Claro Advisors Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Claro Advisors Inc. reported 506 stock positions worth $830.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 5.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 3.3%) and iShares Russell 1000 Value E (IWD, 3.3%). Compared with Q4 2025, it opened 121 new positions, sold out of 32, added to 244 and reduced 123. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +3198%) and the biggest sale Vngrd Mrngstr MG Cap ETF-Usd (MGC, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001764386
- Portfolio Value
- $830.1M (Q1 2026)
- SEC Filing
- 0001951757-26-000657 ↗ filed Apr 21, 2026
Holdings Value
Holdings 506 stocks · $830.1M
| VOO Vanguard S&P 500 ETF | 5.44% | 75,632 | $45.2M | Add +20.5% |
| VEA Vanguard Ftse Developed ETF | 3.30% | 427,636 | $27.4M | Add +3198.1% |
| IWD iShares Russell 1000 Value E | 3.28% | 127,488 | $27.2M | Reduce -1.9% |
| IWF iShares Russell 1000 Growth | 3.11% | 60,568 | $25.8M | Add +0.3% |
| AAPL Apple Inc. | 2.98% | 97,621 | $24.8M | Add +9.9% |
| NVDA Nvidia Corp. | 2.50% | 118,854 | $20.7M | Add +14.5% |
| MSFT Microsoft Corp. | 2.36% | 52,848 | $19.6M | Add +25.7% |
| AMZN Amazon.com Inc. | 2.20% | 87,685 | $18.3M | Add +35.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.90% | 341,084 | $15.8M | Add +11.5% |
| CORO Ish Intl CTRY Rot Act ETF | 1.83% | 472,905 | $15.2M | New |
| QQQ Invesco QQQ Trust Series 1 | 1.82% | 26,121 | $15.1M | Add +3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.68% | 21,427 | $13.9M | Reduce -3.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.67% | 238,054 | $13.8M | Reduce -20.2% |
| IVV iShares Core S&P 500 ETF | 1.64% | 20,844 | $13.6M | Add +8.7% |
| JPM JPMorgan Chase & Co. | 1.43% | 40,463 | $11.9M | Add +4.8% |
| META Meta Platforms Inc. Class A | 1.15% | 16,751 | $9.6M | Add +9.7% |
| GOOGL Alphabet Inc. Class A | 1.15% | 33,119 | $9.5M | Add +15.3% |
| VWO Vanguard Ftse Emerging Marke | 1.12% | 171,362 | $9.3M | New |
| AVGO Broadcom Inc. | 1.08% | 28,996 | $9.0M | Add +14.5% |
| QUAL iShares MSCI USA Quality Fac | 1.05% | 45,601 | $8.7M | Reduce -6.2% |
| GOOG Alphabet Inc. Class C | 1.02% | 29,482 | $8.5M | Add +12.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.01% | 26,088 | $8.4M | Add +75.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.94% | 37,560 | $7.8M | Add +2.5% |
| IEMG iShares Core MSCI Emerging | 0.91% | 108,153 | $7.5M | Reduce -35.1% |
| XOM Exxon Mobil Corp. | 0.89% | 43,334 | $7.4M | Add +3.8% |
| THRO iShares U.S. Thematic Rotati | 0.83% | 190,798 | $6.9M | Add +2.9% |
| SCHG Schwab US Large-Cap Growth | 0.78% | 221,094 | $6.4M | Add +0.1% |
| HUBS HubSpot Inc. | 0.73% | 24,928 | $6.1M | New |
| MTUM iShares MSCI USA Momentum Fa | 0.73% | 25,147 | $6.0M | Add +4.3% |
| JNJ Johnson & Johnson | 0.67% | 22,592 | $5.5M | Add +4.5% |
| RDVY First Trust Rising Dividend | 0.65% | 79,618 | $5.4M | Add +0.6% |
| TSLA Tesla Inc. | 0.65% | 14,524 | $5.4M | Add +18.3% |
| WMT Walmart Inc. | 0.64% | 42,597 | $5.3M | Add +15.5% |
| GLDM SPDR Gold Minishares Trust | 0.63% | 56,736 | $5.3M | New |
| ABBV Abbvie Inc. | 0.61% | 23,390 | $5.1M | Add +8.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.59% | 18,800 | $4.9M | Add +3.0% |
| JEPI JPMorgan Equity Premium Inco | 0.58% | 85,461 | $4.8M | Add +3.5% |
| SHLD Global X Defense Tech ETF | 0.57% | 66,783 | $4.7M | Add +41.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.56% | 51,197 | $4.6M | Add +85.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.53% | 82,845 | $4.4M | Reduce -8.1% |
| ITOT iShares Core S&P Total U.S. | 0.52% | 30,595 | $4.4M | Add +8.9% |
| OEF iShares S&P 100 ETF | 0.51% | 13,391 | $4.3M | Add +32.2% |
| HD Home Depot Inc. | 0.49% | 12,278 | $4.0M | Add +5.3% |
| PG The Procter & Gamble Co. | 0.47% | 27,284 | $3.9M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 0.47% | 57,302 | $3.9M | Add +4.9% |
| KLAC KLA Corp. | 0.46% | 2,602 | $3.8M | Add +0.4% |
| TLH iShares 10-20 Year Treasury | 0.46% | 37,784 | $3.8M | Add +15.8% |
| CSCO Cisco Systems Inc. | 0.45% | 47,777 | $3.7M | Add +6.4% |
| FV First Trust DW Focus 5 Fund | 0.44% | 60,862 | $3.7M | Reduce -0.4% |
| SGOV iShares 0-3 Month Treasury B | 0.44% | 36,491 | $3.7M | Add +24.7% |
| MCD McDonald's Corp. | 0.43% | 11,421 | $3.5M | Add +2.3% |
| SMH Vaneck Semiconductor ETF | 0.42% | 9,139 | $3.5M | Add +2.2% |
| LLY Eli Lilly & Co. | 0.42% | 3,768 | $3.5M | Add +20.2% |
| HON Honeywell International Inc. | 0.39% | 14,144 | $3.2M | Add +1.5% |
| SCHR Schwab Intermediate-Term US | 0.38% | 128,041 | $3.2M | Add +863.1% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.38% | 63,096 | $3.1M | Reduce -27.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.38% | 66,414 | $3.1M | Add +11.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.36% | 61,877 | $3.0M | Add +35.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.36% | 37,465 | $3.0M | Add +6.7% |
| NFLX Netflix Inc. | 0.35% | 29,944 | $2.9M | Add +8.6% |
| TD Toronto-Dominion Bank | 0.33% | 29,128 | $2.7M | Reduce -0.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 53,099 | $2.6M | Add +2.0% |
| PFG Principal Financial Group | 0.32% | 29,135 | $2.6M | Add +8.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.31% | 49,461 | $2.6M | Add +7.4% |
| IWM iShares Russell 2000 ETF | 0.29% | 9,846 | $2.4M | Add +6.5% |
| COST Costco Wholesale Corp. | 0.29% | 2,441 | $2.4M | Add +16.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.29% | 46,162 | $2.4M | Reduce -2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 14,554 | $2.3M | Add +15.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 46,759 | $2.3M | Add +8.7% |
| MUB iShares National Muni Bond E | 0.27% | 20,729 | $2.2M | Add +14.3% |
| ETN Eaton Corp. PLC | 0.26% | 6,018 | $2.2M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 4,371 | $2.1M | Add +23.2% |
| TRV The Travelers Cos Inc. | 0.25% | 7,139 | $2.1M | Add +18.4% |
| MCK McKesson Corp. | 0.25% | 2,404 | $2.1M | Add +20.2% |
| V Visa Inc. Class A | 0.25% | 6,809 | $2.1M | Add +18.4% |
| PEP Pepsico Inc. | 0.25% | 13,161 | $2.0M | Reduce -16.5% |
| IAU iShares Gold Trust | 0.24% | 23,029 | $2.0M | Reduce -46.6% |
| IWP iShares Russell Mid-Cap Grow | 0.23% | 15,225 | $2.0M | Reduce -0.4% |
| FVD First Trust Value Line DVD | 0.22% | 39,693 | $1.9M | Reduce -23.4% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.22% | 41,427 | $1.9M | Reduce -1.7% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.22% | 7,801 | $1.8M | Reduce -82.8% |
| ACN Accenture PLC Class A | 0.22% | 9,159 | $1.8M | Reduce -4.7% |
| XLG Invesco S&P 500 Top 50 ETF | 0.22% | 33,148 | $1.8M | Add +14.5% |
| XLI SS Industrial Select Sector | 0.22% | 11,141 | $1.8M | Add +162.3% |
| CAIE Calamos Autocallable Inc. ETF | 0.22% | 71,589 | $1.8M | Add +2.0% |
| GLD SPDR Gold Shares | 0.21% | 4,036 | $1.7M | Add +24.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.21% | 16,739 | $1.7M | Add +1.4% |
| AEP American Electric Power | 0.20% | 12,899 | $1.7M | Add +1.0% |
| CB Chubb Ltd. | 0.20% | 5,105 | $1.7M | Add +0.7% |
| RTX RTX Corp. | 0.20% | 8,581 | $1.7M | Add +5.8% |
| BLK BlackRock Inc. | 0.20% | 1,708 | $1.6M | Add +1.0% |
| LMT Lockheed Martin Corp. | 0.20% | 2,718 | $1.6M | Add +14.1% |
| ORCL Oracle Corp. | 0.19% | 10,957 | $1.6M | Reduce -4.1% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.19% | 56,848 | $1.6M | Add +4.5% |
| PANW Palo Alto Networks Inc. | 0.19% | 9,888 | $1.6M | Reduce -2.8% |
| DUK Duke Energy Corp. | 0.19% | 12,046 | $1.6M | Add +2.1% |
| BDYN iShares DYN Act ETF | 0.18% | 63,135 | $1.5M | Add +1.7% |
| ZALT Innovator US Eq 10 Buffer | 0.18% | 46,930 | $1.5M | Reduce -0.6% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 25,092 | $1.5M | Add +44.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 15,763 | $1.5M | Add +5.4% |
Portfolio Sells Q4 2025 → Q1 2026
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -82.8% | 0.22% | −1.33 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -20.2% | 1.67% | −0.80 |
| IEMG iShares Core MSCI Emerging | Reduce -35.1% | 0.91% | −0.62 |
| IWD iShares Russell 1000 Value E | Reduce -1.9% | 3.28% | −0.45 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.6% | 1.68% | −0.39 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -8.1% | 0.53% | −0.31 |
| BITB Bitwise Bitcoin ETF | Reduce -45.6% | 0.16% | −0.28 |
| QUAL iShares MSCI USA Quality Fac | Reduce -6.2% | 1.05% | −0.26 |
| EFV iShares MSCI Eafe Value ETF | Reduce -58.0% | 0.16% | −0.26 |
| IAU iShares Gold Trust | Reduce -46.6% | 0.24% | −0.23 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -27.5% | 0.38% | −0.21 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.19 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -34.2% | 0.11% | −0.14 |
| ACN Accenture PLC Class A | Reduce -4.7% | 0.22% | −0.13 |
| HYHG Proshares High Yield Interes | Sold out | 0.00% | −0.11 |
| ORCL Oracle Corp. | Reduce -4.1% | 0.19% | −0.11 |
| PHYL Pgim Active High Yield Bond | Sold out | 0.00% | −0.11 |
| FVD First Trust Value Line DVD | Reduce -23.4% | 0.22% | −0.10 |
| EMLP First Trust North American E | Sold out | 0.00% | −0.10 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -24.2% | 0.17% | −0.09 |
| DKNG Draftkings Inc. Class A | Reduce -4.1% | 0.10% | −0.09 |
| ETHW Bitwise Ethereum ETF | Reduce -12.9% | 0.10% | −0.08 |
| FV First Trust DW Focus 5 Fund | Reduce -0.4% | 0.44% | −0.08 |
| HIMU iShares High Yild Muni A ETF | Sold out | 0.00% | −0.07 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -35.2% | 0.09% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.47% | −0.06 |
| PANW Palo Alto Networks Inc. | Reduce -2.8% | 0.19% | −0.06 |
| NVDL Granitesh 2X LNG Nvda ETF | Reduce -0.1% | 0.17% | −0.06 |
| PEP Pepsico Inc. | Reduce -16.5% | 0.25% | −0.06 |
| QXO Qxo Inc. | Reduce -38.1% | 0.06% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.4% | 0.23% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Reduce -20.2% | 0.12% | −0.05 |
| TD Toronto-Dominion Bank | Reduce -0.7% | 0.33% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.5% | 0.29% | −0.05 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.05 |
| NOW ServiceNow Inc. | Reduce -18.5% | 0.05% | −0.05 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.04 |
| XLK SS Technology Select Sector | Reduce -23.5% | 0.07% | −0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -28.1% | 0.09% | −0.04 |
| BNDW Vanguard Total World Bond Et | Sold out | 0.00% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -0.1% | 0.07% | −0.04 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.04 |
| IEV iShares Europe ETF | Sold out | 0.00% | −0.04 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.04 |
| USTB Victoryshares Short-Term Bon | Reduce -16.3% | 0.10% | −0.04 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.04 |
| JMST JPM Ultra-Short Muni Income | Reduce -23.7% | 0.07% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.03 |
| YETH Roundhill Etr Co. Call St ETF | Reduce -2.0% | 0.04% | −0.03 |
| DSEP FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +3198.1% | 3.30% | +3.19 |
| CORO Ish Intl CTRY Rot Act ETF | New | 1.83% | +1.83 |
| VWO Vanguard Ftse Emerging Marke | New | 1.12% | +1.12 |
| HUBS HubSpot Inc. | New | 0.73% | +0.73 |
| GLDM SPDR Gold Minishares Trust | New | 0.63% | +0.63 |
| SCHR Schwab Intermediate-Term US | Add +863.1% | 0.38% | +0.34 |
| VTI VG Morningstar TS MKT ETF-US | Add +75.8% | 1.01% | +0.33 |
| IEFA iShares Core MSCI Eafe ETF | Add +85.6% | 0.56% | +0.22 |
| XOM Exxon Mobil Corp. | Add +3.8% | 0.89% | +0.20 |
| PZA Invesco National Amt-Free Mu | New | 0.17% | +0.17 |
| AMZN Amazon.com Inc. | Add +35.4% | 2.20% | +0.16 |
| SHLD Global X Defense Tech ETF | Add +41.2% | 0.57% | +0.15 |
| XLI SS Industrial Select Sector | Add +162.3% | 0.22% | +0.13 |
| SCHF Schwab Intl Equity ETF | Add +110.6% | 0.18% | +0.09 |
| NBSD Neuberger Short Duration Inc. | New | 0.08% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +20.5% | 5.44% | +0.08 |
| WMT Walmart Inc. | Add +15.5% | 0.64% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | New | 0.07% | +0.07 |
| GILD Gilead Sciences Inc. | New | 0.07% | +0.07 |
| EPAM Epam Systems Inc. | New | 0.07% | +0.07 |
| CAH Cardinal Health Inc. | New | 0.07% | +0.07 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.06% | +0.06 |
| SANM Sanmina Corp. | New | 0.06% | +0.06 |
| BNDX Vanguard Total Intl Bond ETF | Add +35.6% | 0.36% | +0.06 |
| ALL Allstate Corp. | New | 0.06% | +0.06 |
| BMY Bristol-Myers Squibb Co. | Add +44.5% | 0.18% | +0.06 |
| JNJ Johnson & Johnson | Add +4.5% | 0.67% | +0.06 |
| CTA Simplify Managed Futures St | New | 0.05% | +0.05 |
| COKE Coca-Cola Consolidated Inc. | New | 0.05% | +0.05 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | New | 0.05% | +0.05 |
| UTHR United Therapeutics Corp. | New | 0.05% | +0.05 |
| CVX Chevron Corp. | Add +19.4% | 0.17% | +0.05 |
| HIG Hartford Insurance Group Inc. | New | 0.05% | +0.05 |
| WRB WR Berkley Corp. | New | 0.05% | +0.05 |
| ROST Ross Stores Inc. | New | 0.05% | +0.05 |
| VRT Vertiv Holdings Co. Class A | Add +10.1% | 0.14% | +0.05 |
| EME Emcor Group Inc. | New | 0.05% | +0.05 |
| HCA HCA Healthcare Inc. | New | 0.05% | +0.05 |
| INCY Incyte Corp. | New | 0.05% | +0.05 |
| PGR Progressive Corp. | New | 0.05% | +0.05 |
| LDOS Leidos Holdings Inc. | New | 0.05% | +0.05 |
| MO Altria Group Inc. | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | Add +16.0% | 0.29% | +0.05 |
| NYT New York Times Co. Class A | New | 0.05% | +0.05 |
| FSK FS KKR Capital Corp. | New | 0.04% | +0.04 |
| MTZ Mastec Inc. | Add +7.8% | 0.15% | +0.04 |
| MLI Mueller Industries Inc. | New | 0.04% | +0.04 |
| EXEL Exelixis Inc. | New | 0.04% | +0.04 |
| BWA Borgwarner Inc. | New | 0.04% | +0.04 |
| VLO Valero Energy Corp. | New | 0.04% | +0.04 |
Options Activity Q4 2025 → Q1 2026
| CHEWY INC | call | Sold out | 11,000 | $364Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |