McClarren Financial Advisors, Inc.

CIK 0001842974 • 7 13F filings • May 9, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $153.7M73 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$492K	0.3%Prev: 0.4%	2,790 SH	Decreased+299 SH
ALPHABET INC	CAP STK CL C	$237K	0.2%Prev: 0.2%	1,338 SH	Decreased-1 SH
AMAZON COM INC	COM	$700K	0.5%Prev: 0.4%	3,191 SH	Increased
APPLE INC	COM	$4.3M	2.8%Prev: 3.1%	21,026 SH	Decreased+287 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$947K	0.6%Prev: 0.6%	1,949 SH	Increased+2 SH
CONSTELLATION ENERGY CORP	COM	$220K	0.1%	683 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$222K	0.1%Prev: 0.3%	7,144 SH	Decreased-3,804 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$796K	0.5%Prev: 0.6%	27,056 SH	Decreased-578 SH
DISNEY WALT CO	COM	$473K	0.3%Prev: 0.2%	3,814 SH	Increased-232 SH
ELI LILLY & CO	COM	$405K	0.3%Prev: 0.3%	520 SH	Decreased
GLOBAL X FDS	S&P 500 CATHOLIC	$792K	0.5%Prev: 0.4%	10,498 SH	Increased+2,682 SH
HERSHEY CO	COM	$416K	0.3%Prev: 0.3%	2,504 SH	Decreased+198 SH
INTUIT	COM	$354K	0.2%	450 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.3M	1.5%Prev: 1.5%	4,106 SH	Decreased-279 SH
ISHARES TR	0-3 MNTH TREASRY	$2.3M	1.5%Prev: 2.3%	23,127 SH	Decreased-16,090 SH
ISHARES TR	CORE 1 5 YR USD	$3.0M	2.0%Prev: 2.7%	61,790 SH	Decreased-34,044 SH
ISHARES TR	CORE S&P TTL STK	$783K	0.5%Prev: 0.5%	5,795 SH	Decreased+153 SH
ISHARES TR	CORE S&P500 ETF	$1.3M	0.9%Prev: 0.8%	2,145 SH	Decreased+79 SH
ISHARES TR	ESG AWARE MSCI	$202K	0.1%Prev: 0.1%	4,882 SH	Decreased-18 SH
ISHARES TR	ESG AWR MSCI USA	$978K	0.6%Prev: 0.6%	7,225 SH	Decreased+204 SH
ISHARES TR	ESG MSCI KLD 400	$3.9M	2.6%Prev: 2.4%	33,779 SH	Decreased+417 SH
ISHARES TR	ESG OPTIMIZED	$904K	0.6%Prev: 0.5%	7,130 SH	Decreased+203 SH
ISHARES TR	MSCI EAFE ETF	$305K	0.2%Prev: 0.2%	3,407 SH	Decreased-62 SH
ISHARES TR	RUS 1000 ETF	$1.1M	0.7%Prev: 0.6%	3,166 SH	Decreased+109 SH
ISHARES TR	RUS 1000 VAL ETF	$391K	0.3%Prev: 0.2%	2,013 SH	Increased+462 SH
ISHARES TR	RUS MID CAP ETF	$358K	0.2%Prev: 0.2%	3,890 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$1.0M	0.7%Prev: 0.7%	4,805 SH	Decreased+310 SH
ISHARES TR	RUSSELL 3000 ETF	$3.7M	2.4%Prev: 2.2%	10,544 SH	Decreased+390 SH
ISHARES TR	US INDUSTRIALS	$233K	0.2%Prev: 0.1%	1,635 SH	Decreased-11 SH
JOHNSON & JOHNSON	COM	$213K	0.1%Prev: 0.2%	1,393 SH	Decreased+178 SH
JPMORGAN CHASE & CO.	COM	$316K	0.2%	1,091 SH	New
MCKESSON CORP	COM	$274K	0.2%Prev: 0.2%	374 SH	Decreased-1 SH
MICROSOFT CORP	COM	$1.7M	1.1%Prev: 0.7%	3,333 SH	Increased+80 SH
NUSHARES ETF TR	NUVEEN ESG MIDCP	$354K	0.2%Prev: 0.2%	7,314 SH	Increased-1 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$383K	0.2%Prev: 0.2%	9,401 SH	Decreased+274 SH
ORACLE CORP	COM	$351K	0.2%	1,607 SH	New
PEPSICO INC	COM	$327K	0.2%Prev: 0.2%	2,478 SH	Decreased+40 SH
PROCTER AND GAMBLE CO	COM	$937K	0.6%	5,878 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$765K	0.5%	18,883 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$1.5M	0.9%	19,450 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$561K	0.4%	13,179 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$646K	0.4%	6,775 SH	New
SPDR SERIES TRUST	S&P 500 ESG ETF	$319K	0.2%	5,447 SH	New
TOPBUILD CORP	COM	$239K	0.2%	739 SH	New
UNION PAC CORP	COM	$204K	0.1%Prev: 0.1%	886 SH	Decreased
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$12.1M	7.9%Prev: 9.1%	241,995 SH	Decreased-67,800 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.1M	0.7%Prev: 0.7%	5,706 SH	Decreased+103 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.7M	1.7%Prev: 1.6%	9,325 SH	Decreased+322 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$901K	0.6%Prev: 0.5%	5,477 SH	Increased+887 SH
VANGUARD INDEX FDS	MID CAP ETF	$9.6M	6.3%Prev: 5.7%	34,395 SH	Decreased+626 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$258K	0.2%Prev: 0.2%	2,897 SH	Decreased-753 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.2M	8.6%Prev: 7.6%	23,247 SH	Increased+1,840 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.0M	0.7%Prev: 0.6%	5,249 SH	Decreased+260 SH
VANGUARD INDEX FDS	SMALL CP ETF	$13.5M	8.8%Prev: 8.6%	57,006 SH	Decreased+1,267 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$964K	0.6%Prev: 0.5%	3,482 SH	Increased+729 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$17.5M	11.4%Prev: 11.1%	57,431 SH	Decreased-848 SH
VANGUARD INDEX FDS	VALUE ETF	$1.8M	1.1%Prev: 1.2%	9,939 SH	Decreased-414 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$824K	0.5%Prev: 0.6%	12,263 SH	Decreased-730 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.2M	0.8%Prev: 0.8%	23,911 SH	Decreased-1,990 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$639K	0.4%Prev: 0.2%	10,866 SH	Increased+5,569 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.7M	4.4%Prev: 4.1%	32,809 SH	Decreased+879 SH
VANGUARD STAR FDS	VG TL INTL STK F	$6.1M	4.0%Prev: 4.4%	88,460 SH	Decreased-7,903 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.7%Prev: 0.8%	20,184 SH	Decreased-765 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.6M	1.1%Prev: 1.0%	12,152 SH	Decreased+575 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$948K	0.6%Prev: 0.7%	14,473 SH	Decreased-1,108 SH
VANGUARD WORLD FD	ESG US STK ETF	$3.9M	2.6%Prev: 2.3%	35,868 SH	Increased+1,516 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$220K	0.1%	887 SH	New
VANGUARD WORLD FD	INF TECH ETF	$970K	0.6%Prev: 0.7%	1,462 SH	Decreased-112 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$3.8M	2.4%Prev: 2.3%	16,737 SH	Decreased+604 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$270K	0.2%Prev: 0.2%	2,054 SH	Decreased-46 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$7.8M	5.1%Prev: 4.6%	21,366 SH	Increased+254 SH
VANGUARD WORLD FD	UTILITIES ETF	$333K	0.2%Prev: 0.3%	1,885 SH	Decreased-1,042 SH
WALMART INC	COM	$464K	0.3%Prev: 0.4%	4,744 SH	Decreased-19 SH

Sold (vs prior filing)

AMGEN INC — $219K
DIMENSIONAL ETF TRUST — $214K
EXXON MOBIL CORP — $213K
ISHARES TR — $209K
JPMORGAN CHASE & CO — $323K
MERCK & CO INC — $222K
PROCTER & GAMBLE CO — $697K
SPDR INDEX SHS FDS — $835K
SPDR SERIES TRUST — $3.1M
STARBUCKS CORP — $304K
TOPBUILD COR — $347K
VANGUARD BD INDEX FDS — $636K
VANGUARD INDEX FDS — $222K
VANGUARD WORLD FD — $219K
VANGUARD WORLD FD — $553K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001214659-26-012936	—	View
Jan 13, 2026	Q4 2025	13F-HR	0001214659-26-000385	$167.6M	View
Oct 15, 2025	Q3 2025