McClarren Financial Advisors, Inc.

Est. AUM

$168.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$18.7M	58279	11.07%	SOLE
2	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$15.4M	309795	9.13%	SOLE
3	VANGUARD INDEX FDS	SMALL CP ETF	$14.6M	55739	8.64%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.8M	21407	7.57%	SOLE
5	VANGUARD INDEX FDS	MID CAP ETF	$9.7M	33769	5.74%	SOLE
6	VANGUARD WORLD FD	MEGA GRWTH IND	$7.8M	21112	4.59%	SOLE
7	VANGUARD STAR FDS	VG TL INTL STK F	$7.4M	96363	4.40%	SOLE
8	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.9M	31930	4.07%	SOLE
9	APPLE INC	COM	$5.3M	20739	3.12%	SOLE
10	ISHARES TR	CORE 1 5 YR USD	$4.6M	95834	2.75%	SOLE
11	ISHARES TR	ESG MSCI KLD 400	$4.0M	33362	2.39%	SOLE
12	ISHARES TR	0-3 MNTH TREASRY	$3.9M	39217	2.34%	SOLE
13	VANGUARD WORLD FD	ESG US STK ETF	$3.9M	34352	2.28%	SOLE
14	VANGUARD WORLD FD	MEGA CAP INDEX	$3.8M	16133	2.26%	SOLE
15	ISHARES TR	RUSSELL 3000 ETF	$3.8M	10154	2.23%	SOLE
16	VANGUARD INDEX FDS	LARGE CAP ETF	$2.7M	9003	1.59%	SOLE
17	INVESCO QQQ TR	UNIT SER 1	$2.5M	4385	1.50%	SOLE
18	VANGUARD INDEX FDS	VALUE ETF	$2.0M	10353	1.20%	SOLE
19	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	11577	1.02%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	18966	0.89%	SOLE
21	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	25901	0.83%	SOLE
22	ISHARES TR	CORE S&P500 ETF	$1.4M	2066	0.80%	SOLE
23	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	20949	0.79%	SOLE
24	MICROSOFT CORP	COM	$1.2M	3253	0.71%	SOLE
25	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.2M	5603	0.68%	SOLE
26	VANGUARD WORLD FD	ESG INTL STK ETF	$1.1M	15581	0.66%	SOLE
27	ISHARES TR	RUSSELL 2000 ETF	$1.1M	4495	0.66%	SOLE
28	VANGUARD WORLD FD	INF TECH ETF	$1.1M	1574	0.65%	SOLE
29	ISHARES TR	RUS 1000 ETF	$1.1M	3057	0.65%	SOLE
30	VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	4989	0.64%	SOLE
31	ISHARES TR	ESG AWR MSCI USA	$993K	7021	0.59%	SOLE
32	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$976K	12993	0.58%	SOLE
33	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$968K	27634	0.57%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$933K	1947	0.55%	SOLE
35	ISHARES TR	ESG OPTIMIZED	$915K	6927	0.54%	SOLE
36	VANGUARD INDEX FDS	MCAP VL IDXVIP	$846K	4590	0.50%	SOLE
37	SPDR INDEX SHS FDS	STATE STREET SPD	$835K	18283	0.49%	SOLE
38	VANGUARD INDEX FDS	SML CP GRW ETF	$832K	2753	0.49%	SOLE
39	ISHARES TR	CORE S&P TTL STK	$804K	5642	0.48%	SOLE
40	ALPHABET INC	CAP STK CL A	$716K	2491	0.42%	SOLE
41	PROCTER & GAMBLE CO	COM	$697K	4825	0.41%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$696K	7104	0.41%	SOLE
43	AMAZON COM INC	COM	$665K	3191	0.39%	SOLE
44	VANGUARD BD INDEX FDS	SHORT TRM BOND	$636K	8107	0.38%	SOLE
45	GLOBAL X FDS	S&P 500 CATHOLIC	$611K	7816	0.36%	SOLE
46	WALMART INC	COM	$592K	4763	0.35%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$586K	12131	0.35%	SOLE
48	VANGUARD WORLD FD	UTILITIES ETF	$580K	2927	0.34%	SOLE
49	VANGUARD WORLD FD	ENERGY ETF	$553K	3195	0.33%	SOLE
50	HERSHEY CO	COM	$479K	2306	0.28%	SOLE

1–50 of 79

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.