Institutional Fund
Mcclarren Financial Advisors, Inc.
State College, PACIK 18429745 filings on record
Portfolio Value
$168.88M
Q1 2026
Holdings
79
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+0.8%
from $167.58M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds11.1%
- Vanguard Bd Index Fds9.1%
- Vanguard Index Fds8.6%
- Vanguard Index Fds7.6%
- Vanguard Index Fds5.7%
- Vanguard World Fd4.6%
- Other53.2%
Portfolio Holdings
79 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 58.3K | $18.70M | 11.1% | −8.1K | Reduced |
| 2 | Vanguard Bd Index Fds | 309.8K | $15.42M | 9.1% | +230.0K | Added |
| 3 | Vanguard Index Fds | 55.7K | $14.60M | 8.6% | +91 | Added |
| 4 | Vanguard Index Fds | 21.4K | $12.79M | 7.6% | −36.2K | Reduced |
| 5 | Vanguard Index Fds | 33.8K | $9.70M | 5.7% | −5.8K | Reduced |
| 6 | Vanguard World Fd | 21.1K | $7.76M | 4.6% | −16.7K | Reduced |
| 7 | Vanguard Star Fds | 96.4K | $7.43M | 4.4% | +73.4K | Added |
| 8 | Vanguard Specialized Funds | 31.9K | $6.87M | 4.1% | +13.4K | Added |
| 9 | Apple Inc | 20.7K | $5.26M | 3.1% | +11.1K | Added |
| 10 | Ishares Tr | 95.8K | $4.64M | 2.7% | +89.6K | Added |
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