McClarren Financial Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), McClarren Financial Advisors, Inc. reported 77 stock positions worth $167.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 11.7% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 8.4%) and Vanguard Ultra Short Bond Et (VUSB, 8.2%). Compared with Q3 2025, it opened 3 new positions, sold out of 1, added to 27 and reduced 47. The biggest buy was a new position in Vanguard Mrngstar GR ETF-Sui (VUG) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- STATE COLLEGE, PA
- CIK
- 0001842974
- Portfolio Value
- $167.6M (Q4 2025)
- SEC Filing
- 0001214659-26-000385 ↗ filed Jan 13, 2026
Holdings Value
Holdings 77 stocks · $167.6M
| VTI VG Morningstar TS MKT ETF-US | 11.66% | 66,426 | $19.5M | Add +9.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 8.44% | 55,648 | $14.1M | Add +3.2% |
| VUSB Vanguard Ultra Short Bond Et | 8.20% | 79,809 | $13.7M | Reduce -54.6% |
| VOO Vanguard S&P 500 ETF | 7.99% | 57,583 | $13.4M | Add +69.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.81% | 39,544 | $9.7M | Add +23.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 5.09% | 37,851 | $8.5M | Add +29.9% |
| VXUS Vanguard Total Intl Stock | 4.20% | 22,927 | $7.0M | Reduce -70.3% |
| VIG Vanguard Dividend Apprec ETF | 4.07% | 18,509 | $6.8M | Reduce -23.0% |
| AAPL Apple Inc. | 3.36% | 9,641 | $5.6M | Reduce -47.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.56% | 12,836 | $4.3M | Reduce -40.3% |
| ESGV Vanguard ESG US Stock ETF | 2.47% | 8,515 | $4.1M | Reduce -70.9% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 2.44% | 10,366 | $4.1M | Add +8.4% |
| IWV iShares Russell 3000 ETF | 2.34% | 6,477 | $3.9M | Reduce -9.3% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.30% | 6,228 | $3.8M | Reduce -90.2% |
| SGOV iShares 0-3 Month Treasury B | 1.80% | 11,649 | $3.0M | Reduce -49.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.69% | 3,186 | $2.8M | Reduce -65.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.60% | 7,393 | $2.7M | Reduce -19.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.17% | 6,735 | $2.0M | Reduce -35.1% |
| VYM Vanguard High DVD Yield ETF | 0.99% | 7,717 | $1.7M | Add +30.8% |
| MSFT Microsoft Corp. | 0.94% | 3,483 | $1.6M | Reduce -27.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.92% | 4,628 | $1.5M | Reduce -72.0% |
| IVV iShares Core S&P 500 ETF | 0.84% | 10,998 | $1.4M | Add +310.2% |
| VEA Vanguard Ftse Developed ETF | 0.78% | 8,211 | $1.3M | Reduce -39.8% |
| VWO Vanguard Ftse Emerging Marke | 0.74% | 5,940 | $1.2M | Reduce -71.4% |
| VXF Vanguard Extended Market ETF | 0.71% | 3,930 | $1.2M | Reduce -23.0% |
| IWM iShares Russell 2000 ETF | 0.69% | 3,650 | $1.2M | Reduce -28.5% |
| IWB iShares Russell 1000 ETF | 0.68% | 4,152 | $1.1M | Add +157.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.66% | 1,364 | $1.1M | Reduce -90.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.63% | 5,785 | $1.1M | Add +12.6% |
| ESGU iShares ESG Aware MSCI USA | 0.62% | 3,679 | $1.0M | Reduce -23.3% |
| VGT Vanguard Info Tech ETF | 0.61% | 6,468 | $1.0M | Add +62.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 3,331 | $1.0M | Reduce -29.3% |
| SUSA iShares ESG Optimized MSCI U | 0.58% | 2,906 | $964K | Reduce -35.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.57% | 1,667 | $954K | Reduce -85.9% |
| DFSV Dimensional US Small Cap Val | 0.54% | 13,176 | $912K | Reduce -14.2% |
| ITOT iShares Core S&P Total U.S. | 0.50% | 595 | $837K | Reduce -89.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.50% | 3,539 | $831K | Add +19.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.48% | 2,962 | $812K | Reduce -82.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.48% | 2,175 | $812K | Reduce -47.8% |
| GOOGL Alphabet Inc. Class A | 0.47% | 2,899 | $780K | Add +31.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.45% | 3,777 | $761K | Reduce -26.6% |
| AMZN Amazon.com Inc. | 0.44% | 3,768 | $737K | Add +45.6% |
| PG The Procter & Gamble Co. | 0.41% | 1,707 | $688K | Reduce -59.1% |
| CATH Global X S&P 500 Ca Val ETF | 0.38% | 5,591 | $640K | Add +69.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 5,236 | $576K | Reduce -38.5% |
| LLY Eli Lilly & Co. | 0.33% | 2,149 | $559K | Add +313.3% |
| WMT Walmart Inc. | 0.32% | 4,027 | $530K | Add +193.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 891 | $460K | Reduce -76.8% |
| DFLV Dim US Large Cap Value ETF | 0.27% | 2,161 | $456K | Reduce -75.7% |
| GOOG Alphabet Inc. Class C | 0.25% | 1,847 | $420K | Add +3.1% |
| HSY The Hershey Co. | 0.25% | 287 | $419K | Reduce -88.0% |
| NUSC Nuveen ESG Small-Cap ETF | 0.24% | 5,056 | $407K | Add +14.2% |
| VGSH Vanguard Short-Term Treasury | 0.23% | 117 | $391K | Reduce -98.6% |
| IWR iShares Russell Mid-Cap ETF | 0.22% | 3,916 | $374K | Add +2259.0% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.22% | 66 | $362K | Reduce -98.8% |
| JPM JPMorgan Chase & Co. | 0.21% | 2,035 | $353K | Add +56.5% |
| PEP Pepsico Inc. | 0.21% | 554 | $349K | Reduce -77.4% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.21% | 1,852 | $349K | Reduce -67.5% |
| VPU Vanguard Utilities ETF | 0.21% | 1,910 | $346K | Add +32.3% |
| EFA iShares MSCI Eafe ETF | 0.20% | 1,113 | $333K | Reduce -61.3% |
| IWD iShares Russell 1000 Value E | 0.19% | 1,478 | $325K | Reduce -16.2% |
| VNQ Vanguard Real Estate ETF | 0.19% | 1,610 | $320K | Reduce -50.0% |
| BLD Topbuild Corp. | 0.18% | 417 | $308K | Reduce -43.6% |
| MCK McKesson Corp. | 0.18% | 374 | $307K | Reduce -51.6% |
| INTU Intuit Inc. | 0.18% | 662 | $298K | Add +47.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.18% | 988 | $295K | Reduce -52.1% |
| ORCL Oracle Corp. | 0.15% | 1,496 | $257K | Add +30.7% |
| JNJ Johnson & Johnson | 0.15% | 1,195 | $251K | Add +16.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 1,327 | $248K | New |
| IYJ iShares U.S. Industrials ETF | 0.15% | 148 | $243K | Reduce -91.0% |
| CEG Constellation Energy | 0.14% | 353 | $242K | Reduce -48.4% |
| ESML iShares ESG Aware MSCI USA S | 0.13% | 3,602 | $225K | Add +152.8% |
| DFIC Dimensional International Co. | 0.13% | 207 | $212K | Reduce -96.7% |
| VDE Vanguard Energy ETF | 0.13% | 1,128 | $212K | Reduce -27.2% |
| UNP Union Pacific Corp. | 0.12% | 886 | $205K | Add +275.4% |
| VDC Vanguard Consumer Staple ETF | 0.12% | 1,121 | $205K | New |
| AMGN Amgen Inc. | 0.12% | 327 | $202K | New |
Portfolio Sells Q3 2025 → Q4 2025
| VIG Vanguard Dividend Apprec ETF | Reduce -23.0% | 4.07% | −0.17 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.13 |
| MSFT Microsoft Corp. | Reduce -27.9% | 0.94% | −0.12 |
| IWV iShares Russell 3000 ETF | Reduce -9.3% | 2.34% | −0.08 |
| VGSH Vanguard Short-Term Treasury | Reduce -98.6% | 0.23% | −0.07 |
| IWD iShares Russell 1000 Value E | Reduce -16.2% | 0.19% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -65.0% | 1.69% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -71.4% | 0.74% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -35.1% | 1.17% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -40.3% | 2.56% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -59.1% | 0.41% | −0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -47.8% | 0.48% | −0.04 |
| VXF Vanguard Extended Market ETF | Reduce -23.0% | 0.71% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -50.0% | 0.19% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -28.5% | 0.69% | −0.02 |
| SUSA iShares ESG Optimized MSCI U | Reduce -35.6% | 0.58% | −0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -72.0% | 0.92% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -89.7% | 0.50% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -29.3% | 0.60% | −0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -38.5% | 0.34% | −0.01 |
| HSY The Hershey Co. | Reduce -88.0% | 0.25% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -70.9% | 2.47% | −0.01 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Reduce -67.5% | 0.21% | −0.01 |
| DIS The Walt Disney Co. | Reduce -76.8% | 0.27% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -82.5% | 0.48% | −0.01 |
| VDE Vanguard Energy ETF | Reduce -27.2% | 0.13% | −0.00 |
| IYJ iShares U.S. Industrials ETF | Reduce -91.0% | 0.15% | −0.00 |
| PEP Pepsico Inc. | Reduce -77.4% | 0.21% | −0.00 |
| DFIC Dimensional International Co. | Reduce -96.7% | 0.13% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Reduce -23.3% | 0.62% | +0.00 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -52.1% | 0.18% | +0.00 |
| EFIV SS SPDR S&P 500 ESG ETF | Reduce -98.8% | 0.22% | +0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -61.3% | 0.20% | +0.00 |
| DFSV Dimensional US Small Cap Val | Reduce -14.2% | 0.54% | +0.00 |
| DFLV Dim US Large Cap Value ETF | Reduce -75.7% | 0.27% | +0.00 |
| MCK McKesson Corp. | Reduce -51.6% | 0.18% | +0.01 |
| CEG Constellation Energy | Reduce -48.4% | 0.14% | +0.01 |
| BLD Topbuild Corp. | Reduce -43.6% | 0.18% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -90.8% | 0.66% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -26.6% | 0.45% | +0.02 |
| SGOV iShares 0-3 Month Treasury B | Reduce -49.2% | 1.80% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -39.8% | 0.78% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -19.1% | 1.60% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -85.9% | 0.57% | +0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -70.3% | 4.20% | +0.12 |
| AAPL Apple Inc. | Reduce -47.1% | 3.36% | +0.13 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -90.2% | 2.30% | +0.35 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -54.6% | 8.20% | +0.91 |
Portfolio Buys Q3 2025 → Q4 2025
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.15% | +0.15 |
| VDC Vanguard Consumer Staple ETF | New | 0.12% | +0.12 |
| AMGN Amgen Inc. | New | 0.12% | +0.12 |
| LLY Eli Lilly & Co. | Add +313.3% | 0.33% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +31.8% | 0.47% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +3.1% | 0.25% | +0.05 |
| WMT Walmart Inc. | Add +193.7% | 0.32% | +0.02 |
| JNJ Johnson & Johnson | Add +16.3% | 0.15% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +69.8% | 7.99% | +0.01 |
| AMZN Amazon.com Inc. | Add +45.6% | 0.44% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +56.5% | 0.21% | −0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Add +14.2% | 0.24% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +152.8% | 0.13% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +310.2% | 0.84% | −0.00 |
| UNP Union Pacific Corp. | Add +275.4% | 0.12% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +2259.0% | 0.22% | −0.01 |
| VPU Vanguard Utilities ETF | Add +32.3% | 0.21% | −0.01 |
| INTU Intuit Inc. | Add +47.4% | 0.18% | −0.01 |
| IWB iShares Russell 1000 ETF | Add +157.1% | 0.68% | −0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +19.1% | 0.50% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Add +30.8% | 0.99% | −0.04 |
| VGT Vanguard Info Tech ETF | Add +62.7% | 0.61% | −0.04 |
| CATH Global X S&P 500 Ca Val ETF | Add +69.3% | 0.38% | −0.04 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +8.4% | 2.44% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +12.6% | 0.63% | −0.07 |
| ORCL Oracle Corp. | Add +30.7% | 0.15% | −0.12 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +29.9% | 5.09% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.6% | 11.66% | −0.21 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.2% | 8.44% | −0.22 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +23.0% | 5.81% | −0.23 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $193.5M | VTI, VB, VUSB, VOO, VO |
| Q1 2026 | 79 | $168.9M | VTI, VUSB, VB, VOO, VO |
| Q4 2025 | 77 | $167.6M | VTI, VB, VUSB, VOO, VO |
| Q3 2025 | 75 | $163.5M | VTI, VB, VOO, VUSB, VO |
| Q2 2025 | 73 | $153.7M | VTI, VB, VOO, VUSB, VO |
| Q1 2025 | 319 | $151.3M | VTI, VUSB, VB, VOO, VO |
| Q4 2024 | 193 | $35.6M | VUSB, ISTB, SPTM, ESGU, VGT |
| Q3 2024 | 270 | $795.5M | DSI, VEA, VUSB, VXUS, SPTM |
| Q2 2024 | 359 | $11.0M | VO, VBK, VBR, GOOG, VOT |
| Q1 2024Amended | 350 | $139.2M | VTI, VB, VOO, VO, VIG |