account_balance

Investment manager · 13F filer · SEC CIK 1842974

McClarren Financial Advisors, Inc.

Reported value$198Mas of Sep 30, 2026
Positions84 5 new, 6 sold out
Top 10 weight62.9%VTI alone is 11%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VTI Vanguard Index FDS 10.8% Held
VOO Vanguard Index FDS 9.6% Added +17%
VUSB Vanguard Bd Index FDS 9.4% Added +14%
VB Vanguard Index FDS 8.1% Held
VO Vanguard Index FDS 5.6% Held
VXUS Vanguard Star FDS 4.8% Added +7%
MGK Vanguard World Fd 4.8% Trimmed −3%
VIG Vanguard Specialized Funds 3.7% Held
AAPL Apple Inc. 3.5% Held
DSI iShares Tr 2.5% Held
MGC Vanguard World Fd 2.2% Held
ESGV Vanguard World Fd 2.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 17, 2026 filing
add_circleNew
  • IWS $2.9M
  • SCHF $258K
  • PSX $212K
  • XOM $207K
arrow_upwardAdded
  • ESML +171%
  • VOO +17%
  • DFAS +15%
  • VUSB +14%
arrow_downwardTrimmed
  • IWV −65%
  • ISTB −28%
  • IVV −26%
  • SGOV −17%
remove_circleSold out
  • VGSH $317K
  • CAT $251K
  • VTWO $208K
  • CSCO $207K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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