McClarren Financial Advisors
McClarren Financial Advisors reported 84 stocks worth $198M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are VTI (10.8%), VOO (9.6%) and VUSB (9.4%). Compared with Q2 2026, the fund opened new positions in IWS, DFSV and SCHF, added to VTI, VOO and VUSB, trimmed MGK, VIG and AAPL and sold out of VGSH, CAT and VTWO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $21.4M | 10.8% | 57K | +520 (+1%) | 7 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $19M | 9.6% | 27K | +3,991 (+17%) | 7 of 8 | |
| 3 |  VUSB Van Ultra Shrt Bnd | $18.6M | 9.4% | 376K | +45K (+14%) | 8 of 8 | |
| 4 |  VB Vanguard Index Fds | $16.1M | 8.1% | 57K | +1,033 (+2%) | 7 of 8 | |
| 5 |  VO Vanguard Index Fds | $11M | 5.6% | 140K | +2,025 (+1%) | 7 of 8 | |
| 6 |  VXUS Vanguard Star Fds | $9.5M | 4.8% | 112K | +7,777 (+7%) | 7 of 8 | |
| 7 |  MGK Vanguard Mega Cap Growth | $9.5M | 4.8% | 103K | −3,534 (−3%) | 7 of 8 | |
| 8 |  VIG Vanguard Dividend Appreciation ETF | $7.3M | 3.7% | 31K | −361 (−1%) | 7 of 8 | |
| 9 |  AAPL Apple Inc | $6.9M | 3.5% | 21K | −47 (−0%) | 7 of 8 | |
| 10 |  DSI Ishares TR | $5M | 2.5% | 34K | −122 (−0%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $1.1M | 29K |
 VGSH Vanguard Scottsdale Fds | $317K | 5,439 |
 CAT Caterpillar Inc | $251K | 236 |
 VTWO Vanguard Scottsdale Fds | $208K | 1,710 |
 CSCO Cisco Sys Inc | $207K | 1,758 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →McClarren Financial Advisors 13F FAQ
What does McClarren Financial Advisors own?
McClarren Financial Advisors reported 84 stocks worth $198M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are VTI (10.8%), VOO (9.6%) and VUSB (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did McClarren Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 40 added to, 24 trimmed and 7 sold out. New positions include IWS, DFSV and SCHF. It sold all of VGSH, CAT and VTWO.
When will McClarren Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is McClarren Financial Advisors's portfolio worth?
The Q3 2026 filing reports $198M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.