account_balance
Investment manager · 13F filer · SEC CIK 1764386
Claro Advisors Inc.
Reported value$1.03Bas of Sep 30, 2026
Positions521 61 new, 73 sold out
Top 10 weight30.8%VOO alone is 6%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
5.9%
IWFiShares Tr
3.8%Added +3%
IWDiShares Tr
3.3%
AAPLApple Inc.
3.3%Added +2%
VEAVanguard Tax-Managed FDS
2.9%
NVDANVIDIA Corp
2.8%Added +7%
MSFTMicrosoft Corp
2.6%
AMZNAmazon.com Inc
2.1%
IUSBiShares Tr
2.1%Added +22%
DYNFBlackRock ETF Trust
1.8%Added +5%
QQQInvesco QQQ Tr
1.8%Trimmed −4%
IVViShares Tr
1.6%Added +6%
VOOVanguard Index FDS
5.9%
IWFiShares Tr
3.8%+3%
IWDiShares Tr
3.3%
AAPLApple Inc.
3.3%+2%
VEAVanguard Tax-Managed FDS
2.9%
NVDANVIDIA Corp
2.8%
MSFTMicrosoft Corp
2.6%
AMZNAmazon.com Inc
2.1%
IUSBiShares Tr
2.1%
DYNF1.8%
QQQ1.8%
IVV1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 5.9% Held
IWF iShares Tr 3.8% Added +3%
IWD iShares Tr 3.3% Held
AAPL Apple Inc. 3.3% Added +2%VEA Vanguard Tax-Managed FDS 2.9% Held
NVDA NVIDIA Corp 2.8% Added +7%MSFT Microsoft Corp 2.6% HeldAMZN Amazon.com Inc 2.1% HeldIUSB iShares Tr 2.1% Added +22%
DYNF BlackRock ETF Trust 1.8% Added +5%
QQQ Invesco QQQ Tr 1.8% Trimmed −4%
IVV iShares Tr 1.6% Added +6%
What changed
Biggest moves since Jun 30, 2026
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