13F Insight
DOSSIER · 13F-HR · Q2 2026

Claro Advisors LLC

$953M in tracked AUM across 533 positions as of Q2 2026.

CA
CIK 0001764386 · last filed Jun 30, 2026
Total AUM
$953M
as of Q2 2026
Holdings
533
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Claro Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$60M87K6.3%02
IWF
ISHARES TR
$38M305K4.0%03
IWD
ISHARES TR
$33M138K3.5%04
VEA
VANGUARD TAX-MANAGED FDS
$30M416K3.1%05
AAPL
APPLE INC
$28M98K3.0%06
NVDA
NVIDIA CORPORATION
$24M119K2.5%07
AMZN
AMAZON COM INC
$21M87K2.2%08
MSFT
MICROSOFT CORP
$20M53K2.1%09
QQQ
INVESCO QQQ TR
$19M26K2.0%10
IUSB
ISHARES TR
$18M392K1.9%

Filing history

2026Q2Jun 30
$953M▲ 14.8%
533 positionsView →2026Q1Mar 31
$830M▲ 13.1%
506 positionsView →2025Q4Dec 31
$734M▲ 130.3%
418 positionsView →2025Q3Sep 30
$319M▼ 47.4%
218 positionsView →2025Q2Jun 30
$606M▲ 66.6%
372 positionsLocked2025Q1Mar 31
$364M▼ 50.9%
264 positionsLocked2024Q4Dec 31
$740M▼ 4.4%
487 positionsLocked2024Q3Sep 30
$774M▲ 20.8%
512 positionsLocked2024Q2Jun 30
$641M▲ 11.2%
427 positionsLocked2024Q1Mar 31
$576M▲ 24.7%
419 positionsLocked2023Q4Dec 31
$462M▲ 15.5%
387 positionsLocked2023Q3Sep 30
$400M▼ 0.6%
369 positionsLocked
Showing 12 of 31