEX FDS$15.9M8.22%23,156CommonSOLE
922908629VOVANGUARD INDEX FDS$11.1M5.75%138,074CommonSOLE
921910816MGKVANGUARD WORLD FD$9.3M4.82%106,151CommonSOLE
921909768VXUSVANGUARD STAR FDS$8.9M4.61%104,432CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$7.5M3.86%31,556CommonSOLE
037833100AAPLAPPLE INC$6.0M3.10%20,750CommonSOLE
46432F859ISTBISHARES TR$5.0M2.56%102,766CommonSOLE
464288570DSIISHARES TR$4.9M2.54%34,476CommonSOLE
464287689IWVISHARES TR$4.3M2.24%10,165CommonSOLE
921910873MGCVANGUARD WORLD FD$4.3M2.23%15,774CommonSOLE
921910733ESGVVANGUARD WORLD FD$4.1M2.14%31,290CommonSOLE
46436E718SGOVISHARES TR$4.1M2.12%40,692CommonSOLE
922908637VVVANGUARD INDEX FDS$3.1M1.60%9,003CommonSOLE
46090E103QQQINVESCO QQQ TR$3.1M1.60%4,191CommonSOLE
922908744VTVVANGUARD INDEX FDS$2.4M1.24%10,997CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.9M0.96%11,729CommonSOLE
78464A805SPTMSPDR SERIES TRUST$1.6M0.85%18,014CommonSOLE
921910725VSGXVANGUARD WORLD FD$1.6M0.84%19,728CommonSOLE
464287200IVVISHARES TR$1.6M0.83%2,150CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.6M0.80%25,997CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.5M0.78%12,607CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.5M0.77%20,877CommonSOLE
46435G425ESGUISHARES TR$1.4M0.72%8,481CommonSOLE
922908652VXFVANGUARD INDEX FDS$1.4M0.71%5,571CommonSOLE
464287655IWMISHARES TR$1.3M0.68%4,362CommonSOLE
464287622IWBISHARES TR$1.2M0.63%2,970CommonSOLE
594918104MSFTMICROSOFT CORP$1.2M0.63%3,254CommonSOLE
922908611VBRVANGUARD INDEX FDS$1.2M0.61%4,825CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$1.1M0.58%28,932CommonSOLE
464288802SUSAISHARES TR$1.1M0.55%6,935CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.0M0.53%12,174CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$974,2590.50%1,947CommonSOLE
464287150ITOTISHARES TR$939,7000.49%5,720CommonSOLE
922908512VOEVANGUARD INDEX FDS$932,3220.48%4,718CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$897,0200.46%17,802CommonSOLE
922908595VBKVANGUARD INDEX FDS$865,0760.45%2,366CommonSOLE
78464A409SPYGSPDR SERIES TRUST$846,1430.44%7,111CommonSOLE
02079K305GOOGLALPHABET INC$843,7760.44%2,361CommonSOLE
023135106AMZNAMAZON COM INC$742,9060.38%3,117CommonSOLE
37954Y889CATHGLOBAL X FDS$725,3060.37%8,196CommonSOLE
742718109PGPROCTER & GAMBLE CO$701,4310.36%4,783CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$630,2190.33%8,089CommonSOLE
532457108LLYELI LILLY & CO$623,7300.32%520CommonSOLE
78468R853SPSMSPDR SERIES TRUST$617,8050.32%10,713CommonSOLE
92204A876VPUVANGUARD WORLD FD$566,7780.29%2,896CommonSOLE
931142103WMTWALMART INC$541,3520.28%4,780CommonSOLE
25434V666DFLVDIMENSIONAL ETF TRUST$529,6520.27%10,976CommonSOLE
67092P607NUSCNUSHARES ETF TR$490,5960.25%9,413CommonSOLE
02079K107GOOGALPHABET INC$473,2840.24%1,339CommonSOLE
92204A306VDEVANGUARD WORLD FD$467,5930.24%3,115CommonSOLE
464287499IWRISHARES TR$429,1070.22%3,890CommonSOLE
427866108HSYHERSHEY CO$404,6870.21%2,307CommonSOLE
78468R531EFIVSPDR SERIES TRUST$400,3820.21%5,490CommonSOLE
25434V690DFSIDIMENSIONAL ETF TRUST$392,1290.20%8,695CommonSOLE
464287598IWDISHARES TR$376,8460.19%1,554CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$368,5960.19%4,477CommonSOLE
464287465EFAISHARES TR$365,9700.19%3,523CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$360,4570.19%1,101CommonSOLE
254687106DISDISNEY WALT CO$354,6340.18%3,685CommonSOLE
67092P409NUMGNUSHARES ETF TR$351,9250.18%7,494CommonSOLE
922908553VNQVANGUARD INDEX FDS$349,5090.18%3,624CommonSOLE
855244109SBUXSTARBUCKS CORP$348,9210.18%3,414CommonSOLE
921910840MGVVANGUARD WORLD FD$344,3780.18%2,107CommonSOLE
713448108PEPPEPSICO INC$330,4150.17%2,440CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$316,5720.16%5,439CommonSOLE
478160104JNJJOHNSON & JOHNSON$309,0730.16%1,217CommonSOLE
58155Q103MCKMCKESSON CORP$283,4220.15%375CommonSOLE
464287754IYJISHARES TR$274,6790.14%1,648CommonSOLE
46435U663ESMLISHARES TR$274,3070.14%4,904CommonSOLE
149123101CATCATERPILLAR INC$251,3160.13%236CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$250,2400.13%505CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$247,3130.13%6,637CommonSOLE
464287630IWNISHARES TR$243,8320.13%1,102CommonSOLE
907818108UNPUNION PAC CORP$240,9920.12%886CommonSOLE
58933Y105MRKMERCK & CO INC$238,5960.12%1,857CommonSOLE
67092P508NUMVNUSHARES ETF TR$227,6780.12%5,235CommonSOLE
031162100AMGNAMGEN INC$226,9940.12%627CommonSOLE
92204A207VDCVANGUARD WORLD FD$220,9410.11%980CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$207,6780.11%1,710CommonSOLE
17275R102CSCOCISCO SYS INC$206,5100.11%1,758CommonSOLE
11135F101AVGOBROADCOM INC$201,2440.10%533CommonSOLE
464288760ITAISHARES TR$200,4890.10%827CommonSOLE

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.