13F-HR filed by McClarren Financial Advisors, Inc.
McClarren Financial Advisors, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-07, with 73 holding rows worth $153,683,491.
- Accession
- 0001214659-25-011634
- Filer
- CIK 1842974
- Filed
- 2025-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 73 entries on the cover page, a total value of $153,683,491 stated on the cover page (in dollars after the unit check, H1), rows summing to $153,683,491 with VALUE read as dollars as filed, 13F file number 028-20497. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 57,431 | $17,454,875 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 57,006 | $13,509,400 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 23,247 | $13,205,054 | dollars as filed | |
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 241,995 | $12,067,061 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 34,395 | $9,624,657 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 21,366 | $7,823,455 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 32,809 | $6,714,966 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 88,460 | $6,111,705 | dollars as filed | |
| Apple Inc | 037833100 | COM | 21,026 | $4,313,821 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 35,868 | $3,932,550 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 33,779 | $3,923,717 | dollars as filed | |
| MGC | 921910873 | COM | 16,737 | $3,764,594 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 10,544 | $3,701,018 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 61,790 | $3,006,074 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 9,325 | $2,660,337 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 23,127 | $2,328,644 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 4,106 | $2,265,243 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 9,939 | $1,756,580 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,333 | $1,658,103 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 12,152 | $1,619,974 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 19,450 | $1,456,632 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,145 | $1,331,803 | dollars as filed | |
| VWO | 922042858 | SHS | 23,911 | $1,182,622 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 20,184 | $1,150,680 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 5,706 | $1,099,609 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 3,166 | $1,074,960 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 4,805 | $1,036,769 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 5,249 | $1,023,646 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 7,225 | $977,600 | dollars as filed | |
| VGT | 92204A702 | SHS | 1,462 | $969,715 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 3,482 | $964,301 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 14,473 | $947,972 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,949 | $946,766 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 5,878 | $936,508 | dollars as filed | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 7,130 | $903,708 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 5,477 | $900,736 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 12,263 | $824,326 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 27,056 | $796,261 | dollars as filed | |
| GLOBAL X FDS | 37954Y889 | S&P 500 CATHOLIC | 10,498 | $792,076 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 5,795 | $782,515 | dollars as filed | |
| SPDW | 78463X889 | COM | 18,883 | $764,578 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,191 | $700,073 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 6,775 | $645,825 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 10,866 | $638,677 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 13,179 | $561,406 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,790 | $491,693 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,814 | $473,032 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,744 | $463,888 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 2,504 | $415,619 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 520 | $405,373 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 2,013 | $390,905 | dollars as filed | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 9,401 | $383,007 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 3,890 | $357,732 | dollars as filed | |
| NUSHARES ETF TR | 67092P409 | NUVEEN ESG MIDCP | 7,314 | $354,367 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 450 | $354,286 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,607 | $351,284 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 1,885 | $332,647 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,478 | $327,148 | dollars as filed | |
| SPDR S&P 500 ESG ETF | 78468R531 | SHS | 5,447 | $318,933 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,091 | $316,175 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 3,407 | $304,549 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 374 | $273,768 | dollars as filed | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 2,054 | $269,500 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 2,897 | $258,000 | dollars as filed | |
| TOPBUILD COR COM | 89055F103 | Stock | 739 | $239,244 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,338 | $237,402 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 1,635 | $232,727 | dollars as filed | |
| Dimensional US Large Cap Value ETF | 25434V666 | SHS | 7,144 | $221,611 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 683 | $220,382 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 887 | $220,304 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,393 | $212,711 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 886 | $203,851 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 4,882 | $201,761 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-25-011634 | this filing | 2025-08-07 | acceptance time not in the bulk data set |