13F Insight
DOSSIER · 13F-HR · Q3 2026

McClarren Financial Advisors, Inc.

$198M in tracked AUM across 84 positions as of Q3 2026.

MF
CIK 0001842974 · last filed Sep 30, 2026
Total AUM
$198M
as of Q3 2026
Holdings
84
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Portfolio Overview

McClarren Financial Advisors, Inc. has reported a substantial expansion in its 13F portfolio for the period ending December 31, 2025. The total portfolio value surged by 499.0%, increasing from approximately $27.98 million in the previous quarter to $167.58 million. This dramatic growth suggests a significant influx of new client assets or a major strategic restructuring, rather than mere market appreciation. The portfolio now consists of 77 holdings, reflecting a highly ...

The investment strategy is unequivocally passive and index-centric. The portfolio is heavily dominated by Exchange Traded Funds (ETFs), which account for approximately 83.7% of the total value ($140.33M). The firm utilizes a "core and satellite" structure, investing broadly in total market and index funds while maintaining specific tilts toward factors such as size, geography, and ESG (Environmental, Social, and Governance) criteria. This approach indicates a focus on low-cost diversification and systematic market exposure rather than active stock picking.

Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$21M57K10.8%02
VOO
VANGUARD INDEX FDS
$19M27K9.6%03
VUSB
VANGUARD BD INDEX FDS
$19M376K9.4%04
VB
VANGUARD INDEX FDS
$16M57K8.1%05
VO
VANGUARD INDEX FDS
$11M140K5.6%06
VXUS
VANGUARD STAR FDS
$10M112K4.8%07
MGK
VANGUARD WORLD FD
$10M103K4.8%08
VIG
VANGUARD SPECIALIZED FUNDS
$7M31K3.7%09
AAPL
APPLE INC
$7M21K3.5%10
DSI
ISHARES TR
$5M34K2.5%

Filing history

2026Q3Sep 30
$198M▲ 2.2%
84 positionsView →2026Q2Jun 30
$193M▲ 14.6%
85 positionsView →2026Q1Mar 31
$169M▲ 0.8%
79 positionsView →2025Q4Dec 31
$168M▲ 2.5%
77 positionsView →2025Q3Sep 30
$164M▲ 6.4%
75 positionsLocked2025Q2Jun 30
$154M▲ 377.3%
73 positionsLocked2025Q1Mar 31
$32M▼ 9.6%
173 positionsLocked2024Q4Dec 31
$36M▼ 95.5%
193 positionsLocked2024Q3Sep 30
$795M▲ 555286.0%
271 positionsLocked2024Q2Jun 30
$143K▼ 99.9%
363 positionsLocked2024Q1Mar 31
$139M▲ 6.1%
351 positionsLocked2023Q4Dec 31
$131M▲ 14.4%
420 positionsLocked
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