McClarren Financial Advisors, Inc.

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

Import this data to Google Sheets with:

=jivedata("mcclarren-financial-advisors-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $193.5M84 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$844K	0.4%Prev: 0.3%	2,361 SH	Increased-429 SH
ALPHABET INC	CAP STK CL C	$473K	0.2%Prev: 0.2%	1,339 SH	Increased+1 SH
AMAZON COM INC	COM	$743K	0.4%Prev: 0.5%	3,117 SH	Increased-74 SH
AMGEN INC	COM	$227K	0.1%	627 SH	New
APPLE INC	COM	$6.0M	3.1%Prev: 2.8%	20,750 SH	Increased-276 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$974K	0.5%Prev: 0.6%	1,947 SH	Increased-2 SH
BROADCOM INC	COM	$201K	0.1%	533 SH	New
CATERPILLAR INC	COM	$251K	0.1%	236 SH	New
CISCO SYS INC	COM	$207K	0.1%	1,758 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$392K	0.2%	8,695 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$247K	0.1%	6,637 SH	New
DIMENSIONAL ETF TRUST	US LARG VALU ETF	$530K	0.3%	10,976 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.5M	0.8%	33,409 SH	New
DISNEY WALT CO	COM	$355K	0.2%Prev: 0.3%	3,685 SH	Decreased-129 SH
ELI LILLY & CO	COM	$624K	0.3%Prev: 0.3%	520 SH	Increased
GLOBAL X FDS	S&P 500 CATHOLIC	$725K	0.4%Prev: 0.5%	8,196 SH	Decreased-2,302 SH
HERSHEY CO	COM	$405K	0.2%Prev: 0.3%	2,307 SH	Decreased-197 SH
INVESCO QQQ TR	UNIT SER 1	$3.1M	1.6%Prev: 1.5%	4,191 SH	Increased+85 SH
ISHARES TR	0-3 MTH TREASURY	$4.1M	2.1%	40,692 SH	New
ISHARES TR	CORE 1 5 YR USD	$5.0M	2.6%Prev: 2.0%	102,766 SH	Increased+40,976 SH
ISHARES TR	CORE S&P TTL STK	$940K	0.5%Prev: 0.5%	5,720 SH	Increased-75 SH
ISHARES TR	CORE S&P500 ETF	$1.6M	0.8%Prev: 0.9%	2,150 SH	Increased+5 SH
ISHARES TR	ESG AWARE MSCI	$274K	0.1%Prev: 0.1%	4,904 SH	Increased+22 SH
ISHARES TR	ESG AWR MSCI USA	$1.4M	0.7%Prev: 0.6%	8,481 SH	Increased+1,256 SH
ISHARES TR	ESG MSCI KLD ETF	$4.9M	2.5%	34,476 SH	New
ISHARES TR	ESG OPTIMIZED	$1.1M	0.6%Prev: 0.6%	6,935 SH	Increased-195 SH
ISHARES TR	MSCI EAFE ETF	$366K	0.2%Prev: 0.2%	3,523 SH	Increased+116 SH
ISHARES TR	RUS 1000 ETF	$1.2M	0.6%Prev: 0.7%	2,970 SH	Increased-196 SH
ISHARES TR	RUS 1000 VAL ETF	$377K	0.2%Prev: 0.3%	1,554 SH	Decreased-459 SH
ISHARES TR	RUS 2000 VAL ETF	$244K	0.1%	1,102 SH	New
ISHARES TR	RUS MID CAP ETF	$429K	0.2%Prev: 0.2%	3,890 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$1.3M	0.7%Prev: 0.7%	4,362 SH	Increased-443 SH
ISHARES TR	RUSSELL 3000 ETF	$4.3M	2.2%Prev: 2.4%	10,165 SH	Increased-379 SH
ISHARES TR	US AER DEF ETF	$200K	0.1%	827 SH	New
ISHARES TR	US INDUSTRIALS	$275K	0.1%Prev: 0.2%	1,648 SH	Increased+13 SH
JOHNSON & JOHNSON	COM	$309K	0.2%Prev: 0.1%	1,217 SH	Increased-176 SH
JPMORGAN CHASE & CO	COM	$360K	0.2%	1,101 SH	New
MCKESSON CORP	COM	$283K	0.1%Prev: 0.2%	375 SH	Increased+1 SH
MERCK & CO INC	COM	$239K	0.1%	1,857 SH	New
MICROSOFT CORP	COM	$1.2M	0.6%Prev: 1.1%	3,254 SH	Decreased-79 SH
NUSHARES ETF TR	NUVEEN ESG MIDCP	$352K	0.2%Prev: 0.2%	7,494 SH	Decreased+180 SH
NUSHARES ETF TR	NUVEEN ESG MIDVL	$228K	0.1%	5,235 SH	New
NUSHARES ETF TR	NUVEEN ESG SMLCP	$491K	0.3%Prev: 0.2%	9,413 SH	Increased+12 SH
PEPSICO INC	COM	$330K	0.2%Prev: 0.2%	2,440 SH	Increased-38 SH
PROCTER & GAMBLE CO	COM	$701K	0.4%	4,783 SH	New
ROCKWELL AUTOMATION INC	COM	$250K	0.1%	505 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$897K	0.5%	17,802 SH	New
SPDR SERIES TRUST	SPDR S&P 500 ESG	$400K	0.2%	5,490 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$846K	0.4%	7,111 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$1.6M	0.8%	18,014 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$618K	0.3%	10,713 SH	New
STARBUCKS CORP	COM	$349K	0.2%	3,414 SH	New
UNION PAC CORP	COM	$241K	0.1%Prev: 0.1%	886 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$630K	0.3%	8,089 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$16.5M	8.5%Prev: 7.9%	330,616 SH	Increased+88,621 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.4M	0.7%Prev: 0.7%	5,571 SH	Increased-135 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.1M	1.6%Prev: 1.7%	9,003 SH	Increased-322 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$932K	0.5%Prev: 0.6%	4,718 SH	Increased-759 SH
VANGUARD INDEX FDS	MID CAP ETF	$11.1M	5.7%Prev: 6.3%	138,074 SH	Increased+103,679 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$350K	0.2%Prev: 0.2%	3,624 SH	Increased+727 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$15.9M	8.2%Prev: 8.6%	23,156 SH	Increased-91 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.2M	0.6%Prev: 0.7%	4,825 SH	Increased-424 SH
VANGUARD INDEX FDS	SMALL CP ETF	$16.8M	8.7%Prev: 8.8%	55,545 SH	Increased-1,461 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$865K	0.4%Prev: 0.6%	2,366 SH	Decreased-1,116 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$20.9M	10.8%Prev: 11.4%	56,550 SH	Increased-881 SH
VANGUARD INDEX FDS	VALUE ETF	$2.4M	1.2%Prev: 1.1%	10,997 SH	Increased+1,058 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.0M	0.5%Prev: 0.5%	12,174 SH	Increased-89 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.6M	0.8%Prev: 0.8%	25,997 SH	Increased+2,086 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$317K	0.2%Prev: 0.4%	5,439 SH	Decreased-5,427 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$208K	0.1%	1,710 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$7.5M	3.9%Prev: 4.4%	31,556 SH	Increased-1,253 SH
VANGUARD STAR FDS	VG TL INTL STK F	$8.9M	4.6%Prev: 4.0%	104,432 SH	Increased+15,972 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	0.8%Prev: 0.7%	20,877 SH	Increased+693 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.9M	1.0%Prev: 1.1%	11,729 SH	Increased-423 SH
VANGUARD WORLD FD	CONSUM STP ETF	$221K	0.1%	980 SH	New
VANGUARD WORLD FD	ENERGY ETF	$468K	0.2%	3,115 SH	New
VANGUARD WORLD FD	ESG INTL STK ETF	$1.6M	0.8%Prev: 0.6%	19,728 SH	Increased+5,255 SH
VANGUARD WORLD FD	ESG US STK ETF	$4.1M	2.1%Prev: 2.6%	31,290 SH	Increased-4,578 SH
VANGUARD WORLD FD	INF TECH ETF	$1.5M	0.8%Prev: 0.6%	12,607 SH	Increased+11,145 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$4.3M	2.2%Prev: 2.4%	15,774 SH	Increased-963 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$344K	0.2%Prev: 0.2%	2,107 SH	Increased+53 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$9.3M	4.8%Prev: 5.1%	106,151 SH	Increased+84,785 SH
VANGUARD WORLD FD	UTILITIES ETF	$567K	0.3%Prev: 0.2%	2,896 SH	Increased+1,011 SH
WALMART INC	COM	$541K	0.3%Prev: 0.3%	4,780 SH	Increased+36 SH

Sold (vs prior filing)

CONSTELLATION ENERGY CORP — $220K
DIMENSIONAL ETF TRUST — $222K
DIMENSIONAL ETF TRUST — $796K
INTUIT — $354K
ISHARES TR — $2.3M
ISHARES TR — $3.9M
JPMORGAN CHASE & CO. — $316K
ORACLE CORP — $351K
PROCTER AND GAMBLE CO — $937K
SPDR INDEX SHS FDS — $765K
SPDR SERIES TRUST — $1.5M
SPDR SERIES TRUST — $561K
SPDR SERIES TRUST — $646K
SPDR SERIES TRUST — $319K
TOPBUILD CORP — $239K
VANGUARD WORLD FD — $220K

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