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: $167.6M74 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$780K	0.5%Prev: 0.4%	2,899 SH	Increased+700 SH
ALPHABET INC	CAP STK CL C	$420K	0.3%Prev: 0.2%	1,847 SH	Increased+55 SH
AMAZON COM INC	COM	$737K	0.4%Prev: 0.4%	3,768 SH	Increased+1,181 SH
AMGEN INC	COM	$202K	0.1%	327 SH	New
APPLE INC	COM	$5.6M	3.4%Prev: 3.2%	9,641 SH	Increased-8,572 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.6%Prev: 0.6%	3,331 SH	Decreased-1,377 SH
CONSTELLATION ENERGY CORP	COM	$242K	0.1%Prev: 0.1%	353 SH	Increased-331 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$212K	0.1%Prev: 0.1%	207 SH	Increased-6,089 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$456K	0.3%Prev: 0.3%	2,161 SH	Increased-6,748 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$912K	0.5%Prev: 0.5%	13,176 SH	Increased-2,172 SH
DISNEY WALT CO	COM	$460K	0.3%Prev: 0.3%	891 SH	Decreased-2,942 SH
ELI LILLY & CO	COM	$559K	0.3%Prev: 0.2%	2,149 SH	Increased+1,629 SH
GLOBAL X FDS	S&P 500 CATHOLIC	$640K	0.4%Prev: 0.4%	5,591 SH	Decreased+2,288 SH
HERSHEY CO	COM	$419K	0.3%Prev: 0.3%	287 SH	Decreased-2,100 SH
INTUIT	COM	$298K	0.2%Prev: 0.2%	662 SH	Decreased+213 SH
INVESCO QQQ TR	UNIT SER 1	$2.7M	1.6%Prev: 1.6%	7,393 SH	Increased-1,748 SH
ISHARES TR	0-3 MNTH TREASRY	$3.0M	1.8%Prev: 1.8%	11,649 SH	Increased-11,268 SH
ISHARES TR	CORE 1 5 YR USD	$3.8M	2.3%Prev: 1.9%	6,228 SH	Increased-57,148 SH
ISHARES TR	CORE S&P TTL STK	$837K	0.5%Prev: 0.5%	595 SH	Decreased-5,184 SH
ISHARES TR	CORE S&P500 ETF	$1.4M	0.8%Prev: 0.8%	10,998 SH	Increased+8,317 SH
ISHARES TR	ESG AWARE MSCI	$225K	0.1%Prev: 0.1%	3,602 SH	Increased+2,177 SH
ISHARES TR	ESG AWR MSCI USA	$1.0M	0.6%Prev: 0.6%	3,679 SH	Increased-1,118 SH
ISHARES TR	ESG MSCI KLD 400	$4.3M	2.6%Prev: 2.6%	12,836 SH	Increased-8,666 SH
ISHARES TR	ESG OPTIMIZED	$964K	0.6%Prev: 0.6%	2,906 SH	Decreased-1,604 SH
ISHARES TR	MSCI EAFE ETF	$333K	0.2%Prev: 0.2%	1,113 SH	Increased-1,766 SH
ISHARES TR	RUS 1000 ETF	$1.1M	0.7%Prev: 0.7%	4,152 SH	Decreased+2,537 SH
ISHARES TR	RUS 1000 VAL ETF	$325K	0.2%Prev: 0.2%	1,478 SH	Decreased-285 SH
ISHARES TR	RUS MID CAP ETF	$374K	0.2%Prev: 0.2%	3,916 SH	Decreased+3,750 SH
ISHARES TR	RUSSELL 2000 ETF	$1.2M	0.7%Prev: 0.7%	3,650 SH	Decreased-1,458 SH
ISHARES TR	RUSSELL 3000 ETF	$3.9M	2.3%Prev: 2.4%	6,477 SH	Decreased-660 SH
ISHARES TR	US INDUSTRIALS	$243K	0.1%Prev: 0.1%	148 SH	Increased-1,492 SH
JOHNSON & JOHNSON	COM	$251K	0.1%Prev: 0.1%	1,195 SH	Increased+167 SH
JPMORGAN CHASE & CO.	COM	$353K	0.2%Prev: 0.2%	2,035 SH	Increased+735 SH
MCKESSON CORP	COM	$307K	0.2%Prev: 0.2%	374 SH	Increased-399 SH
MICROSOFT CORP	COM	$1.6M	0.9%Prev: 1.1%	3,483 SH	Decreased-1,345 SH
NUSHARES ETF TR	NUVEEN ESG MIDCP	$349K	0.2%Prev: 0.2%	1,852 SH	Decreased-3,850 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$407K	0.2%Prev: 0.2%	5,056 SH	Increased+630 SH
ORACLE CORP	COM	$257K	0.2%Prev: 0.3%	1,496 SH	Decreased+351 SH
PEPSICO INC	COM	$349K	0.2%Prev: 0.2%	554 SH	Increased-1,894 SH
PROCTER AND GAMBLE CO	COM	$688K	0.4%Prev: 0.5%	1,707 SH	Decreased-2,471 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$812K	0.5%Prev: 0.5%	2,962 SH	Increased-13,952 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.2M	1.9%	13,707 SH	New
TOPBUILD CORP	COM	$308K	0.2%Prev: 0.2%	417 SH	Increased-322 SH
UNION PAC CORP	COM	$205K	0.1%Prev: 0.1%	886 SH	Decreased+650 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$13.7M	8.2%Prev: 7.3%	79,809 SH	Increased-96,104 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.2M	0.7%Prev: 0.7%	3,930 SH	Decreased-1,176 SH
VANGUARD INDEX FDS	GROWTH ETF	$248K	0.1%	1,327 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$2.8M	1.7%Prev: 1.7%	3,186 SH	Decreased-5,904 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$812K	0.5%Prev: 0.5%	2,175 SH	Decreased-1,995 SH
VANGUARD INDEX FDS	MID CAP ETF	$9.7M	5.8%Prev: 6.0%	39,544 SH	Decreased+7,389 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$320K	0.2%Prev: 0.2%	1,610 SH	Decreased-1,611 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.4M	8.0%Prev: 8.0%	57,583 SH	Increased+23,678 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	0.6%Prev: 0.7%	5,785 SH	Decreased+646 SH
VANGUARD INDEX FDS	SMALL CP ETF	$14.1M	8.4%Prev: 8.7%	55,648 SH	Decreased+1,734 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$831K	0.5%Prev: 0.5%	3,539 SH	Decreased+568 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$19.5M	11.7%Prev: 11.9%	66,426 SH	Increased+5,837 SH
VANGUARD INDEX FDS	VALUE ETF	$2.0M	1.2%Prev: 1.2%	6,735 SH	Decreased-3,648 SH
VANGUARD INTL EQUITY INDEX	ALLWRLD EX US	$954K	0.6%	1,667 SH	New
VANGUARD INTL EQUITY INDEX	FTSE EMR MKT ETF	$1.2M	0.7%	5,940 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$391K	0.2%Prev: 0.3%	117 SH	Decreased-8,367 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.8M	4.1%Prev: 4.2%	18,509 SH	Decreased-5,527 SH
VANGUARD STAR FDS	VG TL INTL STK F	$7.0M	4.2%Prev: 4.1%	22,927 SH	Increased-54,231 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.8%Prev: 0.8%	8,211 SH	Increased-5,436 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	1.0%Prev: 1.0%	7,717 SH	Decreased+1,819 SH
VANGUARD WORLD FD	CONSUM STP ETF	$205K	0.1%	1,121 SH	New
VANGUARD WORLD FD	ENERGY ETF	$212K	0.1%Prev: 0.1%	1,128 SH	Increased-421 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$1.1M	0.7%Prev: 0.7%	1,364 SH	Increased-13,463 SH
VANGUARD WORLD FD	ESG US STK ETF	$4.1M	2.5%Prev: 2.5%	8,515 SH	Increased-20,710 SH
VANGUARD WORLD FD	INF TECH ETF	$1.0M	0.6%Prev: 0.7%	6,468 SH	Decreased+2,492 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$4.1M	2.4%Prev: 2.5%	10,366 SH	Increased+806 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$295K	0.2%Prev: 0.2%	988 SH	Increased-1,077 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$8.5M	5.1%Prev: 5.2%	37,851 SH	Decreased+8,720 SH
VANGUARD WORLD FD	UTILITIES ETF	$346K	0.2%Prev: 0.2%	1,910 SH	Decreased+466 SH
WALMART INC	COM	$530K	0.3%Prev: 0.3%	4,027 SH	Increased+2,656 SH

Sold (vs prior filing)

ISHARES TR — $209K
SPDR SERIES TRUST — $1.5M
SPDR SERIES TRUST — $584K
SPDR SERIES TRUST — $709K
SPDR SERIES TRUST — $347K
VANGUARD INTL EQUITY INDEX F — $875K
VANGUARD INTL EQUITY INDEX F — $1.3M

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