McClarren Financial Advisors, Inc. - Portfolio overview

McClarren Financial Advisors, Inc. has 82 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 11.01%
2. VUSB - VANGUARD BD INDEX FDS, 9.08%
3. VB - VANGUARD INDEX FDS, 8.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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