Claro Advisors Inc.
•CIK: 1764386•Filing: Q4 2025
**Claro Advisors Inc.** manages $734M across a diversified portfolio of 418 positions. The fund maintains significant exposure to core market indices, notably holding VOO at $39.4M and SPY at $15.2M. Key technology and growth allocations include substantial positions in AAPL ($24.1M), MSFT ($20.3M), and NVDA ($19.4M). This structure suggests a tactical focus on large-cap technology leaders alongside broad market beta capture.
Total AUM
$733.7M
QoQ Performance
+7.1%
Positions
276
Top 10 Concentration
33.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO5.4%
IWF3.9%
IWD3.7%
AAPL3.3%
MSFT2.8%
NVDA2.6%
DYNF2.5%
NDQ2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.7%
Technology16.7%
ETF10.3%
Consumer5.2%
Financial3.5%
Healthcare2.8%
Industrial1.1%
Energy0.9%
🚪 Exited Positionssold since Q3 2025
+195 more exited positions
Changes from Q3 2025
NEW4 new positions
↑131 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022