McClarren Financial Advisors, Inc.
•CIK: 1842974•Filing: Q4 2025
**McClarren Financial Advisors, Inc.** manages $168M across a diversified portfolio of 77 positions. The fund exhibits a strong core allocation to broad market indices, notably holding VTI at $19.5M and VB at $14.1M. Significant exposure is also maintained in sector-specific and thematic ETFs, including VUSB ($13.7M) and VOO ($13.4M). Top individual equity holdings include AAPL at $5.6M, underpinning the strategy alongside broad market diversification.
Total AUM
$167.6M
QoQ Performance
+2.5%
Positions
36
Top 10 Concentration
61.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VB
VUSB
VOO
VO
MGK
VTI11.7%
VB8.4%
VUSB8.2%
VOO8.0%
VO5.8%
MGK5.1%
VXUS4.2%
VIG4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.6%
ETF8.8%
Technology5.3%
Consumer0.8%
Healthcare0.6%
Communication0.3%
Financial0.2%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑27 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022