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: $168.9M76 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$716K	0.4%Prev: 0.3%	2,491 SH	Increased+83 SH
ALPHABET INC	CAP STK CL C	$384K	0.2%Prev: 0.2%	1,339 SH	Increased-664 SH
AMAZON COM INC	COM	$665K	0.4%Prev: 0.4%	3,191 SH	Increased+780 SH
AMGEN INC	COM	$219K	0.1%Prev: 0.1%	622 SH	Increased+14 SH
APPLE INC	COM	$5.3M	3.1%Prev: 3.1%	20,739 SH	Increased+2,681 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$933K	0.6%Prev: 0.7%	1,947 SH	Increased-1,914 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$214K	0.1%	6,032 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$476K	0.3%Prev: 0.1%	10,948 SH	Increased+5,811 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$968K	0.6%Prev: 0.5%	27,634 SH	Increased+12,296 SH
DISNEY WALT CO	COM	$390K	0.2%Prev: 0.3%	4,046 SH	Increased+237 SH
ELI LILLY & CO	COM	$478K	0.3%	520 SH	New
EXXON MOBIL CORP	COM	$213K	0.1%Prev: 0.1%	1,256 SH	Increased-101 SH
GLOBAL X FDS	S&P 500 CATHOLIC	$611K	0.4%Prev: 0.5%	7,816 SH	Increased+3,908 SH
HERSHEY CO	COM	$479K	0.3%Prev: 0.3%	2,306 SH	Increased-107 SH
INVESCO QQQ TR	UNIT SER 1	$2.5M	1.5%Prev: 1.2%	4,385 SH	Increased-2,423 SH
ISHARES TR	0-3 MNTH TREASRY	$3.9M	2.3%Prev: 0.4%	39,217 SH	Increased+33,016 SH
ISHARES TR	CORE 1 5 YR USD	$4.6M	2.7%Prev: 2.0%	95,834 SH	Increased+33,020 SH
ISHARES TR	CORE S&P TTL STK	$804K	0.5%Prev: 0.5%	5,642 SH	Increased-135 SH
ISHARES TR	CORE S&P500 ETF	$1.3M	0.8%Prev: 0.8%	2,066 SH	Increased-1,141 SH
ISHARES TR	ESG AWARE MSCI	$230K	0.1%Prev: 0.2%	4,900 SH	Increased-377 SH
ISHARES TR	ESG AWR MSCI USA	$993K	0.6%Prev: 0.6%	7,021 SH	Increased+2,054 SH
ISHARES TR	ESG MSCI KLD 400	$4.0M	2.4%	33,362 SH	New
ISHARES TR	ESG OPTIMIZED	$915K	0.5%	6,927 SH	New
ISHARES TR	MSCI EAFE ETF	$337K	0.2%Prev: 0.2%	3,469 SH	Increased+651 SH
ISHARES TR	RUS 1000 ETF	$1.1M	0.6%Prev: 0.7%	3,057 SH	Increased+1,317 SH
ISHARES TR	RUS 1000 VAL ETF	$331K	0.2%Prev: 0.3%	1,551 SH	Increased-444 SH
ISHARES TR	RUS 2000 VAL ETF	$209K	0.1%	1,101 SH	New
ISHARES TR	RUS MID CAP ETF	$378K	0.2%Prev: 0.2%	3,890 SH	Increased+3,805 SH
ISHARES TR	RUSSELL 2000 ETF	$1.1M	0.7%Prev: 0.7%	4,495 SH	Increased-527 SH
ISHARES TR	RUSSELL 3000 ETF	$3.8M	2.2%Prev: 2.2%	10,154 SH	Increased+3,021 SH
ISHARES TR	US INDUSTRIALS	$243K	0.1%	1,646 SH	New
JOHNSON & JOHNSON	COM	$297K	0.2%Prev: 0.1%	1,215 SH	Increased+208 SH
JPMORGAN CHASE & CO	COM	$323K	0.2%	1,098 SH	New
MCKESSON CORP	COM	$324K	0.2%Prev: 0.2%	375 SH	Increased-297 SH
MERCK & CO INC	COM	$222K	0.1%Prev: 0.1%	1,847 SH	Increased+334 SH
MICROSOFT CORP	COM	$1.2M	0.7%Prev: 0.8%	3,253 SH	Increased-1,748 SH
NUSHARES ETF TR	NUVEEN ESG MIDCP	$300K	0.2%Prev: 0.2%	7,315 SH	Increased+1,625 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$411K	0.2%Prev: 0.2%	9,127 SH	Increased+5,209 SH
PEPSICO INC	COM	$379K	0.2%Prev: 0.3%	2,438 SH	Increased-424 SH
PROCTER & GAMBLE CO	COM	$697K	0.4%	4,825 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$835K	0.5%	18,283 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.1M	1.9%	43,691 SH	New
STARBUCKS CORP	COM	$304K	0.2%Prev: 0.1%	3,397 SH	Increased+3,098 SH
TOPBUILD COR	COM	$347K	0.2%	989 SH	New
UNION PAC CORP	COM	$215K	0.1%Prev: 0.1%	886 SH	Increased+650 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$636K	0.4%	8,107 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$15.4M	9.1%Prev: 8.5%	309,795 SH	Increased+151,726 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.2M	0.7%Prev: 0.7%	5,603 SH	Increased+493 SH
VANGUARD INDEX FDS	GROWTH ETF	$222K	0.1%Prev: 0.1%	508 SH	Increased-604 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.7M	1.6%Prev: 1.7%	9,003 SH	Increased-370 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$846K	0.5%Prev: 0.6%	4,590 SH	Increased-393 SH
VANGUARD INDEX FDS	MID CAP ETF	$9.7M	5.7%Prev: 5.9%	33,769 SH	Increased+1,300 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$324K	0.2%Prev: 0.2%	3,650 SH	Increased+1,092 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.8M	7.6%Prev: 7.9%	21,407 SH	Increased-9,188 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	0.6%Prev: 0.7%	4,989 SH	Increased+110 SH
VANGUARD INDEX FDS	SMALL CP ETF	$14.6M	8.6%Prev: 8.4%	55,739 SH	Increased+1,514 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$832K	0.5%Prev: 0.6%	2,753 SH	Increased-743 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$18.7M	11.1%Prev: 10.9%	58,279 SH	Increased-1,720 SH
VANGUARD INDEX FDS	VALUE ETF	$2.0M	1.2%Prev: 1.1%	10,353 SH	Increased+867 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$976K	0.6%Prev: 0.4%	12,993 SH	Increased+3,032 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	0.8%Prev: 0.7%	25,901 SH	Increased+4,846 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$310K	0.2%Prev: 0.4%	5,297 SH	Increased-5,592 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.9M	4.1%Prev: 4.3%	31,930 SH	Increased+7,471 SH
VANGUARD STAR FDS	VG TL INTL STK F	$7.4M	4.4%Prev: 3.5%	96,363 SH	Increased+21,421 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.8%Prev: 0.7%	20,949 SH	Increased+7,181 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	1.0%Prev: 1.0%	11,577 SH	Increased+5,667 SH
VANGUARD WORLD FD	CONSUM STP ETF	$219K	0.1%Prev: 0.1%	975 SH	Increased+41 SH
VANGUARD WORLD FD	ENERGY ETF	$553K	0.3%Prev: 0.1%	3,195 SH	Increased+1,661 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$1.1M	0.7%Prev: 0.5%	15,581 SH	Increased+2,723 SH
VANGUARD WORLD FD	ESG US STK ETF	$3.9M	2.3%Prev: 2.3%	34,352 SH	Increased+3,549 SH
VANGUARD WORLD FD	INF TECH ETF	$1.1M	0.7%Prev: 0.5%	1,574 SH	Increased-1,644 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$3.8M	2.3%Prev: 2.2%	16,133 SH	Increased+6,718 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$304K	0.2%Prev: 0.2%	2,100 SH	Increased-82 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$7.8M	4.6%Prev: 4.3%	21,112 SH	Increased-4,543 SH
VANGUARD WORLD FD	UTILITIES ETF	$580K	0.3%Prev: 0.2%	2,927 SH	Increased+1,416 SH
WALMART INC	COM	$592K	0.4%Prev: 0.3%	4,763 SH	Increased+3,442 SH

Sold (vs prior filing)

3M CO — $33
ABBVIE INC — $161
ACCENTURE PLC IRELAND — $1
ADOBE INC — $1
ADVANCED MICRO DEVICES INC — $1
AFLAC INC — $8
AGNICO EAGLE MINES LTD — $55
AIR PRODS & CHEMS INC — $20
ALCON AG — $4
ALLEGION PLC — $22
ALLSTATE CORP — $15
ALTRIA GROUP INC — $2
AMERICAN AIRLS GROUP INC — $1
AMERICAN ELEC PWR CO INC — $19
AMERICAN INTL GROUP INC — $1
AMERICAN TOWER CORP NEW — $37
AMERIPRISE FINL INC — $2
ANALOG DEVICES INC — $106
ARES CAPITAL CORP — $5
ASML HOLDING N V — $1
… and 190 more

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