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Disclosery

Claro Advisors Inc.

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13F filer, CIK 1764386, BOSTON, MA

Claro Advisors Inc. reported $830,119,370 across 506 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-21. Its ten largest share positions make up 28.91% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000657

Period
2026-03-31
Reported value
$830M
Holdings
506
Top 10 weight
28.91%
New
121
Sold out
33

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEAadded+414,670$26.6M
COROnew+472,905$15.2M
VWOnew+171,362$9.26M
VOOadded+12,863$7.69M
HUBSnew+24,928$6.08M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MGCreduced-37,627-$8.89M
IEMGreduced-58,406-$4.07M
DYNFreduced-60,352-$3.51M
EFVreduced-25,124-$1.87M
IAUreduced-20,139-$1.78M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000657, largest first. % of portfolio is the value over $830,119,370, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,811 shares 11,811$103K0.01%newTimeline
ADTADT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,778 shares; 2025Q1: 14,975 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,663 shares 13,663$89.8K0.01%newTimeline
EPSNEPSILON ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,528 shares; 2026Q1: 13,298 shares 13,298$81.9K0.01%+1,770Timeline
RZLVREZOLVE AI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,842 shares; 2026Q1: 19,848 shares 19,848$50.8K0.01%+6,006Timeline
ZONEZONE FRONTIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,475 shares; 2025Q4: 68,275 shares; 2026Q1: 123,275 shares 123,275$43.9K0.01%+55,000Timeline
AUTLAUTOLUS THERAPEUTICS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares 12,500$17.2K<0.01%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
RKLBROCKET LAB CORP20,087$1.4Mshares
HYHGPROSHARES TR12,536$807Kshares
PHYLPGIM ETF TR21,861$776Kshares
EMLPFIRST TR EXCHANGE-TRADED FD18,955$718Kshares
HIMUBLACKROCK ETF TRUST II10,416$507Kshares
CHEWY INCCHEWY INC11,000$364Kcall
XLVSELECT SECTOR SPDR TR2,287$354Kshares
DASHDOORDASH INC1,430$324Kshares
BNDWVANGUARD SCOTTSDALE FDS4,174$287Kshares
XLYSELECT SECTOR SPDR TR2,291$274Kshares
IEVISHARES TR3,960$272Kshares
WBDWARNER BROS DISCOVERY INC9,358$270Kshares
EMBISHARES TR2,686$259Kshares
CMGCHIPOTLE MEXICAN GRILL INC6,558$243Kshares
DSEPFIRST TR EXCHNG TRADED FD VI5,085$228Kshares
BIDUBAIDU INC1,726$226Kshares
ILMNILLUMINA INC1,686$221Kshares
VYMVANGUARD WHITEHALL FDS1,541$221Kshares
REETISHARES TR8,778$219Kshares
IVLUISHARES TR5,702$217Kshares
XYZBLOCK INC3,332$217Kshares
GQINATIXIS ETF TR3,767$215Kshares
ADPAUTOMATIC DATA PROCESSING IN817$210Kshares
CHYMCHIME FINL INC8,346$210Kshares
BDXBECTON DICKINSON & CO1,069$207Kshares
MUNIPIMCO ETF TR3,954$207Kshares
TEAMATLASSIAN CORPORATION1,268$206Kshares
FIGFIGMA INC5,500$206Kshares
CNCCENTENE CORP DEL4,989$205Kshares
DDOGDATADOG INC1,498$204Kshares
BKNGBOOKING HOLDINGS INC38$204Kshares
SPGIS&P GLOBAL INC385$201Kshares
NXDTNEXPOINT DIVERSIFIED REL ET11,377$43.6Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-000657 base2026-04-21acceptance time not in the bulk data set