Q3 2026 13F · SEC CIK 1842974

McClarren Financial Advisors, Inc.

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $197.7M
Reported positions: 84
Top holdings a year, 3 yrs: +18.5%
Assets under management: $453.0M

McClarren Financial Advisors, Inc. is a wealth manager that reported 84 positions worth $197.7M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Vanguard Index Fds (VTI, 10.8%), Vanguard Index Fds (VOO, 9.6%), Vanguard Bd Index Fds (VUSB, 9.4%). A portfolio copying its top holdings returned 18.5% a year over the last 3 years, against 22.3% for the S&P 500.

McClarren Financial Advisors, Inc. holdings largest 50 of 84 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

McClarren Financial Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	10.8%	10.8%	57,070	+0.9%	$21.4M
VOOVanguard Index Fds	9.6%	8.2%	27,147	+17.2%	$19.0M
VUSBVanguard Bd Index Fds	9.4%	8.5%	375,889	+13.7%	$18.6M
VBVanguard Index Fds	8.1%	8.7%	56,578	+1.9%	$16.1M
VOVanguard Index Fds	5.6%	5.8%	140,099	+1.5%	$11.0M
VXUSVanguard Star Fds	4.8%	4.6%	112,209	+7.4%	$9.5M
MGKVanguard World Fd	4.8%	4.8%	102,617	-3.3%	$9.5M
VIGVanguard Specialized Funds	3.7%	3.9%	31,195	-1.1%	$7.3M
AAPLApple Inc	3.5%	3.1%	20,703	-0.2%	$6.9M
DSIIshares Tr	2.5%	2.5%	34,354	-0.4%	$5.0M
MGCVanguard World Fd	2.2%	2.2%	15,650	-0.8%	$4.4M
ESGVVanguard World Fd	2.2%	2.1%	31,901	+2.0%	$4.3M
ISTBIshares Tr	1.8%	2.6%	74,396	-27.6%	$3.5M
SGOVIshares Tr	1.7%	2.1%	33,784	-17.0%	$3.4M
VVVanguard Index Fds	1.6%	1.6%	9,011	+0.1%	$3.2M
QQQInvesco Qqq Tr	1.5%	1.6%	3,989	-4.8%	$3.0M
IWSIshares Tr	1.5%	—	6,966	—	$2.9M
VTVVanguard Index Fds	1.2%	1.2%	11,208	+1.9%	$2.4M
VYMVanguard Whitehall Fds	0.9%	1.0%	11,265	-4.0%	$1.7M
VWOVanguard Intl Equity Index F	0.9%	0.8%	29,045	+11.7%	$1.7M
VSGXVanguard World Fd	0.8%	0.8%	20,696	+4.9%	$1.7M
MSFTMicrosoft Corp	0.8%	0.6%	3,256	+0.1%	$1.7M
SPTMSpdr Series Trust	0.8%	0.8%	17,126	-4.9%	$1.6M
VEAVanguard Ftse Developed Markets Index Fu	0.8%	0.8%	22,199	+6.3%	$1.6M
IWVIshares Tr	0.8%	2.2%	3,589	-64.7%	$1.5M
VGTVanguard World Fd	0.8%	0.8%	12,108	-4.0%	$1.5M
ESGUIshares Tr	0.7%	0.7%	8,493	+0.1%	$1.4M
VXFVanguard Index Fds	0.7%	0.7%	5,591	+0.4%	$1.3M
IWBIshares Tr	0.6%	0.6%	2,974	+0.1%	$1.2M
IWMIshares Tr	0.6%	0.7%	4,369	+0.2%	$1.2M
IVVIshares Tr	0.6%	0.8%	1,585	-26.3%	$1.2M
DFSVDfa Invt Dimensions Group in	0.6%	—	31,356	—	$1.2M
VBRVanguard Index Fds	0.6%	0.6%	4,857	+0.7%	$1.1M
SUSAIshares Tr	0.5%	0.6%	6,944	+0.1%	$1.1M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	1,947	+0.0%	$970K
VEUVanguard Intl Equity Index F	0.5%	0.5%	11,449	-6.0%	$950K
ITOTIshares Tr	0.5%	0.5%	5,644	-1.3%	$938K
VOEVanguard Index Fds	0.5%	0.5%	4,615	-2.2%	$902K
SPYGState Street Spdr Portfolio S&p 500 Grow	0.4%	0.4%	7,117	+0.1%	$876K
GOOGLAlphabet Inc	0.4%	0.4%	2,361	+0.0%	$812K
SPDWSpdr Index Shs Fds	0.4%	0.5%	16,122	-9.4%	$809K
VBKVanguard Index Fds	0.4%	0.4%	2,356	-0.4%	$796K
AMZNAmazon Com Inc	0.4%	0.4%	3,097	-0.6%	$772K
PGProcter & Gamble Co	0.4%	0.4%	4,813	+0.6%	$699K
CATHGlobal X Fds	0.4%	0.4%	7,659	-6.6%	$694K
ESMLIshares Tr	0.3%	—	13,283	—	$691K
BSVVanguard Bd Index Fds	0.3%	0.3%	8,172	+1.0%	$624K
LLYEli Lilly & Co	0.3%	0.3%	520	+0.0%	$602K
SPSMSpdr Series Trust	0.3%	0.3%	10,767	+0.5%	$569K
VDEVanguard World Fd	0.3%	—	3,132	—	$539K

What McClarren Financial Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VOO Vanguard Index Fds+17.2% shares
VUSB Vanguard Bd Index Fds+13.7% shares
VWO Vanguard Intl Equity Index F+11.7% shares
VXUS Vanguard Star Fds+7.4% shares
VEA Vanguard Ftse Developed Markets Index Fu+6.3% shares

Reduced

IWV Ishares Tr-64.7% shares
ISTB Ishares Tr-27.6% shares
IVV Ishares Tr-26.3% shares
SGOV Ishares Tr-17.0% shares
SPDW Spdr Index Shs Fds-9.4% shares
CATH Global X Fds-6.6% shares
VEU Vanguard Intl Equity Index F-6.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.9% /yr; S&P 500 +11.7%
3 years: +18.5% /yr; S&P 500 +22.3%
5 years: +7.6% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$197.7M	84
Q2 2026	$193.5M	85
Q1 2026	$168.9M	79
Q4 2025	$167.6M	77
Q3 2025	$163.5M	75
Q2 2025	$153.7M	73
Q1 2025	$151.3M	274
Q4 2024	$35.6M	193
Q3 2024	$795K	236
Q2 2024	$143K	302
Q1 2024	$139.2M	351
Q4 2023	$131.3M	369

Questions about McClarren Financial Advisors, Inc.'s portfolio

What stocks does McClarren Financial Advisors, Inc. own?

McClarren Financial Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 84 positions worth $197.7M. The largest are Vanguard Index Fds (VTI) at 10.8%, Vanguard Index Fds (VOO) at 9.6%, Vanguard Bd Index Fds (VUSB) at 9.4%, Vanguard Index Fds (VB) at 8.1% and Vanguard Index Fds (VO) at 5.6%.

What did McClarren Financial Advisors, Inc. buy last quarter?

In Q3 2026, McClarren Financial Advisors, Inc. added Vanguard Index Fds (VOO) (+17.2% shares), Vanguard Bd Index Fds (VUSB) (+13.7% shares) and Vanguard Intl Equity Index F (VWO) (+11.7% shares), compared with its Q2 2026 filing.

What did McClarren Financial Advisors, Inc. sell last quarter?

In Q3 2026, McClarren Financial Advisors, Inc. cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Vanguard World Fd (VPU), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Dimensional ETF Trust (DFLV), Ishares Tr (IWV) (-64.7% shares), Ishares Tr (ISTB) (-27.6% shares) and Ishares Tr (IVV) (-26.3% shares), compared with its Q2 2026 filing.

How has McClarren Financial Advisors, Inc.'s portfolio performed?

A portfolio copying McClarren Financial Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.5% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +9.9% against +11.7%. Over 5 years: +7.6% a year against +10.6%.

When is McClarren Financial Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. McClarren Financial Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does McClarren Financial Advisors, Inc. manage?

McClarren Financial Advisors, Inc. reported $453.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $197.7M.