Sponsored

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

Currently, McClarren Financial Advisors, Inc. holds 85 types of securities in its portfolio with a total value $193.5M. In the most recent quarter, they have increased their positions in VO (+104.3K shares, valued at $8.4M), MGK (+85.0K shares, valued at $7.5M), VGT (+11.0K shares, valued at $1.3M); decreased their positions in N/A (-1.7K shares, valued at $639.8K), ESGV (-3.1K shares, valued at $404.9K), QQQ (-194 shares, valued at $142.9K); initiated new positions in DFSI (+8.7K shares, valued at $392.1K), DFAS (+4.5K shares, valued at $368.6K), CAT (+236 shares, valued at $251.3K).

1M P&L

+4.7M+2.80%

3M P&L

+4.6M+2.78%

HY P&L

-58.0M-25.22%

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/A154.4M

91.0%

2Consumer Electronics6.0M

3.5%

3Drug Manufacturers - General1.4M

0.8%

Top Industries by Stock Count

1N/A58 stocks

74.4%

2Drug Manufacturers - General4 stocks

5.1%

3Internet Content & Information2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS56.5K shares-2.97%2026-06-302026-07-17

VB VANGUARD INDEX FDS55.5K shares-0.35%2026-06-302026-07-17

VUSB VANGUARD BD INDEX FDS330.6K shares6.72%2026-06-302026-07-17

VOO VANGUARD INDEX FDS23.2K shares8.17%2026-06-302026-07-17

VO VANGUARD INDEX FDS138.1K shares308.88%2026-06-302026-07-17

MGK VANGUARD WORLD FD106.2K shares402.80%2026-06-302026-07-17

VXUS VANGUARD STAR FDS104.4K shares8.37%2026-06-302026-07-17

VIG VANGUARD SPECIALIZED FUNDS31.6K shares-1.17%2026-06-302026-07-17

Sponsored

AAPL APPLE INC20.8K shares0.05%2026-06-302026-07-17

ISTB ISHARES TR102.8K shares7.23%2026-06-302026-07-17

DSI ISHARES TR34.5K shares3.34%2026-06-302026-07-17

IWV ISHARES TR10.2K shares0.11%2026-06-302026-07-17

MGC VANGUARD WORLD FD15.8K shares-2.23%2026-06-302026-07-17

ESGV VANGUARD WORLD FD31.3K shares-8.91%2026-06-302026-07-17

SGOV ISHARES TR40.7K shares3.76%2026-06-302026-07-17

VV VANGUARD INDEX FDS9.0K shares0.00%2026-06-302026-07-17

Sponsored

QQQ INVESCO QQQ TR4.2K shares-4.42%2026-06-302026-07-17

VTV VANGUARD INDEX FDS11.0K shares6.22%2026-06-302026-07-17

VYM VANGUARD WHITEHALL FDS11.7K shares1.31%2026-06-302026-07-17

SPTM SPDR SERIES TRUST18.0K shares-5.02%2026-06-302026-07-17

VSGX VANGUARD WORLD FD19.7K shares26.62%2026-06-302026-07-17

ISHARES TR ISHARES TR2.1K shares4.07%2026-06-302026-07-17

VWO VANGUARD INTL EQUITY INDEX F26.0K shares0.37%2026-06-302026-07-17

VGT VANGUARD WORLD FD12.6K shares700.95%2026-06-302026-07-17

Sponsored

VEA VANGUARD TAX-MANAGED FDS20.9K shares-0.34%2026-06-302026-07-17

ESGU ISHARES TR8.5K shares20.79%2026-06-302026-07-17

VXF VANGUARD INDEX FDS5.6K shares-0.57%2026-06-302026-07-17

IWM ISHARES TR4.4K shares-2.96%2026-06-302026-07-17

IWB ISHARES TR3.0K shares-2.85%2026-06-302026-07-17

MSFT MICROSOFT CORP3.3K shares0.03%2026-06-302026-07-17

VBR VANGUARD INDEX FDS4.8K shares-3.29%2026-06-302026-07-17

DFSV DIMENSIONAL ETF TRUST28.9K shares4.70%2026-06-302026-07-17

Sponsored

SUSA ISHARES TR6.9K shares0.12%2026-06-302026-07-17

VEU VANGUARD INTL EQUITY INDEX F12.2K shares-6.30%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares0.00%2026-06-302026-07-17

ITOT ISHARES TR5.7K shares1.38%2026-06-302026-07-17

VOE VANGUARD INDEX FDS4.7K shares2.79%2026-06-302026-07-17

SPDW SPDR INDEX SHS FDS17.8K shares-2.63%2026-06-302026-07-17

VBK VANGUARD INDEX FDS2.4K shares-14.06%2026-06-302026-07-17

SPYG SPDR SERIES TRUST7.1K shares0.10%2026-06-302026-07-17

Sponsored

GOOGL ALPHABET INC2.4K shares-5.22%2026-06-302026-07-17

AMZN AMAZON COM INC3.1K shares-2.32%2026-06-302026-07-17

CATH GLOBAL X FDS8.2K shares4.86%2026-06-302026-07-17

PG PROCTER & GAMBLE CO4.8K shares-0.87%2026-06-302026-07-17

BSV VANGUARD BD INDEX FDS8.1K shares-0.22%2026-06-302026-07-17

LLY ELI LILLY & CO520 shares0.00%2026-06-302026-07-17

SPSM SPDR SERIES TRUST10.7K shares-11.69%2026-06-302026-07-17

VPU VANGUARD WORLD FD2.9K shares-1.06%2026-06-302026-07-17

Sponsored

WMT WALMART INC4.8K shares0.36%2026-06-302026-07-17

DFLV DIMENSIONAL ETF TRUST11.0K shares0.26%2026-06-302026-07-17

NUSC NUSHARES ETF TR9.4K shares3.13%2026-06-302026-07-17

GOOG ALPHABET INC1.3K shares0.00%2026-06-302026-07-17

VDE VANGUARD WORLD FD3.1K shares-2.50%2026-06-302026-07-17

IWR ISHARES TR3.9K shares0.00%2026-06-302026-07-17

HSY HERSHEY CO2.3K shares0.04%2026-06-302026-07-17

EFIV SPDR SERIES TRUST5.5K shares0.00%2026-06-302026-07-17

Sponsored

DFSI DIMENSIONAL ETF TRUST8.7K sharesnew addition2026-06-302026-07-17

IWD ISHARES TR1.6K shares0.19%2026-06-302026-07-17

DFAS DIMENSIONAL ETF TRUST4.5K sharesnew addition2026-06-302026-07-17

EFA ISHARES TR3.5K shares1.56%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.1K shares0.27%2026-06-302026-07-17

DIS DISNEY WALT CO3.7K shares-8.92%2026-06-302026-07-17

NUMG NUSHARES ETF TR7.5K shares2.45%2026-06-302026-07-17

VNQ VANGUARD INDEX FDS3.6K shares-0.71%2026-06-302026-07-17

Sponsored

SBUX STARBUCKS CORP3.4K shares0.50%2026-06-302026-07-17

MGV VANGUARD WORLD FD2.1K shares0.33%2026-06-302026-07-17

PEP PEPSICO INC2.4K shares0.08%2026-06-302026-07-17

VGSH VANGUARD SCOTTSDALE FDS5.4K shares2.68%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON1.2K shares0.16%2026-06-302026-07-17

MCK MCKESSON CORP375 shares0.00%2026-06-302026-07-17

IYJ ISHARES TR1.6K shares0.12%2026-06-302026-07-17

ESML ISHARES TR4.9K shares0.08%2026-06-302026-07-17

Sponsored

CAT CATERPILLAR INC236 sharesnew addition2026-06-302026-07-17

ROK ROCKWELL AUTOMATION INC505 sharesnew addition2026-06-302026-07-17

DFIC DIMENSIONAL ETF TRUST6.6K shares10.03%2026-06-302026-07-17

IWN ISHARES TR1.1K shares0.09%2026-06-302026-07-17

UNP UNION PAC CORP886 shares0.00%2026-06-302026-07-17

MRK MERCK & CO INC1.9K shares0.54%2026-06-302026-07-17

NUSHARES ETF TR NUSHARES ETF TR5.2K sharesnew addition2026-06-302026-07-17

AMGN AMGEN INC627 shares0.80%2026-06-302026-07-17

Sponsored

VDC VANGUARD WORLD FD980 shares0.51%2026-06-302026-07-17

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS1.7K sharesnew addition2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC1.8K sharesnew addition2026-06-302026-07-17

BROADCOM INC BROADCOM INC533 sharesnew addition2026-06-302026-07-17

ITA ISHARES TR827 sharesnew addition2026-06-302026-07-17

VANGUARD INDEX FDS

-2.97%

Shares56.5K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-0.35%

Shares55.5K

Event2026-06-30

Filed2026-07-17

VUSB

VANGUARD BD INDEX FDS

6.72%

Shares330.6K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

8.17%

Shares23.2K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

308.88%

Shares138.1K

Event2026-06-30

Filed2026-07-17

MGK

VANGUARD WORLD FD

402.80%

Shares106.2K

Event2026-06-30

Filed2026-07-17

VXUS

VANGUARD STAR FDS

8.37%

Shares104.4K

Event2026-06-30

Filed2026-07-17

VIG

VANGUARD SPECIALIZED FUNDS

-1.17%

Shares31.6K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

0.05%

Shares20.8K

Event2026-06-30

Filed2026-07-17

ISTB

ISHARES TR

7.23%

Shares102.8K

Event2026-06-30

Filed2026-07-17

DSI

ISHARES TR

3.34%

Shares34.5K

Event2026-06-30

Filed2026-07-17

IWV

ISHARES TR

0.11%

Shares10.2K

Event2026-06-30

Filed2026-07-17

MGC

VANGUARD WORLD FD

-2.23%

Shares15.8K

Event2026-06-30

Filed2026-07-17

ESGV

VANGUARD WORLD FD

-8.91%

Shares31.3K

Event2026-06-30

Filed2026-07-17

SGOV

ISHARES TR

3.76%

Shares40.7K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

-4.42%

Shares4.2K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

6.22%

Shares11.0K

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD WHITEHALL FDS

1.31%

Shares11.7K

Event2026-06-30

Filed2026-07-17

SPTM

SPDR SERIES TRUST

-5.02%

Shares18.0K

Event2026-06-30

Filed2026-07-17

VSGX

VANGUARD WORLD FD

26.62%

Shares19.7K

Event2026-06-30

Filed2026-07-17

ISHARES TR

4.07%

Shares2.1K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD INTL EQUITY INDEX F

0.37%

Shares26.0K

Event2026-06-30

Filed2026-07-17

VGT

VANGUARD WORLD FD

700.95%

Shares12.6K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

-0.34%

Shares20.9K

Event2026-06-30

Filed2026-07-17

ESGU

ISHARES TR

20.79%

Shares8.5K

Event2026-06-30

Filed2026-07-17

VXF

VANGUARD INDEX FDS

-0.57%

Shares5.6K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES TR

-2.96%

Shares4.4K

Event2026-06-30

Filed2026-07-17

IWB

ISHARES TR

-2.85%

Shares3.0K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

0.03%

Shares3.3K

Event2026-06-30

Filed2026-07-17

VBR

VANGUARD INDEX FDS

-3.29%

Shares4.8K

Event2026-06-30

Filed2026-07-17

DFSV

DIMENSIONAL ETF TRUST

4.70%

Shares28.9K

Event2026-06-30

Filed2026-07-17

SUSA

ISHARES TR

0.12%

Shares6.9K

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD INTL EQUITY INDEX F

-6.30%

Shares12.2K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-17

ITOT

ISHARES TR

1.38%

Shares5.7K

Event2026-06-30

Filed2026-07-17

VOE

VANGUARD INDEX FDS

2.79%

Shares4.7K

Event2026-06-30

Filed2026-07-17

SPDW

SPDR INDEX SHS FDS

-2.63%

Shares17.8K

Event2026-06-30

Filed2026-07-17

VBK

VANGUARD INDEX FDS

-14.06%

Shares2.4K

Event2026-06-30

Filed2026-07-17

SPYG

SPDR SERIES TRUST

0.10%

Shares7.1K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

-5.22%

Shares2.4K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

-2.32%

Shares3.1K

Event2026-06-30

Filed2026-07-17

CATH

GLOBAL X FDS

4.86%

Shares8.2K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

-0.87%

Shares4.8K

Event2026-06-30

Filed2026-07-17

BSV

VANGUARD BD INDEX FDS

-0.22%

Shares8.1K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

0.00%

Shares520

Event2026-06-30

Filed2026-07-17

SPSM

SPDR SERIES TRUST

-11.69%

Shares10.7K

Event2026-06-30

Filed2026-07-17

VPU

VANGUARD WORLD FD

-1.06%

Shares2.9K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

0.36%

Shares4.8K

Event2026-06-30

Filed2026-07-17

DFLV

DIMENSIONAL ETF TRUST

0.26%

Shares11.0K

Event2026-06-30

Filed2026-07-17

NUSC

NUSHARES ETF TR

3.13%

Shares9.4K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-17

VDE

VANGUARD WORLD FD

-2.50%

Shares3.1K

Event2026-06-30

Filed2026-07-17

IWR

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-17

HSY

HERSHEY CO

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-17

EFIV

SPDR SERIES TRUST

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-17

DFSI

DIMENSIONAL ETF TRUST

New

Shares8.7K

Event2026-06-30

Filed2026-07-17

IWD

ISHARES TR

0.19%

Shares1.6K

Event2026-06-30

Filed2026-07-17

DFAS

DIMENSIONAL ETF TRUST

New

Shares4.5K

Event2026-06-30

Filed2026-07-17

EFA

ISHARES TR

1.56%

Shares3.5K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

0.27%

Shares1.1K

Event2026-06-30

Filed2026-07-17

DIS

DISNEY WALT CO

-8.92%

Shares3.7K

Event2026-06-30

Filed2026-07-17

NUMG

NUSHARES ETF TR

2.45%

Shares7.5K

Event2026-06-30

Filed2026-07-17

VNQ

VANGUARD INDEX FDS

-0.71%

Shares3.6K

Event2026-06-30

Filed2026-07-17

SBUX

STARBUCKS CORP

0.50%

Shares3.4K

Event2026-06-30

Filed2026-07-17

MGV

VANGUARD WORLD FD

0.33%

Shares2.1K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC

0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-17

VGSH

VANGUARD SCOTTSDALE FDS

2.68%

Shares5.4K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

0.16%

Shares1.2K

Event2026-06-30

Filed2026-07-17

MCK

MCKESSON CORP

0.00%

Shares375

Event2026-06-30

Filed2026-07-17

IYJ

ISHARES TR

0.12%

Shares1.6K

Event2026-06-30

Filed2026-07-17

ESML

ISHARES TR

0.08%

Shares4.9K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

New

Shares236

Event2026-06-30

Filed2026-07-17

ROK

ROCKWELL AUTOMATION INC

New

Shares505

Event2026-06-30

Filed2026-07-17

DFIC

DIMENSIONAL ETF TRUST

10.03%

Shares6.6K

Event2026-06-30

Filed2026-07-17

IWN

ISHARES TR

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-17

UNP

UNION PAC CORP

0.00%

Shares886

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC

0.54%

Shares1.9K

Event2026-06-30

Filed2026-07-17

NUSHARES ETF TR

New

Shares5.2K

Event2026-06-30

Filed2026-07-17

AMGN

AMGEN INC

0.80%

Shares627

Event2026-06-30

Filed2026-07-17

VDC

VANGUARD WORLD FD

0.51%

Shares980

Event2026-06-30

Filed2026-07-17

VANGUARD SCOTTSDALE FDS

New

Shares1.7K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

New

Shares533

Event2026-06-30

Filed2026-07-17

ITA

ISHARES TR

New

Shares827

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available