Claro Advisors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Claro Advisors Inc. reported 533 stock positions worth $952.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 6.3% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 4.0%) and iShares Russell 1000 Value E (IWD, 3.5%). Compared with Q1 2026, it opened 65 new positions, sold out of 39, added to 231 and reduced 223. The biggest buy was iShares Russell 1000 Growth (IWF, shares +26%) and the biggest sale Exxon Mobil (XOM, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001764386
- Portfolio Value
- $952.8M (Q2 2026)
- SEC Filing
- 0001951757-26-001082 ↗ filed Jul 30, 2026
Holdings Value
Holdings 533 stocks · $952.8M
| VOO Vanguard S&P 500 ETF | 6.27% | 87,030 | $59.8M | Add +15.1% |
| IWF iShares Russell 1000 Growth | 3.97% | 304,531 | $37.8M | Add +25.7% |
| IWD iShares Russell 1000 Value E | 3.51% | 138,046 | $33.5M | Add +8.3% |
| VEA Vanguard Ftse Developed ETF | 3.11% | 415,569 | $29.6M | Reduce -2.8% |
| AAPL Apple Inc. | 2.97% | 97,879 | $28.3M | Add +0.3% |
| NVDA Nvidia Corp. | 2.50% | 119,059 | $23.8M | Add +0.2% |
| AMZN Amazon.com Inc. | 2.18% | 87,023 | $20.7M | Reduce -0.8% |
| MSFT Microsoft Corp. | 2.08% | 53,155 | $19.8M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.99% | 25,691 | $18.9M | Reduce -1.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.90% | 392,139 | $18.1M | Add +15.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.86% | 260,533 | $17.7M | Add +9.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.65% | 21,062 | $15.7M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 1.63% | 20,715 | $15.5M | Reduce -0.6% |
| CORO Ish Intl CTRY Rot Act ETF | 1.41% | 368,231 | $13.5M | Reduce -22.1% |
| JPM JPMorgan Chase & Co. | 1.39% | 40,391 | $13.2M | Reduce -0.2% |
| FTEC Fidelity MSCI Info Tech Indx | 1.26% | 42,104 | $12.0M | Add +12.1% |
| GOOGL Alphabet Inc. Class A | 1.25% | 33,305 | $11.9M | Add +0.6% |
| AVGO Broadcom Inc. | 1.17% | 29,493 | $11.1M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 1.11% | 30,020 | $10.6M | Add +1.8% |
| VWO Vanguard Ftse Emerging Marke | 1.05% | 168,361 | $10.0M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 1.03% | 17,469 | $9.8M | Add +4.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 25,579 | $9.5M | Reduce -1.9% |
| IEMG iShares Core MSCI Emerging | 0.92% | 105,745 | $8.8M | Reduce -2.2% |
| KLAC KLA Corp. | 0.83% | 26,073 | $7.9M | Add +0.2% |
| SCHG Schwab US Large-Cap Growth | 0.80% | 226,006 | $7.6M | Add +2.2% |
| SMH Vaneck Semiconductor ETF | 0.78% | 11,376 | $7.5M | Add +24.5% |
| RDVY First Trust Rising Dividend | 0.72% | 84,343 | $6.8M | Add +5.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.71% | 19,867 | $6.8M | Reduce -21.0% |
| THRO iShares U.S. Thematic Rotati | 0.71% | 156,963 | $6.8M | Reduce -17.7% |
| TSLA Tesla Inc. | 0.66% | 15,015 | $6.3M | Add +3.4% |
| ABBV Abbvie Inc. | 0.61% | 23,282 | $5.9M | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.60% | 22,661 | $5.8M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.58% | 18,383 | $5.6M | Reduce -2.2% |
| CSCO Cisco Systems Inc. | 0.57% | 46,472 | $5.5M | Reduce -2.7% |
| JEPI JPMorgan Equity Premium Inco | 0.55% | 93,290 | $5.3M | Add +9.2% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.53% | 100,121 | $5.0M | New |
| SHLD Global X Defense Tech ETF | 0.53% | 84,077 | $5.0M | Add +25.9% |
| ITOT iShares Core S&P Total U.S. | 0.52% | 30,427 | $5.0M | Reduce -0.6% |
| OEF iShares S&P 100 ETF | 0.51% | 13,217 | $4.8M | Reduce -1.3% |
| WMT Walmart Inc. | 0.50% | 42,134 | $4.8M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.49% | 3,896 | $4.7M | Add +3.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.49% | 47,863 | $4.6M | Reduce -6.5% |
| IJH iShares Core S&P Midcap ETF | 0.48% | 59,933 | $4.6M | Add +4.6% |
| FV First Trust DW Focus 5 Fund | 0.48% | 60,464 | $4.6M | Reduce -0.7% |
| GLDM SPDR Gold Minishares Trust | 0.47% | 56,739 | $4.5M | Add +0.0% |
| QUAL iShares MSCI USA Quality Fac | 0.45% | 19,686 | $4.3M | Reduce -56.8% |
| HD Home Depot Inc. | 0.44% | 11,941 | $4.2M | Reduce -2.7% |
| TLH iShares 10-20 Year Treasury | 0.43% | 40,995 | $4.1M | Add +8.5% |
| SCHR Schwab Intermediate-Term US | 0.42% | 161,338 | $4.0M | Add +26.0% |
| HUBS HubSpot Inc. | 0.40% | 20,974 | $3.8M | Reduce -15.9% |
| GBTC Grayscale Bitcoin Trust ETF | 0.40% | 82,836 | $3.8M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.39% | 25,247 | $3.7M | Reduce -7.5% |
| IALT Ishrs SYS Alt Act ETF | 0.37% | 124,367 | $3.5M | New |
| SGOV iShares 0-3 Month Treasury B | 0.37% | 34,632 | $3.5M | Reduce -5.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.36% | 37,673 | $3.4M | Add +0.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.35% | 71,102 | $3.3M | Add +7.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.34% | 67,687 | $3.3M | Add +9.4% |
| PANW Palo Alto Networks Inc. | 0.34% | 9,413 | $3.2M | Reduce -4.8% |
| PFG Principal Financial Group | 0.33% | 29,358 | $3.2M | Add +0.8% |
| MCD McDonald's Corp. | 0.32% | 11,127 | $3.0M | Reduce -2.6% |
| IWM iShares Russell 2000 ETF | 0.30% | 9,479 | $2.8M | Reduce -3.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.29% | 54,625 | $2.8M | Add +2.9% |
| BAC Bank of America Corp. | 0.29% | 48,271 | $2.8M | Add +3.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.29% | 52,261 | $2.7M | Add +13.2% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.27% | 52,474 | $2.6M | Reduce -16.8% |
| ETN Eaton Corp. PLC | 0.27% | 6,129 | $2.6M | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 4,879 | $2.4M | Add +11.6% |
| AMAT Applied Materials Inc. | 0.25% | 3,330 | $2.4M | Add +1.9% |
| TRV The Travelers Cos Inc. | 0.25% | 7,200 | $2.4M | Add +0.8% |
| MUB iShares National Muni Bond E | 0.24% | 21,485 | $2.3M | Add +3.6% |
| V Visa Inc. Class A | 0.24% | 6,689 | $2.3M | Reduce -1.8% |
| IWP iShares Russell Mid-Cap Grow | 0.24% | 15,575 | $2.3M | Add +2.3% |
| COST Costco Wholesale Corp. | 0.24% | 2,430 | $2.3M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.24% | 3,874 | $2.3M | Add +25.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 14,627 | $2.2M | Add +0.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 2,825 | $2.2M | Add +7.5% |
| NFLX Netflix Inc. | 0.22% | 29,845 | $2.1M | Reduce -0.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.22% | 16,771 | $2.1M | Add +0.2% |
| XLI SS Industrial Select Sector | 0.22% | 11,349 | $2.1M | Add +1.9% |
| XLG Invesco S&P 500 Top 50 ETF | 0.22% | 33,910 | $2.1M | Add +2.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.21% | 38,412 | $2.0M | Reduce -22.3% |
| CAIE Calamos Autocallable Inc. ETF | 0.21% | 73,881 | $2.0M | Add +3.2% |
| IAU iShares Gold Trust | 0.21% | 26,312 | $2.0M | Add +14.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.21% | 38,948 | $2.0M | Reduce -6.0% |
| GLW Corning Inc. | 0.20% | 7,314 | $1.9M | Add +1.5% |
| MCK McKesson Corp. | 0.19% | 2,390 | $1.8M | Reduce -0.6% |
| DGRO iShares Core Dividend Growth | 0.19% | 23,609 | $1.8M | Add +24.6% |
| PZA Invesco National Amt-Free Mu | 0.19% | 75,735 | $1.8M | Add +22.6% |
| SCHF Schwab Intl Equity ETF | 0.19% | 64,306 | $1.8M | Add +6.7% |
| AEP American Electric Power | 0.19% | 12,994 | $1.8M | Add +0.7% |
| PEP Pepsico Inc. | 0.19% | 13,054 | $1.8M | Reduce -0.8% |
| CB Chubb Ltd. | 0.18% | 5,130 | $1.7M | Add +0.5% |
| PBFR Pgim La S&P 500 BUF20 ETF-US | 0.18% | 56,299 | $1.7M | Add +33.9% |
| ORCL Oracle Corp. | 0.18% | 11,732 | $1.7M | Add +7.1% |
| FVD First Trust Value Line DVD | 0.18% | 35,543 | $1.7M | Reduce -10.5% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.18% | 6,249 | $1.7M | Reduce -19.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 19,539 | $1.7M | No change |
| MU Micron Technology Inc. | 0.17% | 1,439 | $1.7M | Add +12.9% |
| BDYN iShares DYN Act ETF | 0.17% | 59,745 | $1.7M | Reduce -5.4% |
| KO The Coca-Cola Co. | 0.17% | 20,186 | $1.6M | Add +5.2% |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -92.1% | 0.05% | −0.84 |
| QUAL iShares MSCI USA Quality Fac | Reduce -56.8% | 0.45% | −0.60 |
| CORO Ish Intl CTRY Rot Act ETF | Reduce -22.1% | 1.41% | −0.42 |
| HUBS HubSpot Inc. | Reduce -15.9% | 0.40% | −0.33 |
| TD Toronto-Dominion Bank | Reduce -91.3% | 0.03% | −0.30 |
| HON Honeywell International Inc. | Reduce -2.6% | 0.16% | −0.22 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.8% | 3.11% | −0.19 |
| WMT Walmart Inc. | Reduce -1.1% | 0.50% | −0.14 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.0% | 0.40% | −0.13 |
| NFLX Netflix Inc. | Reduce -0.3% | 0.22% | −0.12 |
| THRO iShares U.S. Thematic Rotati | Reduce -17.7% | 0.71% | −0.12 |
| MCD McDonald's Corp. | Reduce -2.6% | 0.32% | −0.11 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -16.8% | 0.27% | −0.10 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -22.3% | 0.21% | −0.10 |
| GLD SPDR Gold Shares | Reduce -22.8% | 0.12% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -7.5% | 0.39% | −0.09 |
| SGOV iShares 0-3 Month Treasury B | Reduce -5.1% | 0.37% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.5% | 0.49% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -5.8% | 0.14% | −0.06 |
| MCK McKesson Corp. | Reduce -0.6% | 0.19% | −0.06 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.8% | 1.05% | −0.06 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.19% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 0.24% | −0.05 |
| DIS The Walt Disney Co. | Reduce -18.5% | 0.13% | −0.05 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.05 |
| BITW Bitwise 10 Crypto Index ETF | Reduce -4.2% | 0.12% | −0.05 |
| BITB Bitwise Bitcoin ETF | Reduce -8.0% | 0.11% | −0.05 |
| SDG Ish MSCI Glob Sust Deve Goal | Sold out | 0.00% | −0.05 |
| BALT Inn Defined Wealth Shield | Reduce -24.9% | 0.10% | −0.05 |
| FXU First Trust Utilities Alphad | Sold out | 0.00% | −0.05 |
| ZALT Innovator US Eq 10 Buffer | Reduce -18.7% | 0.14% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 1.39% | −0.05 |
| FVD First Trust Value Line DVD | Reduce -10.5% | 0.18% | −0.05 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.04 |
| HD Home Depot Inc. | Reduce -2.7% | 0.44% | −0.04 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -19.9% | 0.18% | −0.04 |
| MISL First Trust Indxx Aero & Def | Sold out | 0.00% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -25.7% | 0.07% | −0.04 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.04 |
| BUG Global X Cybersecurity ETF | Sold out | 0.00% | −0.04 |
| FXO First Trust Financial Alphad | Sold out | 0.00% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.1% | 0.15% | −0.04 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -54.9% | 0.02% | −0.04 |
| CSGS CSG Systems Intl Inc. | Sold out | 0.00% | −0.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.04 |
| EPAM Epam Systems Inc. | Reduce -4.7% | 0.03% | −0.04 |
| ETHW Bitwise Ethereum ETF | Reduce -0.9% | 0.06% | −0.03 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.03 |
| ETW Eaton Vance T/M GLBL Buy-WR | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| IWF iShares Russell 1000 Growth | Add +25.7% | 3.97% | +0.86 |
| VOO Vanguard S&P 500 ETF | Add +15.1% | 6.27% | +0.83 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.53% | +0.53 |
| IALT Ishrs SYS Alt Act ETF | New | 0.37% | +0.37 |
| KLAC KLA Corp. | Add +0.2% | 0.83% | +0.36 |
| SMH Vaneck Semiconductor ETF | Add +24.5% | 0.78% | +0.36 |
| FTEC Fidelity MSCI Info Tech Indx | Add +12.1% | 1.26% | +0.32 |
| IWD iShares Russell 1000 Value E | Add +8.3% | 3.51% | +0.23 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +9.4% | 1.86% | +0.19 |
| AMD Advanced Micro Devices | Add +25.1% | 0.24% | +0.16 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.14% | +0.14 |
| CAGE Calamos Autocalla Gro ETF | New | 0.12% | +0.12 |
| MU Micron Technology Inc. | Add +12.9% | 0.17% | +0.12 |
| AMAT Applied Materials Inc. | Add +1.9% | 0.25% | +0.12 |
| GTO Invesco Total Return Bond Et | New | 0.12% | +0.12 |
| SPCX Space Exploration Techn Class A | New | 0.11% | +0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +7.5% | 0.23% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 1.25% | +0.10 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.10% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 1.11% | +0.09 |
| AVGO Broadcom Inc. | Add +1.7% | 1.17% | +0.09 |
| GLW Corning Inc. | Add +1.5% | 0.20% | +0.08 |
| LLY Eli Lilly & Co. | Add +3.4% | 0.49% | +0.07 |
| TLTI Neos Enh Ic 20+YR Tre BD ETF | New | 0.07% | +0.07 |
| RDVY First Trust Rising Dividend | Add +5.9% | 0.72% | +0.06 |
| QTEC First Trust Nasdq 100 Tech I | New | 0.06% | +0.06 |
| LRCX Lam Research Corp. | Add +6.3% | 0.13% | +0.06 |
| IEF iShares 7-10 Year Treasury B | New | 0.06% | +0.06 |
| DELL Dell Technologies -C | Add +40.3% | 0.09% | +0.06 |
| FXL First Trust Technology Alpha | New | 0.05% | +0.05 |
| SCHZ Schwab US Aggregate Bond ETF | Add +72.3% | 0.16% | +0.05 |
| STX Seagate Technology Holdings | New | 0.05% | +0.05 |
| TFI SS SPDR N Ice Muni Bond ETF | New | 0.05% | +0.05 |
| ARM Arm Holdings PLC-ADR | New | 0.05% | +0.05 |
| BFLX Ishrs FLX Eq Act ETF | New | 0.05% | +0.05 |
| SCHO Schwab Short-Term US Treas | New | 0.04% | +0.04 |
| FTXR First Trust Nasdaq Transport | New | 0.04% | +0.04 |
| FBT First Trust Nyse Arca Biotec | New | 0.04% | +0.04 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.04% | +0.04 |
| DDOG Datadog Inc. Class A | New | 0.04% | +0.04 |
| FTNT Fortinet Inc. | New | 0.04% | +0.04 |
| MRVL Marvell Technology Inc. | New | 0.04% | +0.04 |
| KMLM Kraneshares MT LC MN FT Id S | New | 0.04% | +0.04 |
| ITM Vaneck Intermediate Muni ETF | New | 0.04% | +0.04 |
| AXP American Express Co. | Add +51.6% | 0.11% | +0.04 |
| TQQQ Proshares Ultrapro QQQ | New | 0.04% | +0.04 |
| SNDK Sandisk Corp. | New | 0.03% | +0.03 |
| PBFR Pgim La S&P 500 BUF20 ETF-US | Add +33.9% | 0.18% | +0.03 |
| TXN Texas Instruments Inc. | New | 0.03% | +0.03 |
| SCHR Schwab Intermediate-Term US | Add +26.0% | 0.42% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 533 | $952.8M | VOO, IWF, IWD, VEA, AAPL |
| Q1 2026 | 506 | $830.1M | VOO, VEA, IWD, IWF, AAPL |
| Q4 2025 | 417 | $733.7M | VOO, IWF, IWD, AAPL, MSFT |
| Q3 2025 | 396 | $685.3M | VOO, IWF, AAPL, MSFT, IWD |
| Q2 2025 | 372 | $605.7M | VOO, MSFT, IWF, AAPL, IWD |
| Q1 2025 | 510 | $747.3M | KVYO, VOO, AAPL, SPY, IWF |
| Q4 2024 | 485 | $738.9M | KVYO, AAPL, VOO, IWF, MSFT |
| Q3 2024Amended | 510 | $772.4M | KVYO, AAPL, VOO, SPY, MSFT |
| Q2 2024 | 426 | $639.2M | KVYO, AAPL, VOO, SPY, MSFT |
| Q1 2024 | 418 | $574.6M | SPY, KVYO, MSFT, AAPL, VOO |