Mc Clarren Financial Advisors, Inc. Portfolio Holdings

Mc Clarren Financial Advisors, Inc.

  • $159 Million
  • Q4 2025

Mc Clarren Financial Advisors, Inc. has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $159 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $35.6M, Vanguard Total Stock Market Et with a value of $21.9M, Vanguard Mega Cap Growth ETF with a value of $15.5M, Vanguard Small Cap ETF with a value of $13.9M, and Vanguard Mid Cap ETF with a value of $11.3M.

Examining the 13F form we can see an increase of $6.38M in the current position value, from $153M to 159M.

Mc Clarren Financial Advisors, Inc. is based out at State College, PA

Below you can find more details about Mc Clarren Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $145 Million
Technology: $5.1 Million
Healthcare: $2.86 Million
Financial Services: $2.31 Million
Communication Services: $1.42 Million
Consumer Cyclical: $884,000
Consumer Defensive: $794,000
Industrials: $369,000
Other: $119,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.6 Million 22.35% of portfolio
57,583
Q4 2025 Added 69.84%
$0
$21.9 Million 13.76% of portfolio
66,426
Q4 2025 Added 9.63%
$0
$15.5 Million 9.71% of portfolio
37,851
Q4 2025 Added 29.93%
$0
$13.9 Million 8.73% of portfolio
55,648
Q4 2025 Added 3.22%
$0
$11.3 Million 7.13% of portfolio
39,544
Q4 2025 Added 22.98%
$0
$7.43 Million 4.66% of portfolio
10,998
Q4 2025 Added 310.22%
$0
$4.89 Million 3.07% of portfolio
6,468
Q4 2025 Added 62.68%
$0
$4.46 Million 2.8% of portfolio
7,393
Q4 2025 Reduced 19.12%
$0
$3.37 Million 2.12% of portfolio
18,509
Q4 2025 Reduced 22.99%
$4.3T
$2.58 Million 1.62% of portfolio
9,641
Q4 2025 Reduced 47.07%
$0
$2.56 Million 1.61% of portfolio
10,366
Q4 2025 Added 8.43%
$0
$2.46 Million 1.55% of portfolio
6,477
Q4 2025 Reduced 9.25%
$971B
$2.2 Million 1.38% of portfolio
2,149
Q4 2025 Added 313.27%
$3.78T
$1.77 Million 1.11% of portfolio
3,483
Q4 2025 Reduced 27.86%
$0
$1.72 Million 1.08% of portfolio
22,927
Q4 2025 Reduced 70.29%
$662B
$1.7 Million 1.06% of portfolio
3,331
Q4 2025 Reduced 29.25%
$0
$1.53 Million 0.96% of portfolio
4,152
Q4 2025 Added 157.09%
$0
$1.26 Million 0.79% of portfolio
6,735
Q4 2025 Reduced 35.13%
$0
$1.19 Million 0.75% of portfolio
5,785
Q4 2025 Added 12.57%
$0
$1.17 Million 0.74% of portfolio
11,649
Q4 2025 Reduced 49.17%
$0
$1.09 Million 0.68% of portfolio
7,717
Q4 2025 Added 30.84%
$0
$1.03 Million 0.65% of portfolio
3,539
Q4 2025 Added 19.12%
$0
$1.01 Million 0.64% of portfolio
8,515
Q4 2025 Reduced 70.86%
$0
$989,000 0.62% of portfolio
3,186
Q4 2025 Reduced 64.95%
$2.39T
$884,000 0.56% of portfolio
3,768
Q4 2025 Added 45.65%
$0
$866,000 0.54% of portfolio
3,650
Q4 2025 Reduced 28.54%
$1.65T
$801,000 0.5% of portfolio
2,899
Q4 2025 Added 31.83%
$0
$802,000 0.5% of portfolio
3,930
Q4 2025 Reduced 23.03%
$0
$641,000 0.4% of portfolio
1,327
Q4 2025 New
$881B
$611,000 0.38% of portfolio
2,035
Q4 2025 Added 56.54%
$0
$540,000 0.34% of portfolio
3,679
Q4 2025 Reduced 23.31%
$1.74T
$527,000 0.33% of portfolio
1,847
Q4 2025 Added 3.07%
$0
$503,000 0.32% of portfolio
8,211
Q4 2025 Reduced 39.83%
$0
$453,000 0.28% of portfolio
5,591
Q4 2025 Added 69.27%
$182B
$427,000 0.27% of portfolio
662
Q4 2025 Added 47.44%
$0
$413,000 0.26% of portfolio
13,176
Q4 2025 Reduced 14.15%
$279B
$414,000 0.26% of portfolio
4,027
Q4 2025 Added 193.73%
$0
$395,000 0.25% of portfolio
3,777
Q4 2025 Reduced 26.65%
$0
$399,000 0.25% of portfolio
2,906
Q4 2025 Reduced 35.57%
$0
$375,000 0.24% of portfolio
4,628
Q4 2025 Reduced 71.97%
$0
$378,000 0.24% of portfolio
2,175
Q4 2025 Reduced 47.84%
$0
$367,000 0.23% of portfolio
1,910
Q4 2025 Added 32.27%
$0
$370,000 0.23% of portfolio
3,916
Q4 2025 Added 2,259.04%
$593B
$328,000 0.21% of portfolio
1,496
Q4 2025 Added 30.66%
$0
$325,000 0.2% of portfolio
5,940
Q4 2025 Reduced 71.39%
$121B
$314,000 0.2% of portfolio
374
Q4 2025 Reduced 51.62%
$0
$303,000 0.19% of portfolio
6,228
Q4 2025 Reduced 90.17%
$0
$302,000 0.19% of portfolio
1,478
Q4 2025 Reduced 16.17%
$346B
$248,000 0.16% of portfolio
1,707
Q4 2025 Reduced 59.14%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $159 Million
  • Prior Value $153 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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