Institutional Fund
Claro Advisors Inc.
Boston, MACIK 17643865 filings on record
Portfolio Value
$830.12M
Q1 2026
Holdings
506
Reported positions
New Buys
121
Opened this quarter
QoQ Change
+13.1%
from $733.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds5.4%
- Vanguard Tax-Managed Fds3.3%
- Ishares Tr3.3%
- Ishares Tr3.1%
- Apple Inc3.0%
- Nvidia Corporation2.5%
- Other79.4%
Portfolio Holdings
506 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 75.6K | $45.19M | 5.4% | +12.9K | Added |
| 2 | Vanguard Tax-Managed Fds | 427.6K | $27.40M | 3.3% | +414.7K | Added |
| 3 | Ishares Tr | 127.5K | $27.24M | 3.3% | −2.5K | Reduced |
| 4 | Ishares Tr | 60.6K | $25.83M | 3.1% | +206 | Added |
| 5 | Apple Inc | 97.6K | $24.78M | 3.0% | +8.8K | Added |
| 6 | Nvidia Corporation | 118.9K | $20.73M | 2.5% | +15.1K | Added |
| 7 | Microsoft Corp | 52.8K | $19.56M | 2.4% | +10.8K | Added |
| 8 | Amazon Com Inc | 87.7K | $18.26M | 2.2% | +22.9K | Added |
| 9 | Ishares Tr | 341.1K | $15.75M | 1.9% | +35.3K | Added |
| 10 | Blackrock ETF Trust | 472.9K | $15.21M | 1.8% | +472.9K | New |
496 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio