Sponsored

The Analysis of McClarren Financial Advisors, Inc.'s Holdings & P&L

Currently, McClarren Financial Advisors, Inc. holds 79 types of securities in its portfolio with a total value $168.9M. In the most recent quarter, they have increased their positions in VUSB (+230.0K shares, valued at $11.4M), VXUS (+73.4K shares, valued at $5.7M), ISTB (+89.6K shares, valued at $4.3M); decreased their positions in N/A (-36.2K shares, valued at $21.6M), MGK (-16.7K shares, valued at $6.2M), IVV (-8.9K shares, valued at $5.8M); initiated new positions in BSV (+8.1K shares, valued at $635.7K), SBUX (+3.4K shares, valued at $304.3K), N/A (+1.8K shares, valued at $222.2K).

1M P&L

+5.6M+3.47%

3M P&L

-65.3M-28.11%

HY P&L

-57.6M-25.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A138.9M

91.8%

2Consumer Electronics5.3M

3.5%

3Software - Infrastructure1.2M

0.8%

Top Industries by Stock Count

1N/A56 stocks

76.7%

2Drug Manufacturers - General3 stocks

4.1%

3Internet Retail1 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS58.3K shares-12.26%2026-03-312026-04-16

VUSB VANGUARD BD INDEX FDS309.8K shares288.17%2026-03-312026-04-16

VB VANGUARD INDEX FDS55.7K shares0.16%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS21.4K shares-62.82%2026-03-312026-04-16

VO VANGUARD INDEX FDS33.8K shares-14.60%2026-03-312026-04-16

MGK VANGUARD WORLD FD21.1K shares-44.22%2026-03-312026-04-16

VXUS VANGUARD STAR FDS96.4K shares320.30%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS31.9K shares72.51%2026-03-312026-04-16

Sponsored

AAPL APPLE INC20.7K shares115.11%2026-03-312026-04-16

ISTB ISHARES TR95.8K shares1438.76%2026-03-312026-04-16

DSI ISHARES TR33.4K shares159.91%2026-03-312026-04-16

SGOV ISHARES TR39.2K shares236.66%2026-03-312026-04-16

ESGV VANGUARD WORLD FD34.4K shares303.43%2026-03-312026-04-16

MGC VANGUARD WORLD FD16.1K shares55.63%2026-03-312026-04-16

IWV ISHARES TR10.2K shares56.77%2026-03-312026-04-16

VV VANGUARD INDEX FDS9.0K shares182.58%2026-03-312026-04-16

Sponsored

INVESCO QQQ TR INVESCO QQQ TR4.4K shares-40.69%2026-03-312026-04-16

VTV VANGUARD INDEX FDS10.4K shares53.72%2026-03-312026-04-16

VYM VANGUARD WHITEHALL FDS11.6K shares50.02%2026-03-312026-04-16

SPTM SPDR SERIES TRUST19.0K shares309.81%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F25.9K shares336.04%2026-03-312026-04-16

IVV ISHARES TR2.1K shares-81.21%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS20.9K shares155.13%2026-03-312026-04-16

MSFT MICROSOFT CORP3.3K shares-6.60%2026-03-312026-04-16

Sponsored

VXF VANGUARD INDEX FDS5.6K shares42.57%2026-03-312026-04-16

VSGX VANGUARD WORLD FD15.6K shares1042.30%2026-03-312026-04-16

IWM ISHARES TR4.5K shares23.15%2026-03-312026-04-16

VGT VANGUARD WORLD FD1.6K shares-75.66%2026-03-312026-04-16

IWB ISHARES TR3.1K shares-26.37%2026-03-312026-04-16

VBR VANGUARD INDEX FDS5.0K shares-13.76%2026-03-312026-04-16

ESGU ISHARES TR7.0K shares90.84%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F13.0K shares679.42%2026-03-312026-04-16

Sponsored

DFSV DIMENSIONAL ETF TRUST27.6K shares109.73%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-41.55%2026-03-312026-04-16

SUSA ISHARES TR6.9K shares138.37%2026-03-312026-04-16

VOE VANGUARD INDEX FDS4.6K shares111.03%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS18.3K shares517.25%2026-03-312026-04-16

VBK VANGUARD INDEX FDS2.8K shares-22.21%2026-03-312026-04-16

ITOT ISHARES TR5.6K shares848.24%2026-03-312026-04-16

ALPHABET INC ALPHABET INC2.5K shares-14.07%2026-03-312026-04-16

Sponsored

PG PROCTER & GAMBLE CO4.8K shares182.66%2026-03-312026-04-16

SPYG SPDR SERIES TRUST7.1K shares88.09%2026-03-312026-04-16

AMZN AMAZON COM INC3.2K shares-15.31%2026-03-312026-04-16

BSV VANGUARD BD INDEX FDS8.1K sharesnew addition2026-03-312026-04-16

CATH GLOBAL X FDS7.8K shares39.80%2026-03-312026-04-16

WMT WALMART INC4.8K shares18.28%2026-03-312026-04-16

SPSM SPDR SERIES TRUST12.1K shares131.68%2026-03-312026-04-16

VPU VANGUARD WORLD FD2.9K shares53.25%2026-03-312026-04-16

Sponsored

VDE VANGUARD WORLD FD3.2K shares183.24%2026-03-312026-04-16

HSY HERSHEY CO2.3K shares703.48%2026-03-312026-04-16

LLY ELI LILLY & CO520 shares-75.80%2026-03-312026-04-16

DFLV DIMENSIONAL ETF TRUST10.9K shares406.62%2026-03-312026-04-16

NUSC NUSHARES ETF TR9.1K shares80.52%2026-03-312026-04-16

DIS DISNEY WALT CO4.0K shares354.10%2026-03-312026-04-16

ALPHABET INC ALPHABET INC1.3K shares-27.50%2026-03-312026-04-16

PEP PEPSICO INC2.4K shares340.07%2026-03-312026-04-16

Sponsored

IWR ISHARES TR3.9K shares-0.66%2026-03-312026-04-16

BLD TOPBUILD COR989 shares137.17%2026-03-312026-04-16

EFIV SPDR SERIES TRUST5.5K shares8218.18%2026-03-312026-04-16

EFA ISHARES TR3.5K shares211.68%2026-03-312026-04-16

IWD ISHARES TR1.6K shares4.94%2026-03-312026-04-16

MCK MCKESSON CORP375 shares0.27%2026-03-312026-04-16

VNQ VANGUARD INDEX FDS3.6K shares126.71%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO1.1K shares-46.04%2026-03-312026-04-16

Sponsored

VGSH VANGUARD SCOTTSDALE FDS5.3K shares4427.35%2026-03-312026-04-16

MGV VANGUARD WORLD FD2.1K shares112.55%2026-03-312026-04-16

SBUX STARBUCKS CORP3.4K sharesnew addition2026-03-312026-04-16

NUMG NUSHARES ETF TR7.3K shares294.98%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON1.2K shares1.67%2026-03-312026-04-16

IYJ ISHARES TR1.6K shares1012.16%2026-03-312026-04-16

ESML ISHARES TR4.9K shares36.04%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC1.8K sharesnew addition2026-03-312026-04-16

Sponsored

VUG VANGUARD INDEX FDS508 shares-61.72%2026-03-312026-04-16

AMGN AMGEN INC622 shares90.21%2026-03-312026-04-16

VDC VANGUARD WORLD FD975 shares-13.02%2026-03-312026-04-16

UNP UNION PAC CORP886 shares0.00%2026-03-312026-04-16

DFIC DIMENSIONAL ETF TRUST6.0K shares2814.01%2026-03-312026-04-16

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-04-16

IWN ISHARES TR1.1K sharesnew addition2026-03-312026-04-16

VTI

VANGUARD INDEX FDS

-12.26%

Shares58.3K

Event2026-03-31

Filed2026-04-16

VUSB

VANGUARD BD INDEX FDS

288.17%

Shares309.8K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

0.16%

Shares55.7K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-62.82%

Shares21.4K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-14.60%

Shares33.8K

Event2026-03-31

Filed2026-04-16

MGK

VANGUARD WORLD FD

-44.22%

Shares21.1K

Event2026-03-31

Filed2026-04-16

VXUS

VANGUARD STAR FDS

320.30%

Shares96.4K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

72.51%

Shares31.9K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

115.11%

Shares20.7K

Event2026-03-31

Filed2026-04-16

ISTB

ISHARES TR

1438.76%

Shares95.8K

Event2026-03-31

Filed2026-04-16

DSI

ISHARES TR

159.91%

Shares33.4K

Event2026-03-31

Filed2026-04-16

SGOV

ISHARES TR

236.66%

Shares39.2K

Event2026-03-31

Filed2026-04-16

ESGV

VANGUARD WORLD FD

303.43%

Shares34.4K

Event2026-03-31

Filed2026-04-16

MGC

VANGUARD WORLD FD

55.63%

Shares16.1K

Event2026-03-31

Filed2026-04-16

IWV

ISHARES TR

56.77%

Shares10.2K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

182.58%

Shares9.0K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

-40.69%

Shares4.4K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

53.72%

Shares10.4K

Event2026-03-31

Filed2026-04-16

VYM

VANGUARD WHITEHALL FDS

50.02%

Shares11.6K

Event2026-03-31

Filed2026-04-16

SPTM

SPDR SERIES TRUST

309.81%

Shares19.0K

Event2026-03-31

Filed2026-04-16

VWO

VANGUARD INTL EQUITY INDEX F

336.04%

Shares25.9K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

-81.21%

Shares2.1K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

155.13%

Shares20.9K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-6.60%

Shares3.3K

Event2026-03-31

Filed2026-04-16

VXF

VANGUARD INDEX FDS

42.57%

Shares5.6K

Event2026-03-31

Filed2026-04-16

VSGX

VANGUARD WORLD FD

1042.30%

Shares15.6K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

23.15%

Shares4.5K

Event2026-03-31

Filed2026-04-16

VGT

VANGUARD WORLD FD

-75.66%

Shares1.6K

Event2026-03-31

Filed2026-04-16

IWB

ISHARES TR

-26.37%

Shares3.1K

Event2026-03-31

Filed2026-04-16

VBR

VANGUARD INDEX FDS

-13.76%

Shares5.0K

Event2026-03-31

Filed2026-04-16

ESGU

ISHARES TR

90.84%

Shares7.0K

Event2026-03-31

Filed2026-04-16

VEU

VANGUARD INTL EQUITY INDEX F

679.42%

Shares13.0K

Event2026-03-31

Filed2026-04-16

DFSV

DIMENSIONAL ETF TRUST

109.73%

Shares27.6K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

-41.55%

Shares1.9K

Event2026-03-31

Filed2026-04-16

SUSA

ISHARES TR

138.37%

Shares6.9K

Event2026-03-31

Filed2026-04-16

VOE

VANGUARD INDEX FDS

111.03%

Shares4.6K

Event2026-03-31

Filed2026-04-16

SPDW

SPDR INDEX SHS FDS

517.25%

Shares18.3K

Event2026-03-31

Filed2026-04-16

VBK

VANGUARD INDEX FDS

-22.21%

Shares2.8K

Event2026-03-31

Filed2026-04-16

ITOT

ISHARES TR

848.24%

Shares5.6K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-14.07%

Shares2.5K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

182.66%

Shares4.8K

Event2026-03-31

Filed2026-04-16

SPYG

SPDR SERIES TRUST

88.09%

Shares7.1K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-15.31%

Shares3.2K

Event2026-03-31

Filed2026-04-16

BSV

VANGUARD BD INDEX FDS

New

Shares8.1K

Event2026-03-31

Filed2026-04-16

CATH

GLOBAL X FDS

39.80%

Shares7.8K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

18.28%

Shares4.8K

Event2026-03-31

Filed2026-04-16

SPSM

SPDR SERIES TRUST

131.68%

Shares12.1K

Event2026-03-31

Filed2026-04-16

VPU

VANGUARD WORLD FD

53.25%

Shares2.9K

Event2026-03-31

Filed2026-04-16

VDE

VANGUARD WORLD FD

183.24%

Shares3.2K

Event2026-03-31

Filed2026-04-16

HSY

HERSHEY CO

703.48%

Shares2.3K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

-75.80%

Shares520

Event2026-03-31

Filed2026-04-16

DFLV

DIMENSIONAL ETF TRUST

406.62%

Shares10.9K

Event2026-03-31

Filed2026-04-16

NUSC

NUSHARES ETF TR

80.52%

Shares9.1K

Event2026-03-31

Filed2026-04-16

DIS

DISNEY WALT CO

354.10%

Shares4.0K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-27.50%

Shares1.3K

Event2026-03-31

Filed2026-04-16

PEP

PEPSICO INC

340.07%

Shares2.4K

Event2026-03-31

Filed2026-04-16

IWR

ISHARES TR

-0.66%

Shares3.9K

Event2026-03-31

Filed2026-04-16

BLD

TOPBUILD COR

137.17%

Shares989

Event2026-03-31

Filed2026-04-16

EFIV

SPDR SERIES TRUST

8218.18%

Shares5.5K

Event2026-03-31

Filed2026-04-16

EFA

ISHARES TR

211.68%

Shares3.5K

Event2026-03-31

Filed2026-04-16

IWD

ISHARES TR

4.94%

Shares1.6K

Event2026-03-31

Filed2026-04-16

MCK

MCKESSON CORP

0.27%

Shares375

Event2026-03-31

Filed2026-04-16

VNQ

VANGUARD INDEX FDS

126.71%

Shares3.6K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

-46.04%

Shares1.1K

Event2026-03-31

Filed2026-04-16

VGSH

VANGUARD SCOTTSDALE FDS

4427.35%

Shares5.3K

Event2026-03-31

Filed2026-04-16

MGV

VANGUARD WORLD FD

112.55%

Shares2.1K

Event2026-03-31

Filed2026-04-16

SBUX

STARBUCKS CORP

New

Shares3.4K

Event2026-03-31

Filed2026-04-16

NUMG

NUSHARES ETF TR

294.98%

Shares7.3K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

1.67%

Shares1.2K

Event2026-03-31

Filed2026-04-16

IYJ

ISHARES TR

1012.16%

Shares1.6K

Event2026-03-31

Filed2026-04-16

ESML

ISHARES TR

36.04%

Shares4.9K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

-61.72%

Shares508

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC

90.21%

Shares622

Event2026-03-31

Filed2026-04-16

VDC

VANGUARD WORLD FD

-13.02%

Shares975

Event2026-03-31

Filed2026-04-16

UNP

UNION PAC CORP

0.00%

Shares886

Event2026-03-31

Filed2026-04-16

DFIC

DIMENSIONAL ETF TRUST

2814.01%

Shares6.0K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-16

IWN

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available