13F Insight
DOSSIER · 13F-HR · Q1 2026

Claro Advisors LLC

$830M in tracked AUM across 506 positions as of Q1 2026.

CA
CIK 0001764386 · last filed Mar 31, 2026
Total AUM
$830M
as of Q1 2026
Holdings
506
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Claro Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$45M76K5.4%02
VEA
VANGUARD TAX-MANAGED FDS
$27M428K3.3%03
IWD
ISHARES TR
$27M127K3.3%04
IWF
ISHARES TR
$26M61K3.1%05
AAPL
APPLE INC
$25M98K3.0%06
NVDA
NVIDIA CORPORATION
$21M119K2.5%07
MSFT
MICROSOFT CORP
$20M53K2.4%08
AMZN
AMAZON COM INC
$18M88K2.2%09
IUSB
ISHARES TR
$16M341K1.9%10
CORO
BLACKROCK ETF TRUST
$15M473K1.8%

Filing history

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 positionsLocked2023Q2Jun 30
$403M▲ 18.2%
374 positionsLocked
Showing 12 of 30